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  Lumentum Holdings Inc. (LITE)
← All LITE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 9,948 0.02 Reduce 32.91% <0.01 $317.44–808.80 · VW $592.72i $6,991,056 SEC
2025   Q4 14,827 0.02 Reduce 9.21% <0.01 $147.81–401.60 · VW $277.21i $5,465,084 SEC
2025   Q3 16,331 0.01 Add 4.63% <0.01 $88.37–173.38 · VW $131.60i $2,657,217 SEC
2025   Q2 15,608 <0.01 Reduce 0.17% $45.65–96.68 · VW $70.42i $1,483,696 SEC
2025   Q1 15,635 <0.01 Add 21.17% <0.01 $55.96–104.00 · VW $74.82i $974,686 SEC
2024   Q4 12,903 0.01 Add 24.47% <0.01 $60.84–96.25 · VW $77.84i $1,083,207 SEC
2024   Q3 10,366 <0.01 Buy <0.01 $38.28–65.52 · VW $54.50i $656,997 SEC
2023   Q4 0 0.00 Sell 100.00% 0.03 $35.35–54.60 · VW $43.57i SEC
2023   Q3 27,770 0.03 Reduce 21.81% <0.01 $43.41–58.09 · VW $50.94i $1,254,649 SEC
2023   Q2 35,514 0.04 Add 18.40% <0.01 $42.00–65.16 · VW $53.35i $2,014,709 SEC
2023   Q1 29,994 0.04 Add 113.13% 0.02 $48.97–63.44 · VW $55.29i $1,619,976 SEC
2022   Q4 14,073 0.02 Reduce 58.37% 0.04 $48.73–75.56 · VW $60.75i $734,188 SEC
2022   Q3 33,803 0.07 Add 101.59% 0.04 $68.00–96.46 · VW $82.07i $2,318,000 SEC
2022   Q2 16,768 0.04 Add 8.55% <0.01 $73.97–98.32 · VW $84.66i $1,332,000 SEC
2022   Q1 15,447 0.05 Add 43.89% 0.01 $84.94–108.90 · VW $97.13i $1,508,000 SEC
2021   Q4 10,735 0.04 Reduce 7.28% <0.01 $80.60–107.90 · VW $91.60i $1,135,000 SEC
2021   Q3 11,578 0.04 Reduce 39.66% 0.03 $77.32–89.65 · VW $84.07i $967,000 SEC
2021   Q2 19,188 0.07 Add 50.65% 0.02 $65.67–95.50 · VW $81.46i $1,574,000 SEC
2021   Q1 12,737 0.05 Reduce 12.18% <0.01 $78.00–112.08 · VW $92.65i $1,164,000 SEC
2020   Q4 14,504 0.05 Reduce 72.72% 0.09 $75.18–101.25 · VW $87.26i $1,375,000 SEC
2020   Q3 53,166 0.13 Reduce 55.15% 0.16 $69.15–96.74 · VW $83.92i $3,994,000 SEC
2020   Q2 118,540 0.29 Reduce 17.38% 0.05 $66.31–85.14 · VW $76.88i $9,653,000 SEC
2020   Q1 143,480 0.29 Add 200.94% 0.20 $59.06–93.23 · VW $77.50i $10,574,000 SEC
2019   Q4 47,678 0.07 Add 5.93% <0.01 $48.44–80.52 · VW $68.78i $3,781,000 SEC
2019   Q3 45,011 0.04 Buy 0.04 $49.83–61.70 · VW $55.75i $2,411,000 SEC
2019   Q2 0 0.00 Sell 100.00% <0.01 $40.28–63.94 · VW $51.61i SEC
2019   Q1 7,413 <0.01 Reduce 74.00% 0.01 $38.73–56.95 · VW $49.10i $419,000 SEC
2018   Q4 28,508 0.02 Reduce 50.85% 0.02 $37.00–63.95 · VW $48.51i $1,198,000 SEC
2018   Q3 57,999 0.05 Reduce 74.76% 0.15 $51.10–69.95 · VW $60.27i $3,477,000 SEC
2018   Q2 229,760 0.20 Add 679.38% 0.17 $50.05–67.35 · VW $56.97i $13,303,000 SEC
2018   Q1 29,480 0.03 Buy 0.03 $41.95–74.40 · VW $55.83i $1,881,000 SEC
2017   Q1 0 0.00 Sell 100.00% <0.01 $34.15–55.92 · VW $46.37i SEC
2016   Q4 17,799 <0.01 Buy <0.01 $32.90–45.25 · VW $38.54i $688,000 SEC
2016   Q3 0 0.00 Sell 100.00% 0.01 $23.02–42.35 · VW $34.34i SEC
2016   Q2 37,512 0.01 Reduce 25.67% <0.01 $20.80–27.91 · VW $24.67i $908,000 SEC
2016   Q1 50,469 0.02 Reduce 59.11% 0.02 $18.10–27.25 · VW $23.25i $1,361,000 SEC
2015   Q4 123,426 0.03 Buy 0.03 $13.97–22.60 · VW $18.37i $2,718,000 SEC
Price snapshot:
Current price$768.15
Avg. buy price$70.79
+/- since buy985.05%
52-week low$90.98
52-week high$1,085.68