What did Joel Greenblatt actually do?

A source-backed history of material decisions from Gotham Asset Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 243
Stocks observed: 58
Outcomes observed: 243

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Sep 2, 2026
64d lag
NVDATRIM-36.7%
Joel Greenblatt · 2.3% of reported portfolio
Original SEC filing ↗
+2.7% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
AMZNADD+34.3%
Joel Greenblatt · 1.5% of reported portfolio
Original SEC filing ↗
-2.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
AAPLADD+39.9%
Joel Greenblatt · 1.2% of reported portfolio
Original SEC filing ↗
+1.9% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
MUTRIM-86.9%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+12.4% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
TSMTRIM-87.0%
Joel Greenblatt · 1.0% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
MSFTADD+42.9%
Joel Greenblatt · 0.8% of reported portfolio
Original SEC filing ↗
+1.7% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
METATRIM-38.8%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+19.5% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
WBDADD+51.8%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+9.3% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
MAADD+30.4%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-5.5% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
ORCLADD+106.5%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-7.4% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
TXNADD+459.3%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+16.0% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
JNJTRIM-22.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
CVXADD+145.1%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-2.0% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
MRKTRIM-49.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
WFCADD+198.9%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-9.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
TMOTRIM-33.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+6.2% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
UNHTRIM-31.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-6.5% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
SPGIADD+201.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-14.1% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
CRMTRIM-75.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-10.9% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
COFADD+47.5%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-11.5% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
ADITRIM-48.9%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+17.2% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
VADD+22.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-4.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
BABAADD+38.7%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-5.1% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
PEPADD+330.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-8.9% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
INTUADD+137.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
BACADD+85.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-14.1% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
UBERTRIM-42.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-10.1% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
ADBEADD+248.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-16.6% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
AXPTRIM-22.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-8.0% vs SPY
21 sessions after disclosure
direction supported so far
Q2 2026
filed Sep 2, 2026
64d lag
CMCSAADD+177.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-18.9% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Sep 2, 2026
64d lag
PMADD+27.5%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+1.8% vs SPY
21 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
AMZNTRIM-42.7%
Joel Greenblatt · 2.2% of reported portfolio
Original SEC filing ↗
-6.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
MUADD+50.6%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+43.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
VTRIM-85.9%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+3.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TSMADD+34.9%
Joel Greenblatt · 1.0% of reported portfolio
Original SEC filing ↗
+4.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
METAADD+128.6%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-11.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
UNHTRIM-47.3%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
WBDADD+149.4%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-1.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
JPMADD+87.0%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
AMATTRIM-47.9%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+24.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
MAADD+516.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+6.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
JNJADD+146.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
SCHWTRIM-46.1%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TMOADD+25.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+27.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
CRMADD+23.1%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+1.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
CVSADD+50.7%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-6.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
DHRTRIM-32.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+19.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
COFADD+161.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+14.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
XOMTRIM-40.2%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-3.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
PEPTRIM-77.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
ADBETRIM-59.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-5.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
BABAADD+532.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
AONTRIM-81.8%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+1.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
MCOTRIM-72.4%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+3.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
CMCSATRIM-60.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-0.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
AXPADD+23.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 15, 2026
45d lag
FISVTRIM-59.4%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-12.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
NVDAADD+119.5%
Joel Greenblatt · 2.7% of reported portfolio
Original SEC filing ↗
+10.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
AMZNADD+336.2%
Joel Greenblatt · 2.2% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
METATRIM-59.2%
Joel Greenblatt · 1.2% of reported portfolio
Original SEC filing ↗
-12.8% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
VADD+48.9%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
-3.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
UNHADD+244.9%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+28.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
GOOGLADD+56.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TSMADD+485.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
+1.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
GOOGADD+39.8%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+21.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ORCLADD+170.7%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
COFTRIM-75.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
BRK/BADD+134.2%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-10.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
PGTRIM-45.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-16.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
MCOTRIM-66.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-9.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
SCHWADD+21.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-10.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
KOTRIM-20.9%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-5.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
TMOADD+97.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-21.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
AONTRIM-51.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-6.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
DHRADD+913.0%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-29.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
WBDADD+84.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-13.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
UNPTRIM-21.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-3.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
JNJTRIM-41.0%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-14.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
INTUADD+641.2%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-4.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
