Joel Greenblatt · quarter digest
What Joel Greenblatt did in Q4 2024
Gotham Asset Management filed 451 moves in Q4 2024: 12 new, 259 add, 173 trim, 7 exit.
13F filed 2025-02-14. Manager quality score: q8. Philosophy: Buy good companies at cheap prices. Magic Formula.
New positions · 12
Fresh money
BLKBLACKROCK INC
NEW·0.1% book·−6
EVGOEVGO INC
NEW·0.0% book·−7
FIVEFIVE BELOW INC
NEW·0.0% book·−6
FUNKOFUNKO INC
NEW·0.0% book·−8
GSHDGOOSEHEAD INS INC
NEW·0.0% book·−4
HLFHERBALIFE LTD
NEW·0.0% book·−10
IBEXIBEX LTD
NEW·0.0% book·−7
NCINONCINO INC
NEW·0.0% book·−5
NERDYNERDY INC
NEW·0.0% book·−5
NVENVE CORP
NEW·0.0% book·−6
PCORPROCORE TECHNOLOGIES INC
NEW·0.0% book·−9
VTEXVTEX
NEW·0.0% book·−5
Adds · 259
Adding to conviction
AAPLAPPLE INC
ADD +27%·3.3% book·−20
AMZNAMAZON COM INC
ADD +8%·1.5% book·−8
METAMETA PLATFORMS INC
ADD +9%·1.2% book·+3
CRMCME GROUP INC
ADD +23%·0.9% book·−7
GEGE AEROSPACE
ADD +12%·0.8% book·+40
MCKMCKESSON CORP
ADD +9%·0.7% book·−3
MRKMERCK & CO INC
ADD +78%·0.7% book·−5
BKNGBARCLAYS PLC
ADD +44%·0.6% book·−13
CNCCENTENE CORP DEL
ADD +43%·0.6% book·−2
CMCSACOMCAST CORP NEW
ADD +26%·0.6% book·−2
JNJJOHNSON & JOHNSON
ADD +10%·0.6% book·−8
TSLATESLA INC
ADD +113%·0.6% book·−12
WMTWALMART INC
ADD +23%·0.6% book·−7
ADBEADOBE INC
ADD +74%·0.4% book·−4
ABNBAIRBNB INC
ADD +52%·0.4% book·−14
ALLALLSTATE CORP
ADD +24%·0.4% book·−7
ANETARISTA NETWORKS INC
ADD +283%·0.4% book·−1
PFEPFIZER INC
ADD +269%·0.4% book·−11
EMCOREMCOR GROUP INC
ADD +14%·0.3% book·−5
FNFFIDELITY NATIONAL FINANCIAL
ADD +36%·0.3% book·−7
IVVISHARES TR
ADD +96%·0.3% book·−19
JPMJPMORGAN CHASE & CO.
ADD +16%·0.3% book·−5
LENLENNAR CORP
ADD +35%·0.3% book·0
MDTMEDTRONIC PLC
ADD +22%·0.3% book·−13
NFLXNETFLIX INC
ADD +14%·0.3% book·−1
PYPLPAYPAL HLDGS INC
ADD +80%·0.3% book·−28
NOWSERVICENOW INC
ADD +41%·0.3% book·+8
ABTABBOTT LABS
ADD +13%·0.2% book·−17
ADPAUTOMATIC DATA PROCESSING IN
ADD +10%·0.2% book·−15
OZKBANK OZK LITTLE ROCK ARK
ADD +13%·0.2% book·−7
COFCAPITAL ONE FINL CORP
ADD +36%·0.2% book·−17
CBRECBRE GROUP INC
ADD +279%·0.2% book·−14
COPCONOCOPHILLIPS
ADD +83%·0.2% book·−4
CRHCRH PLC
ADD +173%·0.2% book·−15
CCKCROWN HLDGS INC
ADD +31%·0.2% book·−4
ELVELEVANCE HEALTH INC
ADD +20%·0.2% book·−6
FICOFAIR ISAAC CORP
ADD +69%·0.2% book·+31
GPNGLOBAL PMTS INC
ADD +24%·0.2% book·−7
GSGOLDMAN SACHS GROUP INC
ADD +471%·0.2% book·−13
HPHELMERICH & PAYNE INC
ADD +9%·0.2% book·+6
HLTHILTON WORLDWIDE HLDGS INC
ADD +112%·0.2% book·−17
MEDPMEDPACE HLDGS INC
ADD +31%·0.2% book·−15
MOHMOLINA HEALTHCARE INC
ADD +20%·0.2% book·−2
NTRANATERA INC
ADD +22%·0.2% book·+7
NVRNVR INC
ADD +20%·0.2% book·−6
ORCLORACLE CORP
ADD +51%·0.2% book·−11
PLTRPALANTIR TECHNOLOGIES INC
ADD +217%·0.2% book·+14
PDDPDD HOLDINGS INC
ADD +33%·0.2% book·−16
PULTEPULTE GROUP INC
