Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q2 2024
Gotham Asset Management filed 313 moves in Q2 2024: 21 new, 176 add, 107 trim, 9 exit.
13F filed 2024-08-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 21
Fresh money
ALCONALCON AG
NEW·0.0% book·+2
AZZAZZ INC
NEW·0.0% book·+1
BARKBARK INC
NEW·0.0% book·−1
CAVACAVA GROUP INC
NEW·0.0% book·−5
CRHCRH PLC
NEW·0.0% book·+8
DOLEDOLE PLC
NEW·0.0% book·+2
EXPROEXPRO GROUP HOLDINGS NV
NEW·0.0% book·+2
GEVGE VERNOVA INC
NEW·0.0% book·−8
GERONGERON CORP
NEW·0.0% book·−1
GOGOGOGO INC
NEW·0.0% book·−1
GRAILGRAIL INC
NEW·0.0% book·−5
ICHORICHOR HOLDINGS
NEW·0.0% book·+1
JOYYJOYY INC
NEW·0.0% book·−1
MATIVMATIV HOLDINGS INC
NEW·0.0% book·0
MBIAMBIA INC
NEW·0.0% book·+1
NEVRONEVRO CORP
NEW·0.0% book·−1
RELXRELX PLC
NEW·0.0% book·−1
RXORXO INC
NEW·0.0% book·+2
SEERSEER INC
NEW·0.0% book·0
SONYSONY GROUP CORP
NEW·0.0% book·+2
TKOTKO GROUP HOLDINGS INC
NEW·0.0% book·+1
Adds · 176
Adding to conviction
NVDANVIDIA CORPORATION
ADD +820%·2.9% book·+19
JNJJOHNSON & JOHNSON
ADD +39%·0.8% book·−2
MCKMCKESSON CORP
ADD +8%·0.8% book·0
CVITHE CIGNA GROUP
ADD +63%·0.8% book·+3
MACOSTCO WHSL CORP NEW
ADD +16%·0.7% book·+17
LLYELI LILLY & CO
ADD +17%·0.7% book·−9
GEGE AEROSPACE
ADD +18%·0.7% book·+41
TAT&T INC
ADD +43%·0.6% book·+1
XOMEXXON MOBIL CORP
ADD +106%·0.6% book·+1
ATVIALTRIA GROUP INC
ADD +25%·0.5% book·0
AMATAPPLIED MATLS INC
ADD +9%·0.5% book·−1
BKNGBARCLAYS PLC
ADD +40%·0.5% book·−4
CNCCENTENE CORP DEL
ADD +23%·0.5% book·+1
CBCHUBB LIMITED
ADD +31%·0.5% book·+19
CMCSACOMCAST CORP NEW
ADD +92%·0.5% book·+1
CVSCVS HEALTH CORP
ADD +34%·0.5% book·+6
MMM3M CO
ADD +19%·0.4% book·−1
BACBANK AMERICA CORP
ADD +27%·0.4% book·+14
KRKROGER CO
ADD +8%·0.4% book·0
LENLENNAR CORP
ADD +14%·0.4% book·−6
TRVTRAVELERS COMPANIES INC
ADD +8%·0.4% book·0
VALEVALERO ENERGY CORP
ADD +18%·0.4% book·−3
AGCOAGCO CORP
ADD +53%·0.3% book·0
BABABAKER HUGHES COMPANY
ADD +8%·0.3% book·+39
KLAKLA CORP
ADD +8%·0.3% book·0
PGRPROGRESSIVE CORP
ADD +62%·0.3% book·+3
ALLALLSTATE CORP
ADD +182%·0.2% book·−2
BBYBEST BUY INC
ADD +55%·0.2% book·+2
CVXCHEVRON CORP NEW
ADD +41%·0.2% book·+4
CMGCHIPOTLE MEXICAN GRILL INC
ADD +6990%·0.2% book·+8
DHRDANAHER CORPORATION
ADD +77%·0.2% book·−6
DPZDOMINOS PIZZA INC
ADD +24%·0.2% book·+16
EATONEATON CORP PLC
ADD +64%·0.2% book·−1
EMCOREMCOR GROUP INC
ADD +27%·0.2% book·+1
FMCF N B CORP
ADD +208%·0.2% book·0
F5F5 INC
ADD +49%·0.2% book·−1
GPNGLOBAL PMTS INC
ADD +188%·0.2% book·+1
INTCINTEL CORP
