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Joel Greenblatt

Gotham Asset Management

Gotham Asset Management, Joel Greenblatt's quality value and systematic portfolio

Gotham links Joel Greenblatt's quality-value framework with a more systematic portfolio process. The public record is useful for understanding how return on capital, earnings yield, valuation, and diversification can be combined without turning the strategy into a pure index-like book.

Sources Joel Greenblatt Money Maze podcast SEC EDGAR profile Gotham Funds official site
Quality value / special situations CIK 1510387
2026-03-31 Latest 13F 20 Current holdings 308 Last 1 periods Change 2 Public materials
Latest 13F snapshot 2026-03-31 · 1749 disclosed positions · $32.7B Top five 25.1%: SPY, AAPL, NVDA, GSPY, IVV

Performance materials

  • Gotham fund materials and official reports are the best performance reference. Public writings explain the long-term framework.

Firm and key people

  • Greenblatt built a strong reputation through special situations, value investing, teaching, and writing.
  • Gotham applies quality-value rankings across a broad portfolio rather than relying only on a few concentrated bets.
  • Books, lectures, and fund materials explain the process better than a position list alone.

Investment style

  • Combine business quality with valuation rather than buying cheapness alone.
  • Use ranking, diversification, and discipline to reduce single-name thesis risk.
  • Interpret holdings through factors and process, not only through company-by-company stories.

Public materials

View timeline
Shareholder letters / memos 0
Interview 1
Public video 1
Public Q&A / speeches / presentations 0

Current holdings

13F period 2026-03-31 · Filed 2026-05-15
Stocks Shares Value Weight
SPY 9,005,674 $5.9B 17.9%
AAPL 2,873,250 $729.2M 2.2%
NVDA 4,132,873 $720.8M 2.2%
GSPY 16,976,096 $600.7M 1.8%
IVV 435,384 $284.4M 0.9%
VTV 858,103 $168.4M 0.5%
VOO 276,774 $165.4M 0.5%
AMZN 789,833 $164.5M 0.5%
GOOGL 549,121 $157.9M 0.5%
SNOW 991,420 $149.5M 0.5%
SGOV 1,238,350 $124.7M 0.4%
IEFA 1,315,024 $119.0M 0.4%
MSFT 305,854 $113.2M 0.3%
IWV 288,620 $107.0M 0.3%
AVGO 345,271 $106.9M 0.3%
GVLU 4,176,950 $105.7M 0.3%
WDC 367,768 $99.5M 0.3%
APA 2,319,509 $98.4M 0.3%
IRDM 3,353,971 $93.0M 0.3%
FTI 1,321,669 $91.4M 0.3%

