Joel Greenblatt

Gotham Asset Management

Institutional

Portfolio (13F)

$32.65B

Holdings

1749

As of

Mar 31, 2026

Latest moves — news scan (AI)

A daily AI scan of news & filings — beyond the official (lagged) 13F.

Scanning recent news…

AI insight on these moves

New buys

Ishares Tr

288.62K shares · 0.33% of port.

$106.99M

New

Versant Media Group INC

893.98K shares · 0.10% of port.

$33.10M

New

Ea Series Trust

400.00K shares · 0.08% of port.

$27.16M

New

Firstenergy CORP

156.10K shares · 0.02% of port.

$7.91M

New

Medline INC

155.61K shares · 0.02% of port.

$6.92M

New

Canadian Nat Res LTD Med Ter

133.19K shares · 0.02% of port.

$6.49M

New

Plug Pwr INC

2.29M shares · 0.02% of port.

$5.19M

New

Zimmer Biomet Holdings INC

52.83K shares · 0.01% of port.

$4.78M

New

Vaneck ETF Trust

304.44K shares · 0.01% of port.

$3.90M

New

Clearwater Analytics Hldgs I

163.31K shares · 0.01% of port.

$3.86M

New

Ishares Tr

22.61K shares · 0.01% of port.

$3.82M

New

Ea Series Trust

32.42K shares · 0.01% of port.

$3.77M

New

Vanguard Scottsdale Fds

47.01K shares · 0.01% of port.

$3.73M

New

Global X Fds

38.62K shares · 0.01% of port.

$3.48M

New

Amplify ETF Tr

69.13K shares · 0.01% of port.

$3.10M

New

Sold out

Hillenbrand INC

0 shares

$39.28M

Exited

Civitas Resources INC

0 shares

$33.72M

Exited

Monday COM LTD

0 shares

$13.74M

Exited

Exact Sciences CORP

0 shares

$7.56M

Exited

Concentrix CORP

0 shares

$7.27M

Exited

Frontier Communications Pare

0 shares

$7.18M

Exited

Sanmina Corporation

0 shares

$6.35M

Exited

Cenovus Energy INC

0 shares

$5.07M

Exited

Dayforce INC

0 shares

$4.91M

Exited

New Gold INC Cda

0 shares

$4.81M

Exited

Rev Group INC

0 shares

$4.39M

Exited

Bloom Energy CORP

0 shares

$4.22M

Exited

Jfrog LTD

0 shares

$3.77M

Exited

Dutch Bros INC

0 shares

$2.66M

Exited

Zurn Elkay Water Solns CORP

0 shares

$2.59M

Exited

Added

State Str Spdr S&Amp;P 500 ETF T

9.01M shares · 17.94% of port.

$5.86B

+33.87%

Apple INC

2.87M shares · 2.23% of port.

$729.20M

+83.88%

Nvidia Corporation

4.13M shares · 2.21% of port.

$720.77M

+39.95%

Tidal Trust I

16.98M shares · 1.84% of port.

$600.66M

+1.51%

Ishares Tr

435.38K shares · 0.87% of port.

$284.40M

+6.79%

Vanguard Index Fds

858.10K shares · 0.52% of port.

$168.36M

+11.93%

Vanguard Index Fds

276.77K shares · 0.51% of port.

$165.39M

+53.26%

Alphabet INC

549.12K shares · 0.48% of port.

$157.91M

+5.36%

Snowflake INC

991.42K shares · 0.46% of port.

$149.53M

+0.13%

Ishares Tr

1.32M shares · 0.36% of port.

$119.05M

+32.40%

Microsoft CORP

305.85K shares · 0.35% of port.

$113.22M

+6.95%

Broadcom INC

345.27K shares · 0.33% of port.

$106.86M

+3.48%

Tidal Trust I

4.18M shares · 0.32% of port.

$105.75M

+9.15%

Apa Corporation

2.32M shares · 0.30% of port.

$98.44M

+1.29%

Iridium Communications INC

3.35M shares · 0.28% of port.

