Joel Greenblatt is an accomplished author and a hedge fund manager who currently runs his investing company Gotham Funds. Throughout his career, he has claimed lots of success in the stock market, with his decisions making him fortunes and quickly making a billionaire.
With this success, he came up with multiple books on investing where he shared his knowledge and tactics to nail the game of the stock market. All of his books have been heavily regarded as gold in the investment niche.
Portfolio Period: Q2 2021
Joel GreenblattPortfolio Value: $2.36 Billion.
Joel Greenblatt Stock Holdings Portfolio Q2 2021:
Stock % of Portfolio Value % Change Shares MSFT - Microsoft Corp 2.20% $ 51.90M -1.10% 191.59k AMZN - Amazon Com Inc 1.84% $ 43.42M 7.05% 12.62k SPY - Spdr S&p 500 1.61% $ 38M 233.20% 88.78k AAPL - Apple Inc 1.60% $ 37.77M -1.66% 275.77k GOOGL - Alphabet Inc 1.50% $ 35.41M -8.61% 14.50k FB - Facebook Inc 1.41% $ 33.21M -14.36% 95.50k WMT - Wal-mart Stores Inc 0.80% $ 18.98M -5.04% 134.57k PFE - Pfizer Inc 0.79% $ 18.69M -2.33% 477.23k ORCL - Oracle Corp 0.75% $ 17.61M -21.05% 226.20k TGT - Target Corp 0.67% $ 15.72M 67.90% 65.03k AMAT - Applied Materials Inc 0.64% $ 15.15M 47.12% 106.43k DD - Dupont De Nemours Inc Com 0.63% $ 14.87M 63% 192.15k INTC - Intel Corp 0.62% $ 14.70M 68% 261.79k QCOM - Qualcomm Inc 0.60% $ 14.17M 2.29% 99.15k CSCO - Cisco Systems Inc 0.60% $ 14.06M 15.51% 265.36k D - Dominion Res Inc Va New 0.56% $ 13.16M -16.13% 178.83k PG - Procter And Gamble Co 0.55% $ 13M 1.33% 96.36k PKI - Perkinelmer Inc 0.53% $ 12.47M 14% 80.76k PYPL - Paypal Holdings Inco 0.51% $ 11.92M -36.22% 40.89k KHC - Kraft Heinz Co 0.50% $ 11.90M 39.26% 291.71k NOC - Northrop Grumman Co 0.49% $ 11.61M 116.74% 31.94k NXPI - Nxp Semiconductors N V 0.48% $ 11.32M 14.87% 55.03k ADP - Automatic Data Processing Inc 0.48% $ 11.27M 252.99% 56.76k JNJ - Johnson & Johnson 0.47% $ 11.06M 18.65% 67.16k HPQ - Hp Inc 0.47% $ 10.99M 4.85% 363.93k MRK - Merck & Co Inc 0.46% $ 10.94M -17% 140.71k LOW - Lowes Cos Inc 0.46% $ 10.83M -7.73% 55.82k UPS - United Parcel Service Inc Cl B 0.45% $ 10.69M 65.47% 51.42k NFLX - Netflix Inc 0.44% $ 10.49M -7.50% 19.86k UNH - Unitedhealth Grp Inc 0.44% $ 10.37M 7.24% 25.89k HWM - Howmet Aerospace Inc Com 0.43% $ 10.15M -40.99% 294.35k FDX - Fedex Corp 0.42% $ 9.96M -17.84% 33.40k V - Visa Inc 0.42% $ 9.95M -21% 42.53k NLSN - Nielsen Hldgs Plc 0.41% $ 9.67M 228% 392.14k DHR - Danaher Corp 0.41% $ 9.67M 2.34% 36.02k AVGO - Broadcom Inc Com 0.41% $ 9.64M 19% 20.21k HD - Home Depot Inc 0.40% $ 9.46M -6.77% 29.65k MDT - Medtronic Plc 0.40% $ 9.45M 22.19% 76.09k BRKB - Berkshire Hathaway Inc Cl B 0.40% $ 9.44M -0.55% 33.97k LB - L Brands, Inc 0.40% $ 9.36M -41% 129.84k MMM - 3m Co 0.40% $ 9.32M -21.13% 46.93k T - At&t Inc 0.40% $ 9.32M -15% 323.69k NOW - Servicenow Inc 0.39% $ 9.08M -9.80% 16.52k SWK - Stanley Black & Decker Inc 0.37% $ 8.75M 52.82% 42.70k TXN - Texas Instruments Inc 0.37% $ 8.72M 29.29% 45.32k BLK - Blackrock Inc - Cl A 0.37% $ 8.70M -4.99% 9.95k VZ - Verizon Communications Inc 0.37% $ 8.65M -20% 154.34k TROW - Price T Rowe Group Inc 0.36% $ 8.58M 33% 43.35k HOLX - Hologic Inc 0.36% $ 8.60M -25% 128.92k URI - United Rentals Inc 0.36% $ 8.50M -12.89% 26.64k LMT - Lockheed Martin Corp 0.36% $ 8.51M -6.94% 22.48k LH - Lab Co Of Amer Hldg 0.35% $ 8.22M 7% 29.81k WY - Weyerhaeuser Co 0.35% $ 8.18M 30.02% 237.78k
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Joel Greenblatt’s 13F filing:
Even though most of the finances of Joel Greenblatt include manufacturing, the biggest shares of his are held by the leading tech companies right now. The biggest share goes to Microsoft, coming with a 2.3% of the hold, with Google coming second holding 1.8% of the shares.
Read More: What Companies Does Facebook Own
Other tech companies include Apple and Facebook. Leading e-commerce companies like Amazon and Walmart are also seen. Even though his portfolio graphs show that he’s doing better than before, his selling ratio is much higher than buying, which could indicate a change in tactics for Joel Greenblatt.