Latticework

What Joel Greenblatt bought and sold in Q4 2025

In Q4 2025, Joel Greenblatt (Gotham Asset Management) opened 1255 new positions — including MDLN (0.2%), HYG (0.1%), CTRE (0.1%), added to 1784, trimmed 1503, exited 1249 (WEX, KEL, DYNF). The book stood at $146.99B across 5870 positions, filed Feb 17, 2026.

1255New1784Added1503Trimmed1249Exited
Share𝕏in

New positions (1255)

Added to (1784)

Trimmed (1503)

Exited (1249)

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.