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  Surgery Partners Inc (SGRY)
← All SGRY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% <0.01 $4.00–19.74 · VW $12.72i SEC
2019   Q4 11,388 <0.01 Reduce 6.55% <0.01 $6.94–16.18 · VW $12.12i $178,000 SEC
2019   Q3 12,186 <0.01 Reduce 42.56% <0.01 $5.38–9.25 · VW $7.14i $90,000 SEC
2019   Q2 21,216 <0.01 Add 9.71% <0.01 $7.64–12.13 · VW $9.30i $173,000 SEC
2019   Q1 19,339 <0.01 Reduce 34.21% <0.01 $9.53–14.18 · VW $12.25i $218,000 SEC
2018   Q4 29,396 <0.01 Add 82.89% <0.01 $9.45–16.87 · VW $13.30i $288,000 SEC
2018   Q3 16,073 <0.01 Add 3.48% <0.01 $13.80–18.70 · VW $16.08i $265,000 SEC
2018   Q2 15,532 <0.01 Buy <0.01 $14.55–19.95 · VW $16.52i $231,000 SEC
2016   Q1 0 0.00 Sell 100.00% <0.01 $11.97–20.40 · VW $15.21i SEC
2015   Q4 11,397 <0.01 Buy <0.01 $16.26–22.32 · VW $18.52i
IPO/listing quarter
$234,000 SEC