Smart Money Radar / Whales / Joel Greenblatt
J

Joel Greenblatt

Gotham Asset Management, LLC · Holdings as of Mar 31, 2024, filed by May 16, 2024 · US long stock positions only

The magic formula at industrial scale. Thousands of small positions.

Reported value
$7B
60 positions shown
Copycat since 2016
3.12x
12% per year
vs SPY
behind
SPY 3.57x same window
Top position
SPY
10% of book

Copying these filings vs SPY

$1 at every deadline since 2016
SPY 3.57x Joel Greenblatt 3.12x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
Mar 2026 Dec 2025 Sep 2025 Jun 2025 Mar 2025 Dec 2024 Sep 2024 Jun 2024 Mar 2024 Dec 2023 Sep 2023 Jun 2023

The book

tile = share of the filed book · tap a tile for the ticker · Mar 2024
SPY 10% GSPY 5% IVV 2% NVDA 1% AAPL 1% MSFT 1% SNOW 1% GOOGL 1% GVLU 1% AMZN 1% META 1% IEFA 1% IEMG 0% QCOM 0% JNJ 0%
Top 15 positions shown, 27% of the book; 1351 smaller names hold the rest.
SymbolValue% of bookvs prior quarter
SPY $653M 10% new
GSPY $361M 5% new
IVV $106M 2% new
NVDA $98M 1% new
AAPL $82M 1% new
MSFT $81M 1% new
SNOW $72M 1% new
GOOGL $59M 1% new
GVLU $58M 1% new
AMZN $55M 1% new
META $48M 1% new
IEFA $41M 1% new
IEMG $32M 0% new
QCOM $30M 0% new
JNJ $27M 0% new
AVGO $27M 0% new
BRK.B $27M 0% new
NRG $25M 0% new
BLDR $25M 0% new
MRK $23M 0% new
XOM $23M 0% new
BND $23M 0% new
CSCO $21M 0% new
PYPL $21M 0% new
SWKS $21M 0% new
unlisted $21M 0% new
DUK $20M 0% new
HLT $20M 0% new
AMAT $20M 0% new
CMCSA $20M 0% new
HD $20M 0% new
CAT $20M 0% new
BMY $19M 0% new
KO $19M 0% new
CRM $19M 0% new
V $18M 0% new
DECK $18M 0% new
GM $18M 0% new
BKNG $17M 0% new
MAS $17M 0% new
TPR $17M 0% new
CLF $16M 0% new
MDT $16M 0% new
GEN $16M 0% new
NFLX $16M 0% new
DIS $16M 0% new
IR $15M 0% new
LMT $15M 0% new
MDLZ $15M 0% new
MPC $15M 0% new
ADBE $15M 0% new
T $15M 0% new
TGT $15M 0% new
DVA $14M 0% new
PPG $14M 0% new
FISV $14M 0% new
HPQ $14M 0% new
PG $14M 0% new
CI $14M 0% new
NTAP $14M 0% new
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.