Joel Greenblatt's SMG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 85,470 shares of The Scotts Miracle-Gro Company (SMG) worth $4.99 M, representing 0.02% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in SMG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 184,073 shares. Largest reduction occurred in Q1 2017, reducing 229,613 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The Scotts Miracle-Gro Company (SMG) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Scotts Miracle-Gro Company (SMG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -43,620 | Reduce 33.79% | 85,470 | $58.35 |
| Q3 2025 | +123,270 | Add 2118.04% | 129,090 | $56.95 |
| Q2 2025 | +5,820 | New Buy | 5,820 | $65.96 |
| Q1 2025 | -55,350 | Sold Out | 0 | $0.00 |
| Q4 2024 | -78,633 | Reduce 58.69% | 55,350 | $66.34 |
| Q3 2024 | +58,443 | Add 77.37% | 133,983 | $86.70 |
| Q2 2024 | +20,107 | Add 36.27% | 75,540 | $65.06 |
| Q1 2024 | +12,534 | Add 29.22% | 55,433 | $74.59 |
| Q4 2023 | -367 | Reduce 0.85% | 42,899 | $63.75 |
| Q3 2023 | +7,542 | Add 21.11% | 43,266 | $51.68 |
| Q2 2023 | +3,052 | Add 9.34% | 35,724 | $62.69 |
| Q1 2023 | +15,236 | Add 87.38% | 32,672 | $69.74 |
| Q4 2022 | +17,436 | New Buy | 17,436 | $48.59 |
| Q3 2022 | -2,835 | Sold Out | 0 | $0.00 |
| Q2 2022 | -1 | Reduce 0.04% | 2,835 | $79.01 |
| Q1 2022 | -1,137 | Reduce 28.62% | 2,836 | $123.06 |
| Q4 2021 | +223 | Add 5.95% | 3,973 | $161.09 |
| Q3 2021 | -1,162 | Reduce 23.66% | 3,750 | $146.40 |
| Q2 2021 | -424 | Reduce 7.95% | 4,912 | $191.98 |
| Q1 2021 | -14,672 | Reduce 73.33% | 5,336 | $244.94 |
| Q4 2020 | +13,697 | Add 217.03% | 20,008 | $199.12 |
| Q3 2020 | -2,317 | Reduce 26.85% | 6,311 | $152.91 |
| Q2 2020 | +1,296 | Add 17.68% | 8,628 | $134.45 |
| Q1 2020 | -43,965 | Reduce 85.71% | 7,332 | $102.43 |
| Q4 2019 | -56,377 | Reduce 52.36% | 51,297 | $106.19 |
| Q3 2019 | +95,059 | Add 753.54% | 107,674 | $101.82 |
| Q2 2019 | -24,190 | Reduce 65.72% | 12,615 | $98.53 |
| Q1 2019 | -147,268 | Reduce 80.01% | 36,805 | $78.58 |
| Q4 2018 | +184,073 | New Buy | 184,073 | $61.46 |
| Q1 2018 | -154,864 | Sold Out | 0 | $0.00 |
| Q4 2017 | +53,961 | Add 53.48% | 154,864 | $106.99 |
| Q3 2017 | +100,903 | New Buy | 100,903 | $97.34 |
| Q1 2017 | -229,613 | Sold Out | 0 | $0.00 |
| Q4 2016 | +130,391 | Add 131.41% | 229,613 | $95.55 |
| Q3 2016 | +99,222 | New Buy | 99,222 | $83.27 |
| Q1 2016 | -102,010 | Sold Out | 0 | $0.00 |
| Q4 2015 | +29,390 | Add 40.47% | 102,010 | $64.51 |
| Q3 2015 | +72,620 | New Buy | 72,620 | $60.82 |
| Q4 2014 | -117,645 | Sold Out | 0 | $0.00 |
| Q3 2014 | -9,051 | Reduce 7.14% | 117,645 | $55.00 |
| Q2 2014 | -57,786 | Reduce 31.32% | 126,696 | $56.86 |
| Q1 2014 | +20,296 | Add 12.36% | 184,482 | $61.28 |
| Q4 2013 | +164,186 | New Buy | 164,186 | $62.22 |
Joel Greenblatt's The Scotts Miracle-Gro Company Investment FAQs
Joel Greenblatt first purchased The Scotts Miracle-Gro Company (SMG) in Q4 2013, acquiring 164,186 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 The Scotts Miracle-Gro Company (SMG) for 43 quarters since Q4 2013.
Joel Greenblatt's largest addition to The Scotts Miracle-Gro Company (SMG) was in Q4 2018, adding 184,073 shares worth $11.31 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 85,470 shares of The Scotts Miracle-Gro Company (SMG), valued at approximately $4.99 M.
As of the Q4 2025 filing, The Scotts Miracle-Gro Company (SMG) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The Scotts Miracle-Gro Company (SMG) was 229,613 shares, as reported at the end of Q4 2016.