Joel Greenblatt's SMR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 23,872 shares of NuScale Power Corporation (SMR) worth $338,266, representing 0.00% of the portfolio. First purchased in 2024-Q1, this short-term holding has been held for 8 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SMR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 69,204 shares. Largest reduction occurred in Q2 2025, reducing 46,091 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's NuScale Power Corporation (SMR) Holding Value Over Time
Track share changes against reported price movement
Quarterly NuScale Power Corporation (SMR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -28,094 | Reduce 54.06% | 23,872 | $14.17 |
| Q3 2025 | -19,081 | Reduce 26.86% | 51,966 | $36.00 |
| Q2 2025 | -46,091 | Reduce 39.35% | 71,047 | $39.56 |
| Q1 2025 | +69,204 | Add 144.37% | 117,138 | $14.16 |
| Q4 2024 | -23,353 | Reduce 32.76% | 47,934 | $17.93 |
| Q3 2024 | +37,414 | Add 110.45% | 71,287 | $11.58 |
| Q2 2024 | +23,447 | Add 224.89% | 33,873 | $11.69 |
| Q1 2024 | +10,426 | New Buy | 10,426 | $5.31 |
Joel Greenblatt's NuScale Power Corporation Investment FAQs
Joel Greenblatt first purchased NuScale Power Corporation (SMR) in Q1 2024, acquiring 10,426 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 NuScale Power Corporation (SMR) for 8 quarters since Q1 2024.
Joel Greenblatt's largest addition to NuScale Power Corporation (SMR) was in Q1 2025, adding 117,138 shares worth $1.66 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 23,872 shares of NuScale Power Corporation (SMR), valued at approximately $338,266.
As of the Q4 2025 filing, NuScale Power Corporation (SMR) 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 NuScale Power Corporation (SMR) was 117,138 shares, as reported at the end of Q1 2025.