Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q3 2024
Gotham Asset Management filed 457 moves in Q3 2024: 25 new, 228 add, 188 trim, 16 exit.
13F filed 2024-11-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 25
Fresh money
FERGFERGUSON ENTERPRISES INC
NEW·0.1% book·−10
ARQARQ INC
NEW·0.0% book·−5
BILLBILL HOLDINGS INC
NEW·0.0% book·−5
BRAZEBRAZE INC
NEW·0.0% book·−4
BRCBRC INC
NEW·0.0% book·−5
BRFBRF SA
NEW·0.0% book·−7
BXPBXP INC
NEW·0.0% book·−8
CANOOCANOO INC
NEW·0.0% book·−6
DAVEDAVE INC
NEW·0.0% book·−6
DEODIAGEO PLC
NEW·0.0% book·−16
FLUTFLUTTER ENTMT PLC
NEW·0.0% book·−5
GOPROGOPRO INC
NEW·0.0% book·−12
GHGUARDANT HEALTH INC
NEW·0.0% book·−9
KWKENNEDY-WILSON HOLDINGS INC
NEW·0.0% book·−5
LUCIDLUCID GROUP INC
NEW·0.0% book·−6
MARAMARA HOLDINGS INC
NEW·0.0% book·−5
PORCHPORCH GROUP INC
NEW·0.0% book·−11
RHRH
NEW·0.0% book·−8
ROOTROOT INC
NEW·0.0% book·−6
SASOLSASOL LTD
NEW·0.0% book·−5
SIRISIRIUSXM HOLDINGS INC
NEW·0.0% book·−6
SITESITEONE LANDSCAPE SUPPLY INC
NEW·0.0% book·−8
TOROTORO CO
NEW·0.0% book·−5
UUNITY SOFTWARE INC
NEW·0.0% book·−7
WAFDWAFD INC
NEW·0.0% book·−5
Adds · 228
Adding to conviction
BNBROADCOM INC
ADD +988%·0.8% book·+12
MACOSTCO WHSL CORP NEW
ADD +16%·0.8% book·0
LLYELI LILLY & CO
ADD +43%·0.8% book·−6
GEGE AEROSPACE
ADD +11%·0.8% book·+40
CRMCME GROUP INC
ADD +19%·0.7% book·−7
PGRPROGRESSIVE CORP
ADD +91%·0.7% book·0
CNCCENTENE CORP DEL
ADD +22%·0.6% book·−2
CMCSACOMCAST CORP NEW
ADD +12%·0.6% book·−2
ABBVABBVIE INC
ADD +22%·0.5% book·−7
BKNGBARCLAYS PLC
ADD +22%·0.5% book·−13
MRKMERCK & CO INC
ADD +37%·0.5% book·−5
ALLALLSTATE CORP
ADD +88%·0.4% book·−7
ANETARISTA NETWORKS INC
ADD +46%·0.4% book·−1
KOCOCA COLA CO
ADD +8%·0.4% book·−17
DHRDANAHER CORPORATION
ADD +105%·0.4% book·−17
PGPROCTER AND GAMBLE CO
ADD +12%·0.4% book·−9
VVISA INC
ADD +53%·0.4% book·−14
ABNBAIRBNB INC
ADD +302%·0.3% book·−14
BBYBEST BUY INC
ADD +56%·0.3% book·−6
DALDELTA AIR LINES INC DEL
ADD +472%·0.3% book·−12
MDTMEDTRONIC PLC
ADD +48%·0.3% book·−13
REGNREGENERON PHARMACEUTICALS
ADD +19%·0.3% book·+6
ABTABBOTT LABS
ADD +52%·0.2% book·−17
TEAMATLASSIAN CORPORATION
ADD +3360%·0.2% book·−3
ADPAUTOMATIC DATA PROCESSING IN
ADD +31%·0.2% book·−15
CACICACI INTL INC
ADD +7%·0.2% book·−4
CCKCROWN HLDGS INC
ADD +77%·0.2% book·−4
ELVELEVANCE HEALTH INC
ADD +38%·0.2% book·−6
FNFFIDELITY NATIONAL FINANCIAL
ADD +69%·0.2% book·−7
JPMJPMORGAN CHASE & CO.
