Joel Greenblatt · Gotham Asset Management

All superinvestors SEC filing

Creator of the Magic Formula. Runs a quantitative value-plus-quality book at Gotham — broadly diversified, rules-driven, long/short.

Prism interpretation

“Magic-formula systematic value — broadly diversified, long/short.”

Focused — meaningful conviction in a handful of names.

Concentration profile

Positions

Top 1

21%

Top 5

80%

Top 10

100%

Effective N

6.5

Holdings · 7

Curated summary

Click any ticker for the full Prism report.

01
MSFTMicrosoft +5 others
3.8%
02
AAPLApple +1 other
3.4%
03
GOOGLAlphabet +12 others
3.1%
04
METAMeta Platforms +9 others
2.4%
05
JPMJPMorgan Chase
2.1%
06
NVDANVIDIA +2 others
1.9%
07
UNHUnitedHealth Group
1.7%

How this book compares

5 of Joel Greenblatt's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.

Tracked alongside 29 other superinvestors.