Joel Greenblatt's PNR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 387,143 shares of Pentair plc (PNR) worth $42.88 M, representing 0.19% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in PNR, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 476,762 shares. Largest reduction occurred in Q3 2015, reducing 1.25 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Pentair plc (PNR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Pentair plc (PNR) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +533,621 | New Buy | 533,621 | $72.12 |
| Q3 2014 | +154,380 | Add 28.93% | 688,001 | $65.49 |
| Q4 2014 | +476,762 | Add 69.30% | 1.16 M | $66.42 |
| Q1 2015 | +175,065 | Add 15.03% | 1.34 M | $62.89 |
| Q2 2015 | -1.34 M | Sold Out | 1.34 M | $0.00 |
| Q3 2015 | +87,740 | New Buy | 87,740 | $51.04 |
| Q4 2015 | -87,740 | Sold Out | 87,740 | $0.00 |
| Q1 2016 | +180,276 | New Buy | 180,276 | $54.26 |
| Q2 2016 | -180,276 | Sold Out | 180,276 | $0.00 |
| Q3 2016 | +197,172 | New Buy | 197,172 | $64.24 |
| Q4 2016 | +102,761 | Add 52.12% | 299,933 | $56.07 |
| Q1 2017 | -7,969 | Reduce 2.66% | 291,964 | $62.78 |
| Q2 2017 | -291,964 | Sold Out | 291,964 | $0.00 |
| Q3 2017 | +487,491 | New Buy | 487,491 | $67.96 |
| Q4 2017 | -49,708 | Reduce 10.20% | 437,783 | $70.62 |
| Q1 2018 | -177,762 | Reduce 40.61% | 260,021 | $68.13 |
| Q2 2018 | -248,270 | Reduce 95.48% | 11,751 | $42.04 |
| Q3 2018 | +419,603 | Add 3570.79% | 431,354 | $43.35 |
| Q4 2018 | -37,697 | Reduce 8.74% | 393,657 | $37.78 |
| Q1 2019 | -244,266 | Reduce 62.05% | 149,391 | $44.51 |
| Q2 2019 | -149,391 | Sold Out | 149,391 | $0.00 |
| Q4 2019 | +115,507 | New Buy | 115,507 | $45.87 |
| Q1 2020 | +50,562 | Add 43.77% | 166,069 | $29.76 |
| Q2 2020 | -60,209 | Reduce 36.26% | 105,860 | $37.99 |
| Q3 2020 | +89,234 | Add 84.29% | 195,094 | $45.77 |
| Q4 2020 | +45,601 | Add 23.37% | 240,695 | $53.09 |
| Q1 2021 | -142,411 | Reduce 59.17% | 98,284 | $62.32 |
| Q2 2021 | -5,193 | Reduce 5.28% | 93,091 | $67.49 |
| Q3 2021 | -48,904 | Reduce 52.53% | 44,187 | $72.62 |
| Q4 2021 | +33,189 | Add 75.11% | 77,376 | $73.03 |
| Q1 2022 | -3,129 | Reduce 4.04% | 74,247 | $54.21 |
| Q2 2022 | -41,979 | Reduce 56.54% | 32,268 | $45.77 |
| Q3 2022 | +150,613 | Add 466.76% | 182,881 | $40.63 |
| Q4 2022 | -41,319 | Reduce 22.59% | 141,562 | $44.98 |
| Q1 2023 | -61,320 | Reduce 43.32% | 80,242 | $55.27 |
| Q2 2023 | -5,460 | Reduce 6.80% | 74,782 | $64.60 |
| Q3 2023 | +71,537 | Add 95.66% | 146,319 | $64.75 |
| Q4 2023 | +38,017 | Add 25.98% | 184,336 | $72.71 |
| Q1 2024 | -84,137 | Reduce 45.64% | 100,199 | $85.44 |
| Q2 2024 | -632 | Reduce 0.63% | 99,567 | $76.67 |
| Q3 2024 | +57,176 | Add 57.42% | 156,743 | $97.79 |
| Q4 2024 | +44,641 | Add 28.48% | 201,384 | $100.64 |
| Q1 2025 | -22,633 | Reduce 11.24% | 178,751 | $87.48 |
| Q2 2025 | -31,332 | Reduce 17.53% | 147,419 | $102.66 |
| Q3 2025 | +239,724 | Add 162.61% | 387,143 | $110.76 |
Joel Greenblatt's Pentair plc Investment FAQs
Joel Greenblatt first purchased Pentair plc (PNR) in Q2 2014, acquiring 533,621 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 Pentair plc (PNR) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Pentair plc (PNR) was in Q2 2014, adding 533,621 shares worth $38.48 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 387,143 shares of Pentair plc (PNR), valued at approximately $42.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Pentair plc (PNR) represents approximately 0.19% 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 Pentair plc (PNR) was 1,339,828 shares, as reported at the end of Q1 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.