Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q4 2024
Gotham Asset Management filed 310 moves in Q4 2024: 7 new, 177 add, 120 trim, 6 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 7
Fresh money
Adds · 177
Adding to conviction
AAPLAPPLE INC
ADD +27%·3.3% book·−20
AMZNAMAZON COM INC
ADD +8%·1.5% book·+6
METAMETA PLATFORMS INC
ADD +9%·1.2% book·+5
CRMCME GROUP INC
ADD +23%·0.9% book·−8
GEGE AEROSPACE
ADD +12%·0.8% book·+41
MCKMCKESSON CORP
ADD +9%·0.7% book·0
MRKMERCK & CO INC
ADD +78%·0.7% book·0
BKNGBARCLAYS PLC
ADD +44%·0.6% book·−4
CNCCENTENE CORP DEL
ADD +43%·0.6% book·+1
CMCSACOMCAST CORP NEW
ADD +26%·0.6% book·+1
JNJJOHNSON & JOHNSON
ADD +10%·0.6% book·−2
TSLATESLA INC
ADD +113%·0.6% book·−4
WMTWALMART INC
ADD +23%·0.6% book·+1
ADBEADOBE INC
ADD +74%·0.4% book·−5
ABNBAIRBNB INC
ADD +52%·0.4% book·+2
ALLALLSTATE CORP
ADD +24%·0.4% book·−2
PFEPFIZER INC
ADD +269%·0.4% book·−5
EMCOREMCOR GROUP INC
ADD +14%·0.3% book·+1
FNFFIDELITY NATIONAL FINANCIAL
ADD +36%·0.3% book·+6
IVVISHARES TR
ADD +116%·0.3% book·0
JPMJPMORGAN CHASE & CO.
ADD +16%·0.3% book·+1
LENLENNAR CORP
ADD +35%·0.3% book·−6
MDTMEDTRONIC PLC
ADD +22%·0.3% book·−8
NFLXNETFLIX INC
ADD +14%·0.3% book·+6
PYPLPAYPAL HLDGS INC
ADD +80%·0.3% book·−7
NOWSERVICENOW INC
ADD +41%·0.3% book·+7
ABTABBOTT LABS
ADD +13%·0.2% book·−8
COFCAPITAL ONE FINL CORP
ADD +36%·0.2% book·−6
CBRECBRE GROUP INC
ADD +279%·0.2% book·−5
COPCONOCOPHILLIPS
ADD +83%·0.2% book·0
CRHCRH PLC
ADD +173%·0.2% book·+8
CCKCROWN HLDGS INC
ADD +31%·0.2% book·+2
GPNGLOBAL PMTS INC
ADD +24%·0.2% book·+1
GSGOLDMAN SACHS GROUP INC
ADD +471%·0.2% book·+3
HLTHILTON WORLDWIDE HLDGS INC
ADD +112%·0.2% book·+1
HPHP INC
ADD +10%·0.2% book·+1
NVRNVR INC
ADD +20%·0.2% book·+1
ORCLORACLE CORP
ADD +51%·0.2% book·+1
PDDPDD HOLDINGS INC
ADD +33%·0.2% book·−1
PULTEPULTE GROUP INC
ADD +10%·0.2% book·0
SPOTSPOTIFY TECHNOLOGY S A
ADD +31%·0.2% book·+1
FTITECHNIPFMC PLC
ADD +71%·0.2% book·−5
VTIVANGUARD INDEX FDS
ADD +18%·0.2% book·+4
VZVERIZON COMMUNICATIONS INC
ADD +11%·0.2% book·+2
ZSZSCALER INC
ADD +120%·0.2% book·−2
AFRMAGILENT TECHNOLOGIES INC
ADD +39%·0.1% book·−2
AXPAMERICAN EXPRESS CO
ADD +26%·0.1% book·0
BRKBBROADRIDGE FINL SOLUTIONS IN
ADD +18%·0.1% book·+1
CARGCARMAX INC
ADD +83%·0.1% book·−2
CMGCHIPOTLE MEXICAN GRILL INC
ADD +64%·0.1% book·+8
CHKCHURCH & DWIGHT CO INC
ADD +32%·0.1% book·−1
STZCONSTELLATION BRANDS INC
ADD +276%·0.1% book·+3
DKNGDUPONT DE NEMOURS INC
ADD +15%·0.1% book·+1
EBAYEBAY INC.
