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Joel Greenblatt’s IDA Holdings & Trades

First Buy
Q3 2014
Duration Held
37 Quarters
Largest Add
Q1 2016
+87,346 Shares
Current Position
48,070 Shares
$6.08 M Value

Joel Greenblatt's IDA Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 48,070 shares of IDACORP, Inc. (IDA) worth $6.08 M, representing 0.02% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 37 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in IDA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 87,346 shares. Largest reduction occurred in Q2 2016, reducing 87,346 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's IDACORP (IDA) Holding Value Over Time

Track share changes against reported price movement

Quarterly IDACORP (IDA) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -32,350 Reduce 40.23% 48,070 $126.56
Q3 2025 +53,181 Add 195.24% 80,420 $132.15
Q2 2025 -17,476 Reduce 39.08% 27,239 $115.45
Q1 2025 +15,928 Add 55.33% 44,715 $116.22
Q4 2024 +9 Add 0.03% 28,787 $109.28
Q3 2024 -1,076 Reduce 3.60% 28,778 $103.09
Q2 2024 +2,824 Add 10.45% 29,854 $93.15
Q1 2024 +19,969 Add 282.81% 27,030 $92.89
Q4 2023 -5,190 Reduce 42.36% 7,061 $98.32
Q3 2023 +8,384 Add 216.81% 12,251 $93.65
Q2 2023 -2,765 Reduce 41.69% 3,867 $102.60
Q1 2023 +443 Add 7.16% 6,632 $108.33
Q4 2022 +899 Add 16.99% 6,189 $107.85
Q3 2022 +174 Add 3.40% 5,290 $99.05
Q2 2022 -235 Reduce 4.39% 5,116 $105.94
Q1 2022 -286 Reduce 5.07% 5,351 $115.31
Q4 2021 -722 Reduce 11.35% 5,637 $113.36
Q3 2021 +693 Add 12.23% 6,359 $103.32
Q2 2021 -3,993 Reduce 41.34% 5,666 $97.42
Q1 2021 -5,855 Reduce 37.74% 9,659 $100.01
Q4 2020 +9,011 Add 138.57% 15,514 $96.04
Q3 2020 +1,083 Add 19.98% 6,503 $79.96
Q2 2020 +1,913 Add 54.55% 5,420 $87.45
Q1 2020 -1,199 Reduce 25.48% 3,507 $87.82
Q4 2019 -228 Reduce 4.62% 4,706 $106.88
Q3 2019 -505 Reduce 9.28% 4,934 $112.69
Q2 2019 +325 Add 6.36% 5,439 $100.39
Q1 2019 +1,482 Add 40.80% 5,114 $99.53
Q4 2018 +3,632 New Buy 3,632 $93.06
Q1 2018 -3,842 Sold Out 0 $0.00
Q4 2017 +3,842 New Buy 3,842 $91.36
Q2 2016 -87,346 Sold Out 0 $0.00
Q1 2016 +87,346 New Buy 87,346 $74.59
Q2 2015 -13,371 Sold Out 0 $0.00
Q1 2015 -1,312 Reduce 8.94% 13,371 $62.90
Q4 2014 -754 Reduce 4.88% 14,683 $66.20
Q3 2014 +15,437 New Buy 15,437 $53.64

Joel Greenblatt's IDACORP Investment FAQs

Joel Greenblatt first purchased IDACORP, Inc. (IDA) in Q3 2014, acquiring 15,437 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held IDACORP, Inc. (IDA) for 37 quarters since Q3 2014.

Joel Greenblatt's largest addition to IDACORP, Inc. (IDA) was in Q1 2016, adding 87,346 shares worth $6.52 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 48,070 shares of IDACORP, Inc. (IDA), valued at approximately $6.08 M.

As of the Q4 2025 filing, IDACORP, Inc. (IDA) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in IDACORP, Inc. (IDA) was 87,346 shares, as reported at the end of Q1 2016.