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  Westwood Hldgs Group Inc (WHG)
← All WHG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q2 0 0.00 Sell 100.00% <0.01 $53.83–63.62 · VW $58.77i SEC
2014   Q1 6,511 <0.01 Buy <0.01 $53.11–63.22 · VW $58.56i $408,000 SEC
2013   Q3 0 0.00 Sell 100.00% 0.02 $42.51–51.03 · VW $48.15i SEC
2013   Q2 10,702 0.02 Reduce 36.18% 0.01 $40.47–45.85 · VW $43.10i $459,000 SEC
2013   Q1 16,770 0.04 Add 35.97% 0.01 $39.77–45.33 · VW $42.03i $745,000 SEC
2012   Q4 12,334 0.03 Add 2.28% <0.01 $38.11–40.97 · VW $39.56i $504,000 SEC
2012   Q3 12,059 0.03 Reduce 7.15% <0.01 $35.25–39.80 · VW $37.52i $470,000 SEC
2012   Q2 12,988 0.04 Add 38.49% 0.01 $34.07–39.27 · VW $36.54i $484,000 SEC
2012   Q1 9,378 0.03 Add 5.42% <0.01 $36.03–41.18 · VW $38.77i $363,000 SEC
2011   Q4 8,896 0.04 Buy 0.04 $31.11–38.60 · VW $36.23i $325,000 SEC