Latticework

What Joel Greenblatt bought and sold in Q1 2026

In Q1 2026, Joel Greenblatt (Gotham Asset Management) opened 1393 new positions — including AZN (0.3%), IEF (0.2%), PNFP (0.2%), added to 1732, trimmed 1601, exited 1162 (STX 3.5 06/01/28, SOXL, TEVA). The book stood at $141.14B across 6006 positions, filed May 15, 2026.

1393New1732Added1601Trimmed1162Exited
Share𝕏in

New positions (1393)

Added to (1732)

Trimmed (1601)

Exited (1162)

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.