ADD +10%·0.2% book·−7
SPOTSPOTIFY TECHNOLOGY S A
ADD +31%·0.2% book·0
Showing top 50 · 209 smaller adds hidden
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Remove with Pro →Trims · 173
Taking chips off
BNBROADCOM INC
TRIM -13%·0.9% book·+12
GOOGLALPHABET INC
TRIM -23%·0.7% book·−26
MACOSTCO WHSL CORP NEW
TRIM -8%·0.7% book·0
TAT&T INC
TRIM -20%·0.5% book·−9
CARRCARDINAL HEALTH INC
TRIM -14%·0.4% book·−6
EGEVEREST GROUP LTD
TRIM -10%·0.4% book·0
CVITHE CIGNA GROUP
TRIM -33%·0.4% book·+1
ABBVABBVIE INC
TRIM -15%·0.3% book·−7
BACBANK AMERICA CORP
TRIM -20%·0.3% book·+1
XOMEXXON MOBIL CORP
TRIM -26%·0.3% book·−7
PGPROCTER AND GAMBLE CO
TRIM -12%·0.3% book·−9
AMATAPPLIED MATLS INC
TRIM -21%·0.2% book·−4
TEAMATLASSIAN CORPORATION
TRIM -6%·0.2% book·−3
BBYBEST BUY INC
TRIM -14%·0.2% book·−6
KOCOCA COLA CO
TRIM -27%·0.2% book·−17
CVSCVS HEALTH CORP
TRIM -34%·0.2% book·−2
DHRDANAHER CORPORATION
TRIM -49%·0.2% book·−17
DALDELTA AIR LINES INC DEL
TRIM -46%·0.2% book·−12
EATONEATON CORP PLC
TRIM -6%·0.2% book·−10
QCOMQUALCOMM INC
TRIM -15%·0.2% book·−10
REGNREGENERON PHARMACEUTICALS
TRIM -8%·0.2% book·+6
SNXTD SYNNEX CORPORATION
TRIM -16%·0.2% book·+3
UNUMUNUM GROUP
TRIM -13%·0.2% book·−8
ALGNALIGN TECHNOLOGY INC
TRIM -33%·0.1% book·−8
AMKRAMKOR TECHNOLOGY INC
TRIM -27%·0.1% book·−15
APPAPPLOVIN CORP
TRIM -38%·0.1% book·−9
AVNETAVNET INC
TRIM -27%·0.1% book·−4
BLDRBUILDERS FIRSTSOURCE INC
TRIM -7%·0.1% book·+2
CACICACI INTL INC
TRIM -13%·0.1% book·−4
CVXCHEVRON CORP NEW
TRIM -27%·0.1% book·−4
CIENACIENA CORP
TRIM -26%·0.1% book·−6
DELLDELL TECHNOLOGIES INC
TRIM -67%·0.1% book·−8
FEDEXFEDEX CORP
TRIM -7%·0.1% book·−3
FERGFERGUSON ENTERPRISES INC
TRIM -11%·0.1% book·−10
FEFISERV INC
TRIM -18%·0.1% book·−9
GRABGRAB HOLDINGS LIMITED
TRIM -38%·0.1% book·−16
HCAHCA HEALTHCARE INC
TRIM -10%·0.1% book·−10
HIMSHERSHEY CO
TRIM -14%·0.1% book·−2
ITTITT INC
TRIM -9%·0.1% book·−7
KLAKLA CORP
TRIM -47%·0.1% book·−8
KHCKRAFT HEINZ CO
TRIM -25%·0.1% book·+18
LINDELINDE PLC
TRIM -21%·0.1% book·+2
LOEWSLOEWS CORP
TRIM -21%·0.1% book·−6
MUMICRON TECHNOLOGY INC
TRIM -54%·0.1% book·+22
NRGNRG ENERGY INC
TRIM -17%·0.1% book·−1
ODFLOLD DOMINION FREIGHT LINE IN
TRIM -31%·0.1% book·+4
QLYSQUALYS INC
TRIM -14%·0.1% book·−11
ROPROPER TECHNOLOGIES INC
TRIM -31%·0.1% book·+9
SLMSLM CORP
TRIM -19%·0.1% book·+9
UNPUNION PAC CORP
TRIM -33%·0.1% book·−6
Showing top 50 · 123 smaller trims hidden
Exits · 7
Closed positions
ANGIANGI INC
EXIT·0.0% book·−6
CANOOCANOO INC
EXIT·0.0% book·−6
MXMAGNACHIP SEMICONDUCTOR CORP
EXIT·0.0% book·0
MARAMARA HOLDINGS INC
EXIT·0.0% book·−5
NIONIO INC
EXIT·0.0% book·−7
PETIQPETIQ INC
EXIT·0.0% book·0
SASOLSASOL LTD
EXIT·0.0% book·−5
Current top holdings
Joel Greenblatt’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.