Joel Greenblatt's MZTI Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 2,598 shares of The Marzetti Company (MZTI) worth $359,381, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in MZTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2014, adding 112,189 shares. Largest reduction occurred in Q4 2014, reducing 63,002 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Marzetti Company (MZTI) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Marzetti Company (MZTI) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,482 | Reduce 36.32% | 2,598 | $138.33 |
| Q4 2025 | +4,080 | New Buy | 4,080 | $164.42 |
| Q2 2025 | -2,991 | Sold Out | 0 | $0.00 |
| Q1 2025 | +2,991 | New Buy | 2,991 | $175.00 |
| Q4 2024 | -7,055 | Sold Out | 0 | $0.00 |
| Q3 2024 | -5,284 | Reduce 42.82% | 7,055 | $176.57 |
| Q2 2024 | +7,630 | Add 162.03% | 12,339 | $188.97 |
| Q1 2024 | +3,382 | Add 254.86% | 4,709 | $207.63 |
| Q4 2023 | -6,883 | Reduce 83.84% | 1,327 | $166.39 |
| Q3 2023 | -2,399 | Reduce 22.61% | 8,210 | $165.03 |
| Q2 2023 | +7,432 | Add 233.93% | 10,609 | $201.09 |
| Q1 2023 | -152 | Reduce 4.57% | 3,177 | $202.88 |
| Q4 2022 | +3,329 | New Buy | 3,329 | $197.30 |
| Q2 2019 | -1,284 | Sold Out | 0 | $0.00 |
| Q1 2019 | +1,284 | New Buy | 1,284 | $156.54 |
| Q1 2017 | -1,671 | Sold Out | 0 | $0.00 |
| Q4 2016 | -50 | Reduce 2.91% | 1,671 | $141.23 |
| Q3 2016 | -14,472 | Reduce 89.37% | 1,721 | $131.90 |
| Q2 2016 | -28,780 | Reduce 63.99% | 16,193 | $127.59 |
| Q1 2016 | +44,973 | New Buy | 44,973 | $110.58 |
| Q2 2015 | -39,532 | Sold Out | 0 | $0.00 |
| Q1 2015 | -19,197 | Reduce 32.69% | 39,532 | $95.16 |
| Q4 2014 | -63,002 | Reduce 51.76% | 58,729 | $93.63 |
| Q3 2014 | +17,517 | Add 16.81% | 121,731 | $85.28 |
| Q2 2014 | -56,205 | Reduce 35.04% | 104,214 | $95.16 |
| Q1 2014 | +112,189 | Add 232.61% | 160,419 | $99.42 |
| Q4 2013 | -15,340 | Reduce 24.13% | 48,230 | $88.14 |
| Q3 2013 | +51,949 | Add 447.03% | 63,570 | $78.29 |
| Q2 2013 | +11,621 | Add 0.00% | 11,621 | $77.96 |
Joel Greenblatt's The Marzetti Company Investment FAQs
Joel Greenblatt first purchased The Marzetti Company (MZTI) in Q2 2013, acquiring 11,621 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 The Marzetti Company (MZTI) for 29 quarters since Q2 2013.
Joel Greenblatt's largest addition to The Marzetti Company (MZTI) was in Q1 2014, adding 160,419 shares worth $15.95 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 2,598 shares of The Marzetti Company (MZTI), valued at approximately $359,381.
As of the Q1 2026 filing, The Marzetti Company (MZTI) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Marzetti Company (MZTI) was 160,419 shares, as reported at the end of Q1 2014.