CMCSATRIM-35.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-28.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
XOMADD+68.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-0.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
WFCADD+98.9%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-23.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
PEPADD+244.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-16.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADBEADD+83.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-10.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
PDDTRIM-76.5%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-15.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
PMTRIM-64.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-2.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 17, 2026
48d lag
APPTRIM-58.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+13.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
FISVADD+67.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-18.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
AXPADD+62.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-17.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MSFTADD+100.3%
Joel Greenblatt · 1.6% of reported portfolio
Original SEC filing ↗
-24.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
NVDAADD+21.4%
Joel Greenblatt · 1.5% of reported portfolio
Original SEC filing ↗
-2.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
METAADD+12693.4%
Joel Greenblatt · 1.2% of reported portfolio
Original SEC filing ↗
+3.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
AMZNTRIM-39.3%
Joel Greenblatt · 1.0% of reported portfolio
Original SEC filing ↗
-15.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
AAPLADD+108.2%
Joel Greenblatt · 1.0% of reported portfolio
Original SEC filing ↗
-4.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
JPMTRIM-67.1%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
VADD+14838.2%
Joel Greenblatt · 0.8% of reported portfolio
Original SEC filing ↗
-4.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
LLYADD+35.1%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TXNTRIM-91.6%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+41.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
COFTRIM-39.7%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
CVSTRIM-60.6%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
CTRIM-23.4%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+15.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MATRIM-79.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-4.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TMOTRIM-68.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-12.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
GOOGLADD+200.3%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MUADD+168.5%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+70.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
CHTRTRIM-95.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+15.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
MCOADD+215.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-7.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
GOOGADD+267.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+3.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
SPGIADD+41.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-17.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
APPTRIM-79.7%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-28.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
AONADD+601.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-11.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
DISTRIM-65.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
UNHADD+33.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-12.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
JNJADD+138.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+20.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
INTUTRIM-80.2%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-43.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
CMCSAADD+1562.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+21.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
BRK/BADD+63.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-4.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
WBDTRIM-60.0%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+23.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
PDDADD+342.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-23.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
XOMNEWNEW
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+25.5% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
TSMADD+270.7%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+25.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
PEPTRIM-47.1%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+8.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 14, 2025
45d lag
FLUTTRIM-57.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-37.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 14, 2025
45d lag
WFCADD+776.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+3.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
SCHWTRIM-95.3%
Joel Greenblatt · 1.6% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
NVDAADD+414.0%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+0.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
AMZNADD+157.7%
Joel Greenblatt · 1.0% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
JPMADD+50.9%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
+4.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
MSFTADD+1635.8%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TXNADD+445.1%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-21.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
COFADD+36.7%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
CRMTRIM-83.7%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
CHTRTRIM-40.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
DHRTRIM-96.7%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-2.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
CVSADD+30.6%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+11.4% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
AAPLADD+10716.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
INTUTRIM-57.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-14.3% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
WFCTRIM-97.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+6.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
METATRIM-97.7%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-28.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
GOOGLTRIM-70.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+34.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
APPADD+283.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+26.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
SPGIADD+58.9%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-17.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
WBDADD+827.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+80.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
PMADD+237.8%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-12.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
MCOADD+332.8%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-11.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
FLUTTRIM-25.6%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-26.6% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
BRK/BADD+1188.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
BACADD+29.7%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
SCHWADD+879.8%
Joel Greenblatt · 1.6% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
BACTRIM-90.4%
Joel Greenblatt · 0.8% of reported portfolio
Original SEC filing ↗
-3.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
AMZNTRIM-43.5%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
+3.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
UNHTRIM-50.6%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-3.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
METATRIM-44.2%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
+14.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
HDADD+149.8%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-3.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
CRMADD+33.7%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-25.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
DISTRIM-50.9%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-6.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
MAADD+49.3%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-8.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
VTRIM-83.2%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-14.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NVDATRIM-49.7%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+24.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
MSFTTRIM-88.0%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+5.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