$93.04M

+45.21%

Trimmed

Amazon COM INC

789.83K shares · 0.50% of port.

$164.50M

-20.50%

Ishares Tr

1.24M shares · 0.38% of port.

$124.65M

-30.72%

Western Digital CORP

367.77K shares · 0.30% of port.

$99.48M

-27.43%

Technipfmc PLC

1.32M shares · 0.28% of port.

$91.37M

-1.09%

Caterpillar INC

117.10K shares · 0.25% of port.

$82.96M

-4.39%

Airbnb INC

621.27K shares · 0.24% of port.

$78.45M

-20.71%

Newmont CORP

712.77K shares · 0.24% of port.

$77.16M

-0.56%

Weatherford Intl PLC

804.61K shares · 0.23% of port.

$76.10M

-5.26%

Southern Copper CORP

393.38K shares · 0.21% of port.

$67.68M

-11.80%

Comfort Sys Usa INC

48.82K shares · 0.21% of port.

$67.32M

-10.25%

Nvent Elec PLC

563.70K shares · 0.20% of port.

$66.67M

-1.25%

Ast Spacemobile INC

780.22K shares · 0.20% of port.

$64.66M

-5.49%

Duke Energy CORP New

493.73K shares · 0.20% of port.

$64.65M

-12.03%

Ishares Gold Tr

730.03K shares · 0.20% of port.

$64.36M

-8.33%

Sandisk CORP

100.46K shares · 0.20% of port.

$63.83M

-55.25%

Top holdings

State Str Spdr S&Amp;P 500 ETF T

9.01M shares · 17.94% of port.

$5.86B

+33.87%

Apple INC

2.87M shares · 2.23% of port.

$729.20M

+83.88%

Nvidia Corporation

4.13M shares · 2.21% of port.

$720.77M

+39.95%

Tidal Trust I

16.98M shares · 1.84% of port.

$600.66M

+1.51%

Ishares Tr

435.38K shares · 0.87% of port.

$284.40M

+6.79%

Vanguard Index Fds

858.10K shares · 0.52% of port.

$168.36M

+11.93%

Vanguard Index Fds

276.77K shares · 0.51% of port.

$165.39M

+53.26%

Amazon COM INC

789.83K shares · 0.50% of port.

$164.50M

-20.50%

Alphabet INC

549.12K shares · 0.48% of port.

$157.91M

+5.36%

Snowflake INC

991.42K shares · 0.46% of port.

$149.53M

+0.13%

Ishares Tr

1.24M shares · 0.38% of port.

$124.65M

-30.72%

Ishares Tr

1.32M shares · 0.36% of port.

$119.05M

+32.40%

Microsoft CORP

305.85K shares · 0.35% of port.

$113.22M

+6.95%

Ishares Tr

288.62K shares · 0.33% of port.

$106.99M

—

Broadcom INC

345.27K shares · 0.33% of port.

$106.86M

+3.48%

Tidal Trust I

4.18M shares · 0.32% of port.

$105.75M

+9.15%

Western Digital CORP

367.77K shares · 0.30% of port.

$99.48M

-27.43%

Apa Corporation

2.32M shares · 0.30% of port.

$98.44M

+1.29%

Iridium Communications INC

3.35M shares · 0.28% of port.

$93.04M

+45.21%

Technipfmc PLC

1.32M shares · 0.28% of port.

$91.37M

-1.09%

Tapestry INC

638.00K shares · 0.28% of port.

$90.03M

+10.62%

Cf Industries Hold

690.82K shares · 0.27% of port.

$89.70M

+13.31%

Ishares INC

1.23M shares · 0.26% of port.

$85.61M

+21.07%

Invesco Qqq Tr

148.10K shares · 0.26% of port.

$85.48M

+42.92%

Caterpillar INC

117.10K shares · 0.25% of port.

$82.96M

-4.39%

13F data from SEC EDGAR: a snapshot of US long equity positions, lagged up to ~45 days after quarter-end. Excludes shorts, cash, bonds and non-US holdings. For research only — not investment advice.