Last 1 quarters US 13F new / increased / reduced / sold-out positions

As of 13F 2026-03-31 · Filed 2026-05-15
Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Stocks Action 13F period Current shares Previous shares Share change 13F value change
SPY Major increase 2026-03-31 Filed 2026-05-15 9,005,674 6,727,201 33.9% +$1.3B
AAPL Major increase 2026-03-31 Filed 2026-05-15 2,873,250 1,562,604 83.9% +$304.4M
NVDA Major increase 2026-03-31 Filed 2026-05-15 4,132,873 2,953,156 39.9% +$170.0M
IWV New 2026-03-31 Filed 2026-05-15 288,620 0 - +$107.0M
BIL Major reduction 2026-03-31 Filed 2026-05-15 600,614 1,402,978 -57.2% -$73.2M
SNOW Minor increase 2026-03-31 Filed 2026-05-15 991,420 990,125 0.1% -$67.7M
AMZN Major reduction 2026-03-31 Filed 2026-05-15 789,833 993,450 -20.5% -$64.8M
SGOV Major reduction 2026-03-31 Filed 2026-05-15 1,238,350 1,787,394 -30.7% -$54.8M
IRDM Major increase 2026-03-31 Filed 2026-05-15 3,353,971 2,309,750 45.2% +$52.9M
VOO Major increase 2026-03-31 Filed 2026-05-15 276,774 180,596 53.3% +$52.1M
IWB Major increase 2026-03-31 Filed 2026-05-15 127,789 7,815 1535.2% +$42.6M
CF Minor increase 2026-03-31 Filed 2026-05-15 690,816 609,665 13.3% +$42.5M
APA Minor increase 2026-03-31 Filed 2026-05-15 2,319,509 2,289,986 1.3% +$42.4M
FLO Major reduction 2026-03-31 Filed 2026-05-15 476,766 4,026,582 -88.2% -$39.9M
HI Sold out 2026-03-31 Filed 2026-05-15 0 1,238,362 -100.0% -$39.3M
SM Major increase 2026-03-31 Filed 2026-05-15 1,228,384 10,840 11232.0% +$38.1M
BOND Major increase 2026-03-31 Filed 2026-05-15 643,160 228,960 180.9% +$38.0M
PNR Major reduction 2026-03-31 Filed 2026-05-15 171,942 491,817 -65.0% -$36.2M
SNX Major increase 2026-03-31 Filed 2026-05-15 313,820 118,545 164.7% +$35.1M
LYB Major increase 2026-03-31 Filed 2026-05-15 631,787 382,330 65.2% +$34.3M
ALK Major reduction 2026-03-31 Filed 2026-05-15 5,447 681,109 -99.2% -$34.1M
CHDN Major reduction 2026-03-31 Filed 2026-05-15 251,531 496,205 -49.3% -$33.9M
CIVI Sold out 2026-03-31 Filed 2026-05-15 0 1,244,802 -100.0% -$33.7M
VSNT New 2026-03-31 Filed 2026-05-15 893,983 0 - +$33.1M
FOXA Major reduction 2026-03-31 Filed 2026-05-15 363,232 737,825 -50.8% -$32.7M
SON Major increase 2026-03-31 Filed 2026-05-15 686,271 120,527 469.4% +$31.9M
FTI Minor reduction 2026-03-31 Filed 2026-05-15 1,321,669 1,336,215 -1.1% +$31.8M
PYPL Major increase 2026-03-31 Filed 2026-05-15 1,320,042 483,219 173.2% +$31.5M
IEFA Major increase 2026-03-31 Filed 2026-05-15 1,315,024 993,241 32.4% +$30.2M
LMT Major increase 2026-03-31 Filed 2026-05-15 58,939 12,369 376.5% +$29.6M
INCY Major increase 2026-03-31 Filed 2026-05-15 676,670 352,695 91.9% +$28.9M
RDDT Major reduction 2026-03-31 Filed 2026-05-15 33,707 144,311 -76.6% -$28.6M
ABNB Major reduction 2026-03-31 Filed 2026-05-15 621,275 783,554 -20.7% -$27.9M
ELV Major reduction 2026-03-31 Filed 2026-05-15 39,814 112,683 -64.7% -$27.8M
GEN Major reduction 2026-03-31 Filed 2026-05-15 1,463,895 2,031,771 -27.9% -$27.7M
NVST Major increase 2026-03-31 Filed 2026-05-15 2,291,134 1,414,500 62.0% +$27.4M
DD Major increase 2026-03-31 Filed 2026-05-15 1,195,090 684,600 74.6% +$27.2M
HR Major increase 2026-03-31 Filed 2026-05-15 2,762,507 1,165,025 137.1% +$27.2M
COP Major increase 2026-03-31 Filed 2026-05-15 319,804 164,145 94.8% +$26.8M
RSP Major increase 2026-03-31 Filed 2026-05-15 313,420 179,373 74.7% +$25.8M
VTI Major increase 2026-03-31 Filed 2026-05-15 207,679 123,463 68.2% +$25.2M
MSFT Minor increase 2026-03-31 Filed 2026-05-15 305,854 285,976 7.0% -$25.1M
CTVA Major increase 2026-03-31 Filed 2026-05-15 575,102 344,118 67.1% +$25.1M
CBOE Major increase 2026-03-31 Filed 2026-05-15 179,717 102,131 76.0% +$24.9M
OGE Major increase 2026-03-31 Filed 2026-05-15 817,786 342,535 138.7% +$24.6M
KMX Major increase 2026-03-31 Filed 2026-05-15 984,504 426,342 130.9% +$24.5M
THO Major reduction 2026-03-31 Filed 2026-05-15 172,361 370,287 -53.5% -$24.2M
AGG Major increase 2026-03-31 Filed 2026-05-15 607,761 367,183 65.5% +$23.7M