ADD +45%·0.2% book·−2
JABILJABIL INC
ADD +196%·0.2% book·−1
KHCKRAFT HEINZ CO
ADD +14%·0.2% book·+12
MDTMEDTRONIC PLC
ADD +7%·0.2% book·−8
PYPLPAYPAL HLDGS INC
ADD +7%·0.2% book·−7
PDDPDD HOLDINGS INC
ADD +102%·0.2% book·−1
NOWSERVICENOW INC
ADD +9%·0.2% book·+7
TGTTARGET CORP
ADD +711%·0.2% book·+1
VTIVANGUARD INDEX FDS
ADD +10%·0.2% book·+4
AMDADVANCED MICRO DEVICES INC
ADD +6%·0.1% book·−1
ABNBAIRBNB INC
ADD +486%·0.1% book·+2
APTIVAPTIV PLC
ADD +28%·0.1% book·0
AVNETAVNET INC
ADD +35%·0.1% book·+1
COFCAPITAL ONE FINL CORP
ADD +39%·0.1% book·−6
CARGCARMAX INC
ADD +213%·0.1% book·−2
CHKCHURCH & DWIGHT CO INC
ADD +6%·0.1% book·−1
CIENACIENA CORP
ADD +428%·0.1% book·−2
COPCONOCOPHILLIPS
ADD +25%·0.1% book·0
CCKCROWN HLDGS INC
ADD +122%·0.1% book·+2
DOWDOW INC
ADD +33%·0.1% book·0
EQIXEQUINIX INC
ADD +73%·0.1% book·0
FNFFIDELITY NATIONAL FINANCIAL
ADD +14%·0.1% book·+6
HIMSHERSHEY CO
ADD +27%·0.1% book·−1
HLTHILTON WORLDWIDE HLDGS INC
ADD +168%·0.1% book·+1
INTUINTUIT
ADD +58%·0.1% book·−8
IVVISHARES TR
ADD +35%·0.1% book·0
JJACOBS SOLUTIONS INC
ADD +25%·0.1% book·−3
KOHLSKOHLS CORP
ADD +348%·0.1% book·0
LSXMALIBERTY MEDIA CORP DEL
ADD +99%·0.1% book·−11
LOEWSLOEWS CORP
ADD +6%·0.1% book·0
MASCOMASCO CORP
ADD +57%·0.1% book·0
MUMICRON TECHNOLOGY INC
ADD +361%·0.1% book·+19
NYTNEW YORK TIMES CO
ADD +10%·0.1% book·+6
NOVNOV INC
ADD +233%·0.1% book·0
PFEPFIZER INC
ADD +10%·0.1% book·−5
QORVOQORVO INC
ADD +78%·0.1% book·−1
THCTENET HEALTHCARE CORP
ADD +35%·0.1% book·+6
ULTAULTA BEAUTY INC
ADD +12%·0.1% book·−1
UNPUNITED PARCEL SERVICE INC
ADD +102%·0.1% book·0
AAONAAON INC
ADD +66%·0.0% book·−6
AECOMAECOM
ADD +81%·0.0% book·−1
AEGONAEGON LTD
ADD +122%·0.0% book·+2
AESAES CORP
ADD +98%·0.0% book·0
ALLEALLEGION PLC
ADD +184%·0.0% book·+1
ALLYALLY FINL INC
ADD +23%·0.0% book·+1
AMCORAMCOR PLC
ADD +356%·0.0% book·−2
AXPAMERICAN EXPRESS CO
ADD +31%·0.0% book·0
ANGIANGI INC
ADD +24%·0.0% book·−2
ANSYSANSYS INC
ADD +22%·0.0% book·0
ARKOARKO CORP
ADD +39%·0.0% book·+1
ASANAASANA INC
ADD +26%·0.0% book·0
AZEKAZEK CO INC
ADD +96%·0.0% book·−1
BERRYBERRY CORP
ADD +15%·0.0% book·−4
BGCBGC GROUP INC
ADD +328%·0.0% book·−2
BHPBHP GROUP LTD
ADD +270%·0.0% book·+1
BOXBOX INC
ADD +32%·0.0% book·−1
BHFBRIGHTHOUSE FINL INC
ADD +12%·0.0% book·−1
BRKBBROADRIDGE FINL SOLUTIONS IN
ADD +15%·0.0% book·+1
CABOTCABOT CORP
ADD +12%·0.0% book·+1
CBRECBRE GROUP INC
ADD +128%·0.0% book·−5
CDWCDW CORP
ADD +9%·0.0% book·+1
CERUSCERUS CORP
ADD +939%·0.0% book·0
CHEGGCHEGG INC
