Joel Greenblatt - Gotham Asset Management, LLC

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 Southern Un Co New (SUG)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2012 Q1	0	0.00	Sell 100.00%	0.03			SEC
2011 Q4	5,713	0.03	Add 1.13%	<0.01	$42.18	$241,000	SEC
2011 Q3	5,649	0.04	Reduce 50.29%	0.03	$40.54	$229,000	SEC
2011 Q2	11,363	0.07	Buy	0.07	$40.13	$456,000	SEC