Joel Greenblatt's SEM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 42,863 shares of Select Medical Holdings Corporation (SEM) worth $698,238, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 42 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SEM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 912,794 shares. Largest reduction occurred in Q1 2015, reducing 1.21 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Select Medical Holdings Corporation (SEM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Select Medical Holdings Corporation (SEM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -37,729 | Reduce 46.81% | 42,863 | $16.29 |
| Q4 2025 | +80,592 | New Buy | 80,592 | $14.85 |
| Q3 2025 | -38,550 | Sold Out | 0 | $0.00 |
| Q2 2025 | -25,862 | Reduce 40.15% | 38,550 | $15.18 |
| Q1 2025 | +44,270 | Add 219.79% | 64,412 | $16.70 |
| Q4 2024 | -3,093 | Reduce 13.31% | 20,142 | $18.85 |
| Q3 2024 | +7,866 | Add 51.18% | 23,235 | $34.87 |
| Q2 2024 | -21,349 | Reduce 58.14% | 15,369 | $35.06 |
| Q1 2024 | +14,437 | Add 64.80% | 36,718 | $30.15 |
| Q4 2023 | +22,281 | New Buy | 22,281 | $23.50 |
| Q2 2022 | -40,225 | Sold Out | 0 | $0.00 |
| Q1 2022 | -15,709 | Reduce 28.08% | 40,225 | $23.99 |
| Q4 2021 | +25,047 | Add 81.09% | 55,934 | $29.39 |
| Q3 2021 | -5,117 | Reduce 14.21% | 30,887 | $36.16 |
| Q2 2021 | -10,520 | Reduce 22.61% | 36,004 | $42.27 |
| Q1 2021 | -10,571 | Reduce 18.51% | 46,524 | $34.09 |
| Q4 2020 | -19,246 | Reduce 25.21% | 57,095 | $27.66 |
| Q3 2020 | -3,363 | Reduce 4.22% | 76,341 | $20.81 |
| Q2 2020 | -17,480 | Reduce 17.99% | 79,704 | $14.73 |
| Q1 2020 | +73,264 | Add 306.29% | 97,184 | $15.00 |
| Q4 2019 | -14,932 | Reduce 38.43% | 23,920 | $23.33 |
| Q3 2019 | -90,427 | Reduce 69.95% | 38,852 | $16.58 |
| Q2 2019 | +12,653 | Add 10.85% | 129,279 | $15.87 |
| Q1 2019 | +49,688 | Add 74.23% | 116,626 | $14.09 |
| Q4 2018 | +23,423 | Add 53.83% | 66,938 | $15.34 |
| Q3 2018 | +43,515 | New Buy | 43,515 | $18.41 |
| Q2 2018 | -76,695 | Sold Out | 0 | $0.00 |
| Q1 2018 | +63,519 | Add 482.08% | 76,695 | $17.25 |
| Q4 2017 | -32,261 | Reduce 71.00% | 13,176 | $17.68 |
| Q3 2017 | -36,766 | Reduce 44.73% | 45,437 | $19.19 |
| Q2 2017 | -367,628 | Reduce 81.73% | 82,203 | $15.35 |
| Q1 2017 | +60,956 | Add 15.67% | 449,831 | $13.35 |
| Q4 2016 | +284,894 | Add 273.99% | 388,875 | $13.25 |
| Q3 2016 | +103,981 | New Buy | 103,981 | $13.50 |
| Q1 2015 | -1.21 M | Sold Out | 0 | $0.00 |
| Q4 2014 | +912,794 | Add 308.58% | 1.21 M | $14.40 |
| Q3 2014 | -17,207 | Reduce 5.50% | 295,804 | $12.03 |
| Q2 2014 | -262,419 | Reduce 45.60% | 313,011 | $15.60 |
| Q1 2014 | +24,726 | Add 4.49% | 575,430 | $12.45 |
| Q4 2013 | -315,854 | Reduce 36.45% | 550,704 | $11.61 |
| Q3 2013 | -143,677 | Reduce 14.22% | 866,558 | $8.07 |
| Q2 2013 | +1.01 M | Add 0.00% | 1.01 M | $8.20 |
Joel Greenblatt's Select Medical Holdings Corporation Investment FAQs
Joel Greenblatt first purchased Select Medical Holdings Corporation (SEM) in Q2 2013, acquiring 1,010,235 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 Select Medical Holdings Corporation (SEM) for 42 quarters since Q2 2013.
Joel Greenblatt's largest addition to Select Medical Holdings Corporation (SEM) was in Q2 2013, adding 1,010,235 shares worth $8.28 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 42,863 shares of Select Medical Holdings Corporation (SEM), valued at approximately $698,238.
As of the Q1 2026 filing, Select Medical Holdings Corporation (SEM) 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 Select Medical Holdings Corporation (SEM) was 1,208,598 shares, as reported at the end of Q4 2014.