ADD +29%·0.2% book·−5
MEDPMEDPACE HLDGS INC
ADD +18%·0.2% book·−15
MOHMOLINA HEALTHCARE INC
ADD +12%·0.2% book·−2
NVRNVR INC
ADD +24%·0.2% book·−6
ORCLORACLE CORP
ADD +138%·0.2% book·−11
PDDPDD HOLDINGS INC
ADD +26%·0.2% book·−16
PFEPFIZER INC
ADD +136%·0.2% book·−11
SSNCSS&C TECHNOLOGIES HLDGS INC
ADD +18%·0.2% book·−8
THCTENET HEALTHCARE CORP
ADD +112%·0.2% book·−6
TSLATESLA INC
ADD +34%·0.2% book·−12
TMOTHERMO FISHER SCIENTIFIC INC
ADD +115%·0.2% book·−23
VTIVANGUARD INDEX FDS
ADD +22%·0.2% book·−6
WABWABTEC
ADD +46%·0.2% book·−4
AECOMAECOM
ADD +72%·0.1% book·−6
AFRMAGILENT TECHNOLOGIES INC
ADD +69%·0.1% book·−9
ALGNALIGN TECHNOLOGY INC
ADD +72%·0.1% book·−8
AMCORAMCOR PLC
ADD +48%·0.1% book·−10
AXPAMERICAN EXPRESS CO
ADD +69%·0.1% book·−9
AMTAMERICAN TOWER CORP NEW
ADD +11%·0.1% book·−23
AMGNAMGEN INC
ADD +65%·0.1% book·−10
AMKRAMKOR TECHNOLOGY INC
ADD +40%·0.1% book·−15
Showing top 50 · 178 smaller adds hidden
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Remove with Pro →Trims · 188
Taking chips off
METAMETA PLATFORMS INC
TRIM -6%·1.2% book·+3
GOOGLALPHABET INC
TRIM -23%·0.8% book·−26
CVICVR ENERGY INC
TRIM -7%·0.7% book·+1
JNJJOHNSON & JOHNSON
TRIM -6%·0.7% book·−8
CARRCARDINAL HEALTH INC
TRIM -11%·0.5% book·−6
EGEVEREST GROUP LTD
TRIM -19%·0.5% book·0
ATVIALTRIA GROUP INC
TRIM -14%·0.4% book·−7
CCITIGROUP INC
TRIM -10%·0.4% book·−6
CVSCVS HEALTH CORP
TRIM -23%·0.4% book·−2
XOMEXXON MOBIL CORP
TRIM -28%·0.4% book·−7
KRKROGER CO
TRIM -9%·0.4% book·−13
LENLENNAR CORP
TRIM -14%·0.4% book·0
ADBEADOBE INC
TRIM -20%·0.3% book·−4
AMATAPPLIED MATLS INC
TRIM -22%·0.3% book·−4
BACBANK AMERICA CORP
TRIM -12%·0.3% book·+1
GMGENERAL MTRS CO
TRIM -19%·0.3% book·−9
PULTEPULTE GROUP INC
TRIM -35%·0.3% book·−7
VRSNVERISIGN INC
TRIM -16%·0.3% book·−12
VRTXVERTEX PHARMACEUTICALS INC
TRIM -10%·0.3% book·−5
BABAALIBABA GROUP HLDG LTD
TRIM -32%·0.2% book·+25
DELLDELL TECHNOLOGIES INC
TRIM -16%·0.2% book·−8
EATONEATON CORP PLC
TRIM -8%·0.2% book·−10
F5F5 INC
TRIM -9%·0.2% book·−6
HPHELMERICH & PAYNE INC
TRIM -30%·0.2% book·+6
JABILJABIL INC
TRIM -9%·0.2% book·+9
KLAKLA CORP
TRIM -9%·0.2% book·−8
KHCKRAFT HEINZ CO
TRIM -14%·0.2% book·+18
QCOMQUALCOMM INC
TRIM -7%·0.2% book·−10
ROPROPER TECHNOLOGIES INC
TRIM -14%·0.2% book·+9
SNXTD SYNNEX CORPORATION
TRIM -19%·0.2% book·+3
UNHUNITEDHEALTH GROUP INC
TRIM -13%·0.2% book·−25
UNUMUNUM GROUP
TRIM -17%·0.2% book·−8
VALEVALERO ENERGY CORP
TRIM -45%·0.2% book·−11
ADIANALOG DEVICES INC
TRIM -9%·0.1% book·−11
ANAUTONATION INC
TRIM -22%·0.1% book·+5
AVNETAVNET INC
TRIM -8%·0.1% book·−4
BLDRBUILDERS FIRSTSOURCE INC
TRIM -34%·0.1% book·+2
CHKCHESAPEAKE ENERGY CORP
TRIM -12%·0.1% book·−5
CVXCHEVRON CORP NEW
TRIM -29%·0.1% book·−4
CMGCHIPOTLE MEXICAN GRILL INC
TRIM -60%·0.1% book·−5
CIENACIENA CORP
TRIM -9%·0.1% book·−6
DHID R HORTON INC
TRIM -49%·0.1% book·−6
DPZDOMINOS PIZZA INC
TRIM -53%·0.1% book·+5
EQIXEQUINIX INC
TRIM -58%·0.1% book·−7
FMCF N B CORP
TRIM -33%·0.1% book·−5
FEFISERV INC
TRIM -14%·0.1% book·−9
HIMSHERSHEY CO
TRIM -22%·0.1% book·−2
KEYSKEURIG DR PEPPER INC
TRIM -29%·0.1% book·+1
KOHLSKOHLS CORP
TRIM -15%·0.1% book·−6
LRCXLAM RESEARCH CORP
TRIM -43%·0.1% book·−5
Showing top 50 · 138 smaller trims hidden
Exits · 16
Closed positions
2U2U INC
EXIT·0.0% book·0
APIAPI GROUP CORP
EXIT·0.0% book·−10
BAKKTBAKKT HOLDINGS INC
EXIT·0.0% book·−5
FIVEFIVE BELOW INC
EXIT·0.0% book·−6
FNDFLOOR & DECOR HLDGS INC
EXIT·0.0% book·−11
GEVOGEVO INC
EXIT·0.0% book·−6
HLFHERBALIFE LTD
EXIT·0.0% book·−10
IBEXIBEX LTD
EXIT·0.0% book·−7
ICONICON PLC
EXIT·0.0% book·−12
JFROGJFROG LTD
EXIT·0.0% book·+2
MBIAMBIA INC
EXIT·0.0% book·−5
NVENVE CORP
EXIT·0.0% book·−6
PCORPROCORE TECHNOLOGIES INC
EXIT·0.0% book·−9
SEERSEER INC
EXIT·0.0% book·0
VIADVIAD CORP
EXIT·0.0% book·0
ZYNEXZYNEX INC
EXIT·0.0% book·−7
Current top holdings
Joel Greenblatt’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.