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  Rockwell Automation, Inc. (ROK)
← All ROK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 99,213 0.11 Reduce 13.85% 0.02 $347.53–463.49 · VW $420.69i $35,605,561 SEC
2025   Q4 115,163 0.16 Add 34.57% 0.04 $375.72–438.72 · VW $407.30i $44,806,468 SEC
2025   Q3 85,579 0.13 Add 137.63% 0.08 $332.71–398.82 · VW $375.80i $29,912,428 SEC
2025   Q2 36,013 0.07 Add 30.68% 0.02 $305.44–360.92 · VW $336.60i $11,962,438 SEC
2025   Q1 27,559 0.06 Add 88.62% 0.03 $215.00–316.22 · VW $282.26i $7,120,694 SEC
2024   Q4 14,611 0.04 Reduce 21.26% 0.01 $266.17–308.70 · VW $287.34i $4,175,678 SEC
2024   Q3 18,555 0.05 Reduce 40.29% 0.04 $249.32–303.55 · VW $282.67i $4,981,275 SEC
2024   Q2 31,075 0.11 Add 106.49% 0.06 $242.81–294.65 · VW $269.83i $8,554,326 SEC
2024   Q1 15,049 0.07 Reduce 38.23% 0.05 $254.45–298.63 · VW $270.20i $4,384,225 SEC
2023   Q4 24,363 0.14 Add 47.81% 0.05 $252.11–312.76 · VW $283.32i $7,564,224 SEC
2023   Q3 16,483 0.10 Add 15.23% 0.01 $252.19–314.81 · VW $280.81i $4,711,995 SEC
2023   Q2 14,304 0.10 Add 10.17% <0.01 $275.91–348.52 · VW $312.17i $4,712,453 SEC
2023   Q1 12,984 0.09 Reduce 23.15% 0.03 $266.62–309.36 · VW $284.86i $3,810,155 SEC
2022   Q4 16,896 0.12 Reduce 7.89% <0.01 $248.71–299.40 · VW $281.01i $4,351,903 SEC
2022   Q3 18,343 0.12 Add 131.05% 0.07 $209.27–278.42 · VW $250.64i $3,946,000 SEC
2022   Q2 7,939 0.05 Add 133.78% 0.03 $190.08–261.65 · VW $229.56i $1,582,000 SEC
2022   Q1 3,396 0.03 Add 127.46% 0.02 $191.08–288.38 · VW $230.89i $951,000 SEC
2021   Q4 1,493 0.02 Reduce 71.89% 0.05 $250.65–354.99 · VW $290.74i $521,000 SEC
2021   Q3 5,312 0.06 Buy 0.06 $289.56–353.43 · VW $326.40i $1,562,000 SEC
2020   Q3 0 0.00 Sell 100.00% <0.01 $206.57–267.48 · VW $243.20i SEC
2020   Q2 1,121 <0.01 Reduce 38.84% <0.01 $200.60–238.49 · VW $223.21i $239,000 SEC
2020   Q1 1,833 <0.01 Reduce 96.11% 0.17 $115.38–221.31 · VW $184.28i $277,000 SEC
2019   Q4 47,084 0.18 Add 3.39% <0.01 $177.75–209.61 · VW $190.29i $9,543,000 SEC
2019   Q3 45,542 0.13 Add 2239.09% 0.13 $145.93–207.11 · VW $182.96i $7,505,000 SEC
2019   Q2 1,947 <0.01 Reduce 74.61% 0.01 $143.91–169.77 · VW $155.49i $319,000 SEC
2019   Q1 7,667 0.02 Reduce 94.52% 0.31 $148.10–191.48 · VW $162.81i $1,345,000 SEC
2018   Q4 139,890 0.33 Add 31.10% 0.08 $141.46–181.51 · VW $167.18i $21,051,000 SEC
2018   Q3 106,704 0.28 Add 26.65% 0.06 $153.67–198.23 · VW $175.41i $20,009,000 SEC
