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  Lumen Technologies, Inc. (LUMN)
← All LUMN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% <0.01 $6.27–11.29 · VW $9.52i SEC
2025   Q4 221,652 <0.01 Buy <0.01 $6.09–9.72 · VW $7.64i $1,722,236 SEC
2025   Q3 0 0.00 Sell 100.00% <0.01 $4.57–11.95 · VW $8.21i SEC
2025   Q2 15,956 <0.01 Reduce 90.40% <0.01 $3.37–5.55 · VW $4.63i $69,887 SEC
2025   Q1 166,124 <0.01 Reduce 16.33% <0.01 $3.01–5.47 · VW $4.13i $651,206 SEC
2024   Q4 198,542 0.01 Add 17.99% <0.01 $4.20–7.34 · VW $5.42i $1,054,258 SEC
2024   Q3 168,273 0.01 Reduce 37.80% <0.01 $4.52–10.33 · VW $7.40i $1,194,738 SEC
2024   Q2 270,521 <0.01 Add 510.06% <0.01 $0.97–7.83 · VW $4.68i $297,573 SEC
2024   Q1 44,343 <0.01 Buy <0.01 $1.10–1.88 · VW $1.42i $69,175 SEC
2023   Q4 0 0.00 Sell 100.00% <0.01 $1.21–1.96 · VW $1.60i SEC
2023   Q3 103,150 <0.01 Reduce 78.83% 0.02 $0.78–1.67 · VW $1.25i $146,473 SEC
2023   Q2 487,292 0.02 Reduce 75.84% 0.10 $1.40–2.36 · VW $1.78i $1,101,280 SEC
2023   Q1 2,017,109 0.13 Add 332.56% 0.10 $1.85–3.47 · VW $2.43i $5,345,339 SEC
2022   Q4 466,323 0.07 Add 194.39% 0.05 $3.30–6.09 · VW $4.26i $2,434,206 SEC
2022   Q3 158,405 0.03 Reduce 0.23% <0.01 $5.29–10.19 · VW $6.98i $1,153,000 SEC
2022   Q2 158,773 0.06 Reduce 24.74% 0.02 $9.94–12.28 · VW $10.73i $1,732,000 SEC
2022   Q1 210,978 0.07 Reduce 34.72% 0.05 $10.00–12.54 · VW $11.59i $2,378,000 SEC
2021   Q4 323,206 0.13 Add 178.79% 0.08 $9.31–13.93 · VW $11.20i $4,056,000 SEC
2021   Q3 115,933 0.06 Add 62.55% 0.02 $11.71–14.50 · VW $12.85i $1,436,000 SEC
2021   Q2 71,320 0.04 Reduce 38.88% 0.03 $11.09–15.45 · VW $12.95i $969,000 SEC
2021   Q1 116,680 0.07 Reduce 14.31% <0.01 $12.34–14.81 · VW $13.66i $1,558,000 SEC
2020   Q4 136,169 0.04 Add 16.50% <0.01 $9.66–16.60 · VW $12.85i $1,328,000 SEC
2020   Q3 116,883 0.04 Add 752.10% 0.03 $8.51–11.23 · VW $10.06i $1,179,000 SEC
2020   Q2 13,717 <0.01 Reduce 34.65% <0.01 $9.43–11.56 · VW $10.58i $138,000 SEC
2020   Q1 20,991 <0.01 Reduce 96.08% 0.12 $8.16–13.15 · VW $10.38i $199,000 SEC
2019   Q4 535,471 0.13 Reduce 53.59% 0.14 $11.54–15.30 · VW $12.97i $7,074,000 SEC
2019   Q3 1,153,840 0.26 Reduce 10.52% 0.03 $11.21–15.29 · VW $13.66i $14,400,000 SEC
2019   Q2 1,289,452 0.24 Add 0.33% <0.01 $9.98–12.44 · VW $11.27i $15,164,000 SEC
