Latticework

What Joel Greenblatt bought and sold in Q3 2025

In Q3 2025, Joel Greenblatt (Gotham Asset Management) opened 1255 new positions — including NOC (0.2%), PR (0.2%), SSB (0.2%), added to 1651, trimmed 1633, exited 1135 (HES, SSBUSD, JNP). The book stood at $124.75B across 5878 positions, filed Nov 14, 2025.

1255New1651Added1633Trimmed1135Exited
Share𝕏in

New positions (1255)

Added to (1651)

Trimmed (1633)

Exited (1135)

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.