https://holdlens.com/investor/joel-greenblatt Every 13F move by Joel Greenblatt (Gotham Asset Management) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Mon, 27 Apr 2026 21:14:16 GMT https://holdlens.com/signal/UNH https://holdlens.com/investor/joel-greenblatt#2025-Q4-UNH-add-0 Joel Greenblatt (Gotham Asset Management) added UNH in Q4 2025 · 3.1% of portfolio. Adding aggressively on UnitedHealth's pullback. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/joel-greenblatt#2025-Q4-META-add-1 Joel Greenblatt (Gotham Asset Management) added META in Q4 2025 · 3.4% of portfolio. Quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/NVDA https://holdlens.com/investor/joel-greenblatt#2025-Q4-NVDA-add-2 Joel Greenblatt (Gotham Asset Management) added NVDA (NVIDIA CORPORATION) in Q4 2025 · 2.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AAPL https://holdlens.com/investor/joel-greenblatt#2025-Q4-AAPL-add-3 Joel Greenblatt (Gotham Asset Management) added AAPL (APPLE INC) in Q4 2025 · 1.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/AMZN https://holdlens.com/investor/joel-greenblatt#2025-Q4-AMZN-add-4 Joel Greenblatt (Gotham Asset Management) added AMZN (AMAZON COM INC) in Q4 2025 · 1.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOOG https://holdlens.com/investor/joel-greenblatt#2025-Q4-GOOG-add-5 Joel Greenblatt (Gotham Asset Management) added GOOG (ALPHABET INC) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BN https://holdlens.com/investor/joel-greenblatt#2025-Q4-BN-add-6 Joel Greenblatt (Gotham Asset Management) added BN (BROADCOM INC) in Q4 2025 · 0.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/joel-greenblatt#2025-Q4-GOOGL-add-7 Joel Greenblatt (Gotham Asset Management) added GOOGL (ALPHABET INC) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TEAM https://holdlens.com/investor/joel-greenblatt#2025-Q4-TEAM-add-8 Joel Greenblatt (Gotham Asset Management) added TEAM (ATLASSIAN CORPORATION) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CNC https://holdlens.com/investor/joel-greenblatt#2025-Q4-CNC-add-9 Joel Greenblatt (Gotham Asset Management) added CNC (CENTENE CORP DEL) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/CB https://holdlens.com/investor/joel-greenblatt#2025-Q4-CB-add-10 Joel Greenblatt (Gotham Asset Management) added CB (CHUBB LIMITED) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/WMT https://holdlens.com/investor/joel-greenblatt#2025-Q4-WMT-add-11 Joel Greenblatt (Gotham Asset Management) added WMT (WALMART INC) in Q4 2025 · 0.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MRK https://holdlens.com/investor/joel-greenblatt#2025-Q4-MRK-add-12 Joel Greenblatt (Gotham Asset Management) added MRK (MERCK & CO INC) in Q4 2025 · 0.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PDD https://holdlens.com/investor/joel-greenblatt#2025-Q4-PDD-add-13 Joel Greenblatt (Gotham Asset Management) added PDD (PG&E CORP) in Q4 2025 · 0.6% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ABNB https://holdlens.com/investor/joel-greenblatt#2025-Q4-ABNB-add-14 Joel Greenblatt (Gotham Asset Management) added ABNB (AIRBNB INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ANET https://holdlens.com/investor/joel-greenblatt#2025-Q4-ANET-add-15 Joel Greenblatt (Gotham Asset Management) added ANET (ARISTA NETWORKS INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BKNG https://holdlens.com/investor/joel-greenblatt#2025-Q4-BKNG-add-16 Joel Greenblatt (Gotham Asset Management) added BKNG (BARCLAYS PLC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/GM https://holdlens.com/investor/joel-greenblatt#2025-Q4-GM-trim-17 Joel Greenblatt (Gotham Asset Management) trimmed GM (GENERAL MTRS CO) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/PEP https://holdlens.com/investor/joel-greenblatt#2025-Q4-PEP-add-18 Joel Greenblatt (Gotham Asset Management) added PEP (PEPSICO INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/TSLA https://holdlens.com/investor/joel-greenblatt#2025-Q4-TSLA-add-19 