Latticework

What Joel Greenblatt bought and sold in Q4 2024

In Q4 2024, Joel Greenblatt (Gotham Asset Management) opened 1085 new positions — including LRCX (0.2%), ZTS (0.2%), ALC (0.1%), added to 1908, trimmed 1478, exited 866 (SPOT, GS, ANETEUR). The book stood at $108.20B across 5904 positions, filed Feb 14, 2025.

1085New1908Added1478Trimmed866Exited
Share𝕏in

New positions (1085)

Added to (1908)

Trimmed (1478)

Exited (866)

Joel Greenblatt's other filings

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.