Joel Greenblatt's OTTR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 4,914 shares of Otter Tail Corporation (OTTR) worth $431,302, representing 0.00% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in OTTR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 10,307 shares. Largest reduction occurred in Q2 2023, reducing 11,091 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Otter Tail Corporation (OTTR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Otter Tail Corporation (OTTR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -1,775 | Reduce 26.54% | 4,914 | $87.77 |
| Q4 2025 | +6,689 | New Buy | 6,689 | $80.81 |
| Q2 2025 | -7,024 | Sold Out | 0 | $0.00 |
| Q1 2025 | -116 | Reduce 1.62% | 7,024 | $80.37 |
| Q4 2024 | -355 | Reduce 4.74% | 7,140 | $73.84 |
| Q3 2024 | -214 | Reduce 2.78% | 7,495 | $78.16 |
| Q2 2024 | +208 | Add 2.77% | 7,709 | $87.59 |
| Q1 2024 | -9,331 | Reduce 55.44% | 7,501 | $86.40 |
| Q4 2023 | +1,716 | Add 11.35% | 16,832 | $84.97 |
| Q3 2023 | +2,287 | Add 17.83% | 15,116 | $75.92 |
| Q2 2023 | -11,091 | Reduce 46.37% | 12,829 | $78.96 |
| Q1 2023 | -59 | Reduce 0.25% | 23,920 | $72.27 |
| Q4 2022 | -201 | Reduce 0.83% | 23,979 | $58.71 |
| Q3 2022 | +10,307 | Add 74.30% | 24,180 | $61.54 |
| Q2 2022 | +3,102 | Add 28.80% | 13,873 | $67.11 |
| Q1 2022 | +7,184 | Add 200.28% | 10,771 | $62.48 |
| Q4 2021 | +3,587 | New Buy | 3,587 | $71.37 |
Joel Greenblatt's Otter Tail Corporation Investment FAQs
Joel Greenblatt first purchased Otter Tail Corporation (OTTR) in Q4 2021, acquiring 3,587 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 Otter Tail Corporation (OTTR) for 17 quarters since Q4 2021.
Joel Greenblatt's largest addition to Otter Tail Corporation (OTTR) was in Q3 2022, adding 24,180 shares worth $1.49 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 4,914 shares of Otter Tail Corporation (OTTR), valued at approximately $431,302.
As of the Q1 2026 filing, Otter Tail Corporation (OTTR) 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 Otter Tail Corporation (OTTR) was 24,180 shares, as reported at the end of Q3 2022.