Joel Greenblatt's STKL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 40,139 shares of SunOpta Inc. (STKL) worth $235,215, representing 0.00% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in STKL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 91,666 shares. Largest reduction occurred in Q1 2018, reducing 93,382 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +15,852 | New Buy | 15,852 | $12.05 |
| Q4 2014 | +91,666 | Add 578.26% | 107,518 | $11.85 |
| Q1 2015 | -82,065 | Reduce 76.33% | 25,453 | $10.61 |
| Q2 2015 | -25,453 | Sold Out | 25,453 | $0.00 |
| Q2 2017 | +116,281 | New Buy | 116,281 | $10.20 |
| Q3 2017 | -116,281 | Sold Out | 116,281 | $0.00 |
| Q1 2018 | +22,899 | New Buy | 22,899 | $7.12 |
| Q2 2018 | -22,899 | Sold Out | 22,899 | $0.00 |
| Q1 2021 | +24,126 | New Buy | 24,126 | $14.76 |
| Q2 2021 | +39,531 | Add 163.85% | 63,657 | $12.24 |
| Q3 2021 | -15,525 | Reduce 24.39% | 48,132 | $8.93 |
| Q4 2021 | -48,132 | Sold Out | 48,132 | $0.00 |
| Q4 2023 | +15,428 | New Buy | 15,428 | $5.47 |
| Q1 2024 | +16,306 | Add 105.69% | 31,734 | $6.87 |
| Q2 2024 | +48,085 | Add 151.53% | 79,819 | $5.40 |
| Q3 2024 | -44,470 | Reduce 55.71% | 35,349 | $6.38 |
| Q4 2024 | -11,832 | Reduce 33.47% | 23,517 | $7.70 |
| Q1 2025 | -607 | Reduce 2.58% | 22,910 | $4.86 |
| Q2 2025 | +10,486 | Add 45.77% | 33,396 | $5.80 |
| Q3 2025 | +6,743 | Add 20.19% | 40,139 | $5.86 |
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 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to SunOpta Inc. (STKL) was in Q2 2017, adding 116,281 shares worth $1.19 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 40,139 shares of SunOpta Inc. (STKL), valued at approximately $235,215. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, SunOpta Inc. (STKL) represents approximately 0.00% 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 SunOpta Inc. (STKL) was 116,281 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.