Joel Greenblatt - Gotham Asset Management
Holding/activity history for Lincoln Electric Holdings, Inc. (LECO)
← All LECO superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 143,857 | 0.11 | Add 10.27% | 0.01 | $239.63–310.00 · VW $270.28i | $35,831,902 | SEC |
| 2025 Q4 | 130,454 | 0.11 | Reduce 4.87% | <0.01 | $216.22–252.00 · VW $235.48i | $31,261,997 | SEC |
| 2025 Q3 | 137,128 | 0.14 | Add 1.24% | <0.01 | $205.36–249.19 · VW $236.20i | $32,338,896 | SEC |
| 2025 Q2 | 135,446 | 0.17 | Add 19.16% | 0.03 | $161.11–214.37 · VW $191.09i | $28,080,665 | SEC |
| 2025 Q1 | 113,666 | 0.18 | Reduce 10.03% | 0.02 | $176.82–220.36 · VW $197.21i | $21,501,061 | SEC |
| 2024 Q4 | 126,343 | 0.22 | Reduce 17.21% | 0.05 | $185.38–222.52 · VW $201.25i | $23,685,522 | SEC |
| 2024 Q3 | 152,604 | 0.30 | Add 11.45% | 0.03 | $169.51–214.93 · VW $194.99i | $29,303,020 | SEC |
| 2024 Q2 | 136,930 | 0.33 | Add 218.23% | 0.23 | $173.01–255.60 · VW $205.83i | $25,830,475 | SEC |
| 2024 Q1 | 43,028 | 0.17 | Add 37.75% | 0.05 | $207.28–261.13 · VW $240.27i | $10,991,072 | SEC |
| 2023 Q4 | 31,237 | 0.13 | Add 8.03% | <0.01 | $164.00–221.14 · VW $191.07i | $6,792,798 | SEC |
| 2023 Q3 | 28,916 | 0.11 | Add 32.28% | 0.03 | $176.29–210.86 · VW $192.54i | $5,256,640 | SEC |
| 2023 Q2 | 21,860 | 0.09 | Add 10.45% | <0.01 | $152.36–199.72 · VW $174.43i | $4,342,052 | SEC |
| 2023 Q1 | 19,792 | 0.08 | Reduce 28.48% | 0.03 | $143.76–176.52 · VW $165.41i | $3,346,827 | SEC |
| 2022 Q4 | 27,672 | 0.11 | Add 47.24% | 0.04 | $120.01–150.68 · VW $141.26i | $3,998,327 | SEC |
| 2022 Q3 | 18,794 | 0.07 | Add 100.19% | 0.04 | $118.17–148.50 · VW $134.52i | $2,363,000 | SEC |
| 2022 Q2 | 9,388 | 0.04 | Add 19.62% | <0.01 | $120.35–140.70 · VW $131.93i | $1,158,000 | SEC |
| 2022 Q1 | 7,848 | 0.03 | Add 59.74% | 0.01 | $122.58–142.49 · VW $131.16i | $1,082,000 | SEC |
| 2021 Q4 | 4,913 | 0.02 | Add 134.40% | 0.01 | $127.90–148.54 · VW $138.27i | $685,000 | SEC |
| 2021 Q3 | 2,096 | 0.01 | Add 18.82% | <0.01 | $128.54–143.30 · VW $135.92i | $270,000 | SEC |
| 2021 Q2 | 1,764 | <0.01 | Reduce 21.95% | <0.01 | $119.62–136.04 · VW $128.42i | $232,000 | SEC |
| 2021 Q1 | 2,260 | 0.01 | Buy | 0.01 | $110.52–129.04 · VW $118.49i | $278,000 | SEC |
| 2020 Q4 | 0 | 0.00 | Sell 100.00% | 0.01 | $89.33–122.51 · VW $108.60i | SEC | |
| 2020 Q3 | 4,588 | 0.01 | Reduce 50.97% | 0.01 | $82.30–99.00 · VW $92.07i | $422,000 | SEC |
| 2020 Q2 | 9,358 | 0.02 | Buy | 0.02 | $62.97–92.50 · VW $80.03i | $788,000 | SEC |
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | 0.02 | $78.88–90.09 · VW $84.19i | SEC | |
| 2019 Q2 | 16,774 | 0.02 | Add 11.54% | <0.01 | $75.57–91.69 · VW $83.01i | $1,381,000 | SEC |