Joel Greenblatt (Gotham Asset Management) added TSLA (TESLA INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/VRSN https://holdlens.com/investor/joel-greenblatt#2025-Q4-VRSN-add-20 Joel Greenblatt (Gotham Asset Management) added VRSN (VERISIGN INC) in Q4 2025 · 0.5% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ADBE https://holdlens.com/investor/joel-greenblatt#2025-Q4-ADBE-trim-21 Joel Greenblatt (Gotham Asset Management) trimmed ADBE (ADOBE INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/BRK.B https://holdlens.com/investor/joel-greenblatt#2025-Q4-BRK.B-add-22 Joel Greenblatt (Gotham Asset Management) added BRK.B (BERKSHIRE HATHAWAY INC DEL) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/COF https://holdlens.com/investor/joel-greenblatt#2025-Q4-COF-add-23 Joel Greenblatt (Gotham Asset Management) added COF (CAPITAL ONE FINL CORP) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/C https://holdlens.com/investor/joel-greenblatt#2025-Q4-C-add-24 Joel Greenblatt (Gotham Asset Management) added C (CITIGROUP INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DHR https://holdlens.com/investor/joel-greenblatt#2025-Q4-DHR-add-25 Joel Greenblatt (Gotham Asset Management) added DHR (DANAHER CORPORATION) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FEDEX https://holdlens.com/investor/joel-greenblatt#2025-Q4-FEDEX-add-26 Joel Greenblatt (Gotham Asset Management) added FEDEX (FEDEX CORP) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/IVV https://holdlens.com/investor/joel-greenblatt#2025-Q4-IVV-add-27 Joel Greenblatt (Gotham Asset Management) added IVV (ISHARES TR) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/JNJ https://holdlens.com/investor/joel-greenblatt#2025-Q4-JNJ-trim-28 Joel Greenblatt (Gotham Asset Management) trimmed JNJ (JOHNSON & JOHNSON) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/MCK https://holdlens.com/investor/joel-greenblatt#2025-Q4-MCK-add-29 Joel Greenblatt (Gotham Asset Management) added MCK (MCKESSON CORP) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/MEDP https://holdlens.com/investor/joel-greenblatt#2025-Q4-MEDP-add-30 Joel Greenblatt (Gotham Asset Management) added MEDP (MEDPACE HLDGS INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PLTR https://holdlens.com/investor/joel-greenblatt#2025-Q4-PLTR-trim-31 Joel Greenblatt (Gotham Asset Management) trimmed PLTR (PALANTIR TECHNOLOGIES INC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/REGN https://holdlens.com/investor/joel-greenblatt#2025-Q4-REGN-add-32 Joel Greenblatt (Gotham Asset Management) added REGN (REGENERON PHARMACEUTICALS) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/FTI https://holdlens.com/investor/joel-greenblatt#2025-Q4-FTI-add-33 Joel Greenblatt (Gotham Asset Management) added FTI (TECHNIPFMC PLC) in Q4 2025 · 0.4% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ACN https://holdlens.com/investor/joel-greenblatt#2025-Q4-ACN-add-34 Joel Greenblatt (Gotham Asset Management) added ACN (ACCENTURE PLC IRELAND) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/BBY https://holdlens.com/investor/joel-greenblatt#2025-Q4-BBY-add-35 Joel Greenblatt (Gotham Asset Management) added BBY (BEST BUY INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/DG https://holdlens.com/investor/joel-greenblatt#2025-Q4-DG-add-36 Joel Greenblatt (Gotham Asset Management) added DG (DOLLAR GEN CORP NEW) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/ESTC https://holdlens.com/investor/joel-greenblatt#2025-Q4-ESTC-add-37 Joel Greenblatt (Gotham Asset Management) added ESTC (ELASTIC N V) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/LLY https://holdlens.com/investor/joel-greenblatt#2025-Q4-LLY-add-38 Joel Greenblatt (Gotham Asset Management) added LLY (ELI LILLY & CO) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/EG https://holdlens.com/investor/joel-greenblatt#2025-Q4-EG-trim-39 Joel Greenblatt (Gotham Asset Management) trimmed EG (EVEREST GROUP LTD) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim