Joel Greenblatt's IMKTA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,980 shares of Ingles Markets, Incorporated (IMKTA) worth $627,432, representing 0.00% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in IMKTA, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2015, adding 201,636 shares. Largest reduction occurred in Q1 2016, reducing 128,316 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ingles Markets Incorporated (IMKTA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ingles Markets Incorporated (IMKTA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +6,980 | New Buy | 6,980 | $89.89 |
| Q1 2025 | -4,634 | Sold Out | 0 | $0.00 |
| Q4 2024 | -566 | Reduce 10.88% | 4,634 | $64.44 |
| Q3 2024 | +5,200 | New Buy | 5,200 | $74.60 |
| Q1 2024 | -4,010 | Sold Out | 0 | $0.00 |
| Q4 2023 | +649 | Add 19.31% | 4,010 | $86.37 |
| Q3 2023 | +3,361 | New Buy | 3,361 | $75.33 |
| Q2 2023 | -2,636 | Sold Out | 0 | $0.00 |
| Q1 2023 | -2,979 | Reduce 53.05% | 2,636 | $88.70 |
| Q4 2022 | -1,753 | Reduce 23.79% | 5,615 | $96.46 |
| Q3 2022 | -218 | Reduce 2.87% | 7,368 | $79.26 |
| Q2 2022 | +276 | Add 3.78% | 7,586 | $86.74 |
| Q1 2022 | +3,538 | Add 93.80% | 7,310 | $89.06 |
| Q4 2021 | +3,772 | New Buy | 3,772 | $86.43 |
| Q2 2021 | -3,888 | Sold Out | 0 | $0.00 |
| Q1 2021 | -3,134 | Reduce 44.63% | 3,888 | $61.73 |
| Q4 2020 | +7,022 | New Buy | 7,022 | $42.72 |
| Q1 2018 | -9,260 | Sold Out | 0 | $0.00 |
| Q4 2017 | -10,708 | Reduce 53.63% | 9,260 | $34.56 |
| Q3 2017 | -8,720 | Reduce 30.40% | 19,968 | $25.69 |
| Q2 2017 | -5,798 | Reduce 16.81% | 28,688 | $33.29 |
| Q1 2017 | +4,388 | Add 14.58% | 34,486 | $43.15 |
| Q4 2016 | -3,447 | Reduce 10.28% | 30,098 | $48.11 |
| Q3 2016 | -20,861 | Reduce 38.34% | 33,545 | $39.53 |
| Q2 2016 | -53,632 | Reduce 49.64% | 54,406 | $37.29 |
| Q1 2016 | -128,316 | Reduce 54.29% | 108,038 | $37.50 |
| Q4 2015 | -15,062 | Reduce 5.99% | 236,354 | $44.08 |
| Q3 2015 | -301 | Reduce 0.12% | 251,416 | $47.83 |
| Q2 2015 | +201,636 | Add 402.62% | 251,717 | $47.77 |
| Q1 2015 | +38,170 | Add 320.46% | 50,081 | $49.48 |
| Q4 2014 | +11,911 | New Buy | 11,911 | $37.11 |
| Q3 2014 | -14,780 | Sold Out | 0 | $0.00 |
| Q2 2014 | -14,293 | Reduce 49.16% | 14,780 | $26.32 |
| Q1 2014 | +2,730 | Add 10.36% | 29,073 | $23.84 |
| Q4 2013 | +26,343 | New Buy | 26,343 | $27.10 |
Joel Greenblatt's Ingles Markets Incorporated Investment FAQs
Joel Greenblatt first purchased Ingles Markets, Incorporated (IMKTA) in Q4 2013, acquiring 26,343 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 Ingles Markets, Incorporated (IMKTA) for 35 quarters since Q4 2013.
Joel Greenblatt's largest addition to Ingles Markets, Incorporated (IMKTA) was in Q2 2015, adding 251,717 shares worth $12.02 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,980 shares of Ingles Markets, Incorporated (IMKTA), valued at approximately $627,432.
As of the Q1 2026 filing, Ingles Markets, Incorporated (IMKTA) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Ingles Markets, Incorporated (IMKTA) was 251,717 shares, as reported at the end of Q2 2015.