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Joel Greenblatt

Joel Greenblatt

Last Update: 2013-05-15

Number of Stocks: 822
Number of New Stocks: 187

Total Value: $1,972 Mil
Q/Q Turnover: 29%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $299/year. 7-Day FREE TRIAL

Joel Greenblatt Bought :



TickerCompanyupDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IXYS IXYS Corporation 2012-12-31 Add0.01%$8.08 - $10.1
($9.19)
$ 11.6827%Add 27.79%118,819
SJM J.M. Smucker Co. 2012-12-31 Add0.11%$83.45 - $88.92
($85.92)
$ 103.2220%Add 85.88%46,367
JKHY Jack Henry & Associa... 2012-12-31 Add0.07%$37.44 - $39.83
($38.64)
$ 46.4820%Add 258.86%44,197
JEC Jacobs Engineering G... 2012-12-31 Add0.02%$38.43 - $43.54
($40.58)
$ 54.9936%Add 31.56%37,653
JNS Janus Capital Group,... 2012-12-31 Add0.09%$7.72 - $9.36
($8.49)
$ 8.480%Add 141.23%297,944
JW.A John Wiley & Sons, I... 2012-12-31 Add0.05%$36.53 - $45.89
($42.06)
$ 39.56-6%Add 102.54%41,032
KFRC Kforce, Inc. 2012-12-31 Add0.11%$11.11 - $14.54
($12.37)
$ 14.6318%Add 498.26%150,928
KBALB Kimball Internationa... 2012-12-31 Add0.01%$11.07 - $12.91
($12.07)
$ 9.56-21%Add 21.32%54,297
KR Kroger Co 2012-12-31 Add0.1%$23.3 - $26.9
($25.21)
$ 34.2336%Add 93.04%138,662
LH Laboratory Corporati... 2012-12-31 Add0.07%$82.4 - $94.02
($86.73)
$ 100.3716%Add 45.59%42,783
LBY Libbey Inc. 2012-12-31 Add0.05%$15.02 - $19.76
($17.91)
$ 21.118%Add 201.11%62,924
TVL LIN TV Corporation 2012-12-31 Add0.06%$4.49 - $7.64
($6.06)
$ 12.45105%Add 231.1%196,746
TVL LIN TV Corporation 2012-12-31 Add0.06%$4.49 - $7.64
($6.06)
$ 12.45105%Add 231.1%196,746
LLTC Linear Technology 2012-12-31 Add0.03%$31 - $34.46
($32.71)
$ 37.0513%Add 60.5%36,203
LMT Lockheed Martin Corp... 2012-12-31 Add0.11%$87.58 - $94.87
($92.2)
$ 107.0616%Add 36.93%75,844
LO Lorillard, Inc. 2012-12-31 Add0.18%$37.23 - $41.09
($39.07)
$ 43.8812%Add 55.84%73,603
LXU LSB Industries, Inc. 2012-12-31 Add0.04%$31.78 - $44.74
($37.2)
$ 33.84-9%Add 64.26%44,776
M Macy's Inc 2012-12-31 Add0.2%$37.08 - $41.73
($39.29)
$ 49.2125%Add 1405.47%92,180
MASI Masimo Corporation 2012-12-31 Add0.02%$20.22 - $24.11
($21.62)
$ 21.710%Add 30.93%61,854
MDT Medtronic, Inc. 2012-12-31 Add0.23%$40.75 - $44.67
($42.32)
$ 51.3321%Add 186.95%152,490
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Joel Greenblatt's Profile:

Known for the invention of Magic Formula Investing, and founder of the New York Securities Auction Corporation (NYSAC). Greenblatt is founder and managing partner of Gotham Capital. He is the author of two investment books, including Joel Greenblatt: The little Book that Beats the Market. He is also an Adjunct Professor with Columbia Business School.



Joel Greenblatt's Performance:

Average Annual Return of U.S. Value 1000 Fund
Since Inception
8.7%
» More Profile & Performance

Joel Greenblatt's Current Portfolio:

Ticker Shares Value ($1000)
WCRX1,366,56118,517
GME660,49218,474
UTHR295,92118,013
TPX342,66017,006
NOC229,19516,078
CSCO774,74116,188
STX440,87916,116
SAI1,183,54916,037
NVDA1,227,77015,752
PDLI2,135,46015,589
» More Current Portfolio

Joel Greenblatt's Sector Weightings:


SectorsSector Weightings (%)
Technology 24.3% 24.3%
Consumer Cyclical 22% 22%
Healthcare 12.6% 12.6%
Consumer Defensive 7.7% 7.7%
Basic Materials 4.7% 4.7%
Industrials 2.5% 2.5%
Financial Services 2.5% 2.5%
Communication Services 1.3% 1.3%
Energy 0.9% 0.9%
Utilities 0.7% 0.7%
Real Estate 0% 0%
» More Sector Weightings

Joel Greenblatt's News:

» More Related News


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