Joel Greenblatt
Gotham Asset Management, LLC
Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC), Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including "The Little Book that Beats the Market." He is also an Adjunct Professor with Columbia Business School.
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
27.79B
23.14B
+20.11%
Shares Held
2409
2422
-0.54%
Buys
973
992
-1.92%
Sells
538
430
+25.12%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
8
iShares 0-3 Month Treasury Bond ETF ()
SGOV
0.65%
+235.22K
$179.42M
$179.99M
1.79M
2025-12-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Colliers International Group Subordinate Voting Ord Shs (CA)
CIGI
New
+851.00
+50.00%
851.00
$100.93K
2026-02-28
First Majestic Silver Ord Shs (CA)
AG
New
+777.00
+50.00%
777.00
$24.86K
2026-02-28
7
ATS Ord Shs (CA)
ATS
Buy
+244.00
+4.30%
5.34K
$169.90K
2026-02-28