| 2019 Q1 | 15,038 | 0.02 | Reduce 86.39% | 0.12 | $75.50–91.21 · VW $85.22i | $1,261,000 | SEC |
| 2018 Q4 | 110,501 | 0.14 | Add 864.32% | 0.12 | $72.27–95.56 · VW $83.31i | $8,713,000 | SEC |
| 2018 Q3 | 11,459 | 0.01 | Buy | 0.01 | $86.27–97.93 · VW $93.16i | $1,071,000 | SEC |
| 2017 Q3 | 0 | 0.00 | Sell 100.00% | 0.07 | $84.41–94.97 · VW $88.50i | SEC | |
| 2017 Q2 | 55,090 | 0.07 | Buy | 0.07 | $81.85–97.97 · VW $90.08i | $5,073,000 | SEC |
| 2017 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | $75.86–88.73 · VW $83.74i | SEC | |
| 2016 Q4 | 9,788 | <0.01 | Add 155.29% | <0.01 | $61.04–80.57 · VW $71.96i | $750,000 | SEC |
| 2016 Q3 | 3,834 | <0.01 | Reduce 2.02% | <0.01 | $57.40–65.33 · VW $62.04i | $240,000 | SEC |
| 2016 Q2 | 3,913 | <0.01 | Reduce 98.85% | 0.22 | $56.02–64.79 · VW $60.30i | $231,000 | SEC |
| 2016 Q1 | 340,326 | 0.23 | Reduce 60.24% | 0.30 | $45.54–60.24 · VW $53.97i | $19,933,000 | SEC |
| 2015 Q4 | 855,952 | 0.49 | Add 19.92% | 0.08 | $49.71–62.95 · VW $56.02i | $44,415,000 | SEC |
| 2015 Q3 | 713,752 | 0.38 | Reduce 15.73% | 0.07 | $51.74–62.94 · VW $57.07i | $37,422,000 | SEC |
| 2015 Q2 | 846,995 | 0.45 | Add 19.03% | 0.07 | $60.85–71.15 · VW $65.72i | $51,574,000 | SEC |
| 2015 Q1 | 711,572 | 0.37 | Reduce 5.41% | 0.02 | $63.90–72.50 · VW $67.83i | $46,530,000 | SEC |
| 2014 Q4 | 752,265 | 0.45 | Add 285.08% | 0.33 | $61.12–75.49 · VW $70.26i | $51,974,000 | SEC |
| 2014 Q3 | 195,352 | 0.14 | Reduce 54.17% | 0.21 | $65.44–73.75 · VW $69.17i | $13,506,000 | SEC |
| 2014 Q2 | 426,293 | 0.39 | Add 1.98% | <0.01 | $63.23–72.88 · VW $67.51i | $29,789,000 | SEC |
| 2014 Q1 | 418,035 | 0.48 | Add 74.41% | 0.21 | $66.68–76.26 · VW $71.78i | $30,103,000 | SEC |
| 2013 Q4 | 239,688 | 0.43 | Add 80.17% | 0.19 | $65.45–74.57 · VW $70.27i | $17,099,000 | SEC |
| 2013 Q3 | 133,037 | 0.30 | Reduce 3.79% | 0.01 | $56.75–69.35 · VW $62.60i | $8,863,000 | SEC |
| 2013 Q2 | 138,276 | 0.36 | Reduce 3.37% | 0.01 | $49.94–60.58 · VW $55.17i | $7,919,000 | SEC |
| 2013 Q1 | 143,104 | 0.42 | Add 14.78% | 0.05 | $49.06–57.63 · VW $54.33i | $7,753,000 | SEC |
| 2012 Q4 | 124,677 | 0.38 | Reduce 19.51% | 0.09 | $37.63–49.00 · VW $45.03i | $6,069,000 | SEC |
| 2012 Q3 | 154,894 | 0.44 | Add 169.57% | 0.27 | $37.83–46.11 · VW $41.21i | $6,049,000 | SEC |
| 2012 Q2 | 57,459 | 0.20 | Add 682.18% | 0.17 | $41.42–50.36 · VW $45.96i | $2,516,000 | SEC |
| 2012 Q1 | 7,346 | 0.03 | Add 22.05% | <0.01 | $38.96–47.87 · VW $44.70i | $333,000 | SEC |
| 2011 Q4 | 6,019 | 0.03 | Buy | 0.03 | $26.84–40.10 · VW $36.64i | $235,000 | SEC |
Price snapshot:
Current price$251.20
Avg. buy price$196.51
+/- since buy27.83%
52-week low$211.36
52-week high$308.07