JKHY Major reduction 2026-03-31 Filed 2026-05-15 151,057 260,328 -42.0% -$23.6M
NBIX Major increase 2026-03-31 Filed 2026-05-15 360,136 168,572 113.6% +$23.5M
CLX Major increase 2026-03-31 Filed 2026-05-15 369,797 147,851 150.1% +$23.4M
DOCU Major increase 2026-03-31 Filed 2026-05-15 724,193 175,021 313.8% +$22.4M
PLNT Major reduction 2026-03-31 Filed 2026-05-15 342,785 437,862 -21.7% -$22.0M
VTV Minor increase 2026-03-31 Filed 2026-05-15 858,103 766,649 11.9% +$21.9M
ROP Major increase 2026-03-31 Filed 2026-05-15 146,197 67,043 118.1% +$21.9M
QQQ Major increase 2026-03-31 Filed 2026-05-15 148,103 103,627 42.9% +$21.8M
R Major increase 2026-03-31 Filed 2026-05-15 254,356 161,642 57.4% +$21.1M
MRP Major increase 2026-03-31 Filed 2026-05-15 1,563,070 764,256 104.5% +$20.9M
VLO Minor increase 2026-03-31 Filed 2026-05-15 215,781 199,998 7.9% +$20.8M
HPE Major increase 2026-03-31 Filed 2026-05-15 2,303,292 1,429,401 61.1% +$20.5M
XOM Major increase 2026-03-31 Filed 2026-05-15 301,197 254,695 18.3% +$20.5M
SYK Major increase 2026-03-31 Filed 2026-05-15 116,453 50,826 129.1% +$20.4M
DELL Major increase 2026-03-31 Filed 2026-05-15 360,685 309,662 16.5% +$20.2M
MDT Major increase 2026-03-31 Filed 2026-05-15 560,478 300,151 86.7% +$19.7M
STE Major reduction 2026-03-31 Filed 2026-05-15 97,704 162,516 -39.9% -$19.6M
RL Major increase 2026-03-31 Filed 2026-05-15 175,053 115,913 51.0% +$19.2M
ROIV Major increase 2026-03-31 Filed 2026-05-15 1,416,091 925,193 53.1% +$19.1M
JPST Major increase 2026-03-31 Filed 2026-05-15 943,704 569,575 65.7% +$18.9M
OMC Major reduction 2026-03-31 Filed 2026-05-15 376,787 583,675 -35.4% -$18.8M
BBY Major increase 2026-03-31 Filed 2026-05-15 554,131 252,396 119.5% +$18.7M
HALO Major increase 2026-03-31 Filed 2026-05-15 746,841 439,708 69.8% +$18.7M
DECK Major increase 2026-03-31 Filed 2026-05-15 494,561 299,556 65.1% +$18.4M
BWA Major increase 2026-03-31 Filed 2026-05-15 1,066,526 877,736 21.5% +$18.3M
ACWI Major increase 2026-03-31 Filed 2026-05-15 332,083 195,402 69.9% +$18.3M
TAP Major increase 2026-03-31 Filed 2026-05-15 1,132,864 655,247 72.9% +$18.2M
APP Minor increase 2026-03-31 Filed 2026-05-15 88,278 79,024 11.7% -$18.1M
HAYW Major reduction 2026-03-31 Filed 2026-05-15 1,644,729 2,594,594 -36.6% -$18.1M
ESI Major increase 2026-03-31 Filed 2026-05-15 1,302,692 1,060,788 22.8% +$18.0M
J Major increase 2026-03-31 Filed 2026-05-15 276,200 130,108 112.3% +$17.9M
VZ Major increase 2026-03-31 Filed 2026-05-15 689,350 413,344 66.8% +$17.8M
SOLV Major increase 2026-03-31 Filed 2026-05-15 622,833 291,308 113.8% +$17.6M
WEX Major increase 2026-03-31 Filed 2026-05-15 375,048 267,438 40.2% +$17.6M
VICI Major increase 2026-03-31 Filed 2026-05-15 1,586,201 919,062 72.6% +$17.5M
IEMG Major increase 2026-03-31 Filed 2026-05-15 1,227,381 1,013,747 21.1% +$17.5M
INGR Major increase 2026-03-31 Filed 2026-05-15 370,315 220,567 67.9% +$17.4M
JCI Major increase 2026-03-31 Filed 2026-05-15 411,569 305,176 34.9% +$17.4M
HAS Major increase 2026-03-31 Filed 2026-05-15 649,512 530,297 22.5% +$17.3M
VUG Major increase 2026-03-31 Filed 2026-05-15 142,386 92,450 54.0% +$17.1M
CRUS Major increase 2026-03-31 Filed 2026-05-15 306,944 230,556 33.1% +$17.1M
MU Minor increase 2026-03-31 Filed 2026-05-15 244,524 230,124 6.3% +$16.9M
NEU Major reduction 2026-03-31 Filed 2026-05-15 37,678 59,599 -36.8% -$16.8M
PRMB Major increase 2026-03-31 Filed 2026-05-15 1,901,227 1,168,999 62.6% +$16.7M
VTRS Major increase 2026-03-31 Filed 2026-05-15 4,500,352 3,545,110 26.9% +$16.7M
FIX Minor reduction 2026-03-31 Filed 2026-05-15 48,821 54,395 -10.2% +$16.6M
DIS Major reduction 2026-03-31 Filed 2026-05-15 342,917 435,304 -21.2% -$16.5M
CASY Major increase 2026-03-31 Filed 2026-05-15 46,020 30,904 48.9% +$16.4M
GM Major increase 2026-03-31 Filed 2026-05-15 825,027 554,707 48.7% +$16.4M
TPR Minor increase 2026-03-31 Filed 2026-05-15 637,999 576,727 10.6% +$16.3M
TKR Major increase 2026-03-31 Filed 2026-05-15 424,248 313,790 35.2% +$16.3M
NFLX Major increase 2026-03-31 Filed 2026-05-15 517,412 357,369 44.8% +$16.2M
