Joel Greenblatt’s VRT Holdings & Trades

First Buy
Q2 2022
Duration Held
14 Quarters
Largest Add
Q3 2023
+91,806 Shares
Current Position
157,697 Shares
$23.79 M Value

Joel Greenblatt's VRT Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 157,697 shares of Vertiv Holdings Co (VRT) worth $23.79 M, representing 0.10% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in VRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 91,806 shares. Largest reduction occurred in Q4 2023, reducing 65,863 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Vertiv Holdings Co (VRT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Vertiv Holdings Co (VRT) Trades by Joel Greenblatt

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2022 +16,168 New Buy 16,168 $8.23
Q3 2022 +13,174 Add 81.48% 29,342 $9.71
Q4 2022 +1,123 Add 3.83% 30,465 $13.66
Q1 2023 +9,627 Add 31.60% 40,092 $14.31
Q2 2023 +29,582 Add 73.79% 69,674 $24.77
Q3 2023 +91,806 Add 131.77% 161,480 $37.20
Q4 2023 -65,863 Reduce 40.79% 95,617 $48.03
Q1 2024 -1,288 Reduce 1.35% 94,329 $81.67
Q2 2024 +39,235 Add 41.59% 133,564 $86.57
Q3 2024 -33,234 Reduce 24.88% 100,330 $99.49
Q4 2024 +894 Add 0.89% 101,224 $113.61
Q1 2025 +56,317 Add 55.64% 157,541 $72.20
Q2 2025 +3,678 Add 2.33% 161,219 $128.41
Q3 2025 -3,522 Reduce 2.18% 157,697 $150.86

Joel Greenblatt's Vertiv Holdings Co Investment FAQs

Joel Greenblatt first purchased Vertiv Holdings Co (VRT) in Q2 2022, acquiring 16,168 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 Vertiv Holdings Co (VRT) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt's largest addition to Vertiv Holdings Co (VRT) was in Q3 2023, adding 161,480 shares worth $6.01 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 157,697 shares of Vertiv Holdings Co (VRT), valued at approximately $23.79 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Vertiv Holdings Co (VRT) represents approximately 0.10% 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 Vertiv Holdings Co (VRT) was 161,480 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.