Joel Greenblatt's MKSI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 199.2K shares of MKS Inc. (MKSI) worth $24.65 M, representing 0.11% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MKSI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2017, adding 225.0K shares. Largest reduction occurred in Q3 2016, reducing 381.2K shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MKS (MKSI) Holding Value Over Time
Track share changes against reported price movement
Quarterly MKS (MKSI) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +14,512 | New Buy | 14,512 | $29.91 |
| Q1 2014 | +149,523 | Add 1030.34% | 164,035 | $29.89 |
| Q2 2014 | +135,475 | Add 82.59% | 299,510 | $31.24 |
| Q3 2014 | +86,465 | Add 28.87% | 385,975 | $33.38 |
| Q4 2014 | +194,951 | Add 50.51% | 580,926 | $36.60 |
| Q1 2015 | -24,539 | Reduce 4.22% | 556,387 | $33.81 |
| Q2 2015 | -281,991 | Reduce 50.68% | 274,396 | $37.94 |
| Q3 2015 | +218,673 | Add 79.69% | 493,069 | $33.53 |
| Q4 2015 | +41,027 | Add 8.32% | 534,096 | $36.00 |
| Q1 2016 | -31,752 | Reduce 5.94% | 502,344 | $37.65 |
| Q2 2016 | -47,451 | Reduce 9.45% | 454,893 | $43.06 |
| Q3 2016 | -381,191 | Reduce 83.80% | 73,702 | $49.73 |
| Q4 2016 | -63,834 | Reduce 86.61% | 9,868 | $59.38 |
| Q1 2017 | +225,035 | Add 2280.45% | 234,903 | $68.75 |
| Q2 2017 | -90,137 | Reduce 38.37% | 144,766 | $67.30 |
| Q3 2017 | -28,185 | Reduce 19.47% | 116,581 | $94.45 |
| Q4 2017 | +42,577 | Add 36.52% | 159,158 | $94.50 |
| Q1 2018 | -87,629 | Reduce 55.06% | 71,529 | $115.65 |
| Q2 2018 | +12,705 | Add 17.76% | 84,234 | $95.70 |
| Q3 2018 | +10,835 | Add 12.86% | 95,069 | $80.15 |
| Q4 2018 | +48,266 | Add 50.77% | 143,335 | $64.61 |
| Q1 2019 | -27,547 | Reduce 19.22% | 115,788 | $93.05 |
| Q2 2019 | -111,047 | Reduce 95.91% | 4,741 | $77.83 |
| Q3 2019 | -172 | Reduce 3.63% | 4,569 | $92.36 |
| Q4 2019 | -172 | Reduce 3.76% | 4,397 | $110.08 |
| Q1 2020 | -99 | Reduce 2.25% | 4,298 | $81.43 |
| Q2 2020 | +3,812 | Add 88.69% | 8,110 | $113.19 |
| Q3 2020 | +10,533 | Add 129.88% | 18,643 | $109.21 |
| Q4 2020 | -15,715 | Reduce 84.29% | 2,928 | $150.61 |
| Q1 2021 | -702 | Reduce 23.98% | 2,226 | $185.53 |
| Q2 2021 | +14,689 | Add 659.88% | 16,915 | $177.95 |
| Q3 2021 | -4,879 | Reduce 28.84% | 12,036 | $150.88 |
| Q4 2021 | -5,675 | Reduce 47.15% | 6,361 | $174.19 |
| Q1 2022 | +154 | Add 2.42% | 6,515 | $149.96 |
| Q2 2022 | +10,830 | Add 166.23% | 17,345 | $102.62 |
| Q3 2022 | -3,758 | Reduce 21.67% | 13,587 | $82.65 |
| Q4 2022 | +8,887 | Add 65.41% | 22,474 | $84.73 |
| Q1 2023 | +3,107 | Add 13.82% | 25,581 | $88.62 |
| Q2 2023 | +9,066 | Add 35.44% | 34,647 | $108.10 |
| Q3 2023 | -4,486 | Reduce 12.95% | 30,161 | $86.54 |
| Q4 2023 | -3,503 | Reduce 11.61% | 26,658 | $102.87 |
| Q1 2024 | +10,267 | Add 38.51% | 36,925 | $133.00 |
| Q2 2024 | +30,739 | Add 83.25% | 67,664 | $130.58 |
| Q3 2024 | +65,441 | Add 96.71% | 133,105 | $108.71 |
| Q4 2024 | -18,319 | Reduce 13.76% | 114,786 | $104.39 |
| Q1 2025 | -80,991 | Reduce 70.56% | 33,795 | $80.15 |
| Q2 2025 | +154,138 | Add 456.10% | 187,933 | $99.36 |
| Q3 2025 | +11,227 | Add 5.97% | 199,160 | $123.77 |
Joel Greenblatt's MKS Investment FAQs
Joel Greenblatt first purchased MKS Inc. (MKSI) in Q4 2013, acquiring 14,512 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 MKS Inc. (MKSI) for 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to MKS Inc. (MKSI) was in Q1 2017, adding 234,903 shares worth $16.15 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 199,160 shares of MKS Inc. (MKSI), valued at approximately $24.65 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, MKS Inc. (MKSI) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in MKS Inc. (MKSI) was 580,926 shares, as reported at the end of Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.