AAPLTRIM-98.6%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+1.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TXNTRIM-64.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-4.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
GOOGLADD+55.7%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+14.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
MCOTRIM-89.5%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-2.8% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
APPTRIM-70.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+12.5% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
JNJTRIM-64.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+9.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
TSMTRIM-56.2%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ORCLADD+650.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+46.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
GOOGTRIM-46.1%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
PEPADD+81.2%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+6.6% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TMOTRIM-64.5%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+10.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
MUTRIM-45.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+14.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
CMCSATRIM-29.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-13.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
FLUTADD+99.5%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+9.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
PMTRIM-75.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-10.4% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
AONADD+947.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
WBDTRIM-84.0%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+20.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
NVDATRIM-56.1%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-0.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
BACADD+337.1%
Joel Greenblatt · 0.8% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
AMZNADD+683.6%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-6.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
UNHADD+596.3%
Joel Greenblatt · 0.7% of reported portfolio
Original SEC filing ↗
-38.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
METAADD+193.6%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MSFTTRIM-25.0%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
+13.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MATRIM-41.4%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+5.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CTRIM-85.2%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-7.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
DISADD+1785.4%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+6.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CRMADD+5141.1%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-8.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
JPMADD+360.4%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
COFADD+44.5%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
-0.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADBETRIM-63.2%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-7.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
VADD+219.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+5.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
HDTRIM-28.7%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-2.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
PMTRIM-62.5%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+18.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
AAPLADD+180.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-10.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TXNADD+394.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+4.5% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
TSMTRIM-33.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
WFCADD+119.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-2.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CMCSATRIM-44.0%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+1.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MUTRIM-22.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-5.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
BMYTRIM-99.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
MCOADD+582.1%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-3.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CVSADD+194.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
APPADD+1133.4%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-24.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
JNJADD+183.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+0.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
GOOGLADD+134.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
INTUADD+53.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+18.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
SPGIADD+88.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-1.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ORCLTRIM-80.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-7.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
SCHWADD+22.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
FISVTRIM-25.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
PYPLTRIM-40.5%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-5.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
WBDADD+64.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AMZNTRIM-93.9%
Joel Greenblatt · 1.5% of reported portfolio
Original SEC filing ↗
+6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AAPLTRIM-89.7%
Joel Greenblatt · 1.1% of reported portfolio
Original SEC filing ↗
+4.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
NVDAADD+194.2%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-6.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
BACTRIM-80.9%
Joel Greenblatt · 0.9% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CHTRADD+60.8%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-12.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
DISTRIM-95.6%
Joel Greenblatt · 0.6% of reported portfolio
Original SEC filing ↗
-7.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
MAADD+51.0%
Joel Greenblatt · 0.5% of reported portfolio
Original SEC filing ↗
+4.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
BMYTRIM-53.6%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-6.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
HDADD+170.1%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-7.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
UNHTRIM-70.3%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
-18.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
PMADD+161.2%
Joel Greenblatt · 0.4% of reported portfolio
Original SEC filing ↗
+12.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
COFADD+482.8%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CMCSAADD+107.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-19.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CSCOADD+269.7%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+8.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
TXNTRIM-71.3%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-6.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
KKRADD+89.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-12.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
JNJTRIM-54.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-0.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
WFCTRIM-39.7%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+3.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
JPMTRIM-52.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
DHRADD+54662.3%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-16.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
PEPTRIM-82.6%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-12.3% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
INTUADD+350.7%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-20.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
ORCLADD+33.4%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-6.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
GOOGADD+44.8%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
+2.7% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
BRK/BTRIM-63.9%
Joel Greenblatt · 0.2% of reported portfolio
Original SEC filing ↗
-2.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
CVSADD+1401.7%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+21.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
VADD+57.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+9.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
BABATRIM-69.2%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+37.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
PDDADD+114.7%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+4.2% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
FISVADD+3505.4%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
AXPTRIM-29.9%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+3.3% vs SPY
63 sessions after disclosure
direction not supported so far

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