ADD +285%·0.0% book·−5
CORTCOPT DEFENSE PROPERTIES
ADD +315%·0.0% book·+1
COTYCOTY INC
ADD +11%·0.0% book·0
CTSCTS CORP
ADD +6%·0.0% book·+2
DANADANA INC
ADD +69%·0.0% book·0
DHTDHT HOLDINGS INC
ADD +35%·0.0% book·+2
DNOWDNOW INC
ADD +22%·0.0% book·−2
DOCGODOCGO INC
ADD +58%·0.0% book·−2
DOVERDOVER CORP
ADD +12%·0.0% book·+1
DKNGDUPONT DE NEMOURS INC
ADD +297%·0.0% book·+1
ENNISENNIS INC
ADD +75%·0.0% book·−1
EPLUSEPLUS INC
ADD +10%·0.0% book·0
XYLEXPEDITORS INTL WASH INC
ADD +42%·0.0% book·−2
FEDEXFEDEX CORP
ADD +9%·0.0% book·+1
FIGSFIGS INC
ADD +114%·0.0% book·+3
FLEXFLEX LTD
ADD +7%·0.0% book·−2
GRACOGRACO INC
ADD +16%·0.0% book·−3
GREIFGREIF INC
ADD +17%·0.0% book·+1
GSKGSK PLC
ADD +103%·0.0% book·+1
GUESSGUESS INC
ADD +90%·0.0% book·−4
HCAHCA HEALTHCARE INC
ADD +27%·0.0% book·+1
HCIHCI GROUP INC
ADD +27%·0.0% book·+2
HTZHERTZ GLOBAL HLDGS INC
ADD +102%·0.0% book·−1
HNIHNI CORP
ADD +129%·0.0% book·+1
HUBHUB GROUP INC
ADD +145%·0.0% book·+1
IACIAC INC
ADD +11%·0.0% book·+1
ICONICON PLC
ADD +92%·0.0% book·−6
IDTIDT CORP
ADD +12%·0.0% book·+1
ITRONITRON INC
ADD +26%·0.0% book·−1
ITTITT INC
ADD +116%·0.0% book·+2
KBRKBR INC
ADD +348%·0.0% book·0
KLACKINDER MORGAN INC DEL
ADD +11%·0.0% book·−3
KIRBYKIRBY CORP
ADD +115%·0.0% book·+1
KDKYNDRYL HLDGS INC
ADD +392%·0.0% book·+4
LEARLEAR CORP
ADD +40%·0.0% book·+1
LILAKLIBERTY LATIN AMERICA LTD
ADD +78%·0.0% book·−2
LPXLOUISIANA PAC CORP
ADD +216%·0.0% book·0
LOWLOWES COS INC
ADD +38%·0.0% book·+3
LYFTLYFT INC
ADD +6%·0.0% book·+5
MSTRMATCH GROUP INC NEW
ADD +33%·0.0% book·+1
MSMORGAN STANLEY
ADD +35%·0.0% book·+1
MSCIMSCI INC
ADD +221%·0.0% book·+19
NOBLENOBLE CORP PLC
ADD +59%·0.0% book·+1
NOKIANOKIA CORP
ADD +871%·0.0% book·0
OXYOCCIDENTAL PETE CORP
ADD +12%·0.0% book·+33
OLINOLIN CORP
ADD +430%·0.0% book·−1
OLOOLO INC
ADD +396%·0.0% book·−1
ORIXORIX CORP
ADD +79%·0.0% book·+2
QCRQCR HOLDINGS INC
ADD +13%·0.0% book·0
REVREV GROUP INC
ADD +17%·0.0% book·+1
RMRRMR GROUP INC
ADD +73%·0.0% book·0
ROKUROKU INC
ADD +645%·0.0% book·−1
RPCRPC INC
ADD +55%·0.0% book·−1
SABRESABRE CORP
ADD +162%·0.0% book·+1
SAPSAP SE
ADD +56%·0.0% book·−5
SCHDSCHWAB STRATEGIC TR
ADD +82%·0.0% book·+2
SHELLSHELL PLC
ADD +43%·0.0% book·+1
SHOPSIRIUS XM HOLDINGS INC
ADD +15%·0.0% book·+6
SJWSJW GROUP
ADD +20%·0.0% book·−1
SLMSLM CORP
ADD +254%·0.0% book·+1
SWKSOUTHWEST GAS HLDGS INC
ADD +53%·0.0% book·+1
SPIRESPIRE INC
ADD +291%·0.0% book·+1
STEMSTEM INC
ADD +5770%·0.0% book·−2
FTITECHNIPFMC PLC
ADD +391%·0.0% book·−5
TTWOTIM S A
