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Joel Greenblatt’s SMPL Holdings & Trades

First Buy
Q4 2019
Duration Held
13 Quarters
Largest Add
Q1 2026
+160,285 Shares
Current Position
184,152 Shares
$2.64 M Value

Joel Greenblatt's SMPL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 184,152 shares of The Simply Good Foods Company (SMPL) worth $2.64 M, representing 0.01% of the portfolio. First purchased in 2019-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in SMPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 160,285 shares. Largest reduction occurred in Q2 2024, reducing 47,312 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's The Simply Good Foods Company (SMPL) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Simply Good Foods Company (SMPL) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +160,285 Add 671.58% 184,152 $14.35
Q4 2025 -38,738 Reduce 61.88% 23,867 $20.08
Q3 2025 +52,264 Add 505.41% 62,605 $24.82
Q2 2025 +10,341 New Buy 10,341 $31.59
Q1 2025 -11,970 Sold Out 0 $0.00
Q4 2024 -42,428 Reduce 78.00% 11,970 $38.98
Q3 2024 +28,202 Add 107.66% 54,398 $34.77
Q2 2024 -47,312 Reduce 64.36% 26,196 $36.13
Q1 2024 +58,325 Add 384.15% 73,508 $34.03
Q4 2023 +3,511 Add 30.08% 15,183 $39.60
Q3 2023 +11,672 New Buy 11,672 $34.52
Q1 2020 -41,425 Sold Out 0 $0.00
Q4 2019 +41,425 New Buy 41,425 $28.53

Joel Greenblatt's The Simply Good Foods Company Investment FAQs

Joel Greenblatt first purchased The Simply Good Foods Company (SMPL) in Q4 2019, acquiring 41,425 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 Simply Good Foods Company (SMPL) for 13 quarters since Q4 2019.

Joel Greenblatt's largest addition to The Simply Good Foods Company (SMPL) was in Q1 2026, adding 184,152 shares worth $2.64 M.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 184,152 shares of The Simply Good Foods Company (SMPL), valued at approximately $2.64 M.

As of the Q1 2026 filing, The Simply Good Foods Company (SMPL) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in The Simply Good Foods Company (SMPL) was 184,152 shares, as reported at the end of Q1 2026.