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)
27.86B
23.14B
+20.40%
Shares Held
2430
2422
+0.33%
Buys
978
992
-1.41%
Sells
537
430
+24.88%
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
0.64%
+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
Canadian Natural Resources Ord Shs (CA)
CNQ
New
+6.21K
+50.00%
6.21K
$302.84K
2026-03-31
4
Emera Ord Shs (CA)
EMA
New
+4.54K
+50.00%
4.54K
$235.34K
2026-03-31
9
Colliers International Group Subordinate Voting Ord Shs (CA)
CIGI
Buy
+1.54K
+39.10%
2.39K
$255.43K
2026-03-31
