Gotham Asset Management (Joel Greenblatt)

Gotham Asset Management (Joel Greenblatt) has filed 13F reports from Q2 2013 through Q2 2026. In the most recent quarter, the fund reported $43.0B across 1789 positions. The portfolio has returned 10.0% annualized over five years, with 14.4% volatility and a maximum drawdown of 23.3%. Top holdings include SPY, AAPL, NVDA, GSPY, IVV. Across all filing periods, 1.9% included restatements and 0.0% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.