ADD +7%·0.1% book·+1
EQIXEQUINIX INC
ADD +83%·0.1% book·0
XYLEXPEDITORS INTL WASH INC
ADD +34%·0.1% book·−2
GEVGE VERNOVA INC
ADD +86%·0.1% book·−8
IBKRIDEXX LABS INC
ADD +134%·0.1% book·−7
INTCINTEL CORP
ADD +381%·0.1% book·−2
INTUINTUIT
ADD +51%·0.1% book·−8
JJACOBS SOLUTIONS INC
ADD +19%·0.1% book·−3
KLACKINDER MORGAN INC DEL
ADD +93%·0.1% book·−3
KDKYNDRYL HLDGS INC
ADD +61%·0.1% book·+4
LYFTLYFT INC
ADD +61%·0.1% book·+5
MASCOMASCO CORP
ADD +8%·0.1% book·0
MKTXMGM RESORTS INTERNATIONAL
ADD +12727%·0.1% book·−3
MSCIMSCI INC
ADD +54%·0.1% book·+19
NYTNEW YORK TIMES CO
ADD +8%·0.1% book·+6
NOVNOV INC
ADD +86%·0.1% book·0
OKTAOKTA INC
ADD +875%·0.1% book·0
SCHDSCHWAB STRATEGIC TR
ADD +208%·0.1% book·+2
SNAPSNAP INC
ADD +8%·0.1% book·+1
SPGSPDR S&P 500 ETF TR
ADD +88%·0.1% book·+10
TGTTARGET CORP
ADD +7%·0.1% book·+1
THCTENET HEALTHCARE CORP
ADD +21%·0.1% book·+6
UBERUBER TECHNOLOGIES INC
ADD +270%·0.1% book·+19
WDAYWORKDAY INC
ADD +27%·0.1% book·−9
AARAAR CORP
ADD +62%·0.0% book·0
AMDADVANCED MICRO DEVICES INC
ADD +56%·0.0% book·−1
ALCONALCON AG
ADD +11%·0.0% book·+2
ALLEALLEGION PLC
ADD +180%·0.0% book·+1
ALLYALLY FINL INC
ADD +59%·0.0% book·+1
AMBEVAMBEV SA
ADD +223%·0.0% book·0
AMTAMERICAN TOWER CORP NEW
ADD +7%·0.0% book·−9
ANSYSANSYS INC
ADD +172%·0.0% book·0
AONAON PLC
ADD +23%·0.0% book·−7
APTIVAPTIV PLC
ADD +242%·0.0% book·0
ARQARQ INC
ADD +38%·0.0% book·+1
ATIATI INC
ADD +51%·0.0% book·+1
BARKBARK INC
ADD +9%·0.0% book·−1
BERRYBERRY CORP
ADD +60%·0.0% book·−4
BGCBGC GROUP INC
ADD +16%·0.0% book·−2
BILLBILL HOLDINGS INC
ADD +58%·0.0% book·0
BOXBOX INC
ADD +142%·0.0% book·−1
BPBP PLC
ADD +23%·0.0% book·+5
BRADYBRADY CORP
ADD +11%·0.0% book·0
BRAZEBRAZE INC
ADD +28%·0.0% book·+1
BRCBRC INC
ADD +20%·0.0% book·0
BHFBRIGHTHOUSE FINL INC
ADD +157%·0.0% book·−1
CALIXCALIX INC
ADD +38%·0.0% book·−1
CAVACAVA GROUP INC
ADD +50%·0.0% book·−5
CERUSCERUS CORP
ADD +495%·0.0% book·0
CHTRCHARTER COMMUNICATIONS INC N
ADD +108%·0.0% book·−3
CORTCOPT DEFENSE PROPERTIES
ADD +32%·0.0% book·+1
COTYCOTY INC
ADD +403%·0.0% book·0
CSXCSX CORP
ADD +88%·0.0% book·−1
CTSCTS CORP
ADD +43%·0.0% book·+2
DEODIAGEO PLC
ADD +50%·0.0% book·−1
DOMODOMO INC
ADD +21%·0.0% book·−2
DOVERDOVER CORP
ADD +117%·0.0% book·+1
EQTEQT CORP
ADD +23%·0.0% book·−8
EXPEEXACT SCIENCES CORP
ADD +133%·0.0% book·+1
EXPROEXPRO GROUP HOLDINGS NV
ADD +43%·0.0% book·+2
FOXFOX CORP
ADD +105%·0.0% book·−2
GATXGATX CORP
ADD +22%·0.0% book·+2
GERONGERON CORP
