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  A. O. Smith Corp. (AOS)
← All AOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 288,196 0.06 Add 135.10% 0.03 $54.16–78.39 · VW $63.09i $19,003,644 SEC
2025   Q4 122,585 0.03 Reduce 58.10% 0.05 $65.05–81.87 · VW $74.97i $8,198,485 SEC
2025   Q3 292,566 0.09 Add 15.27% 0.01 $62.96–75.20 · VW $68.05i $21,477,270 SEC
2025   Q2 253,816 0.10 Add 187.67% 0.07 $62.20–77.31 · VW $70.27i $16,642,715 SEC
2025   Q1 88,232 0.05 Add 58.64% 0.02 $58.83–70.95 · VW $64.70i $5,766,844 SEC
2024   Q4 55,617 0.04 Add 150.19% 0.02 $64.55–74.86 · VW $68.63i $3,793,636 SEC
2024   Q3 22,230 0.02 Reduce 73.43% 0.07 $70.73–92.06 · VW $79.09i $1,996,921 SEC
2024   Q2 83,664 0.09 Add 65.28% 0.04 $78.63–92.45 · VW $84.93i $6,842,042 SEC
2024   Q1 50,619 0.07 Add 1.44% <0.01 $80.64–89.96 · VW $84.75i $4,528,376 SEC
2023   Q4 49,902 0.08 Reduce 41.31% 0.05 $75.19–83.48 · VW $80.52i $4,113,921 SEC
2023   Q3 85,028 0.12 Add 29.11% 0.03 $64.14–76.98 · VW $72.16i $5,622,902 SEC
2023   Q2 65,855 0.10 Add 190.81% 0.07 $63.94–76.94 · VW $71.13i $4,792,927 SEC
2023   Q1 22,645 0.04 Add 4.74% <0.01 $63.40–70.85 · VW $66.06i $1,565,902 SEC
2022   Q4 21,620 0.03 Reduce 25.12% 0.01 $55.41–71.87 · VW $64.30i $1,237,529 SEC
2022   Q3 28,873 0.04 Reduce 43.90% 0.04 $46.58–62.39 · VW $56.57i $1,403,000 SEC
2022   Q2 51,469 0.09 Reduce 28.33% 0.04 $51.91–65.09 · VW $57.82i $2,814,000 SEC
2022   Q1 71,816 0.14 Add 181.90% 0.09 $56.61–69.70 · VW $62.14i $4,588,000 SEC
2021   Q4 25,476 0.07 Reduce 8.66% <0.01 $65.29–86.74 · VW $73.54i $2,187,000 SEC
2021   Q3 27,890 0.07 Reduce 44.16% 0.07 $60.39–83.60 · VW $74.35i $1,703,000 SEC
2021   Q2 49,950 0.15 Add 108.32% 0.08 $65.61–73.30 · VW $70.54i $3,599,000 SEC
2021   Q1 23,977 0.07 Reduce 7.11% <0.01 $59.80–73.05 · VW $67.97i $1,621,000 SEC
2020   Q4 25,812 0.05 Buy 0.05 $52.08–62.29 · VW $57.91i $1,415,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.03 $47.22–58.66 · VW $54.06i SEC
2020   Q2 17,951 0.03 Reduce 81.51% 0.08 $43.88–53.72 · VW $48.86i $846,000 SEC
2020   Q1 97,106 0.10 Add 83.16% 0.05 $33.81–47.74 · VW $43.02i $3,672,000 SEC
2019   Q4 53,017 0.05 Buy 0.05 $38.76–48.68 · VW $42.33i $2,526,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.08 $44.11–52.61 · VW $48.37i SEC
2019   Q2 101,267 0.08 Reduce 36.93% 0.05 $40.68–48.01 · VW $45.07i $4,776,000 SEC
2019   Q1 160,558 0.13 Reduce 9.14% 0.01 $40.38–56.66 · VW $45.85i $8,561,000 SEC
2018   Q4 176,709 0.12 Add 107.61% 0.06 $41.01–53.96 · VW $48.97i $7,545,000 SEC
2018   Q3 85,115 0.06 Reduce 41.03% 0.05 $40.34–61.08 · VW $49.60i $4,543,000 SEC
2018   Q2 144,327 0.13 Add 1034.91% 0.11 $56.30–65.57 · VW $59.98i $8,537,000 SEC
2018   Q1 12,717 0.01 Buy 0.01 $59.77–66.85 · VW $63.23i $809,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.04 $53.23–57.97 · VW $55.63i SEC
2017   Q1 55,047 0.04 Add 582.97% 0.03 $49.19–55.41 · VW $53.16i $2,816,000 SEC
2016   Q4 8,060 <0.01 Add 10.08% <0.01 $46.44–51.26 · VW $49.35i $382,000 SEC
2016   Q3 7,322 <0.01 Reduce 35.10% <0.01 $43.66–51.49 · VW $47.93i $362,000 SEC
2016   Q2 11,282 <0.01 Reduce 89.84% 0.04 $40.51–48.56 · VW $45.77i $497,000 SEC
2016   Q1 110,992 0.05 Reduce 72.31% 0.12 $35.22–41.96 · VW $39.44i $4,235,000 SEC
2015   Q4 400,784 0.17 Buy 0.17 $30.15–40.53 · VW $35.29i $15,352,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.02 $26.33–31.92 · VW $29.92i SEC
2014   Q3 67,976 0.02 Reduce 37.88% 0.01 $22.30–27.56 · VW $25.61i $1,607,000 SEC
2014   Q2 109,424 0.04 Reduce 46.16% 0.03 $23.18–25.58 · VW $24.44i $2,713,000 SEC
2014   Q1 203,238 0.07 Add 1591.68% 0.07 $22.07–25.09 · VW $23.95i $4,677,000 SEC
2013   Q4 12,014 <0.01 Reduce 26.93% <0.01 $22.46–27.33 · VW $24.88i $324,000 SEC
2013   Q3 16,442 0.01 Reduce 73.29% 0.04 $21.12–27.59 · VW $25.26i $372,000 SEC
2013   Q2 61,562 0.05 Buy 0.05 $17.56–21.86 · VW $20.15i $1,117,000 SEC
Price snapshot:
Current price$59.53
Avg. buy price$66.62
+/- since buy-10.64%
52-week low$54.16
52-week high$81.41