MASI Minor reduction 2026-03-31 Filed 2026-05-15 341,468 342,194 -0.2% +$16.2M
CAG Major reduction 2026-03-31 Filed 2026-05-15 991,112 1,832,993 -45.9% -$16.1M
VRT Minor reduction 2026-03-31 Filed 2026-05-15 192,588 199,180 -3.3% +$16.0M
AMAT Minor increase 2026-03-31 Filed 2026-05-15 160,634 151,981 5.7% +$15.8M
DLR Major increase 2026-03-31 Filed 2026-05-15 292,551 239,056 22.4% +$15.7M
GILD Major increase 2026-03-31 Filed 2026-05-15 375,844 299,132 25.6% +$15.7M
CPRT Major reduction 2026-03-31 Filed 2026-05-15 670,055 966,848 -30.7% -$15.6M
CIEN Minor reduction 2026-03-31 Filed 2026-05-15 121,304 136,304 -11.0% +$15.2M
GSPY Minor increase 2026-03-31 Filed 2026-05-15 16,976,096 16,722,835 1.5% -$15.2M
VRSN Major reduction 2026-03-31 Filed 2026-05-15 136,015 199,621 -31.9% -$14.7M
PAYX Major reduction 2026-03-31 Filed 2026-05-15 275,746 357,110 -22.8% -$14.7M
DVN Minor increase 2026-03-31 Filed 2026-05-15 979,638 951,762 2.9% +$14.4M
HST Major increase 2026-03-31 Filed 2026-05-15 2,574,375 1,979,432 30.1% +$14.2M
EXE Major reduction 2026-03-31 Filed 2026-05-15 410,493 536,775 -23.5% -$14.2M
HAL Minor increase 2026-03-31 Filed 2026-05-15 1,141,929 1,078,079 5.9% +$14.1M
MO Major increase 2026-03-31 Filed 2026-05-15 746,547 611,699 22.0% +$14.0M
DDS Major increase 2026-03-31 Filed 2026-05-15 102,344 73,642 39.0% +$13.9M
ORI Major reduction 2026-03-31 Filed 2026-05-15 887,544 1,079,217 -17.8% -$13.8M
MRK Minor increase 2026-03-31 Filed 2026-05-15 506,551 447,427 13.2% +$13.8M
CW Minor increase 2026-03-31 Filed 2026-05-15 71,872 63,862 12.5% +$13.7M
CRWD Major reduction 2026-03-31 Filed 2026-05-15 69,051 86,722 -20.4% -$13.7M
MSGS Major increase 2026-03-31 Filed 2026-05-15 126,628 104,608 21.1% +$13.6M
EBAY Major increase 2026-03-31 Filed 2026-05-15 361,532 221,907 62.9% +$13.6M
TDG Major reduction 2026-03-31 Filed 2026-05-15 15,294 23,509 -34.9% -$13.5M
SWK Major increase 2026-03-31 Filed 2026-05-15 466,267 265,719 75.5% +$13.4M
CNP Major increase 2026-03-31 Filed 2026-05-15 1,024,416 805,065 27.2% +$13.3M
EME Minor increase 2026-03-31 Filed 2026-05-15 74,895 68,605 9.2% +$13.3M
OXY Major reduction 2026-03-31 Filed 2026-05-15 919,648 1,130,736 -18.7% +$13.3M
JBL Minor increase 2026-03-31 Filed 2026-05-15 232,408 213,192 9.0% +$13.1M
LRCX Minor increase 2026-03-31 Filed 2026-05-15 297,729 295,410 0.8% +$13.0M
LIN Major increase 2026-03-31 Filed 2026-05-15 72,364 53,634 34.9% +$13.0M
KDP Major reduction 2026-03-31 Filed 2026-05-15 989,230 1,387,181 -28.7% -$12.8M
CAT Minor reduction 2026-03-31 Filed 2026-05-15 117,096 122,473 -4.4% +$12.8M
RSG Major reduction 2026-03-31 Filed 2026-05-15 126,028 189,508 -33.5% -$12.6M
TXT Major increase 2026-03-31 Filed 2026-05-15 404,132 262,625 53.9% +$12.5M
WELL Major increase 2026-03-31 Filed 2026-05-15 222,391 170,159 30.7% +$12.4M
CLH Major increase 2026-03-31 Filed 2026-05-15 134,631 112,294 19.9% +$12.3M
BYD Major increase 2026-03-31 Filed 2026-05-15 858,036 683,674 25.5% +$12.2M
APH Major increase 2026-03-31 Filed 2026-05-15 474,932 353,888 34.2% +$12.2M
WDC Major reduction 2026-03-31 Filed 2026-05-15 367,768 506,754 -27.4% +$12.2M
MLI Major increase 2026-03-31 Filed 2026-05-15 426,752 306,313 39.3% +$12.1M
JBHT Major increase 2026-03-31 Filed 2026-05-15 181,996 136,348 33.5% +$12.1M
KLAC Minor increase 2026-03-31 Filed 2026-05-15 31,024 27,744 11.8% +$12.0M
DTM Major increase 2026-03-31 Filed 2026-05-15 341,665 285,239 19.8% +$11.9M
AL Major increase 2026-03-31 Filed 2026-05-15 607,685 429,626 41.4% +$11.9M
FDS Major increase 2026-03-31 Filed 2026-05-15 273,279 163,482 67.2% +$11.9M
USFD Minor increase 2026-03-31 Filed 2026-05-15 469,254 418,714 12.1% +$11.7M
OC Major increase 2026-03-31 Filed 2026-05-15 510,371 389,784 30.9% +$11.6M
OHI Major increase 2026-03-31 Filed 2026-05-15 833,150 562,253 48.2% +$11.6M
TDY Minor increase 2026-03-31 Filed 2026-05-15 73,635 64,604 14.0% +$11.6M
WSM Major increase 2026-03-31 Filed 2026-05-15 265,257 206,117 28.7% +$11.6M
