Joel Greenblatt's MKSI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 225,215 shares of MKS Inc. (MKSI) worth $35.99 M, representing 0.13% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 49 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 225,035 shares. Largest reduction occurred in Q3 2016, reducing 381,191 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +26,055 | Add 13.08% | 225,215 | $159.80 |
| Q3 2025 | +11,227 | Add 5.97% | 199,160 | $123.77 |
| Q2 2025 | +154,138 | Add 456.10% | 187,933 | $99.36 |
| Q1 2025 | -80,991 | Reduce 70.56% | 33,795 | $80.15 |
| Q4 2024 | -18,319 | Reduce 13.76% | 114,786 | $104.39 |
| Q3 2024 | +65,441 | Add 96.71% | 133,105 | $108.71 |
| Q2 2024 | +30,739 | Add 83.25% | 67,664 | $130.58 |
| Q1 2024 | +10,267 | Add 38.51% | 36,925 | $133.00 |
| Q4 2023 | -3,503 | Reduce 11.61% | 26,658 | $102.87 |
| Q3 2023 | -4,486 | Reduce 12.95% | 30,161 | $86.54 |
| Q2 2023 | +9,066 | Add 35.44% | 34,647 | $108.10 |
| Q1 2023 | +3,107 | Add 13.82% | 25,581 | $88.62 |
| Q4 2022 | +8,887 | Add 65.41% | 22,474 | $84.73 |
| Q3 2022 | -3,758 | Reduce 21.67% | 13,587 | $82.65 |
| Q2 2022 | +10,830 | Add 166.23% | 17,345 | $102.62 |
| Q1 2022 | +154 | Add 2.42% | 6,515 | $149.96 |
| Q4 2021 | -5,675 | Reduce 47.15% | 6,361 | $174.19 |
| Q3 2021 | -4,879 | Reduce 28.84% | 12,036 | $150.88 |
| Q2 2021 | +14,689 | Add 659.88% | 16,915 | $177.95 |
| Q1 2021 | -702 | Reduce 23.98% | 2,226 | $185.53 |
| Q4 2020 | -15,715 | Reduce 84.29% | 2,928 | $150.61 |
| Q3 2020 | +10,533 | Add 129.88% | 18,643 | $109.21 |
| Q2 2020 | +3,812 | Add 88.69% | 8,110 | $113.19 |
| Q1 2020 | -99 | Reduce 2.25% | 4,298 | $81.43 |
| Q4 2019 | -172 | Reduce 3.76% | 4,397 | $110.08 |
| Q3 2019 | -172 | Reduce 3.63% | 4,569 | $92.36 |
| Q2 2019 | -111,047 | Reduce 95.91% | 4,741 | $77.83 |
| Q1 2019 | -27,547 | Reduce 19.22% | 115,788 | $93.05 |
| Q4 2018 | +48,266 | Add 50.77% | 143,335 | $64.61 |
| Q3 2018 | +10,835 | Add 12.86% | 95,069 | $80.15 |
| Q2 2018 | +12,705 | Add 17.76% | 84,234 | $95.70 |
| Q1 2018 | -87,629 | Reduce 55.06% | 71,529 | $115.65 |
| Q4 2017 | +42,577 | Add 36.52% | 159,158 | $94.50 |
| Q3 2017 | -28,185 | Reduce 19.47% | 116,581 | $94.45 |
| Q2 2017 | -90,137 | Reduce 38.37% | 144,766 | $67.30 |
| Q1 2017 | +225,035 | Add 2280.45% | 234,903 | $68.75 |
| Q4 2016 | -63,834 | Reduce 86.61% | 9,868 | $59.38 |
| Q3 2016 | -381,191 | Reduce 83.80% | 73,702 | $49.73 |
| Q2 2016 | -47,451 | Reduce 9.45% | 454,893 | $43.06 |
| Q1 2016 | -31,752 | Reduce 5.94% | 502,344 | $37.65 |
| Q4 2015 | +41,027 | Add 8.32% | 534,096 | $36.00 |
| Q3 2015 | +218,673 | Add 79.69% | 493,069 | $33.53 |
| Q2 2015 | -281,991 | Reduce 50.68% | 274,396 | $37.94 |
| Q1 2015 | -24,539 | Reduce 4.22% | 556,387 | $33.81 |
| Q4 2014 | +194,951 | Add 50.51% | 580,926 | $36.60 |
| Q3 2014 | +86,465 | Add 28.87% | 385,975 | $33.38 |
| Q2 2014 | +135,475 | Add 82.59% | 299,510 | $31.24 |
| Q1 2014 | +149,523 | Add 1030.34% | 164,035 | $29.89 |
| Q4 2013 | +14,512 | New Buy | 14,512 | $29.91 |
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 49 quarters since Q4 2013.
Joel Greenblatt's largest addition to MKS Inc. (MKSI) was in Q1 2017, adding 234,903 shares worth $16.15 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 225,215 shares of MKS Inc. (MKSI), valued at approximately $35.99 M.
As of the Q4 2025 filing, MKS Inc. (MKSI) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MKS Inc. (MKSI) was 580,926 shares, as reported at the end of Q4 2014.