ADD +11%·0.0% book·−1
GOGOGOGO INC
ADD +71%·0.0% book·−1
GRAILGRAIL INC
ADD +71%·0.0% book·−5
GUESSGUESS INC
ADD +54%·0.0% book·−4
HESSHESS CORP
ADD +24%·0.0% book·−1
HHHHOWARD HUGHES HOLDINGS INC
ADD +693%·0.0% book·+6
IACIAC INC
ADD +58%·0.0% book·+1
IONQINTUITIVE SURGICAL INC
ADD +110%·0.0% book·+5
ISRGIRON MTN INC DEL
ADD +25%·0.0% book·+1
ITRONITRON INC
ADD +50%·0.0% book·−1
JEFJEFFERIES FINL GROUP INC
ADD +32%·0.0% book·+1
KBRKBR INC
ADD +19%·0.0% book·0
KIRBYKIRBY CORP
ADD +22%·0.0% book·+1
LEARLEAR CORP
ADD +39%·0.0% book·+1
LSXMALIBERTY MEDIA CORP DEL
ADD +11%·0.0% book·−11
LIVNLIVANOVA PLC
ADD +79%·0.0% book·+2
LKQLKQ CORP
ADD +69%·0.0% book·−1
LPXLOUISIANA PAC CORP
ADD +11%·0.0% book·0
LOWLOWES COS INC
ADD +17%·0.0% book·+3
LUCIDLUCID GROUP INC
ADD +2159%·0.0% book·−1
MSTRMATCH GROUP INC NEW
ADD +64%·0.0% book·+1
MATIVMATIV HOLDINGS INC
ADD +65%·0.0% book·0
MNSTMONGODB INC
ADD +92%·0.0% book·−7
NEVRONEVRO CORP
ADD +88%·0.0% book·−1
NKENIKE INC
ADD +46%·0.0% book·+5
NOBLENOBLE CORP PLC
ADD +83%·0.0% book·+1
NOKIANOKIA CORP
ADD +16%·0.0% book·0
OXYOCCIDENTAL PETE CORP
ADD +263%·0.0% book·+33
OPPFIOPPFI INC
ADD +102%·0.0% book·−3
ORIXORIX CORP
ADD +42%·0.0% book·+2
POOLPOOL CORP
ADD +11%·0.0% book·−4
PROSPROS HOLDINGS INC
ADD +48%·0.0% book·−1
PTCPTC INC
ADD +57%·0.0% book·−2
QCRQCR HOLDINGS INC
ADD +33%·0.0% book·0
RELXRELX PLC
ADD +18%·0.0% book·−1
REVREV GROUP INC
ADD +6%·0.0% book·+1
ROKUROKU INC
ADD +56%·0.0% book·−1
RXORXO INC
ADD +23%·0.0% book·+2
SABRESABRE CORP
ADD +9%·0.0% book·+1
SAIASAIA INC
ADD +36%·0.0% book·0
SAPSAP SE
ADD +52%·0.0% book·−5
SCHWSCHWAB CHARLES CORP
ADD +231%·0.0% book·+29
SIRISIRIUSXM HOLDINGS INC
ADD +61%·0.0% book·−4
SONOSSONOS INC
ADD +45%·0.0% book·+2
SONYSONY GROUP CORP
ADD +918%·0.0% book·+2
SWKSOUTHWEST GAS HLDGS INC
ADD +126%·0.0% book·+1
SPGISPDR SER TR
ADD +33%·0.0% book·−2
STEMSTEM INC
ADD +133%·0.0% book·−2
TTWOTIM S A
ADD +6%·0.0% book·−2
TKOTKO GROUP HOLDINGS INC
ADD +182%·0.0% book·+1
TOASTTOAST INC
ADD +6%·0.0% book·0
TOROTORO CO
ADD +2603%·0.0% book·0
TREXTREX CO INC
ADD +77%·0.0% book·−3
UBSUBS GROUP AG
ADD +17%·0.0% book·+2
UDRUDR INC
ADD +56%·0.0% book·+1
ULTAULTA BEAUTY INC
ADD +73%·0.0% book·−1
WAFDWAFD INC
ADD +20%·0.0% book·+2
WEXWEX INC
ADD +5562%·0.0% book·0
WIPROWIPRO LTD
ADD +59%·0.0% book·−1
XPXP INC
ADD +24%·0.0% book·+1
YELPYELP INC
ADD +11%·0.0% book·+1
ZUORAZUORA INC
ADD +83%·0.0% book·0
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Trims · 120