AM Minor increase 2026-03-31 Filed 2026-05-15 2,166,904 2,131,324 1.7% +$11.5M
GVLU Minor increase 2026-03-31 Filed 2026-05-15 4,176,950 3,826,950 9.1% +$11.4M
FDX Major increase 2026-03-31 Filed 2026-05-15 95,086 78,646 20.9% +$11.2M
LFUS Minor reduction 2026-03-31 Filed 2026-05-15 144,550 149,945 -3.6% +$11.1M
SGI Major reduction 2026-03-31 Filed 2026-05-15 341,372 406,654 -16.1% -$11.1M
NTAP Major increase 2026-03-31 Filed 2026-05-15 613,644 483,487 26.9% +$11.1M
DLTR Major increase 2026-03-31 Filed 2026-05-15 396,946 263,522 50.6% +$11.1M
SLB Minor increase 2026-03-31 Filed 2026-05-15 710,528 672,005 5.7% +$10.7M
LDOS Major increase 2026-03-31 Filed 2026-05-15 221,432 131,557 68.3% +$10.7M
PM Major reduction 2026-03-31 Filed 2026-05-15 150,010 221,278 -32.2% -$10.7M
RBC Minor reduction 2026-03-31 Filed 2026-05-15 116,342 117,141 -0.7% +$10.7M
QCOM Major increase 2026-03-31 Filed 2026-05-15 385,389 228,406 68.7% +$10.6M
SNDK Major reduction 2026-03-31 Filed 2026-05-15 100,459 224,493 -55.3% +$10.5M
NYT Major increase 2026-03-31 Filed 2026-05-15 415,443 349,602 18.8% +$10.5M
TER Minor reduction 2026-03-31 Filed 2026-05-15 128,408 142,511 -9.9% +$10.5M
IFF Major reduction 2026-03-31 Filed 2026-05-15 288,618 465,990 -38.1% -$10.5M
ON Minor increase 2026-03-31 Filed 2026-05-15 835,102 762,360 9.5% +$10.4M
VTR Major increase 2026-03-31 Filed 2026-05-15 637,553 539,154 18.3% +$10.4M
AA Minor increase 2026-03-31 Filed 2026-05-15 641,220 606,939 5.6% +$10.3M
PLD Major increase 2026-03-31 Filed 2026-05-15 279,118 208,611 33.8% +$10.3M
UI Minor reduction 2026-03-31 Filed 2026-05-15 45,639 46,896 -2.7% +$10.1M
RRX Minor reduction 2026-03-31 Filed 2026-05-15 243,608 253,212 -3.8% +$10.1M
GNRC Minor reduction 2026-03-31 Filed 2026-05-15 195,374 205,983 -5.2% +$10.1M
BMY Minor increase 2026-03-31 Filed 2026-05-15 862,207 782,868 10.1% +$10.1M
VEA Major increase 2026-03-31 Filed 2026-05-15 547,138 401,680 36.2% +$10.0M
IT Major increase 2026-03-31 Filed 2026-05-15 314,074 157,854 99.0% +$9.9M
MTZ Major reduction 2026-03-31 Filed 2026-05-15 170,770 207,529 -17.7% +$9.8M
MCK Major increase 2026-03-31 Filed 2026-05-15 49,433 40,277 22.7% +$9.7M
EVRG Minor increase 2026-03-31 Filed 2026-05-15 718,670 679,078 5.8% +$9.6M
FLS Major increase 2026-03-31 Filed 2026-05-15 460,140 349,837 31.5% +$9.6M
FERG Major increase 2026-03-31 Filed 2026-05-15 163,005 128,447 26.9% +$9.4M
SAM Major reduction 2026-03-31 Filed 2026-05-15 170,318 248,910 -31.6% -$9.3M
APO Minor reduction 2026-03-31 Filed 2026-05-15 272,790 274,338 -0.6% -$9.3M
MRSH Major reduction 2026-03-31 Filed 2026-05-15 204,799 241,655 -15.3% -$9.3M
BRO Major increase 2026-03-31 Filed 2026-05-15 510,021 300,530 69.7% +$9.3M
DINO Minor reduction 2026-03-31 Filed 2026-05-15 691,882 736,999 -6.1% +$9.2M
ROK Minor reduction 2026-03-31 Filed 2026-05-15 99,213 115,163 -13.8% -$9.2M
FFIV Minor increase 2026-03-31 Filed 2026-05-15 162,229 148,552 9.2% +$9.0M
PEGA Minor increase 2026-03-31 Filed 2026-05-15 585,263 566,469 3.3% -$8.9M
MKSI Minor reduction 2026-03-31 Filed 2026-05-15 195,403 225,215 -13.2% +$8.9M
STZ Major increase 2026-03-31 Filed 2026-05-15 258,758 217,251 19.1% +$8.8M
ALLE Major increase 2026-03-31 Filed 2026-05-15 239,455 162,995 46.9% +$8.8M
BKNG Major increase 2026-03-31 Filed 2026-05-15 12,955 8,550 51.5% +$8.8M
UTHR Minor increase 2026-03-31 Filed 2026-05-15 80,387 80,018 0.5% +$8.7M
AVGO Minor increase 2026-03-31 Filed 2026-05-15 345,271 333,654 3.5% -$8.6M
DBX Minor reduction 2026-03-31 Filed 2026-05-15 1,177,189 1,270,398 -7.3% -$8.6M
PPC Major increase 2026-03-31 Filed 2026-05-15 977,857 731,158 33.7% +$8.4M
WTW Minor reduction 2026-03-31 Filed 2026-05-15 97,616 111,958 -12.8% -$8.4M
CNC Minor reduction 2026-03-31 Filed 2026-05-15 822,610 857,075 -4.0% -$8.3M
GOOG Minor reduction 2026-03-31 Filed 2026-05-15 186,420 196,826 -5.3% -$8.3M
LULU Major increase 2026-03-31 Filed 2026-05-15 329,244 282,434 16.6% -$8.3M
WCC Major increase 2026-03-31 Filed 2026-05-15 121,062 101,908 18.8% +$8.2M
