Joel Greenblatt: Top 10 Holdings, New Buys, Sold Out Positions

Johnny HopkinsJoel Greenblatt, Portfolio ManagementLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings, new additions to the portfolio, and sold out positions from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Joel Greenblatt’s – Gotham Asset Management, (6-30-2018):

The current market value of his portfolio is $6.919 Billion.

Top 10 Holdings

Security Current
Current Value ($)
AAPL / Apple, Inc. 476,149 88,140,000
MU / Micron Technology, Inc. 1,464,382 76,792,000
CSCO / Cisco Systems, Inc. 1,499,769 64,535,000
WMT / Walmart, Inc. 750,580 64,287,000
RTN / Raytheon Co. 326,618 63,096,000
INTU / Intuit Inc. 301,366 61,571,000
ORCL / Oracle Corp. 1,378,051 60,717,000
AMZN /, Inc. 34,371 58,424,000
EL / Estee Lauder Companies, Inc. (THE) 402,355 57,412,000
KMB / Kimberly-Clark Corp. 541,395 57,031,000

Top 5 New Positions

Security Current
Current Value ($)
FDX / FedEx Corp. 215,574 48,948,000
ADP / Automatic Data Processing, Inc. 324,877 43,579,000
PH / Parker-Hannifin Corp. 221,746 34,559,000
CAH / Cardinal Health, Inc. 574,383 28,047,000
MCK / McKesson Corp. 126,503 16,876,000

Top 5 Sold Out Positions

Security Previous
Previous Value ($)
TWX / Time Warner, Inc. 563,981 53,341,000
MAS / Masco Corp. 782,198 31,632,000
MON / Monsanto Co. 224,758 26,227,000
FBHS / Fortune Brands Home & Security, Inc. 433,168 25,509,000
OC / Owens Corning, Inc. 301,966 24,278,000

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