Latticework

What Joel Greenblatt bought and sold in Q1 2025

In Q1 2025, Joel Greenblatt (Gotham Asset Management) opened 1044 new positions — including CMS (0.1%), CINF (0.1%), GS (0.1%), added to 1870, trimmed 1551, exited 1074 (WMT, COP, LQD). The book stood at $102.21B across 5860 positions, filed May 15, 2025.

1044New1870Added1551Trimmed1074Exited
Share𝕏in

New positions (1044)

Added to (1870)

Trimmed (1551)

Exited (1074)

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.