NDSN Minor increase 2026-03-31 Filed 2026-05-15 251,815 244,680 2.9% +$8.2M
DAL Minor reduction 2026-03-31 Filed 2026-05-15 893,650 972,583 -8.1% -$8.1M
LH Minor increase 2026-03-31 Filed 2026-05-15 182,216 161,681 12.7% +$8.1M
TMO Major increase 2026-03-31 Filed 2026-05-15 102,065 72,758 40.3% +$8.0M
CHRW Minor increase 2026-03-31 Filed 2026-05-15 334,752 296,468 12.9% +$7.9M
ADP Major increase 2026-03-31 Filed 2026-05-15 165,674 100,623 64.6% +$7.8M
EXEL Major increase 2026-03-31 Filed 2026-05-15 919,870 724,434 27.0% +$7.7M
APTV Major increase 2026-03-31 Filed 2026-05-15 477,935 335,257 42.6% +$7.7M
ADM Minor increase 2026-03-31 Filed 2026-05-15 467,236 457,709 2.1% +$7.6M
KMB Major increase 2026-03-31 Filed 2026-05-15 395,141 302,075 30.8% +$7.6M
AFL Major increase 2026-03-31 Filed 2026-05-15 476,592 405,813 17.4% +$7.5M
V Major increase 2026-03-31 Filed 2026-05-15 146,317 104,676 39.8% +$7.5M
CSCO Minor increase 2026-03-31 Filed 2026-05-15 768,342 677,023 13.5% +$7.5M
TSN Minor increase 2026-03-31 Filed 2026-05-15 691,858 630,542 9.7% +$7.4M
ALSN Minor reduction 2026-03-31 Filed 2026-05-15 394,834 396,957 -0.5% +$7.4M
SSNC Minor increase 2026-03-31 Filed 2026-05-15 506,115 474,016 6.8% -$7.2M
BWXT Minor increase 2026-03-31 Filed 2026-05-15 177,546 168,348 5.5% +$7.2M
XYL Major increase 2026-03-31 Filed 2026-05-15 411,526 308,843 33.2% +$7.1M
BIO Major increase 2026-03-31 Filed 2026-05-15 152,384 117,018 30.2% +$7.0M
AN Major increase 2026-03-31 Filed 2026-05-15 237,465 190,621 24.6% +$7.0M
AVB Minor reduction 2026-03-31 Filed 2026-05-15 144,139 167,687 -14.0% -$6.9M
ECL Major increase 2026-03-31 Filed 2026-05-15 158,472 134,495 17.8% +$6.8M
T Minor increase 2026-03-31 Filed 2026-05-15 1,499,451 1,474,847 1.7% +$6.8M
PTC Minor increase 2026-03-31 Filed 2026-05-15 260,541 250,288 4.1% -$6.5M
META Minor increase 2026-03-31 Filed 2026-05-15 141,179 131,914 7.0% -$6.3M
HLT Minor increase 2026-03-31 Filed 2026-05-15 139,073 125,524 10.8% +$6.2M
DG Major increase 2026-03-31 Filed 2026-05-15 349,998 266,188 31.5% +$6.2M
PII Minor reduction 2026-03-31 Filed 2026-05-15 705,826 706,173 -0.0% -$6.2M
KVUE Major increase 2026-03-31 Filed 2026-05-15 2,235,040 1,881,288 18.8% +$6.1M
JNJ Minor reduction 2026-03-31 Filed 2026-05-15 227,370 239,366 -5.0% +$6.0M
CMI Minor increase 2026-03-31 Filed 2026-05-15 73,455 65,641 11.9% +$6.0M
BIIB Minor increase 2026-03-31 Filed 2026-05-15 298,437 276,809 7.8% +$6.0M
WMS Major increase 2026-03-31 Filed 2026-05-15 294,728 239,792 22.9% +$5.7M
NEM Minor reduction 2026-03-31 Filed 2026-05-15 712,768 716,806 -0.6% +$5.6M
PNW Minor reduction 2026-03-31 Filed 2026-05-15 499,149 504,112 -1.0% +$5.6M
CRS Minor reduction 2026-03-31 Filed 2026-05-15 85,588 89,585 -4.5% +$5.5M
WMT Minor increase 2026-03-31 Filed 2026-05-15 324,794 312,999 3.8% +$5.5M
RLI Major increase 2026-03-31 Filed 2026-05-15 794,201 623,287 27.4% +$5.4M
NRG Minor reduction 2026-03-31 Filed 2026-05-15 195,353 212,863 -8.2% -$5.3M
GOOGL Minor increase 2026-03-31 Filed 2026-05-15 549,121 521,193 5.4% -$5.2M
IVV Minor increase 2026-03-31 Filed 2026-05-15 435,384 407,700 6.8% +$5.1M
FCX Minor reduction 2026-03-31 Filed 2026-05-15 716,292 727,715 -1.6% +$5.1M
ADBE Major increase 2026-03-31 Filed 2026-05-15 171,067 104,127 64.3% +$5.1M
DTE Major reduction 2026-03-31 Filed 2026-05-15 169,930 232,250 -26.8% -$5.1M
BND Major increase 2026-03-31 Filed 2026-05-15 447,772 377,226 18.7% +$5.0M
HWM Minor reduction 2026-03-31 Filed 2026-05-15 217,069 219,661 -1.2% +$5.0M
IDXX Major increase 2026-03-31 Filed 2026-05-15 80,477 59,738 34.7% +$4.8M
AXS Minor reduction 2026-03-31 Filed 2026-05-15 261,382 291,851 -10.4% -$4.7M
ASTS Minor reduction 2026-03-31 Filed 2026-05-15 780,217 825,517 -5.5% +$4.7M
LSTR Major reduction 2026-03-31 Filed 2026-05-15 276,406 340,451 -18.8% -$4.6M
LECO Minor increase 2026-03-31 Filed 2026-05-15 143,857 130,454 10.3% +$4.6M
ATI Minor reduction 2026-03-31 Filed 2026-05-15 260,488 290,996 -10.5% +$4.5M
HUBB Minor increase 2026-03-31 Filed 2026-05-15 76,656 74,636 2.7% +$4.5M