2018   Q2 84,249 0.21 Add 201.61% 0.14 $162.11–188.36 · VW $177.14i $14,005,000 SEC
2018   Q1 27,933 0.07 Reduce 27.51% 0.03 $155.81–189.30 · VW $173.51i $4,866,000 SEC
2017   Q4 38,533 0.11 Reduce 76.11% 0.33 $176.70–209.38 · VW $188.96i $7,566,000 SEC
2017   Q3 161,322 0.43 Add 160.91% 0.26 $161.21–210.72 · VW $188.34i $28,749,000 SEC
2017   Q2 61,830 0.14 Add 3.87% <0.01 $156.32–167.97 · VW $162.78i $10,014,000 SEC
2017   Q1 59,524 0.12 Reduce 45.35% 0.09 $148.31–165.00 · VW $157.34i $9,268,000 SEC
2016   Q4 108,928 0.19 Reduce 35.13% 0.10 $133.61–155.44 · VW $146.72i $14,640,000 SEC
2016   Q3 167,919 0.27 Add 6.72% 0.02 $111.52–134.27 · VW $126.50i $20,543,000 SEC
2016   Q2 157,342 0.22 Add 34.88% 0.06 $107.17–120.75 · VW $114.62i $18,066,000 SEC
2016   Q1 116,654 0.15 Reduce 48.40% 0.12 $104.28–118.19 · VW $112.84i $13,269,000 SEC
2015   Q4 226,052 0.26 Reduce 65.88% 0.45 $87.53–107.70 · VW $99.77i $23,195,000 SEC
2015   Q3 662,439 0.69 Add 8.18% 0.05 $98.47–111.03 · VW $105.31i $67,218,000 SEC
2015   Q2 612,343 0.66 Add 4.50% 0.03 $101.46–127.05 · VW $113.45i $76,322,000 SEC
2015   Q1 585,988 0.54 Add 39.28% 0.15 $109.70–126.29 · VW $119.63i $67,969,000 SEC
2014   Q4 420,712 0.40 Add 152.39% 0.24 $102.31–118.96 · VW $112.77i $46,783,000 SEC
2014   Q3 166,688 0.19 Add 724.01% 0.17 $98.55–118.77 · VW $110.91i $18,316,000 SEC
2014   Q2 20,229 0.03 Reduce 2.86% <0.01 $109.80–128.57 · VW $118.33i $2,532,000 SEC
2014   Q1 20,824 0.04 Reduce 50.75% 0.06 $115.21–128.46 · VW $121.58i $2,594,000 SEC
2013   Q4 42,281 0.13 Add 82.61% 0.06 $108.35–124.11 · VW $118.43i $4,996,000 SEC
2013   Q3 23,154 0.08 Reduce 53.88% 0.10 $96.98–114.76 · VW $108.44i $2,476,000 SEC
2013   Q2 50,199 0.19 Add 38.26% 0.05 $80.60–100.22 · VW $92.68i $4,174,000 SEC
2013   Q1 36,307 0.17 Add 87.05% 0.08 $82.03–91.67 · VW $87.24i $3,135,000 SEC
2012   Q4 19,410 0.10 Reduce 52.17% 0.11 $76.96–91.99 · VW $86.43i $1,630,000 SEC
2012   Q3 40,579 0.20 Add 42.76% 0.06 $68.12–79.68 · VW $75.68i $2,822,000 SEC
2012   Q2 28,424 0.15 Buy 0.15 $61.20–73.98 · VW $69.08i $1,878,000 SEC
2012   Q1 0 0.00 Sell 100.00% 0.03 $71.08–84.71 · VW $76.10i SEC
2011   Q4 2,912 0.03 Reduce 26.45% 0.01 $71.50–83.85 · VW $78.44i $214,000 SEC
2011   Q3 3,959 0.04 Buy 0.04 $50.36–76.49 · VW $67.29i $222,000 SEC
Price snapshot:
Current price$460.45
Avg. buy price$338.02
+/- since buy36.22%
52-week low$301.18
52-week high$497.36