ADD +12%·0.0% book·−2
UBSUBS GROUP AG
ADD +227%·0.0% book·+2
UNITIUNITI GROUP INC
ADD +245%·0.0% book·−2
USBUS BANCORP DEL
ADD +414%·0.0% book·0
V2XV2X INC
ADD +14%·0.0% book·0
VICORVICOR CORP
ADD +11%·0.0% book·0
VIMEOVIMEO INC
ADD +11%·0.0% book·−2
WFRDWEATHERFORD INTL PLC
ADD +7%·0.0% book·0
WIPROWIPRO LTD
ADD +13%·0.0% book·−1
XEROXXEROX HOLDINGS CORP
ADD +75%·0.0% book·+1
XPXP INC
ADD +55%·0.0% book·+1
XYLEMXYLEM INC
ADD +38%·0.0% book·0
ZUORAZUORA INC
ADD +47%·0.0% book·0
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Trims · 107
Taking chips off
GOOGLALPHABET INC
TRIM -8%·1.3% book·−9
METAMETA PLATFORMS INC
TRIM -9%·1.2% book·+5
BNBROADCOM INC
TRIM -9%·0.7% book·+23
ADBEADOBE INC
TRIM -34%·0.5% book·−5
CCITIGROUP INC
TRIM -16%·0.5% book·−2
ABBVABBVIE INC
TRIM -9%·0.4% book·+1
PEPPEPSICO INC
TRIM -8%·0.4% book·−3
VRTXVERTEX PHARMACEUTICALS INC
TRIM -20%·0.4% book·−1
KOCOCA COLA CO
TRIM -13%·0.3% book·−3
PGPROCTER AND GAMBLE CO
TRIM -13%·0.3% book·−8
PULTEPULTE GROUP INC
TRIM -35%·0.3% book·0
UNUMUNUM GROUP
TRIM -10%·0.3% book·−2
VRSNVERISIGN INC
TRIM -29%·0.3% book·−1
JPMJPMORGAN CHASE & CO.
TRIM -27%·0.2% book·+1
NFLXNETFLIX INC
TRIM -7%·0.2% book·+6
UNHUNITEDHEALTH GROUP INC
TRIM -22%·0.2% book·+12
DELLDELTA AIR LINES INC DEL
TRIM -7%·0.1% book·+3
FEFISERV INC
TRIM -33%·0.1% book·+3
LINDELINDE PLC
TRIM -7%·0.1% book·0
MACYSMACYS INC
TRIM -13%·0.1% book·0
ORCLORACLE CORP
TRIM -55%·0.1% book·+1
SHWSHERWIN WILLIAMS CO
TRIM -7%·0.1% book·+2
TEGNATEGNA INC
TRIM -8%·0.1% book·−4
TSLATESLA INC
TRIM -29%·0.1% book·−4
UBERUBER TECHNOLOGIES INC
TRIM -12%·0.1% book·+19
WDAYWORKDAY INC
TRIM -30%·0.1% book·−9
ZSZSCALER INC
TRIM -14%·0.1% book·−2
2U2U INC
TRIM -96%·0.0% book·0
AARAAR CORP
TRIM -6%·0.0% book·0
AFLACAFLAC INC
TRIM -52%·0.0% book·+1
AFRMAGILENT TECHNOLOGIES INC
TRIM -12%·0.0% book·−2
ALAMOALAMO GROUP INC
TRIM -12%·0.0% book·+1
ALCOAALCOA CORP
TRIM -37%·0.0% book·+7
AMBEVAMBEV SA
TRIM -38%·0.0% book·0
AMGNAMGEN INC
TRIM -72%·0.0% book·0
AONAON PLC
TRIM -37%·0.0% book·−7
APPAPPLOVIN CORP
TRIM -66%·0.0% book·−12
ARGANARGAN INC
TRIM -33%·0.0% book·+2
ASGNASGN INC
TRIM -27%·0.0% book·+1
ATIATI INC
TRIM -28%·0.0% book·+1
BAKKTBAKKT HOLDINGS INC
TRIM -66%·0.0% book·0
BALLBALL CORP
TRIM -7%·0.0% book·0
BLOCKBLOCK INC
TRIM -42%·0.0% book·+4
BPBP PLC
TRIM -59%·0.0% book·+5
BRADYBRADY CORP
TRIM -11%·0.0% book·0
CALIXCALIX INC
TRIM -87%·0.0% book·−1
CHTRCHARTER COMMUNICATIONS INC N
TRIM -94%·0.0% book·−3
CHEWYCHEWY INC
TRIM -72%·0.0% book·+1
