
	Joel Greenblatt 13F
	Gotham Asset Management, LLC

	Last update 2024-08-14	1408 Stocks (163 new)
	Value $7.72 Bil	Turnover 22 %
	Countries: Top Holdings: SPY(10.45%)GSPY(5.11%)NVDA(2.49%)IVV(1.63%)MSFT(1.23%) Portfolio Report

Joel Greenblatt Profile

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC), Greenblatt is founder and managing partner of Gotham Asset Management, LLC. He is the author of two investment books, including "The Little Book that Beats the Market." He is also an Adjunct Professor with Columbia Business School.

Joel Greenblatt Investing Philosophy

Greenblatt tries to find cheap and good companies. He looks for value with a catalyst, so nice things happen sooner. Greenblatt likes special situations, and thinks that they are simply different places to find cheap stocks. In his own hedge fund, Greenblatt uses the basic principals in the Magic Formula: Look for high ROC and high earnings yield. He tries to figure out what "normalized earnings" will be 3-4 years into the future. Greenblatt makes sure the stock is very cheap based on normalized earnings. You can view the Magic Formula Stocks on the following page: https://www.gurufocus.com/screener/magic-formula

Joel Greenblatt's Portfolio

Joel Greenblatt Current Holdings

Ticker
Ticker
MNDY
SCL
SPLB
AEM
AVY
BIIB
FIS
COLD
BF.B
CRDO
ELAN
GH
PODD
SPHR
VEEV
WHD
CNXC
DLB
JKHY
HXL

Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
Ticker	Company	Shares	Value ($1000)	Shares Change %	Weighting %	Trade Impact %	% of Shares outstanding	3M Change %	YTD Change %	Market Cap $Mil	Industry
MNDY	Monday.Com Ltd	92,920	22371.420	New Holding	0.290	+0.29%	0.190	+28.70%	+49.18%	13968.936	Software
SCL	Stepan Co	168,822	14174.300	New Holding	0.180	+0.18%	0.750	-8.83%	-18.68%	1706.371	Chemicals
SPLB	SPDR Portfolio Long Term Corporate Bond ETF	313,253	7063.860	New Holding	0.090	+0.09%	-	+5.93%	+2.10%	999.531
AEM	Agnico Eagle Mines Ltd	91,723	5998.680	New Holding	0.080	+0.08%	0.020	+26.44%	+54.48%	41488.521	Metals & Mining
AVY	Avery Dennison Corp	25,560	5588.690	New Holding	0.070	+0.07%	0.030	-6.00%	+5.89%	17036.221	Packaging & Containers
BIIB	Biogen Inc	23,557	5460.980	New Holding	0.070	+0.07%	0.020	-11.62%	-22.96%	29039.105	Drug Manufacturers
FIS	Fidelity National Information Services Inc	63,675	4798.550	New Holding	0.060	+0.06%	0.010	+10.39%	+41.94%	45860.272	Software
COLD	Americold Realty Trust Inc	161,646	4128.440	New Holding	0.050	+0.05%	0.060	+12.89%	-4.53%	8067.176	REITs
BF.B	Brown-Forman Corp	80,764	3488.200	New Holding	0.050	+0.05%	0.020	+7.58%	-17.68%	21714.325	Beverages - Alcoholic
CRDO	Credo Technology Group Holding Ltd	66,885	2136.310	New Holding	0.030	+0.03%	0.040	+2.86%	+49.87%	4845.760	Semiconductors
ELAN	Elanco Animal Health Inc	160,573	2317.070	New Holding	0.030	+0.03%	0.030	-22.69%	-5.57%	6955.154	Drug Manufacturers
GH	Guardant Health Inc	84,748	2447.520	New Holding	0.030	+0.03%	0.070	-15.22%	-7.36%	3082.933	Medical Diagnostics & Research
PODD	Insulet Corp	9,694	1956.250	New Holding	0.030	+0.03%	0.010	+18.70%	+9.03%	16587.921	Medical Devices & Instruments
SPHR	Sphere Entertainment Co	57,577	2018.650	New Holding	0.030	+0.03%	0.160	+20.79%	+20.94%	1452.240	Media - Diversified
VEEV	Veeva Systems Inc	11,759	2152.020	New Holding	0.030	+0.03%	0.010	+16.91%	+11.61%	34796.337	Healthcare Providers & Services
WHD	Cactus Inc	34,677	1828.870	New Holding	0.020	+0.02%	0.050	+25.69%	+40.79%	4251.820	Oil & Gas
CNXC	Concentrix Corp	27,256	1724.760	New Holding	0.020	+0.02%	0.040	+5.31%	-34.60%	4117.217	Software
DLB	Dolby Laboratories Inc	19,091	1512.580	New Holding	0.020	+0.02%	0.020	-7.08%	-14.00%	6985.167	Business Services
JKHY	Jack Henry & Associates Inc	9,584	1591.140	New Holding	0.020	+0.02%	0.010	+4.98%	+7.26%	12656.155	Software
HXL	Hexcel Corp	19,934	1244.880	New Holding	0.020	+0.02%	0.020	-5.01%	-16.59%	4994.805	Aerospace & Defense

100/Page

Total 1532

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