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Investor profile
Joel Greenblatt
Gotham Asset Management · Co-CIO · Net worth: ~$1B
Founder of Gotham Capital, achieved 50% annual returns 1985-1994. Author of The Little Book That Beats the Market.
"Buy good companies at cheap prices. Magic Formula."
Tracked positions
6
Top concentration
19%
Longest holding
Microsoft (since 2009)
Top holdings
| Ticker | Company | % Portfolio |
|---|---|---|
| MSFT | Microsoft Quality compounder. Magic Formula stalwart. | 4.1% |
| AAPL | Apple High ROIC, reasonable multiple. | 3.8% |
| META | Meta Platforms Cash flow machine post-2022 reset. | 3.2% |
| GOOGL | Alphabet Search dominance + AI optionality. | 3.0% |
| JPM | JPMorgan Chase Best-in-class bank franchise. | 2.8% |
| UNH | UnitedHealth Healthcare scale + Optum. | 2.5% |
Want Joel move-alerts?
One email per 13F filing. Summarizes every new position, exit, and trim.
Data sourced from Gotham Asset Management 13F filings with the SEC. Approximate snapshot. Not investment advice.