Joel Greenblatt's MAS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 442,586 shares of Masco Corporation (MAS) worth $26.72 M, representing 0.08% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MAS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 955,343 shares. Largest reduction occurred in Q2 2014, reducing 824,993 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Masco Corporation (MAS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Masco Corporation (MAS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +45,096 | Add 11.35% | 442,586 | $60.37 |
| Q4 2025 | +47,297 | Add 13.51% | 397,490 | $63.46 |
| Q3 2025 | +95,692 | Add 37.60% | 350,193 | $70.39 |
| Q2 2025 | -94,530 | Reduce 27.08% | 254,501 | $64.36 |
| Q1 2025 | +46,903 | Add 15.52% | 349,031 | $69.54 |
| Q4 2024 | +12,372 | Add 4.27% | 302,128 | $72.57 |
| Q3 2024 | -9,030 | Reduce 3.02% | 289,756 | $83.94 |
| Q2 2024 | +80,268 | Add 36.73% | 298,786 | $66.67 |
| Q1 2024 | +34,514 | Add 18.76% | 218,518 | $78.88 |
| Q4 2023 | +48,021 | Add 35.31% | 184,004 | $66.98 |
| Q3 2023 | +25,856 | Add 23.48% | 135,983 | $53.45 |
| Q2 2023 | +7,142 | Add 6.93% | 110,127 | $57.38 |
| Q1 2023 | -25,098 | Reduce 19.60% | 102,985 | $49.72 |
| Q4 2022 | -2,492 | Reduce 1.91% | 128,083 | $46.67 |
| Q3 2022 | +89,084 | Add 214.71% | 130,575 | $46.69 |
| Q2 2022 | -91,866 | Reduce 68.89% | 41,491 | $50.59 |
| Q1 2022 | +53,290 | Add 66.56% | 133,357 | $51.00 |
| Q4 2021 | +58,313 | Add 268.06% | 80,067 | $70.22 |
| Q3 2021 | -41,733 | Reduce 65.73% | 21,754 | $55.53 |
| Q2 2021 | -44,038 | Reduce 40.96% | 63,487 | $58.91 |
| Q1 2021 | -123,531 | Reduce 53.46% | 107,525 | $59.90 |
| Q4 2020 | -21,936 | Reduce 8.67% | 231,056 | $54.93 |
| Q3 2020 | -65,469 | Reduce 20.56% | 252,992 | $55.13 |
| Q2 2020 | -40,861 | Reduce 11.37% | 318,461 | $50.21 |
| Q1 2020 | -52,079 | Reduce 12.66% | 359,322 | $34.57 |
| Q4 2019 | +251,593 | Add 157.43% | 411,401 | $47.99 |
| Q3 2019 | +14,517 | Add 9.99% | 159,808 | $41.68 |
| Q2 2019 | -407,931 | Reduce 73.74% | 145,291 | $39.24 |
| Q1 2019 | -414,244 | Reduce 42.82% | 553,222 | $39.31 |
| Q4 2018 | +955,343 | Add 7880.42% | 967,466 | $29.24 |
| Q3 2018 | +12,123 | New Buy | 12,123 | $36.62 |
| Q2 2018 | -782,198 | Sold Out | 0 | $0.00 |
| Q1 2018 | +146,505 | Add 23.05% | 782,198 | $40.44 |
| Q4 2017 | +314,114 | Add 97.68% | 635,693 | $43.94 |
| Q3 2017 | +266,230 | Add 481.00% | 321,579 | $39.01 |
| Q2 2017 | -352,039 | Reduce 86.41% | 55,349 | $38.21 |
| Q1 2017 | -114,252 | Reduce 21.90% | 407,388 | $33.99 |
| Q4 2016 | +242,439 | Add 86.83% | 521,640 | $31.62 |
| Q3 2016 | -88,541 | Reduce 24.08% | 279,201 | $34.31 |
| Q2 2016 | -385,655 | Reduce 51.19% | 367,742 | $30.94 |
| Q1 2016 | -672,388 | Reduce 47.16% | 753,397 | $31.45 |
| Q4 2015 | +804,891 | Add 129.63% | 1.43 M | $28.30 |
| Q3 2015 | -16,583 | Reduce 2.60% | 620,894 | $25.18 |
| Q2 2015 | -664,837 | Reduce 51.05% | 637,477 | $26.67 |
| Q1 2015 | +417,050 | Add 47.11% | 1.3 M | $26.70 |
| Q4 2014 | -471,419 | Reduce 34.75% | 885,264 | $25.20 |
| Q3 2014 | +915,822 | Add 207.73% | 1.36 M | $23.92 |
| Q2 2014 | -824,993 | Reduce 65.17% | 440,861 | $22.20 |
| Q1 2014 | +661,186 | Add 109.35% | 1.27 M | $22.21 |
| Q4 2013 | +539,572 | Add 828.89% | 604,668 | $22.77 |
| Q3 2013 | +65,096 | New Buy | 65,096 | $21.28 |
Joel Greenblatt's Masco Corporation Investment FAQs
Joel Greenblatt first purchased Masco Corporation (MAS) in Q3 2013, acquiring 65,096 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 Masco Corporation (MAS) for 51 quarters since Q3 2013.
Joel Greenblatt's largest addition to Masco Corporation (MAS) was in Q4 2018, adding 967,466 shares worth $28.29 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 442,586 shares of Masco Corporation (MAS), valued at approximately $26.72 M.
As of the Q1 2026 filing, Masco Corporation (MAS) represents approximately 0.08% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Masco Corporation (MAS) was 1,425,785 shares, as reported at the end of Q4 2015.