KO Minor increase 2026-03-31 Filed 2026-05-15 509,675 490,887 3.8% +$4.4M
CB Minor increase 2026-03-31 Filed 2026-05-15 102,260 92,750 10.3% +$4.4M
NXST Minor reduction 2026-03-31 Filed 2026-05-15 134,633 141,197 -4.6% -$4.3M
ACI Minor reduction 2026-03-31 Filed 2026-05-15 1,489,238 1,729,080 -13.9% -$4.3M
F Major increase 2026-03-31 Filed 2026-05-15 2,977,274 2,300,485 29.4% +$4.2M
GDDY Major increase 2026-03-31 Filed 2026-05-15 448,698 265,663 68.9% +$4.1M
PGR Minor reduction 2026-03-31 Filed 2026-05-15 139,468 139,510 -0.0% -$4.1M
CRL Major increase 2026-03-31 Filed 2026-05-15 358,502 289,516 23.8% +$4.1M
SCCO Minor reduction 2026-03-31 Filed 2026-05-15 393,376 445,987 -11.8% +$3.7M
ULTA Major increase 2026-03-31 Filed 2026-05-15 106,746 86,415 23.5% +$3.5M
TJX Minor increase 2026-03-31 Filed 2026-05-15 269,896 258,749 4.3% +$3.4M
CCK Minor increase 2026-03-31 Filed 2026-05-15 509,394 463,482 9.9% +$3.3M
NDAQ Major increase 2026-03-31 Filed 2026-05-15 427,223 339,358 25.9% +$3.3M
CAH Minor increase 2026-03-31 Filed 2026-05-15 177,196 166,212 6.6% +$3.3M
PSA Minor increase 2026-03-31 Filed 2026-05-15 142,359 136,507 4.3% +$3.1M
WH Minor increase 2026-03-31 Filed 2026-05-15 460,703 454,344 1.4% +$3.1M
YETI Minor increase 2026-03-31 Filed 2026-05-15 844,960 769,238 9.8% -$3.1M
CDNS Minor increase 2026-03-31 Filed 2026-05-15 123,385 119,278 3.4% -$3.0M
AS Major increase 2026-03-31 Filed 2026-05-15 1,056,807 851,715 24.1% +$3.0M
BDX Minor increase 2026-03-31 Filed 2026-05-15 179,853 160,684 11.9% -$2.9M
ONTO Major reduction 2026-03-31 Filed 2026-05-15 168,403 200,494 -16.0% +$2.9M
TNL Minor increase 2026-03-31 Filed 2026-05-15 682,896 631,336 8.2% +$2.7M
DCI Minor reduction 2026-03-31 Filed 2026-05-15 309,766 325,991 -5.0% -$2.6M
ITT Minor reduction 2026-03-31 Filed 2026-05-15 206,730 212,531 -2.7% +$2.5M
ADI Minor reduction 2026-03-31 Filed 2026-05-15 108,399 117,936 -8.1% +$2.5M
HIG Minor increase 2026-03-31 Filed 2026-05-15 295,157 273,363 8.0% +$2.2M
NFG Major reduction 2026-03-31 Filed 2026-05-15 399,654 496,762 -19.5% -$2.2M
JPM Minor increase 2026-03-31 Filed 2026-05-15 114,074 110,654 3.1% -$2.1M
TSLA Major increase 2026-03-31 Filed 2026-05-15 204,788 164,680 24.4% +$2.1M
REGN Minor increase 2026-03-31 Filed 2026-05-15 82,846 80,271 3.2% +$2.1M
SWKS Major increase 2026-03-31 Filed 2026-05-15 707,480 568,630 24.4% +$1.8M
TDC Minor increase 2026-03-31 Filed 2026-05-15 1,317,601 1,160,908 13.5% -$1.6M
PLTR Major increase 2026-03-31 Filed 2026-05-15 535,996 449,606 19.2% -$1.5M
BEPC Minor reduction 2026-03-31 Filed 2026-05-15 1,276,512 1,287,302 -0.8% +$1.5M
EMR Minor reduction 2026-03-31 Filed 2026-05-15 211,504 218,839 -3.4% -$1.3M
FISV Major increase 2026-03-31 Filed 2026-05-15 548,284 435,924 25.8% +$1.3M
AMKR Minor reduction 2026-03-31 Filed 2026-05-15 1,073,270 1,192,652 -10.0% +$1.2M
UPS Minor reduction 2026-03-31 Filed 2026-05-15 277,133 287,245 -3.5% -$1.2M
GD Minor reduction 2026-03-31 Filed 2026-05-15 140,023 146,322 -4.3% -$1.2M
VRSK Minor increase 2026-03-31 Filed 2026-05-15 224,584 195,756 14.7% -$1.2M
DUK Minor reduction 2026-03-31 Filed 2026-05-15 493,731 561,222 -12.0% -$1.1M
ILMN Minor increase 2026-03-31 Filed 2026-05-15 341,936 315,008 8.5% +$830,582
VLTO Minor increase 2026-03-31 Filed 2026-05-15 334,226 303,649 10.1% -$745,834
MNST Minor increase 2026-03-31 Filed 2026-05-15 543,120 503,967 7.8% +$715,325
BRK.B Minor increase 2026-03-31 Filed 2026-05-15 104,084 100,492 3.6% -$635,251
WTRG Minor reduction 2026-03-31 Filed 2026-05-15 913,537 942,477 -3.1% +$634,717
MAA Major increase 2026-03-31 Filed 2026-05-15 380,105 330,474 15.0% +$512,280
EXPE Major increase 2026-03-31 Filed 2026-05-15 268,009 220,113 21.8% -$479,616
MA Major increase 2026-03-31 Filed 2026-05-15 78,164 67,842 15.2% +$325,783
IAU Minor reduction 2026-03-31 Filed 2026-05-15 730,031 796,388 -8.3% -$283,281
CME Minor reduction 2026-03-31 Filed 2026-05-15 132,707 142,695 -7.0% +$227,861
AON Minor increase 2026-03-31 Filed 2026-05-15 88,805 81,509 9.0% -$98,418

