Joel Greenblatt’s STE Holdings & Trades

First Buy
Q2 2019
Duration Held
26 Quarters
Largest Add
Q2 2024
+72,002 Shares
Current Position
163,857 Shares
$40.54 M Value

Joel Greenblatt's STE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 163,857 shares of STERIS plc (STE) worth $40.54 M, representing 0.18% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in STE, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 72,002 shares. Largest reduction occurred in Q3 2019, reducing 31,418 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's STERIS plc (STE) Holding Value Over Time

Track share changes against reported price movement

Quarterly STERIS plc (STE) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2019 +66,657 New Buy 66,657 $148.88
Q3 2019 -31,418 Reduce 47.13% 35,239 $144.50
Q4 2019 -18,450 Reduce 52.36% 16,789 $152.42
Q1 2020 -11,610 Reduce 69.15% 5,179 $139.99
Q2 2020 +40,578 Add 783.51% 45,757 $153.44
Q3 2020 -18,101 Reduce 39.56% 27,656 $176.20
Q4 2020 -4,123 Reduce 14.91% 23,533 $189.52
Q1 2021 -18,077 Reduce 76.82% 5,456 $190.43
Q2 2021 -1,629 Reduce 29.86% 3,827 $206.43
Q3 2021 -54 Reduce 1.41% 3,773 $204.35
Q4 2021 +821 Add 21.76% 4,594 $243.36
Q1 2022 +132 Add 2.87% 4,726 $241.85
Q2 2022 +360 Add 7.62% 5,086 $206.06
Q3 2022 +3,558 Add 69.96% 8,644 $166.24
Q4 2022 -1,134 Reduce 13.12% 7,510 $184.69
Q1 2023 +2,038 Add 27.14% 9,548 $191.28
Q2 2023 -1,522 Reduce 15.94% 8,026 $224.98
Q3 2023 +119 Add 1.48% 8,145 $219.42
Q4 2023 -757 Reduce 9.29% 7,388 $219.85
Q1 2024 +6,052 Add 81.92% 13,440 $224.82
Q2 2024 +72,002 Add 535.73% 85,442 $219.54
Q3 2024 +8,106 Add 9.49% 93,548 $242.54
Q4 2024 +9,615 Add 10.28% 103,163 $205.56
Q1 2025 -7,778 Reduce 7.54% 95,385 $226.65
Q2 2025 +34,469 Add 36.14% 129,854 $240.22
Q3 2025 +34,003 Add 26.19% 163,857 $247.44

Joel Greenblatt's STERIS plc Investment FAQs

Joel Greenblatt first purchased STERIS plc (STE) in Q2 2019, acquiring 66,657 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 STERIS plc (STE) for 26 quarters since Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to STERIS plc (STE) was in Q2 2024, adding 85,442 shares worth $18.76 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 163,857 shares of STERIS plc (STE), valued at approximately $40.54 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, STERIS plc (STE) represents approximately 0.18% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's peak holding in STERIS plc (STE) was 163,857 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.