Joel Greenblatt's WAT Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 70,057 shares of Waters Corporation (WAT) worth $26.61 M, representing 0.10% 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 137,466 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -251 | Reduce 0.36% | 70,057 | $379.83 |
| Q3 2025 | +30,941 | Add 78.60% | 70,308 | $299.81 |
| Q2 2025 | -6,935 | Reduce 14.98% | 39,367 | $349.04 |
| Q1 2025 | +3,261 | Add 7.58% | 46,302 | $368.57 |
| Q4 2024 | -6,301 | Reduce 12.77% | 43,041 | $370.98 |
| Q3 2024 | -1,033 | Reduce 2.05% | 49,342 | $359.89 |
| Q2 2024 | +30,665 | Add 155.58% | 50,375 | $290.12 |
| Q1 2024 | +2,456 | Add 14.23% | 19,710 | $344.23 |
| Q4 2023 | -7,616 | Reduce 30.62% | 17,254 | $329.23 |
| Q3 2023 | +3,769 | Add 17.86% | 24,870 | $274.21 |
| Q2 2023 | +14,284 | Add 209.53% | 21,101 | $266.54 |
| Q1 2023 | +2,512 | Add 58.35% | 6,817 | $309.63 |
| Q4 2022 | -3,372 | Reduce 43.92% | 4,305 | $342.58 |
| Q3 2022 | -1,373 | Reduce 15.17% | 7,677 | $269.51 |
| Q2 2022 | -2,352 | Reduce 20.63% | 9,050 | $330.94 |
| Q1 2022 | +583 | Add 5.39% | 11,402 | $310.38 |
| Q4 2021 | -1,350 | Reduce 11.09% | 10,819 | $372.59 |
| Q3 2021 | +205 | Add 1.71% | 12,169 | $357.30 |
| Q2 2021 | -2,084 | Reduce 14.83% | 11,964 | $345.62 |
| Q1 2021 | +14,048 | New Buy | 14,048 | $284.17 |
| Q4 2020 | -5,086 | Sold Out | 0 | $0.00 |
| Q3 2020 | -13,314 | Reduce 72.36% | 5,086 | $195.64 |
| Q2 2020 | +18,400 | New Buy | 18,400 | $180.38 |
| Q1 2020 | -1,159 | Sold Out | 0 | $0.00 |
| Q4 2019 | -13,666 | Reduce 92.18% | 1,159 | $233.82 |
| Q3 2019 | -44,854 | Reduce 75.16% | 14,825 | $223.20 |
| Q2 2019 | +52,901 | Add 780.48% | 59,679 | $215.23 |
| Q1 2019 | -5,135 | Reduce 43.10% | 6,778 | $251.70 |
| Q4 2018 | -19,053 | Reduce 61.53% | 11,913 | $188.62 |
| Q3 2018 | -17,027 | Reduce 35.48% | 30,966 | $194.67 |
| Q2 2018 | -68,388 | Reduce 58.76% | 47,993 | $193.59 |
| Q1 2018 | +44,016 | Add 60.82% | 116,381 | $198.65 |
| Q4 2017 | -5,820 | Reduce 7.44% | 72,365 | $193.19 |
| Q3 2017 | +39,354 | Add 101.35% | 78,185 | $179.52 |
| Q2 2017 | -1,899 | Reduce 4.66% | 38,831 | $183.85 |
| Q1 2017 | -15,978 | Reduce 28.18% | 40,730 | $156.32 |
| Q4 2016 | +15,066 | Add 36.18% | 56,708 | $134.39 |
| Q3 2016 | -63,914 | Reduce 60.55% | 41,642 | $158.49 |
| Q2 2016 | +81,470 | Add 338.25% | 105,556 | $140.65 |
| Q1 2016 | +24,086 | New Buy | 24,086 | $131.90 |
| Q4 2015 | -25,527 | Sold Out | 0 | $0.00 |
| Q3 2015 | -63,581 | Reduce 71.35% | 25,527 | $118.23 |
| Q2 2015 | +42,658 | Add 91.84% | 89,108 | $128.38 |
| Q1 2015 | -9,945 | Reduce 17.63% | 46,450 | $124.33 |
| Q4 2014 | -81,071 | Reduce 58.98% | 56,395 | $112.72 |
| Q3 2014 | +137,466 | New Buy | 137,466 | $99.12 |
| Q1 2014 | -13,049 | Sold Out | 0 | $0.00 |
| Q4 2013 | +9,003 | Add 222.52% | 13,049 | $100.01 |
| Q3 2013 | -2,274 | Reduce 35.98% | 4,046 | $106.28 |
| Q2 2013 | +6,321 | Add 0.00% | 6,320 | $100.00 |
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.
Joel Greenblatt's largest addition to Waters Corporation (WAT) was in Q3 2014, adding 137,466 shares worth $13.63 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 70,057 shares of Waters Corporation (WAT), valued at approximately $26.61 M.
As of the Q4 2025 filing, Waters Corporation (WAT) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Waters Corporation (WAT) was 137,466 shares, as reported at the end of Q3 2014.