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  Jefferies Financial Group Inc. (JEF)
← All JEF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 21,381 <0.01 Reduce 0.46% $35.53–54.11 · VW $47.45i $882,394 SEC
2025   Q4 21,479 <0.01 Add 0.32% $43.17–66.60 · VW $51.39i $1,331,054 SEC
2025   Q3 21,410 <0.01 $65.42 $1,400,642 SEC
2025   Q2 21,410 <0.01 $54.69 $1,170,913 SEC
2025   Q1 21,410 <0.01 Reduce 1.36% <0.01 $39.28–66.85 · VW $51.58i $1,146,934 SEC
2024   Q4 21,706 0.02 Reduce 0.20% $63.53–82.68 · VW $70.80i $1,701,750 SEC
2024   Q3 21,750 0.01 Add 2.10% <0.01 $55.36–80.53 · VW $71.68i $1,338,713 SEC
2024   Q2 21,303 0.01 Reduce 1.44% <0.01 $43.17–59.97 · VW $54.36i $1,060,037 SEC
2024   Q1 21,614 0.01 Add 2.78% <0.01 $40.72–47.87 · VW $45.04i $953,177 SEC
2023   Q4 21,030 0.02 Reduce 1.27% <0.01 $35.22–42.43 · VW $39.82i $849,822 SEC
2023   Q3 21,301 0.02 $36.63 $780,256 SEC
2023   Q2 21,301 0.02 Reduce 2.01% <0.01 $30.00–37.73 · VW $34.47i $706,554 SEC
2023   Q1 21,739 0.02 Reduce 2.04% <0.01 $28.34–37.93 · VW $32.11i $689,996 SEC
2022   Q4 22,192 0.02 Add 6.14% <0.01 $32.22–40.68 · VW $36.90i $727,284 SEC
2022   Q3 20,908 0.02 Reduce 0.23% $27.50–36.65 · VW $33.49i $590,000 SEC
2022   Q2 20,956 0.02 Add 65.95% <0.01 $24.74–33.67 · VW $29.70i $553,000 SEC
2022   Q1 12,628 0.01 Add 1.65% <0.01 $27.72–33.66 · VW $30.98i $397,000 SEC
2021   Q4 12,423 0.01 Reduce 1.18% <0.01 $31.59–39.67 · VW $35.08i $461,000 SEC
2021   Q3 12,571 0.02 Buy 0.02 $33.64–42.51 · VW $37.36i $446,000 SEC
2020   Q3 0 0.00 Sell 100.00% <0.01 $16.01–23.23 · VW $20.33i SEC
2020   Q2 12,809 <0.01 Buy <0.01 $13.52–17.41 · VW $15.90i $190,000 SEC
2019   Q3 0 0.00 Sell 100.00% <0.01 $16.10–20.26 · VW $18.78i SEC
2019   Q2 12,115 <0.01 Buy <0.01 $15.81–19.39 · VW $17.29i $209,000 SEC
2019   Q1 0 0.00 Sell 100.00% <0.01 $15.82–18.64 · VW $16.76i SEC
2018   Q4 18,572 <0.01 Buy <0.01 $14.50–19.98 · VW $17.54i $289,000 SEC
2012   Q4 0 0.00 Sell 100.00% 0.01 $19.36–24.70 · VW $22.71i SEC
2012   Q3 15,845 0.01 Add 16.51% <0.01 $17.42–21.03 · VW $19.25i $189,000 SEC
2012   Q2 13,600 0.01 Buy 0.01 $17.07–19.88 · VW $18.53i $154,000 SEC
Price snapshot:
Current price$52.59
Avg. buy price$32.91
+/- since buy59.81%
52-week low$35.26
52-week high$69.47