Joel Greenblatt's ZBH Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 39,377 shares of Zimmer Biomet Holdings, Inc. (ZBH) worth $3.88 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in ZBH, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2016, adding 372,168 shares. Largest reduction occurred in Q3 2016, reducing 358,418 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Zimmer Biomet Holdings (ZBH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Zimmer Biomet Holdings (ZBH) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +16,439 | Add 0.00% | 16,438 | $72.76 |
| Q3 2013 | -10,722 | Reduce 65.23% | 5,716 | $79.78 |
| Q4 2013 | -2,944 | Reduce 51.50% | 2,772 | $90.55 |
| Q1 2014 | +44,193 | Add 1594.26% | 46,965 | $91.83 |
| Q2 2014 | -42,195 | Reduce 89.84% | 4,770 | $100.84 |
| Q3 2014 | -219 | Reduce 4.59% | 4,551 | $97.56 |
| Q4 2014 | -755 | Reduce 16.59% | 3,796 | $110.12 |
| Q1 2015 | -3,796 | Sold Out | 0 | $0.00 |
| Q1 2016 | +151,929 | New Buy | 151,929 | $103.52 |
| Q2 2016 | +372,168 | Add 244.96% | 524,097 | $116.87 |
| Q3 2016 | -358,418 | Reduce 68.39% | 165,679 | $126.23 |
| Q4 2016 | -130,934 | Reduce 79.03% | 34,745 | $100.19 |
| Q1 2017 | +134,449 | Add 386.96% | 169,194 | $118.56 |
| Q2 2017 | -78,988 | Reduce 46.68% | 90,206 | $124.66 |
| Q3 2017 | +71,059 | Add 78.77% | 161,265 | $113.68 |
| Q4 2017 | +154,719 | Add 95.94% | 315,984 | $117.15 |
| Q1 2018 | -315,984 | Sold Out | 0 | $0.00 |
| Q2 2018 | +79,383 | New Buy | 79,383 | $108.20 |
| Q3 2018 | -79,383 | Sold Out | 0 | $0.00 |
| Q1 2019 | +78,481 | New Buy | 78,481 | $123.98 |
| Q2 2019 | -78,481 | Sold Out | 0 | $0.00 |
| Q1 2020 | +53,094 | New Buy | 53,094 | $98.13 |
| Q2 2020 | -1,943 | Reduce 3.66% | 51,151 | $115.89 |
| Q3 2020 | -43,863 | Reduce 85.75% | 7,288 | $132.14 |
| Q4 2020 | -1,993 | Reduce 27.35% | 5,295 | $149.58 |
| Q1 2021 | -3,851 | Reduce 72.73% | 1,444 | $155.12 |
| Q2 2021 | -1,444 | Sold Out | 0 | $0.00 |
| Q4 2021 | +15,360 | New Buy | 15,360 | $123.37 |
| Q1 2022 | -15,360 | Sold Out | 0 | $0.00 |
| Q2 2022 | +47,168 | New Buy | 47,168 | $105.05 |
| Q3 2022 | +1,662 | Add 3.52% | 48,830 | $104.55 |
| Q4 2022 | -43,001 | Reduce 88.06% | 5,829 | $127.50 |
| Q1 2023 | +48,230 | Add 827.41% | 54,059 | $129.20 |
| Q2 2023 | -10,660 | Reduce 19.72% | 43,399 | $145.60 |
| Q3 2023 | +706 | Add 1.63% | 44,105 | $112.22 |
| Q4 2023 | -20,599 | Reduce 46.70% | 23,506 | $121.70 |
| Q1 2024 | +7,017 | Add 29.85% | 30,523 | $131.98 |
| Q2 2024 | +38,528 | Add 126.23% | 69,051 | $108.53 |
| Q3 2024 | -58,608 | Reduce 84.88% | 10,443 | $107.95 |
| Q4 2024 | +40,384 | Add 386.71% | 50,827 | $105.63 |
| Q1 2025 | -28,687 | Reduce 56.44% | 22,140 | $113.18 |
| Q2 2025 | +66,829 | Add 301.85% | 88,969 | $91.21 |
| Q3 2025 | -49,592 | Reduce 55.74% | 39,377 | $98.50 |
Joel Greenblatt's Zimmer Biomet Holdings Investment FAQs
Joel Greenblatt first purchased Zimmer Biomet Holdings, Inc. (ZBH) in Q2 2013, acquiring 16,438 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 Zimmer Biomet Holdings, Inc. (ZBH) for 43 quarters since Q2 2013.
Joel Greenblatt's largest addition to Zimmer Biomet Holdings, Inc. (ZBH) was in Q2 2016, adding 524,097 shares worth $61.25 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 39,377 shares of Zimmer Biomet Holdings, Inc. (ZBH), valued at approximately $3.88 M.
As of the Q3 2025 filing, Zimmer Biomet Holdings, Inc. (ZBH) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Zimmer Biomet Holdings, Inc. (ZBH) was 524,097 shares, as reported at the end of Q2 2016.