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  Sempra (SRE)
← All SRE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 143,990 0.04 Add 527.41% 0.04 $83.91–97.61 · VW $91.93i $13,991,508 SEC
2025   Q4 22,950 <0.01 Add 9.49% <0.01 $86.24–95.72 · VW $91.68i $2,026,256 SEC
2025   Q3 20,961 <0.01 Add 226.44% <0.01 $73.18–90.53 · VW $83.04i $1,886,071 SEC
2025   Q2 6,421 <0.01 Add 23.67% <0.01 $61.90–79.25 · VW $74.18i $486,519 SEC
2025   Q1 5,192 <0.01 Reduce 64.59% <0.01 $64.89–88.65 · VW $75.69i $370,501 SEC
2024   Q4 14,663 0.01 Reduce 0.92% <0.01 $80.11–95.77 · VW $87.76i $1,286,238 SEC
2024   Q3 14,799 0.01 Add 6.19% <0.01 $74.66–84.38 · VW $80.57i $1,237,640 SEC
2024   Q2 13,936 0.01 Add 54.43% <0.01 $66.40–78.83 · VW $73.91i $1,059,972 SEC
2024   Q1 9,024 <0.01 Add 107.07% <0.01 $68.41–77.06 · VW $71.51i $648,194 SEC
2023   Q4 4,358 <0.01 Reduce 40.04% <0.01 $63.75–77.79 · VW $71.84i $325,673 SEC
2023   Q3 7,268 0.01 Buy 0.01 $67.44–76.50 · VW $71.78i $494,442 SEC
2023   Q2 0 0.00 Sell 100.00% 0.01 $70.95–79.51 · VW $74.65i SEC
2023   Q1 7,344 0.01 Reduce 50.07% 0.02 $69.28–81.82 · VW $76.07i $555,060 SEC
2022   Q4 14,710 0.03 Add 83.60% 0.01 $68.27–84.13 · VW $77.64i $1,136,642 SEC
2022   Q3 8,012 0.02 Add 41.76% <0.01 $72.26–88.24 · VW $80.24i $601,000 SEC
2022   Q2 5,652 0.01 Add 10.48% <0.01 $68.40–86.64 · VW $79.50i $425,000 SEC
2022   Q1 5,116 0.01 Add 55.69% <0.01 $64.85–84.78 · VW $73.61i $430,000 SEC
2021   Q4 3,286 <0.01 Buy <0.01 $59.78–66.43 · VW $63.08i $217,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.04 $56.17–67.56 · VW $61.31i SEC
2020   Q2 22,110 0.04 Reduce 34.57% 0.02 $50.59–68.04 · VW $60.71i $1,296,000 SEC
2020   Q1 33,790 0.05 Reduce 25.35% 0.02 $44.00–80.93 · VW $65.51i $1,909,000 SEC
2019   Q4 45,262 0.06 Reduce 84.49% 0.32 $70.17–77.24 · VW $73.37i $3,428,000 SEC
2019   Q3 291,870 0.38 Add 1400.15% 0.36 $65.66–74.07 · VW $70.12i $21,541,000 SEC
2019   Q2 19,456 0.02 Add 24.56% <0.01 $62.33–70.93 · VW $65.57i $1,337,000 SEC
2019   Q1 15,620 0.01 Buy 0.01 $53.04–63.43 · VW $59.21i $983,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.02 $44.72–53.35 · VW $48.80i SEC
2015   Q2 35,396 0.02 Buy 0.02 $49.33–55.54 · VW $52.50i $1,751,000 SEC
Price snapshot:
Current price$94.41
Avg. buy price$95.26
+/- since buy-0.89%
52-week low$71.77
52-week high$100.32