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  Alarm Com Hldgs Inc (ALRM)
← All ALRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $41.50–52.76 · VW $46.93i SEC
2025   Q4 17,405 <0.01 Add 6.96% <0.01 $46.65–53.98 · VW $51.03i $888,003 SEC
2025   Q3 16,273 <0.01 Reduce 45.80% <0.01 $50.97–59.53 · VW $55.40i $863,771 SEC
2025   Q2 30,025 0.01 Reduce 39.33% <0.01 $48.23–60.76 · VW $55.43i $1,698,514 SEC
2025   Q1 49,491 0.02 Add 28.39% <0.01 $54.58–64.26 · VW $58.86i $2,754,174 SEC
2024   Q4 38,548 0.02 Reduce 11.28% <0.01 $51.87–70.06 · VW $60.31i $2,343,718 SEC
2024   Q3 43,451 0.02 Add 49.09% <0.01 $53.06–71.98 · VW $61.54i $2,375,466 SEC
2024   Q2 29,145 0.02 Add 152.67% 0.01 $60.53–72.37 · VW $65.48i $1,851,873 SEC
2024   Q1 11,535 0.01 Reduce 19.44% <0.01 $59.69–77.29 · VW $69.32i $835,941 SEC
2023   Q4 14,318 0.02 Add 58.68% <0.01 $49.70–67.02 · VW $56.75i $925,229 SEC
2023   Q3 9,023 0.01 Add 23.38% <0.01 $48.61–62.64 · VW $57.20i $551,666 SEC
2023   Q2 7,313 <0.01 Reduce 22.96% <0.01 $44.92–52.87 · VW $49.43i $377,936 SEC
2023   Q1 9,493 0.01 Buy 0.01 $46.96–58.65 · VW $51.27i $477,308 SEC
2022   Q1 0 0.00 Sell 100.00% <0.01 $60.70–85.37 · VW $69.33i SEC
2021   Q4 2,427 <0.01 Buy <0.01 $73.61–90.69 · VW $81.93i $206,000 SEC
2021   Q2 0 0.00 Sell 100.00% <0.01 $75.90–95.83 · VW $85.38i SEC
2021   Q1 2,321 <0.01 Buy <0.01 $80.42–108.67 · VW $93.36i $200,000 SEC
2020   Q4 0 0.00 Sell 100.00% 0.02 $55.60–104.75 · VW $77.20i SEC
2020   Q3 9,030 0.02 Reduce 19.65% <0.01 $52.35–74.66 · VW $61.72i $499,000 SEC
2020   Q2 11,238 0.02 Add 52.15% <0.01 $35.50–65.04 · VW $50.91i $728,000 SEC
2020   Q1 7,386 <0.01 Reduce 84.84% 0.03 $32.00–50.75 · VW $42.87i $287,000 SEC
2019   Q4 48,732 0.04 Reduce 31.92% 0.02 $41.06–52.33 · VW $45.41i $2,094,000 SEC
2019   Q3 71,579 0.06 Add 4.42% <0.01 $45.01–56.00 · VW $49.70i $3,338,000 SEC
2019   Q2 68,546 0.06 Reduce 6.05% <0.01 $51.39–71.50 · VW $60.78i $3,667,000 SEC
2019   Q1 72,961 0.07 Buy 0.07 $49.72–65.85 · VW $61.19i $4,735,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.01 $36.28–46.20 · VW $41.21i SEC
2018   Q1 22,285 0.01 Reduce 69.45% 0.03 $33.39–40.40 · VW $37.45i $841,000 SEC
2017   Q4 72,940 0.04 Buy 0.04 $35.80–49.49 · VW $41.28i $2,753,000 SEC
2016   Q4 0 0.00 Sell 100.00% <0.01 $26.68–34.43 · VW $29.48i SEC
2016   Q3 16,514 <0.01 Buy <0.01 $24.52–33.13 · VW $28.34i $477,000 SEC