Joel Greenblatt's SHLS Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 24,470 shares of Shoals Technologies Group, Inc. (SHLS) worth $161,013, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SHLS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 80,711 shares. Largest reduction occurred in Q3 2023, reducing 103,035 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Shoals Technologies Group (SHLS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shoals Technologies Group (SHLS) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +923 | Add 3.92% | 24,470 | $6.58 |
| Q4 2025 | -6,795 | Reduce 22.39% | 23,547 | $8.50 |
| Q3 2025 | -60,684 | Reduce 66.67% | 30,342 | $7.41 |
| Q2 2025 | +26,289 | Add 40.61% | 91,026 | $4.25 |
| Q1 2025 | -10,996 | Reduce 14.52% | 64,737 | $3.32 |
| Q4 2024 | +27,842 | Add 58.14% | 75,733 | $5.53 |
| Q3 2024 | +2,193 | Add 4.80% | 47,891 | $5.61 |
| Q2 2024 | +15,560 | Add 51.63% | 45,698 | $6.24 |
| Q1 2024 | -33,661 | Reduce 52.76% | 30,138 | $11.18 |
| Q4 2023 | +13,733 | Add 27.43% | 63,799 | $15.54 |
| Q3 2023 | -103,035 | Reduce 67.30% | 50,066 | $18.25 |
| Q2 2023 | +62,805 | Add 69.55% | 153,101 | $25.56 |
| Q1 2023 | +80,711 | Add 842.06% | 90,296 | $22.79 |
| Q4 2022 | +9,585 | New Buy | 9,585 | $24.67 |
Joel Greenblatt's Shoals Technologies Group Investment FAQs
Joel Greenblatt first purchased Shoals Technologies Group, Inc. (SHLS) in Q4 2022, acquiring 9,585 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 Shoals Technologies Group, Inc. (SHLS) for 14 quarters since Q4 2022.
Joel Greenblatt's largest addition to Shoals Technologies Group, Inc. (SHLS) was in Q1 2023, adding 90,296 shares worth $2.06 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 24,470 shares of Shoals Technologies Group, Inc. (SHLS), valued at approximately $161,013.
As of the Q1 2026 filing, Shoals Technologies Group, Inc. (SHLS) 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 Shoals Technologies Group, Inc. (SHLS) was 153,101 shares, as reported at the end of Q2 2023.