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 medium-term investment has been held for 20 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 |
|---|---|---|---|---|
| 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 | 0 | $0.00 |
| Q2 2017 | +116,281 | New Buy | 116,281 | $10.20 |
| Q3 2017 | -116,281 | Sold Out | 0 | $0.00 |
| Q1 2018 | +22,899 | New Buy | 22,899 | $7.12 |
| Q2 2018 | -22,899 | Sold Out | 0 | $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 | 0 | $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 20 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 Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 40,139 shares of SunOpta Inc. (STKL), valued at approximately $235,215.
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.
Joel Greenblatt's peak holding in SunOpta Inc. (STKL) was 116,281 shares, as reported at the end of Q2 2017.