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 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, (12-31-2018):
The current market value of his portfolio is $6,435,198,000
Top Ten Positions
|Stock||Shares Held||Market Value|
|HON / Honeywell International, Inc.||581,504||$76,828,000|
|VZ / Verizon Communications, Inc.||1,174,500||$66,030,000|
|AAPL / Apple, Inc.||414,819||$65,434,000|
|MO / Altria Group, Inc.||1,261,257||$62,293,000|
|PYPL / PayPal Holdings, Inc.||731,138||$61,481,000|
|IBM / International Business Machines Corp.||532,818||$60,565,000|
|AMZN / Amazon.com, Inc.||38,014||$57,096,000|
|GOOGL / Alphabet Inc.||53,087||$55,474,000|
|UTX / United Technologies Corp.||500,967||$53,343,000|
|WMT / Walmart, Inc.||556,194||$51,809,000|
For all the latest news and podcasts, join our free newsletter here.
Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:
Joel Greenblatt is truly a super investor. However, please consider limiting your super investor tracking to those who only have a minimum of 3% or 4% of their portfolio in their top holding. Honeywell (Greenblatt’s top holding) is only 1.2% of his portfolio. He invests in a huge number of stocks, so his highest conviction is a very small portion of his portfolio.
Thank you for your consideration.