Public video / Interview / Shareholder letter / Public Q&A

2 reliable public materials
Interview

Joel Greenblatt Money Maze Podcast Interview

Money Maze's lengthy interview with Greenblatt discusses special situations, value investing, teaching, and Gotham's systematic approach, and is suitable as a newer public interview material.

  • The interviews connect Greenblatt's early special-situation experience to his later quantitative quality value strategy.
  • He emphasized that the market will still give patient investors opportunities in the long run, but the process may be uncomfortable.
  • The material helps explain why Gotham 13F appears to be more decentralized and systematic and cannot be read in traditional concentrated fund terms.
  • Greenblatt's public education focuses on making the average person understand price, quality, and time, not macro predictions.
  • This interview has a complete program page and character background, and can present Greenblatt's recent public views.
Public video Classic

Joel Greenblatt Talks at Google

Greenblatt's Talks at Google talk about "The Little Book That Still Beats the Market" and the magic formula framework is one of the best public videos for ordinary investors to understand his approach.

  • The presentation combines high capital returns with low prices and explains the basic logic of the magic formula.
  • Greenblatt emphasizes discipline and long-term statistical advantage rather than immediate verification of every stock.
  • This video is easy to follow because it breaks down complex stock picking principles into understandable quality and valuation combinations.
  • It should be noted that Gotham's later portfolios were more systematic and dispersed, and were not equivalent to a single hand-picked stock portfolio.
  • This piece of material is classic and has long represented Greenblatt's investment education approach to the public.