Joel Greenblatt's MDU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 503,877 shares of MDU Resources Group, Inc. (MDU) worth $10.44 M, representing 0.03% of the portfolio. First purchased in 2016-Q1, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MDU, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 356,138 shares. Largest reduction occurred in Q2 2016, reducing 442,845 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MDU Resources Group (MDU) Holding Value Over Time
Track share changes against reported price movement
Quarterly MDU Resources Group (MDU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -12,002 | Reduce 2.33% | 503,877 | $20.72 |
| Q4 2025 | -65,514 | Reduce 11.27% | 515,879 | $19.52 |
| Q3 2025 | +48,108 | Add 9.02% | 581,393 | $17.81 |
| Q2 2025 | +356,138 | Add 201.04% | 533,285 | $16.67 |
| Q1 2025 | +144,223 | Add 438.05% | 177,147 | $16.91 |
| Q4 2024 | -45,003 | Reduce 57.75% | 32,924 | $18.02 |
| Q3 2024 | -60,395 | Reduce 43.66% | 77,927 | $27.41 |
| Q2 2024 | -9,654 | Reduce 6.52% | 138,322 | $25.10 |
| Q1 2024 | -30,807 | Reduce 17.23% | 147,976 | $25.20 |
| Q4 2023 | +68,059 | Add 61.47% | 178,783 | $19.80 |
| Q3 2023 | +110,724 | New Buy | 110,724 | $19.58 |
| Q1 2022 | -12,397 | Sold Out | 0 | $0.00 |
| Q4 2021 | -4,935 | Reduce 28.47% | 12,397 | $30.81 |
| Q3 2021 | -24,286 | Reduce 58.35% | 17,332 | $29.66 |
| Q2 2021 | +23,823 | Add 133.87% | 41,618 | $31.33 |
| Q1 2021 | -49,489 | Reduce 73.55% | 17,795 | $31.58 |
| Q4 2020 | -97,513 | Reduce 59.17% | 67,284 | $26.34 |
| Q3 2020 | +60,265 | Add 57.65% | 164,797 | $22.50 |
| Q2 2020 | +15,587 | Add 17.52% | 104,532 | $22.18 |
| Q1 2020 | +88,945 | New Buy | 88,945 | $21.50 |
| Q3 2017 | -12,062 | Sold Out | 0 | $0.00 |
| Q2 2017 | -2,082 | Reduce 14.72% | 12,062 | $26.20 |
| Q1 2017 | +4,240 | Add 42.81% | 14,144 | $27.36 |
| Q4 2016 | +9,904 | New Buy | 9,904 | $28.78 |
| Q2 2016 | -442,845 | Sold Out | 0 | $0.00 |
| Q1 2016 | +442,845 | New Buy | 442,845 | $19.46 |
Joel Greenblatt's MDU Resources Group Investment FAQs
Joel Greenblatt first purchased MDU Resources Group, Inc. (MDU) in Q1 2016, acquiring 442,845 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 MDU Resources Group, Inc. (MDU) for 26 quarters since Q1 2016.
Joel Greenblatt's largest addition to MDU Resources Group, Inc. (MDU) was in Q1 2016, adding 442,845 shares worth $8.62 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 503,877 shares of MDU Resources Group, Inc. (MDU), valued at approximately $10.44 M.
As of the Q1 2026 filing, MDU Resources Group, Inc. (MDU) represents approximately 0.03% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MDU Resources Group, Inc. (MDU) was 581,393 shares, as reported at the end of Q3 2025.