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  Carrier Global Corp. (CARR)
← All CARR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 266,041 0.05 Reduce 6.09% <0.01 $50.24–68.33 · VW $59.06i $14,980,769 SEC
2025   Q4 283,284 0.05 Add 63.57% 0.02 $50.30–62.33 · VW $55.34i $14,968,727 SEC
2025   Q3 173,190 0.05 Reduce 27.14% 0.03 $58.32–81.09 · VW $66.84i $10,339,443 SEC
2025   Q2 237,699 0.10 Add 340.62% 0.08 $54.22–76.63 · VW $68.51i $17,397,190 SEC
2025   Q1 53,947 0.03 Add 553.11% 0.02 $55.87–70.93 · VW $65.79i $3,420,240 SEC
2024   Q4 8,260 <0.01 Add 86.58% <0.01 $66.63–83.32 · VW $74.52i $563,828 SEC
2024   Q3 4,427 <0.01 Reduce 84.21% 0.02 $61.21–81.64 · VW $70.65i $356,329 SEC
2024   Q2 28,042 0.02 Reduce 54.01% 0.03 $53.33–66.50 · VW $61.43i $1,768,889 SEC
2024   Q1 60,977 0.05 Reduce 51.29% 0.07 $53.13–60.87 · VW $56.40i $3,544,593 SEC
2023   Q4 125,195 0.13 Add 34.94% 0.03 $45.68–59.18 · VW $52.47i $7,192,453 SEC
2023   Q3 92,778 0.11 Add 872.72% 0.09 $48.35–60.04 · VW $55.16i $5,121,346 SEC
2023   Q2 9,538 0.01 Reduce 79.10% 0.04 $40.28–50.08 · VW $43.99i $474,134 SEC
2023   Q1 45,636 0.05 Reduce 9.25% <0.01 $41.12–49.17 · VW $44.94i $2,087,847 SEC
2022   Q4 50,287 0.06 Reduce 63.20% 0.09 $33.10–45.22 · VW $39.92i $2,074,339 SEC
2022   Q3 136,652 0.15 Reduce 28.43% 0.06 $34.69–44.60 · VW $39.40i $4,859,000 SEC
2022   Q2 190,938 0.22 Add 447.13% 0.18 $34.12–45.72 · VW $38.62i $6,809,000 SEC
2022   Q1 34,898 0.05 Buy 0.05 $42.45–54.64 · VW $46.51i $1,601,000 SEC
2021   Q4 0 0.00 Sell 100.00% 0.16 $49.93–57.97 · VW $54.10i SEC
2021   Q3 75,965 0.16 Add 464.71% 0.13 $47.53–58.89 · VW $53.87i $3,932,000 SEC
2021   Q2 13,452 0.03 Reduce 79.76% 0.10 $42.01–49.10 · VW $44.75i $654,000 SEC
2021   Q1 66,467 0.13 Reduce 38.41% 0.05 $34.21–43.48 · VW $38.94i $2,806,000 SEC
2020   Q4 107,922 0.13 Add 68.53% 0.05 $31.45–41.48 · VW $36.85i $4,071,000 SEC
2020   Q3 64,037 0.06 Reduce 1.00% <0.01 $23.13–31.56 · VW $28.26i $1,956,000 SEC
2020   Q2 64,681 0.04 Buy 0.04 $12.26–24.40 · VW $17.65i $1,437,000 SEC
Price snapshot:
Current price$68.61
Avg. buy price$63.87
+/- since buy7.42%
52-week low$49.85
52-week high$80.15