Taking chips off
BNBROADCOM INC
TRIM -13%·0.9% book·+23
GOOGLALPHABET INC
TRIM -23%·0.7% book·−9
MACOSTCO WHSL CORP NEW
TRIM -8%·0.7% book·+17
TAT&T INC
TRIM -20%·0.5% book·+1
CARRCARDINAL HEALTH INC
TRIM -14%·0.4% book·−2
EGEVEREST GROUP LTD
TRIM -10%·0.4% book·−1
CVITHE CIGNA GROUP
TRIM -30%·0.4% book·+3
ABBVABBVIE INC
TRIM -15%·0.3% book·+1
BACBANK AMERICA CORP
TRIM -20%·0.3% book·+14
XOMEXXON MOBIL CORP
TRIM -26%·0.3% book·+1
PGPROCTER AND GAMBLE CO
TRIM -12%·0.3% book·−8
AMATAPPLIED MATLS INC
TRIM -21%·0.2% book·−1
BBYBEST BUY INC
TRIM -14%·0.2% book·+2
KOCOCA COLA CO
TRIM -27%·0.2% book·−3
CVSCVS HEALTH CORP
TRIM -34%·0.2% book·+6
DHRDANAHER CORPORATION
TRIM -49%·0.2% book·−6
DELLDELTA AIR LINES INC DEL
TRIM -46%·0.2% book·+3
EATONEATON CORP PLC
TRIM -6%·0.2% book·−1
QCOMQUALCOMM INC
TRIM -15%·0.2% book·−2
UNUMUNUM GROUP
TRIM -13%·0.2% book·−2
APPAPPLOVIN CORP
TRIM -38%·0.1% book·−12
AVNETAVNET INC
TRIM -27%·0.1% book·+1
CVXCHEVRON CORP NEW
TRIM -27%·0.1% book·+4
CIENACIENA CORP
TRIM -26%·0.1% book·−2
FEDEXFEDEX CORP
TRIM -7%·0.1% book·+1
FEFISERV INC
TRIM -18%·0.1% book·+3
HCAHCA HEALTHCARE INC
TRIM -10%·0.1% book·+1
HIMSHERSHEY CO
TRIM -14%·0.1% book·−1
ITTITT INC
TRIM -9%·0.1% book·+2
KLAKLA CORP
TRIM -47%·0.1% book·0
KHCKRAFT HEINZ CO
TRIM -25%·0.1% book·+12
LINDELINDE PLC
TRIM -21%·0.1% book·0
LOEWSLOEWS CORP
TRIM -21%·0.1% book·0
MUMICRON TECHNOLOGY INC
TRIM -54%·0.1% book·+19
SLMSLM CORP
TRIM -19%·0.1% book·+1
UNHUNITEDHEALTH GROUP INC
TRIM -7%·0.1% book·+12
VALEVALERO ENERGY CORP
TRIM -9%·0.1% book·−3
VRSKVERISK ANALYTICS INC
TRIM -31%·0.1% book·−15
VRTXVERTEX PHARMACEUTICALS INC
TRIM -49%·0.1% book·−1
AAONAAON INC
TRIM -22%·0.0% book·−6
ADEIAADEIA INC
TRIM -7%·0.0% book·0
AESAES CORP
TRIM -25%·0.0% book·0
AFLACAFLAC INC
TRIM -41%·0.0% book·+1
AGCOAGCO CORP
TRIM -81%·0.0% book·0
ALCOAALCOA CORP
TRIM -13%·0.0% book·+7
AMCORAMCOR PLC
TRIM -67%·0.0% book·−2
AMGNAMGEN INC
TRIM -63%·0.0% book·0
ARGANARGAN INC
TRIM -24%·0.0% book·+2
ARKOARKO CORP
TRIM -18%·0.0% book·+1
ASANAASANA INC
TRIM -45%·0.0% book·0
AZEKAZEK CO INC
TRIM -39%·0.0% book·−1
AZZAZZ INC
TRIM -63%·0.0% book·+1
BALLBALL CORP
TRIM -87%·0.0% book·0
BHPBHP GROUP LTD
TRIM -31%·0.0% book·+1
BLOCKBLOCK INC
TRIM -30%·0.0% book·+4
BRFBRF SA
TRIM -29%·0.0% book·−2
BXPBXP INC
TRIM -7%·0.0% book·−1
CBIZCBIZ INC
TRIM -14%·0.0% book·0
CDWCDW CORP
TRIM -25%·0.0% book·+1
CHEGGCHEGG INC
TRIM -35%·0.0% book·−5
CHEWYCHEWY INC
TRIM -26%·0.0% book·+1
