Joel Greenblatt's LECO Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 143,857 shares of Lincoln Electric Holdings, Inc. (LECO) worth $35.83 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in LECO, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 556,913 shares. Largest reduction occurred in Q1 2016, reducing 515,626 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lincoln Electric Holdings (LECO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lincoln Electric Holdings (LECO) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +13,403 | Add 10.27% | 143,857 | $249.08 |
| Q4 2025 | -6,674 | Reduce 4.87% | 130,454 | $239.64 |
| Q3 2025 | +1,682 | Add 1.24% | 137,128 | $235.83 |
| Q2 2025 | +21,780 | Add 19.16% | 135,446 | $207.32 |
| Q1 2025 | -12,677 | Reduce 10.03% | 113,666 | $189.16 |
| Q4 2024 | -26,261 | Reduce 17.21% | 126,343 | $187.47 |
| Q3 2024 | +15,674 | Add 11.45% | 152,604 | $192.02 |
| Q2 2024 | +93,902 | Add 218.23% | 136,930 | $188.64 |
| Q1 2024 | +11,791 | Add 37.75% | 43,028 | $255.44 |
| Q4 2023 | +2,321 | Add 8.03% | 31,237 | $217.46 |
| Q3 2023 | +7,056 | Add 32.28% | 28,916 | $181.79 |
| Q2 2023 | +2,068 | Add 10.45% | 21,860 | $198.63 |
| Q1 2023 | -7,880 | Reduce 28.48% | 19,792 | $169.10 |
| Q4 2022 | +8,878 | Add 47.24% | 27,672 | $144.49 |
| Q3 2022 | +9,406 | Add 100.19% | 18,794 | $125.73 |
| Q2 2022 | +1,540 | Add 19.62% | 9,388 | $123.35 |
| Q1 2022 | +2,935 | Add 59.74% | 7,848 | $137.87 |
| Q4 2021 | +2,817 | Add 134.40% | 4,913 | $139.43 |
| Q3 2021 | +332 | Add 18.82% | 2,096 | $128.82 |
| Q2 2021 | -496 | Reduce 21.95% | 1,764 | $131.52 |
| Q1 2021 | +2,260 | New Buy | 2,260 | $123.01 |
| Q4 2020 | -4,588 | Sold Out | 0 | $0.00 |
| Q3 2020 | -4,770 | Reduce 50.97% | 4,588 | $91.98 |
| Q2 2020 | +9,358 | New Buy | 9,358 | $84.21 |
| Q3 2019 | -16,774 | Sold Out | 0 | $0.00 |
| Q2 2019 | +1,736 | Add 11.54% | 16,774 | $82.33 |
| Q1 2019 | -95,463 | Reduce 86.39% | 15,038 | $83.85 |
| Q4 2018 | +99,042 | Add 864.32% | 110,501 | $78.85 |
| Q3 2018 | +11,459 | New Buy | 11,459 | $93.46 |
| Q3 2017 | -55,090 | Sold Out | 0 | $0.00 |
| Q2 2017 | +55,090 | New Buy | 55,090 | $92.09 |
| Q1 2017 | -9,788 | Sold Out | 0 | $0.00 |
| Q4 2016 | +5,954 | Add 155.29% | 9,788 | $76.62 |
| Q3 2016 | -79 | Reduce 2.02% | 3,834 | $62.60 |
| Q2 2016 | -336,413 | Reduce 98.85% | 3,913 | $59.03 |
| Q1 2016 | -515,626 | Reduce 60.24% | 340,326 | $58.57 |
| Q4 2015 | +142,200 | Add 19.92% | 855,952 | $51.89 |
| Q3 2015 | -133,243 | Reduce 15.73% | 713,752 | $52.43 |
| Q2 2015 | +135,423 | Add 19.03% | 846,995 | $60.89 |
| Q1 2015 | -40,693 | Reduce 5.41% | 711,572 | $65.39 |
| Q4 2014 | +556,913 | Add 285.08% | 752,265 | $69.09 |
| Q3 2014 | -230,941 | Reduce 54.17% | 195,352 | $69.14 |
| Q2 2014 | +8,258 | Add 1.98% | 426,293 | $69.88 |
| Q1 2014 | +178,347 | Add 74.41% | 418,035 | $72.01 |
| Q4 2013 | +106,651 | Add 80.17% | 239,688 | $71.34 |
| Q3 2013 | -5,239 | Reduce 3.79% | 133,037 | $66.62 |
| Q2 2013 | +138,276 | Add 0.00% | 138,276 | $57.27 |
Joel Greenblatt's Lincoln Electric Holdings Investment FAQs
Joel Greenblatt first purchased Lincoln Electric Holdings, Inc. (LECO) in Q2 2013, acquiring 138,276 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 Lincoln Electric Holdings, Inc. (LECO) for 47 quarters since Q2 2013.
Joel Greenblatt's largest addition to Lincoln Electric Holdings, Inc. (LECO) was in Q4 2014, adding 752,265 shares worth $51.97 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 143,857 shares of Lincoln Electric Holdings, Inc. (LECO), valued at approximately $35.83 M.
As of the Q1 2026 filing, Lincoln Electric Holdings, Inc. (LECO) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Lincoln Electric Holdings, Inc. (LECO) was 855,952 shares, as reported at the end of Q4 2015.