Joel Greenblatt's MP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 348,189 shares of MP Materials Corp. (MP) worth $23.35 M, representing 0.10% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 455,399 shares. Largest reduction occurred in Q1 2024, reducing 261,509 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's MP Materials (MP) Holding Value Over Time
Track share changes against reported price movement
Quarterly MP Materials (MP) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +7,851 | New Buy | 7,851 | $45.47 |
| Q1 2022 | -7,851 | Sold Out | 0 | $0.00 |
| Q2 2022 | +65,820 | New Buy | 65,820 | $32.09 |
| Q3 2022 | +48,736 | Add 74.04% | 114,556 | $27.30 |
| Q4 2022 | -29,133 | Reduce 25.43% | 85,423 | $24.28 |
| Q1 2023 | -52,591 | Reduce 61.57% | 32,832 | $28.19 |
| Q2 2023 | +169,347 | Add 515.80% | 202,179 | $22.88 |
| Q3 2023 | -107,519 | Reduce 53.18% | 94,660 | $19.10 |
| Q4 2023 | +166,849 | Add 176.26% | 261,509 | $19.85 |
| Q1 2024 | -261,509 | Sold Out | 0 | $0.00 |
| Q2 2024 | +83,091 | New Buy | 83,091 | $12.73 |
| Q3 2024 | +455,399 | Add 548.07% | 538,490 | $17.65 |
| Q4 2024 | -5,728 | Reduce 1.06% | 532,762 | $15.60 |
| Q1 2025 | +38,155 | Add 7.16% | 570,917 | $24.41 |
| Q2 2025 | -71,509 | Reduce 12.53% | 499,408 | $33.27 |
| Q3 2025 | -151,219 | Reduce 30.28% | 348,189 | $67.07 |
Joel Greenblatt's MP Materials Investment FAQs
Joel Greenblatt first purchased MP Materials Corp. (MP) in Q4 2021, acquiring 7,851 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 MP Materials Corp. (MP) for 16 quarters since Q4 2021.
Joel Greenblatt's largest addition to MP Materials Corp. (MP) was in Q3 2024, adding 538,490 shares worth $9.5 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 348,189 shares of MP Materials Corp. (MP), valued at approximately $23.35 M.
As of the Q3 2025 filing, MP Materials Corp. (MP) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in MP Materials Corp. (MP) was 570,917 shares, as reported at the end of Q1 2025.