Joel Greenblatt's LUMN Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 221,652 shares of Lumen Technologies, Inc. (LUMN) worth $1.72 M, representing 0.01% of the portfolio. First purchased in 2020-Q4, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in LUMN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 1.55 M shares. Largest reduction occurred in Q2 2023, reducing 1.53 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Lumen Technologies (LUMN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lumen Technologies (LUMN) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +221,652 | New Buy | 221,652 | $7.77 |
| Q3 2025 | -15,956 | Sold Out | 0 | $0.00 |
| Q2 2025 | -150,168 | Reduce 90.40% | 15,956 | $4.38 |
| Q1 2025 | -32,418 | Reduce 16.33% | 166,124 | $3.92 |
| Q4 2024 | +30,269 | Add 17.99% | 198,542 | $5.31 |
| Q3 2024 | -102,248 | Reduce 37.80% | 168,273 | $7.10 |
| Q2 2024 | +226,178 | Add 510.06% | 270,521 | $1.10 |
| Q1 2024 | +44,343 | New Buy | 44,343 | $1.56 |
| Q4 2023 | -103,150 | Sold Out | 0 | $0.00 |
| Q3 2023 | -384,142 | Reduce 78.83% | 103,150 | $1.42 |
| Q2 2023 | -1.53 M | Reduce 75.84% | 487,292 | $2.26 |
| Q1 2023 | +1.55 M | Add 332.56% | 2.02 M | $2.65 |
| Q4 2022 | +307,918 | Add 194.39% | 466,323 | $5.22 |
| Q3 2022 | -368 | Reduce 0.23% | 158,405 | $7.28 |
| Q2 2022 | -52,205 | Reduce 24.74% | 158,773 | $10.91 |
| Q1 2022 | -112,228 | Reduce 34.72% | 210,978 | $11.27 |
| Q4 2021 | +207,273 | Add 178.79% | 323,206 | $12.55 |
| Q3 2021 | +44,613 | Add 62.55% | 115,933 | $12.39 |
| Q2 2021 | -45,360 | Reduce 38.88% | 71,320 | $13.59 |
| Q1 2021 | -19,489 | Reduce 14.31% | 116,680 | $13.35 |
| Q4 2020 | +136,169 | New Buy | 136,169 | $9.75 |
Joel Greenblatt's Lumen Technologies Investment FAQs
Joel Greenblatt first purchased Lumen Technologies, Inc. (LUMN) in Q4 2020, acquiring 136,169 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 Lumen Technologies, Inc. (LUMN) for 21 quarters since Q4 2020.
Joel Greenblatt's largest addition to Lumen Technologies, Inc. (LUMN) was in Q1 2023, adding 2,017,109 shares worth $5.35 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 221,652 shares of Lumen Technologies, Inc. (LUMN), valued at approximately $1.72 M.
As of the Q4 2025 filing, Lumen Technologies, Inc. (LUMN) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Lumen Technologies, Inc. (LUMN) was 2,017,109 shares, as reported at the end of Q1 2023.