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Greenblatt

Gotham Asset Management LLC

CIK: 0001510387 | AUM: ~$43B

Latest 13F: Q2 2026 Filed Aug 14, 2026

Joel Greenblatt — magic formula investing pioneer

13F filings have a ~45-day lag. Positions may have changed since the filing date.
Positions 1710
New Buys 113
Sold 365
Increased 876
Decreased 575
Total Value $41.8B

Sector Allocation

Latest Trades (Quarter-over-Quarter Changes)

ACTION SYMBOL NAME SHARES CHG VALUE WEIGHT %
SOLD GSPY -16,976,096 -- --
INCREASED FLO FLOWERS FOODS INC +6,174,229
avg ~$7.90 · ~$48.8M
$52.5M 0.1%
INCREASED ADT ADT INC DEL +5,829,231
avg ~$6.50 · ~$37.9M
$43.9M 0.1%
SOLD CCCS -5,120,665 -- --
SOLD GVLU -4,176,950 -- --
INCREASED FRMI FERMI INC +3,586,239
avg ~$9.16 · ~$32.8M
$36.1M 0.1%
INCREASED GPK GRAPHIC PACKAGING HLDG CO +3,179,169
avg ~$10.57 · ~$33.6M
$36.2M 0.1%
INCREASED GEN GEN DIGITAL INC +2,995,101
avg ~$24.89 · ~$74.5M
$111.0M 0.3%
INCREASED COTY COTY INC +2,928,707
avg ~$2.16 · ~$6.3M
$17.2M 0.0%
INCREASED SPY STATE STR SPDR S&P 500 ETF T +2,387,712
avg ~$746.77 · ~$1.8B
$8.5B 19.8%
INCREASED HIW HIGHWOODS PPTYS INC +2,254,613
avg ~$30.16 · ~$68.0M
$71.8M 0.2%
INCREASED GIS GENERAL MILLS INC +1,845,906
avg ~$34.80 · ~$64.2M
$78.7M 0.2%
INCREASED MAT MATTEL INC +1,599,160
avg ~$13.88 · ~$22.2M
$33.3M 0.1%
INCREASED CAG CONAGRA BRANDS INC +1,567,305
avg ~$13.46 · ~$21.1M
$34.4M 0.1%
DECREASED F FORD MTR CO -1,542,576
avg ~$13.90 · ~$21.4M
$19.9M 0.0%
INCREASED VNO VORNADO RLTY TR +1,469,818
avg ~$39.30 · ~$57.8M
$75.8M 0.2%
INCREASED KOS KOSMOS ENERGY LTD +1,444,950
avg ~$2.11 · ~$3.0M
$3.4M 0.0%
NEW NU NU HLDGS LTD +1,416,190
avg ~$13.36 · ~$18.9M
$18.9M 0.0%
INCREASED QXO QXO INC +1,395,410
avg ~$17.28 · ~$24.1M
$25.4M 0.1%
INCREASED CPB THE CAMPBELLS COMPANY +1,372,679
avg ~$22.27 · ~$30.6M
$40.7M 0.1%
INCREASED AES AES CORP +1,353,803
avg ~$14.66 · ~$19.8M
$25.8M 0.1%
INCREASED M MACYS INC +1,332,223
avg ~$23.55 · ~$31.4M
$63.6M 0.1%
DECREASED HAYW HAYWARD HLDGS INC -1,208,175
avg ~$17.31 · ~$20.9M
$7.6M 0.0%
DECREASED XRAY DENTSPLY SIRONA INC -1,198,370
avg ~$10.61 · ~$12.7M
$6.8M 0.0%
INCREASED AVTR AVANTOR INC +1,188,265
avg ~$9.90 · ~$11.8M
$24.9M 0.1%

Full Holdings (1710 positions)

SYMBOL NAME SHARES VALUE WEIGHT % ACTION
SPY STATE STR SPDR S&P 500 ETF T 11,393,386
$746.77/sh
cost $536.63 (+39.2%)
$8.5B 19.8% INCREASED
AAPL APPLE INC 2,860,500
$289.36/sh
cost $179.58 (+61.1%)
$827.7M 1.9% DECREASED
NVDA NVIDIA CORPORATION 4,018,967
$200.09/sh
cost $90.29 (+121.6%)
$804.2M 1.9% DECREASED
IVV ISHARES TR 445,224
$748.89/sh
cost $532.04 (+40.8%)
$333.4M 0.8% INCREASED
SNOW SNOWFLAKE INC 1,031,926
$254.50/sh
cost $172.44 (+47.6%)
$262.6M 0.6% INCREASED
AMZN AMAZON COM INC 839,512
$238.34/sh
cost $292.34 (-18.5%)
$200.1M 0.5% INCREASED
GOOGL ALPHABET INC 554,564
$357.37/sh
cost $289.02 (+23.6%)
$198.2M 0.5% INCREASED
VOO VANGUARD INDEX FDS 286,051
$686.81/sh
cost $576.16 (+19.2%)
$196.5M 0.5% INCREASED
VTV VANGUARD INDEX FDS 875,457
$217.93/sh
cost $182.02 (+19.7%)
$190.8M 0.4% INCREASED
SGOV ISHARES TR 1,562,089
$100.67/sh
cost $100.67 (+0.0%)
$157.3M 0.4% INCREASED
MU MICRON TECHNOLOGY INC 127,169
$1154.29/sh
cost $37.88 (+2947.2%)
$146.8M 0.3% DECREASED
SNDK SANDISK CORP 61,881
$2273.73/sh
cost $63.25 (+3494.8%)
$140.7M 0.3% DECREASED
IRDM IRIDIUM COMMUNICATIONS INC 2,514,317
$54.85/sh
cost $26.11 (+110.1%)
$137.9M 0.3% DECREASED
ABNB AIRBNB INC 936,718
$143.10/sh
cost $136.38 (+4.9%)
$134.0M 0.3% INCREASED
DELL DELL TECHNOLOGIES INC 307,070
$431.46/sh
cost $102.97 (+319.0%)
$132.5M 0.3% DECREASED
AVGO BROADCOM INC 337,845
$377.75/sh
cost $338.54 (+11.6%)
$127.6M 0.3% DECREASED
IWV ISHARES TR 292,440
$426.40/sh
cost $371.41 (+14.8%)
$124.7M 0.3% INCREASED
IEFA ISHARES TR 1,288,308
$96.58/sh
cost $75.41 (+28.1%)
$124.4M 0.3% DECREASED
MSFT MICROSOFT CORP 332,643
$373.02/sh
cost $134.15 (+178.1%)
$124.1M 0.3% INCREASED
LRCX LAM RESEARCH CORP 276,730
$433.33/sh
cost $119.60 (+262.3%)
$119.9M 0.3% DECREASED
QQQ INVESCO QQQ TR 161,871
$736.40/sh
cost $559.56 (+31.6%)
$119.2M 0.3% INCREASED
CAT CATERPILLAR INC 105,101
$1064.90/sh
cost $129.20 (+724.2%)
$111.9M 0.3% DECREASED
GEN GEN DIGITAL INC 4,458,996
$24.89/sh
cost $25.34 (-1.8%)
$111.0M 0.3% INCREASED
EXPE EXPEDIA GROUP INC 421,774
$255.88/sh
cost $150.69 (+69.8%)
$107.9M 0.3% INCREASED
WDC WESTERN DIGITAL CORP 166,756
$638.72/sh
cost $67.11 (+851.8%)
$106.5M 0.2% DECREASED