Joel Greenblatt's WAT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 70,308 shares of Waters Corporation (WAT) worth $21.08 M, representing 0.09% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in WAT, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2014, adding 124,417 shares. Largest reduction occurred in Q4 2014, reducing 81,071 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Waters Corporation (WAT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Waters Corporation (WAT) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +6,321 | Add 0.00% | 6,320 | $100.00 |
| Q3 2013 | -2,274 | Reduce 35.98% | 4,046 | $106.28 |
| Q4 2013 | +9,003 | Add 222.52% | 13,049 | $100.01 |
| Q1 2014 | -13,049 | Sold Out | 13,049 | $0.00 |
| Q3 2014 | +137,466 | New Buy | 137,466 | $99.12 |
| Q4 2014 | -81,071 | Reduce 58.98% | 56,395 | $112.72 |
| Q1 2015 | -9,945 | Reduce 17.63% | 46,450 | $124.33 |
| Q2 2015 | +42,658 | Add 91.84% | 89,108 | $128.38 |
| Q3 2015 | -63,581 | Reduce 71.35% | 25,527 | $118.23 |
| Q4 2015 | -25,527 | Sold Out | 25,527 | $0.00 |
| Q1 2016 | +24,086 | New Buy | 24,086 | $131.90 |
| Q2 2016 | +81,470 | Add 338.25% | 105,556 | $140.65 |
| Q3 2016 | -63,914 | Reduce 60.55% | 41,642 | $158.49 |
| Q4 2016 | +15,066 | Add 36.18% | 56,708 | $134.39 |
| Q1 2017 | -15,978 | Reduce 28.18% | 40,730 | $156.32 |
| Q2 2017 | -1,899 | Reduce 4.66% | 38,831 | $183.85 |
| Q3 2017 | +39,354 | Add 101.35% | 78,185 | $179.52 |
| Q4 2017 | -5,820 | Reduce 7.44% | 72,365 | $193.19 |
| Q1 2018 | +44,016 | Add 60.82% | 116,381 | $198.65 |
| Q2 2018 | -68,388 | Reduce 58.76% | 47,993 | $193.59 |
| Q3 2018 | -17,027 | Reduce 35.48% | 30,966 | $194.67 |
| Q4 2018 | -19,053 | Reduce 61.53% | 11,913 | $188.62 |
| Q1 2019 | -5,135 | Reduce 43.10% | 6,778 | $251.70 |
| Q2 2019 | +52,901 | Add 780.48% | 59,679 | $215.23 |
| Q3 2019 | -44,854 | Reduce 75.16% | 14,825 | $223.20 |
| Q4 2019 | -13,666 | Reduce 92.18% | 1,159 | $233.82 |
| Q1 2020 | -1,159 | Sold Out | 1,159 | $0.00 |
| Q2 2020 | +18,400 | New Buy | 18,400 | $180.38 |
| Q3 2020 | -13,314 | Reduce 72.36% | 5,086 | $195.64 |
| Q4 2020 | -5,086 | Sold Out | 5,086 | $0.00 |
| Q1 2021 | +14,048 | New Buy | 14,048 | $284.17 |
| Q2 2021 | -2,084 | Reduce 14.83% | 11,964 | $345.62 |
| Q3 2021 | +205 | Add 1.71% | 12,169 | $357.30 |
| Q4 2021 | -1,350 | Reduce 11.09% | 10,819 | $372.59 |
| Q1 2022 | +583 | Add 5.39% | 11,402 | $310.38 |
| Q2 2022 | -2,352 | Reduce 20.63% | 9,050 | $330.94 |
| Q3 2022 | -1,373 | Reduce 15.17% | 7,677 | $269.51 |
| Q4 2022 | -3,372 | Reduce 43.92% | 4,305 | $342.58 |
| Q1 2023 | +2,512 | Add 58.35% | 6,817 | $309.63 |
| Q2 2023 | +14,284 | Add 209.53% | 21,101 | $266.54 |
| Q3 2023 | +3,769 | Add 17.86% | 24,870 | $274.21 |
| Q4 2023 | -7,616 | Reduce 30.62% | 17,254 | $329.23 |
| Q1 2024 | +2,456 | Add 14.23% | 19,710 | $344.23 |
| Q2 2024 | +30,665 | Add 155.58% | 50,375 | $290.12 |
| Q3 2024 | -1,033 | Reduce 2.05% | 49,342 | $359.89 |
| Q4 2024 | -6,301 | Reduce 12.77% | 43,041 | $370.98 |
| Q1 2025 | +3,261 | Add 7.58% | 46,302 | $368.57 |
| Q2 2025 | -6,935 | Reduce 14.98% | 39,367 | $349.04 |
| Q3 2025 | +30,941 | Add 78.60% | 70,308 | $299.81 |
Joel Greenblatt's Waters Corporation Investment FAQs
Joel Greenblatt first purchased Waters Corporation (WAT) in Q2 2013, acquiring 6,320 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 Waters Corporation (WAT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Waters Corporation (WAT) was in Q3 2014, adding 137,466 shares worth $13.63 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 70,308 shares of Waters Corporation (WAT), valued at approximately $21.08 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Waters Corporation (WAT) represents approximately 0.09% 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 Waters Corporation (WAT) was 137,466 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.