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 buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.
This week we’ll take a look at Joel Greenblatt (9-30-2019). The current market value of his portfolio is $5,660,129,000.
Top 5 Buys:
| Stock | Shares | Value |
| LIN / Linde PLC | 261,747 | $50,706,000 |
| CMCSA / COMCAST CORP | 750,937 | $33,852,000 |
| T / AT&T CORP | 1,585,823 | $60,008,000 |
| LOW / LOWES COMPANIES INC | 373,406 | $41,060,000 |
| MPC / Marathon Petroleum Corp | 387,491 | $23,540,000 |
Top 5 Sells:
| Stock | Shares |
| PSX / Phillips 66 | -363,291 |
| LLL / L3 TECHNOLOGIES, INC. | -105,902 |
| DLTR / DOLLAR TREE INC | -218,855 |
| FAST / FASTENAL CO | -456,944 |
| HAL / HALLIBURTON CO | -542,131 |
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2 Comments on “Joel Greenblatt: Q3 2019 Top 5 Buys, Top 5 Sells”
Hello, I think LIN Media does not exist anymore.
What was bought though was Linde PLC.
Thanks Walter. That’s correct. Ticker is LIN, but typo on the name.