Joel Greenblatt's STKL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,521 shares of SunOpta Inc. (STKL) worth $81,780, representing 0.00% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in STKL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2017, adding 116,281 shares. Largest reduction occurred in Q3 2017, reducing 116,281 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's SunOpta (STKL) Holding Value Over Time
Track share changes against reported price movement
Quarterly SunOpta (STKL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -18,618 | Reduce 46.38% | 21,521 | $3.80 |
| Q3 2025 | +6,743 | Add 20.19% | 40,139 | $5.86 |
| Q2 2025 | +10,486 | Add 45.77% | 33,396 | $5.80 |
| Q1 2025 | -607 | Reduce 2.58% | 22,910 | $4.86 |
| Q4 2024 | -11,832 | Reduce 33.47% | 23,517 | $7.70 |
| Q3 2024 | -44,470 | Reduce 55.71% | 35,349 | $6.38 |
| Q2 2024 | +48,085 | Add 151.53% | 79,819 | $5.40 |
| Q1 2024 | +16,306 | Add 105.69% | 31,734 | $6.87 |
| Q4 2023 | +15,428 | New Buy | 15,428 | $5.47 |
| Q4 2021 | -48,132 | Sold Out | 0 | $0.00 |
| Q3 2021 | -15,525 | Reduce 24.39% | 48,132 | $8.93 |
| Q2 2021 | +39,531 | Add 163.85% | 63,657 | $12.24 |
| Q1 2021 | +24,126 | New Buy | 24,126 | $14.76 |
| Q2 2018 | -22,899 | Sold Out | 0 | $0.00 |
| Q1 2018 | +22,899 | New Buy | 22,899 | $7.12 |
| Q3 2017 | -116,281 | Sold Out | 0 | $0.00 |
| Q2 2017 | +116,281 | New Buy | 116,281 | $10.20 |
| Q2 2015 | -25,453 | Sold Out | 0 | $0.00 |
| Q1 2015 | -82,065 | Reduce 76.33% | 25,453 | $10.61 |
| Q4 2014 | +91,666 | Add 578.26% | 107,518 | $11.85 |
| Q3 2014 | +15,852 | New Buy | 15,852 | $12.05 |
Joel Greenblatt's SunOpta Investment FAQs
Joel Greenblatt first purchased SunOpta Inc. (STKL) in Q3 2014, acquiring 15,852 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 SunOpta Inc. (STKL) for 21 quarters since Q3 2014.
Joel Greenblatt's largest addition to SunOpta Inc. (STKL) was in Q2 2017, adding 116,281 shares worth $1.19 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,521 shares of SunOpta Inc. (STKL), valued at approximately $81,780.
As of the Q4 2025 filing, SunOpta Inc. (STKL) 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 SunOpta Inc. (STKL) was 116,281 shares, as reported at the end of Q2 2017.