Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Applied Industrial Technologies, Inc. (AIT)
← All AIT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 28,977 0.02 Add 9.79% <0.01 $250.90–317.10 · VW $290.60i $7,688,178 SEC
2025   Q4 26,392 0.02 Reduce 13.91% <0.01 $253.69–296.70 · VW $277.66i $6,776,674 SEC
2025   Q3 30,657 0.03 Add 669.89% 0.03 $238.34–270.71 · VW $255.96i $8,003,010 SEC
2025   Q2 3,982 <0.01 Buy <0.01 $221.52–280.95 · VW $255.35i $925,616 SEC
2025   Q1 0 0.00 Sell 100.00% <0.01 $199.96–253.16 · VW $226.55i SEC
2024   Q4 3,950 <0.01 Add 120.18% <0.01 $235.58–278.57 · VW $254.91i $945,907 SEC
2024   Q3 1,794 <0.01 Reduce 59.52% <0.01 $191.31–282.98 · VW $249.67i $400,295 SEC
2024   Q2 4,432 0.01 Reduce 31.38% <0.01 $181.35–223.15 · VW $203.21i $859,808 SEC
2024   Q1 6,459 0.02 Reduce 23.59% <0.01 $177.68–201.76 · VW $190.81i $1,275,975 SEC
2023   Q4 8,453 0.03 Reduce 27.36% 0.01 $159.73–191.99 · VW $180.54i $1,459,749 SEC
2023   Q3 11,637 0.04 Add 108.70% 0.02 $149.59–167.94 · VW $159.20i $1,799,197 SEC
2023   Q2 5,576 0.02 Add 40.67% <0.01 $122.32–156.74 · VW $144.48i $807,572 SEC
2023   Q1 3,964 0.01 Buy 0.01 $122.24–145.25 · VW $130.15i $563,403 SEC
2022   Q4 0 0.00 Sell 100.00% <0.01 $116.94–149.42 · VW $136.41i SEC
2022   Q3 2,284 <0.01 Buy <0.01 $96.43–132.72 · VW $120.55i $235,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.02 $80.93–109.87 · VW $95.28i SEC
2021   Q2 3,998 0.02 Reduce 20.71% <0.01 $83.88–99.77 · VW $90.82i $364,000 SEC
2021   Q1 5,042 0.02 Reduce 46.62% 0.01 $85.19–107.07 · VW $96.74i $460,000 SEC
2020   Q4 9,445 0.02 Reduce 14.00% <0.01 $70.08–89.81 · VW $81.75i $737,000 SEC
2020   Q3 10,983 0.02 Reduce 22.57% <0.01 $52.25–82.43 · VW $71.04i $605,000 SEC
2020   Q2 14,184 0.03 Buy 0.03 $56.82–70.25 · VW $62.43i $885,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.01 $30.66–61.24 · VW $49.97i SEC
2019   Q4 8,294 0.01 Add 6.90% <0.01 $57.80–70.62 · VW $62.47i $553,000 SEC
2019   Q3 7,759 <0.01 Add 37.06% <0.01 $51.35–65.43 · VW $60.21i $441,000 SEC
2019   Q2 5,661 <0.01 Reduce 69.78% 0.01 $49.45–62.86 · VW $55.23i $348,000 SEC
2019   Q1 18,732 0.02 Reduce 70.15% 0.04 $53.79–64.12 · VW $57.41i $1,114,000 SEC
2018   Q4 62,749 0.05 Reduce 5.02% <0.01 $50.56–66.68 · VW $58.46i $3,385,000 SEC
2018   Q3 66,068 0.07 Buy 0.07 $62.77–82.35 · VW $70.12i $5,170,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.01 $62.45–75.40 · VW $69.20i SEC
2017   Q4 13,120 0.01 Reduce 80.92% 0.05 $61.10–75.35 · VW $68.95i $893,000 SEC
2017   Q3 68,762 0.07 Add 533.81% 0.06 $56.75–70.05 · VW $63.58i $4,525,000 SEC
2017   Q2 10,849 <0.01 Add 1.72% <0.01 $54.00–64.50 · VW $58.50i $641,000 SEC
2017   Q1 10,666 <0.01 Reduce 79.54% 0.03 $58.51–69.00 · VW $63.09i $660,000 SEC
2016   Q4 52,139 0.04 Add 26.79% <0.01 $58.80–66.65 · VW $62.83i $3,097,000 SEC
2016   Q3 41,123 0.03 Buy 0.03 $43.50–60.90 · VW $54.75i $1,922,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.18 $38.46–46.76 · VW $43.47i SEC
2015   Q4 400,677 0.18 Reduce 6.44% 0.01 $35.55–42.96 · VW $39.00i $16,223,000 SEC
2015   Q3 428,245 0.17 Add 1783.97% 0.16 $37.00–43.54 · VW $41.06i $16,338,000 SEC
2015   Q2 22,731 <0.01 Buy <0.01 $37.15–43.52 · VW $41.00i $901,000 SEC
2014   Q4 0 0.00 Sell 100.00% <0.01 $39.76–47.82 · VW $43.80i SEC
2014   Q3 6,414 <0.01 Reduce 93.08% 0.06 $44.02–50.00 · VW $46.97i $293,000 SEC
2014   Q2 92,737 0.06 Reduce 59.02% 0.10 $46.24–52.62 · VW $49.19i $4,705,000 SEC
2014   Q1 226,307 0.17 Add 159.00% 0.11 $45.62–52.27 · VW $48.50i $10,917,000 SEC
2013   Q4 87,376 0.11 Buy 0.11 $45.74–51.67 · VW $49.48i $4,289,000 SEC
2011   Q1 0 0.00 Sell 100.00% 0.12 $30.36–36.01 · VW $34.00i SEC
2010   Q4 10,050 0.12 $32.44 $326,000 SEC
Price snapshot:
Current price$329.35
Avg. buy price$258.05
+/- since buy27.63%
52-week low$237.08
52-week high$345.48