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Joel Greenblatt’s ZWS Holdings & Trades

First Buy
Q4 2021
Duration Held
15 Quarters
Largest Add
Q4 2023
+73,092 Shares
Current Position
55,787 Shares
$2.59 M Value

Joel Greenblatt's ZWS Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 55,787 shares of Zurn Elkay Water Solutions Corporation (ZWS) worth $2.59 M, representing 0.01% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in ZWS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 73,092 shares. Largest reduction occurred in Q2 2022, reducing 49,654 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Zurn Elkay Water Solutions Corporation (ZWS) Holding Value Over Time

Track share changes against reported price movement

Quarterly Zurn Elkay Water Solutions Corporation (ZWS) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +36,791 Add 193.68% 55,787 $46.49
Q3 2025 +2,407 Add 14.51% 18,996 $47.03
Q2 2025 -8,396 Reduce 33.60% 16,589 $36.57
Q1 2025 +2,037 Add 8.88% 24,985 $32.98
Q4 2024 -19,764 Reduce 46.27% 22,948 $37.30
Q3 2024 -39,246 Reduce 47.89% 42,712 $35.94
Q2 2024 +19,181 Add 30.55% 81,958 $29.40
Q1 2024 -20,632 Reduce 24.74% 62,777 $33.47
Q4 2023 +73,092 Add 708.46% 83,409 $29.41
Q3 2023 +10,317 New Buy 10,317 $28.02
Q4 2022 -22,294 Sold Out 0 $0.00
Q3 2022 -44,454 Reduce 66.60% 22,294 $24.49
Q2 2022 -49,654 Reduce 42.66% 66,748 $27.24
Q1 2022 +68,929 Add 145.20% 116,402 $35.40
Q4 2021 +47,473 New Buy 47,473 $36.40

Joel Greenblatt's Zurn Elkay Water Solutions Corporation Investment FAQs

Joel Greenblatt first purchased Zurn Elkay Water Solutions Corporation (ZWS) in Q4 2021, acquiring 47,473 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 Zurn Elkay Water Solutions Corporation (ZWS) for 15 quarters since Q4 2021.

Joel Greenblatt's largest addition to Zurn Elkay Water Solutions Corporation (ZWS) was in Q4 2023, adding 83,409 shares worth $2.45 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 55,787 shares of Zurn Elkay Water Solutions Corporation (ZWS), valued at approximately $2.59 M.

As of the Q4 2025 filing, Zurn Elkay Water Solutions Corporation (ZWS) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Zurn Elkay Water Solutions Corporation (ZWS) was 116,402 shares, as reported at the end of Q1 2022.