Joel Greenblatt's OZK Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 5,852 shares of Bank OZK (OZK) worth $298,335, representing 0.00% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in OZK, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 20,716 shares. Largest reduction occurred in Q2 2023, reducing 27,662 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Bank OZK (OZK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bank OZK (OZK) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +17,873 | New Buy | 17,873 | $28.98 |
| Q2 2019 | -3,343 | Reduce 18.70% | 14,530 | $30.08 |
| Q3 2019 | -2,443 | Reduce 16.81% | 12,087 | $27.30 |
| Q4 2019 | -1,420 | Reduce 11.75% | 10,667 | $30.47 |
| Q1 2020 | -10,667 | Sold Out | 10,667 | $0.00 |
| Q3 2021 | +7,470 | New Buy | 7,470 | $42.97 |
| Q4 2021 | +3,962 | Add 53.04% | 11,432 | $46.54 |
| Q1 2022 | +7,916 | Add 69.24% | 19,348 | $42.69 |
| Q2 2022 | +4,709 | Add 24.34% | 24,057 | $37.54 |
| Q3 2022 | +20,716 | Add 86.11% | 44,773 | $39.56 |
| Q4 2022 | -8,561 | Reduce 19.12% | 36,212 | $40.06 |
| Q1 2023 | +983 | Add 2.71% | 37,195 | $34.20 |
| Q2 2023 | -27,662 | Reduce 74.37% | 9,533 | $40.16 |
| Q3 2023 | -540 | Reduce 5.66% | 8,993 | $37.07 |
| Q4 2023 | -3,520 | Reduce 39.14% | 5,473 | $49.83 |
| Q1 2024 | +692 | Add 12.64% | 6,165 | $45.46 |
| Q2 2024 | -400 | Reduce 6.49% | 5,765 | $41.00 |
| Q3 2024 | -359 | Reduce 6.23% | 5,406 | $42.99 |
| Q4 2024 | +436 | Add 8.07% | 5,842 | $44.53 |
| Q1 2025 | -215 | Reduce 3.68% | 5,627 | $43.45 |
| Q2 2025 | +99 | Add 1.76% | 5,726 | $47.06 |
| Q3 2025 | +126 | Add 2.20% | 5,852 | $50.98 |
Joel Greenblatt's Bank OZK Investment FAQs
Joel Greenblatt first purchased Bank OZK (OZK) in Q1 2019, acquiring 17,873 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 Bank OZK (OZK) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Bank OZK (OZK) was in Q3 2022, adding 44,773 shares worth $1.77 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 5,852 shares of Bank OZK (OZK), valued at approximately $298,335. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bank OZK (OZK) represents approximately 0.00% 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 Bank OZK (OZK) was 44,773 shares, as reported at the end of Q3 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.