COHUCOHU INC
TRIM -52%·0.0% book·+1
DANADANA INC
TRIM -34%·0.0% book·0
DAVEDAVE INC
TRIM -49%·0.0% book·−1
DVADAVITA INC
TRIM -12%·0.0% book·0
DHTDHT HOLDINGS INC
TRIM -44%·0.0% book·+2
DNOWDNOW INC
TRIM -9%·0.0% book·−2
DOCGODOCGO INC
TRIM -19%·0.0% book·−2
DPZDOMINOS PIZZA INC
TRIM -16%·0.0% book·+16
EPLUSEPLUS INC
TRIM -29%·0.0% book·0
FMCF N B CORP
TRIM -40%·0.0% book·0
FIGSFIGS INC
TRIM -65%·0.0% book·+3
FLEXFLEX LTD
TRIM -7%·0.0% book·−2
GOPROGOPRO INC
TRIM -57%·0.0% book·−2
GRBKGREEN BRICK PARTNERS INC
TRIM -16%·0.0% book·+22
GREIFGREIF INC
TRIM -18%·0.0% book·+1
GSKGSK PLC
TRIM -21%·0.0% book·+1
HCIHCI GROUP INC
TRIM -7%·0.0% book·+2
HEIHEICO CORP NEW
TRIM -51%·0.0% book·+25
HTZHERTZ GLOBAL HLDGS INC
TRIM -68%·0.0% book·−1
HNIHNI CORP
TRIM -8%·0.0% book·+1
IDEXIDEX CORP
TRIM -60%·0.0% book·0
IMAXIMAX CORP
TRIM -56%·0.0% book·−2
INSPINSPERITY INC
TRIM -17%·0.0% book·0
KEYKEYSIGHT TECHNOLOGIES INC
TRIM -60%·0.0% book·−1
KOHLSKOHLS CORP
TRIM -49%·0.0% book·0
MACYSMACYS INC
TRIM -26%·0.0% book·0
MOOGMOOG INC
TRIM -26%·0.0% book·0
MSMORGAN STANLEY
TRIM -25%·0.0% book·+1
NUCORNUCOR CORP
TRIM -17%·0.0% book·+1
OLOOLO INC
TRIM -26%·0.0% book·−1
ON24ON24 INC
TRIM -30%·0.0% book·+1
PORCHPORCH GROUP INC
TRIM -61%·0.0% book·−1
POSCOPOSCO HOLDINGS INC
TRIM -6%·0.0% book·+1
PROGPROG HOLDINGS INC
TRIM -32%·0.0% book·+1
QORVOQORVO INC
TRIM -8%·0.0% book·−1
REZIRESIDEO TECHNOLOGIES INC
TRIM -34%·0.0% book·−2
RHRH
TRIM -51%·0.0% book·+4
RMRRMR GROUP INC
TRIM -41%·0.0% book·0
ROOTROOT INC
TRIM -82%·0.0% book·−1
RPCRPC INC
TRIM -22%·0.0% book·−1
SEASEA LTD
TRIM -52%·0.0% book·−1
SHELLSHELL PLC
TRIM -10%·0.0% book·+1
SHYFTSHYFT GROUP INC
TRIM -16%·0.0% book·−2
SJWSJW GROUP
TRIM -35%·0.0% book·−1
SBUXSTARBUCKS CORP
TRIM -9%·0.0% book·−5
TSMTAIWAN SEMICONDUCTOR MFG LTD
TRIM -7%·0.0% book·+16
TEGNATEGNA INC
TRIM -43%·0.0% book·−4
TXNTEXAS INSTRS INC
TRIM -29%·0.0% book·+3
TPGTPG INC
TRIM -51%·0.0% book·+1
UDEMYUDEMY INC
TRIM -15%·0.0% book·0
UNPUNITED PARCEL SERVICE INC
TRIM -53%·0.0% book·0
UNITIUNITI GROUP INC
TRIM -6%·0.0% book·−2
V2XV2X INC
TRIM -15%·0.0% book·0
VICORVICOR CORP
TRIM -25%·0.0% book·0
VIMEOVIMEO INC
TRIM -43%·0.0% book·−2
WFRDWEATHERFORD INTL PLC
TRIM -40%·0.0% book·0
XEROXXEROX HOLDINGS CORP
TRIM -45%·0.0% book·+1
XPERIXPERI INC
TRIM -56%·0.0% book·+1
XPOXPO INC
TRIM -23%·0.0% book·−3
Exits · 6
Closed positions
Current top holdings
Joel Greenblatt’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.