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  Summit Matls Inc (SUM)
← All SUM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.01 SEC
2024   Q1 16,469 0.01 Buy 0.01 $44.57 $734,023 SEC
2022   Q4 0 0.00 Sell 100.00% <0.01 SEC
2022   Q3 10,058 <0.01 Reduce 70.96% 0.02 $23.96 $241,000 SEC
2022   Q2 34,634 0.03 Add 222.39% 0.02 $23.30 $807,000 SEC
2022   Q1 10,743 0.01 Buy 0.01 $31.09 $334,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.01 SEC
2021   Q1 7,965 0.01 Reduce 57.83% <0.01 $28.00 $223,000 SEC
2020   Q4 18,889 0.01 Reduce 72.89% 0.03 $20.06 $379,000 SEC
2020   Q3 69,687 0.04 Reduce 40.37% 0.02 $16.55 $1,153,000 SEC
2020   Q2 116,865 0.06 Reduce 53.21% 0.06 $16.08 $1,879,000 SEC
2020   Q1 249,753 0.10 Add 43.23% 0.03 $15.00 $3,746,000 SEC
2019   Q4 174,375 0.08 Add 61.46% 0.03 $23.90 $4,168,000 SEC
2019   Q3 107,997 0.04 Reduce 13.41% <0.01 $22.20 $2,398,000 SEC
2019   Q2 124,724 0.04 Reduce 10.59% <0.01 $19.25 $2,401,000 SEC
2019   Q1 139,493 0.03 Add 584.83% 0.03 $15.87 $2,214,000 SEC
2018   Q4 20,369 <0.01 Buy <0.01 $12.42 $253,000 SEC
2018   Q2 0 0.00 Sell 100.00% 0.07 SEC
2018   Q1 161,103 0.07 Buy 0.07 $30.28 $4,878,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.14 SEC
2017   Q1 424,470 0.14 Buy 0.14 $24.71 $10,489,000 SEC