2019   Q1 1,285,213 0.23 Reduce 1.56% <0.01 $9.64–13.20 · VW $11.10i $15,410,000 SEC
2018   Q4 1,305,556 0.31 Add 41.92% 0.09 $12.74–19.05 · VW $14.99i $19,779,000 SEC
2018   Q3 919,955 0.27 Buy 0.27 $17.65–23.23 · VW $19.89i $19,503,000 SEC
2018   Q1 0 0.00 Sell 100.00% 0.31 $15.48–19.88 · VW $17.86i SEC
2017   Q4 1,252,523 0.31 Add 4.76% 0.01 $13.81–19.47 · VW $16.98i $20,892,000 SEC
2017   Q3 1,195,663 0.34 Buy 0.34 $13.16–20.55 · VW $16.10i $22,598,000 SEC
2017   Q1 0 0.00 Sell 100.00% 0.26 $22.33–26.07 · VW $24.45i SEC
2016   Q4 835,718 0.26 Reduce 28.94% 0.12 $23.24–26.29 · VW $24.60i $19,873,000 SEC
2016   Q3 1,176,009 0.43 Reduce 25.70% 0.15 $22.86–33.45 · VW $26.61i $32,258,000 SEC
2016   Q2 1,582,825 0.57 Add 8.26% 0.04 $26.56–31.56 · VW $28.64i $45,918,000 SEC
2016   Q1 1,462,067 0.53 Add 48.66% 0.17 $26.35–32.94 · VW $28.80i $46,728,000 SEC
2015   Q4 983,526 0.27 Add 28.56% 0.06 $21.94–30.82 · VW $27.78i $24,746,000 SEC
2015   Q3 765,003 0.20 Reduce 18.74% 0.04 $24.11–29.37 · VW $26.80i $19,217,000 SEC
2015   Q2 941,447 0.24 Reduce 28.09% 0.10 $24.81–33.37 · VW $28.41i $27,660,000 SEC
2015   Q1 1,309,134 0.36 Add 17.21% 0.05 $33.01–38.33 · VW $34.86i $45,231,000 SEC
2014   Q4 1,116,920 0.38 Add 1362.01% 0.35 $36.21–41.50 · VW $38.52i $44,208,000 SEC
2014   Q3 76,396 0.03 Reduce 76.68% 0.12 $37.64–41.99 · VW $40.13i $3,124,000 SEC
2014   Q2 327,556 0.16 Add 36.86% 0.04 $35.69–45.67 · VW $40.78i $11,858,000 SEC
2014   Q1 239,334 0.13 Add 645.68% 0.11 $30.34–38.21 · VW $35.41i $7,860,000 SEC
2013   Q4 32,096 0.03 Add 2.21% <0.01 $27.93–32.10 · VW $30.43i $1,022,000 SEC
2013   Q3 31,401 0.03 Reduce 1.65% <0.01 $30.54–34.18 · VW $31.81i $985,000 SEC
2013   Q2 31,927 0.05 Reduce 19.30% 0.01 $32.26–36.59 · VW $33.99i $1,129,000 SEC
2013   Q1 39,564 0.08 Add 8.28% <0.01 $34.00–38.40 · VW $35.52i $1,390,000 SEC
2012   Q4 36,540 0.09 Buy 0.09 $32.05–42.01 · VW $36.24i $1,429,000 SEC
2011   Q3 0 0.00 Sell 100.00% 0.26 $31.16–38.01 · VW $35.56i SEC
2011   Q2 43,278 0.26 Add 722.93% 0.23 $31.75–43.30 · VW $37.07i $1,750,000 SEC
2011   Q1 5,259 0.07 Reduce 40.26% 0.06 $38.66–43.49 · VW $41.78i $219,000 SEC
2010   Q4 8,803 0.15 $46.12 $406,000 SEC
Price snapshot:
Current price$6.45
52-week low$3.37
52-week high$11.95