COHUCOHU INC
TRIM -14%·0.0% book·+1
CROCSCROCS INC
TRIM -83%·0.0% book·+3
CSXCSX CORP
TRIM -35%·0.0% book·−1
DVADAVITA INC
TRIM -57%·0.0% book·0
DOMODOMO INC
TRIM -11%·0.0% book·−2
EQTEQT CORP
TRIM -61%·0.0% book·−8
EXPEEXACT SCIENCES CORP
TRIM -72%·0.0% book·+1
FOXFOX CORP
TRIM -47%·0.0% book·−2
GATXGATX CORP
TRIM -12%·0.0% book·+2
GEVOGEVO INC
TRIM -76%·0.0% book·+1
GMSGMS INC
TRIM -19%·0.0% book·−2
GSGOLDMAN SACHS GROUP INC
TRIM -12%·0.0% book·+3
GRBKGREEN BRICK PARTNERS INC
TRIM -79%·0.0% book·+22
HEIHEICO CORP NEW
TRIM -18%·0.0% book·+25
HESSHESS CORP
TRIM -6%·0.0% book·−1
HHHHILTON GRAND VACATIONS INC
TRIM -78%·0.0% book·+6
IBEXIBEX LTD
TRIM -36%·0.0% book·+1
IBKRIDEXX LABS INC
TRIM -49%·0.0% book·−7
IMAXIMAX CORP
TRIM -7%·0.0% book·−2
INSPINSPERITY INC
TRIM -36%·0.0% book·0
IRTCINTERNATIONAL PAPER CO
TRIM -64%·0.0% book·−2
IONQINTUITIVE SURGICAL INC
TRIM -46%·0.0% book·+5
JFROGJFROG LTD
TRIM -20%·0.0% book·+5
KEYKEYSIGHT TECHNOLOGIES INC
TRIM -26%·0.0% book·−1
LAMRLAMAR ADVERTISING CO NEW
TRIM -21%·0.0% book·+1
LKQLKQ CORP
TRIM -30%·0.0% book·−1
MKTXMGM RESORTS INTERNATIONAL
TRIM -67%·0.0% book·−3
MNSTMONGODB INC
TRIM -49%·0.0% book·−7
MONROMONRO INC
TRIM -23%·0.0% book·0
MOOGMOOG INC
TRIM -8%·0.0% book·0
NKENIKE INC
TRIM -60%·0.0% book·+5
NIONIO INC
TRIM -97%·0.0% book·−1
NVENVE CORP
TRIM -62%·0.0% book·−2
OKTAOKTA INC
TRIM -10%·0.0% book·0
ON24ON24 INC
TRIM -31%·0.0% book·+1
PETIQPETIQ INC
TRIM -17%·0.0% book·0
POOLPOOL CORP
TRIM -52%·0.0% book·−4
PPLPPL CORP
TRIM -14%·0.0% book·0
PROGPROG HOLDINGS INC
TRIM -16%·0.0% book·+1
PROSPROS HOLDINGS INC
TRIM -49%·0.0% book·−1
RLIRLI CORP
TRIM -26%·0.0% book·+1
SAIASAIA INC
TRIM -55%·0.0% book·0
SCHWSCHWAB CHARLES CORP
TRIM -39%·0.0% book·+29
SHYFTSHYFT GROUP INC
TRIM -34%·0.0% book·−2
SNAPSNAP INC
TRIM -87%·0.0% book·+1
SONOSSONOS INC
TRIM -9%·0.0% book·+2
SPGSPDR S&P 500 ETF TR
TRIM -12%·0.0% book·+10
SPOTSPOTIFY TECHNOLOGY S A
TRIM -12%·0.0% book·+1
SBUXSTARBUCKS CORP
TRIM -48%·0.0% book·−5
SYFSYSCO CORP
TRIM -21%·0.0% book·+1
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -93%·0.0% book·+16
TOASTTOAST INC
TRIM -6%·0.0% book·0
TPGTPG INC
TRIM -15%·0.0% book·+1
UDEMYUDEMY INC
TRIM -56%·0.0% book·0
VIADVIAD CORP
TRIM -35%·0.0% book·0
WEXWEX INC
TRIM -61%·0.0% book·0
XPOXPO INC
TRIM -12%·0.0% book·−3
YEXTYEXT INC
TRIM -10%·0.0% book·−2
ZYNEXZYNEX INC
TRIM -63%·0.0% book·−1
Exits · 9
Closed positions
Current top holdings
Joel Greenblatt’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.