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Joel Greenblatt

Gotham Asset Management, LLC

Value quantitatif

Founder of Gotham Asset Management, Joel Greenblatt is the author of several influential value investing books and popularized a quantitative approach combining business quality and valuation.

Portfolio
$32.7B
Equity positions
50
Top 10 concentration
1.3%
Weighted yield
1.7%
Dividend coverage
0.2%

Portfolio as of March 31, 2026

Company Value %
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Quarterly moves

Q4 2025 → Q1 2026

New buys

Amount invested · % of portfolio

7
Positions added to

Amount bought · (±%) · % of portfolio

28
Positions trimmed

Amount sold · (±%) · % of portfolio

14
Positions closed
7

Portfolio value over time

Top 10 holdings evolution as of March 31, 2026

Share of portfolio (%) since inception, top 10 as of the selected quarter.

Sector breakdown

Based on holdings matched to a stock referenced on the site.

Dividend aristocrats held

Stocks with at least 25 consecutive years of dividend growth.

No matching holding among stocks referenced on the site.

Frequently asked questions

What are Joel Greenblatt's top holdings?

As of March 31, 2026, the top three holdings of Gotham Asset Management, LLC are AIRBNB INC, AFLAC INC, ALCOA CORP.

How many positions does Joel Greenblatt hold?

Gotham Asset Management, LLC reports 50 equity positions worth $32.7B as of March 31, 2026.

Does Joel Greenblatt invest in dividend stocks?

The weighted dividend yield of the covered portion of the portfolio is approximately 1.7%.

Data sourced from 13F filings submitted to the SEC, published with roughly 45 days of lag. A 13F only covers long positions in U.S.-traded securities: it excludes short sales, non-U.S. holdings and cash. Provided for informational purposes only and does not constitute investment advice.