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 $6.919 Billion.
Top 10 Holdings
| Security | Current Shares |
Current Value ($) |
| 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 / Amazon.com, 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 Shares |
Current Value ($) |
| FDX / FedEx Corp. | 215,574 | 48,948,000 |
| ADP / Automatic Data Processing, Inc. | 324,877 | 43,579,000 |
| PH / Parker-Hannifin Corp. | 221,746 | 34,559,000 |
| CAH / Cardinal Health, Inc. | 574,383 | 28,047,000 |
| MCK / McKesson Corp. | 126,503 | 16,876,000 |
Top 5 Sold Out Positions
| Security | Previous Shares |
Previous Value ($) |
| 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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