What stocks does Joel Greenblatt own?

Asked by: Letha Harber  |  Last update: April 17, 2025
Score: 4.4/5 (18 votes)

In Joel Greenblatt's current portfolio as of 2024-09-30, the top 5 holdings are SPDR S&P 500 ETF Trust (SPY), Gotham Enhanced 500 ETF (GSPY), NVIDIA Corp (NVDA), iShares Core S&P 500 ETF (IVV), Apple Inc (AAPL), not including call and put options. Joel Greenblatt did not buy any new stocks in the current portfolio.

Is Joel Greenblatt a good investor?

Joel Greenblatt has one of the best investing records of all time. Between 1985 and 1994 he achieved annualized returns of 50% ($7 million into $500 million in 10 years) In 1995 he returned all capital to the outside partners and continued to invest his personal funds. This recording is from Apr 9, 2015. Joel Greenbl.

What stocks does Peter Thiel own?

Peter Thiel is the Director of Palantir Technologies Inc and owns about 70,871,556 shares of Palantir Technologies Inc (PLTR) stock worth over $4.8 Billion. Peter Thiel is the Director of AbCellera Biologics Inc and owns about 14,360,427 shares of AbCellera Biologics Inc (ABCL) stock worth over $42 Million.

Who runs Gotham Asset Management?

The funds are managed by Gotham Asset Management led by Joel Greenblatt and Robert Goldstein, who have over 50 years of combined hedge fund management experience.

Who is the number one asset manager in the world?

BlackRock remains the largest asset manager since 2009, followed by Vanguard in second since 2012, and Fidelity Investments in the top three for four consecutive years.

Jack Bogle What Can Happen in OVERVALUED 2024 Market

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How did Joel Greenblatt make his money?

Born on December 13, 1957, Greenblatt developed a passion for the stock market at a young age. After earning his MBA from the prestigious Wharton School of Business, he co-founded Gotham Capital in 1985, a private investment partnership that achieved astonishingly high returns.

Who is the biggest investor in Palantir?

According to the latest TipRanks data, approximately 54.92% of Palantir Technologies (PLTR) stock is held by retail investors. Who owns the most shares of Palantir Technologies (PLTR)? Vanguard owns the most shares of Palantir Technologies (PLTR).

What share does Warren Buffett own?

Top Warren Buffett Stocks

As of January 2025, these are the top stocks in Berkshire's portfolio by number of shares, based on 13F and other regulatory filings tracked whalewisdom.com: Bank of America (BAC), 766.3 million. Coca-Cola (KO), 400 million. Kraft Heinz (KHC), 325.6 million.

Who is the billionaire made from stock market?

Rakesh Jhunjhunwala. Rakesh Radheyshyam Jhunjhunwala (5 July 1960 – 14 August 2022) was an Indian billionaire investor, stock trader, and Chartered Accountant. He began investing in 1985 with a capital of ₹5,000, with his first major profit in 1986.

Who owns the most stock shares?

The richest Americans own the vast majority of the US stock market, according to Fed data. The top 10% of Americans held 93% of all stocks, the highest level ever recorded.

What does Dave Ramsey recommend investing in?

Ramsey often recommends allocating investments into four types of mutual funds: growth, growth and income, aggressive growth, and international funds. This diversification strategy helps protect against market volatility and ensures a balanced approach to retirement savings.

Who is the smartest stock investor?

Warren Buffett is often considered the world's best investor of modern times. Buffett started investing at a young age, and was influenced by Benjamin Graham's value investing philosophy.

What does Suze Orman recommend investing in?

Orman suggested purchasing low-cost index funds and exchange-traded funds (ETFs). She also advised prioritizing dividend-paying stocks. Use 401(k) plans and IRAs. These accounts are tax-advantaged, which means they offer you tax benefits, such as lowering your earned income the year you make your contributions.

What stock does Bill Gates own?

Bill & Melinda Gates Foundation Trust's top holdings are Microsoft Corporation (US:MSFT) , Berkshire Hathaway Inc. (US:BRK.B) , Waste Management, Inc. (US:WM) , Canadian National Railway Company (US:CNI) , and Caterpillar Inc. (US:CAT) .

What are Elon Musk stocks?

Musk's best investments include PayPal, SpaceX, DeepMind Technologies, Tesla, and The Boring Company. Elon Musk is an engineer, industrial designer, and technology entrepreneur known for disrupting multiple industries. Musk holds the distinction of being the world's richest person as of January 2025.

What stocks is Warren Buffett buying in 2024?

In the second quarter of 2024, Buffett again bought more shares of Chubb, Occidental, the two Liberty Media Sirius XM tracking stocks, and Sirius XM. He also initiated new positions in aerospace and electronics company Heico and cosmetics retailer Ulta Beauty.

Does Peter Thiel still own Palantir?

Thiel's Palantir Score

He owns nearly 10% of the company — making him the largest owner of the stock — ahead of even indexing giants Vanguard and BlackRock.

Who owns Sofi stock?

The ownership structure of SoFi Technologies (SOFI) stock is a mix of institutional, retail, and individual investors. Approximately 24.75% of the company's stock is owned by Institutional Investors, 4.22% is owned by Insiders, and 71.03% is owned by Public Companies and Individual Investors.

Is Joel Greenblatt a value investor?

Joel Greenblatt (born December 13, 1957) is an American academic, hedge fund manager, investor, and writer. He is a value investor, alumnus of the Wharton School of the University of Pennsylvania, and adjunct professor at the Columbia University Graduate School of Business.

What is Peter Lynch's net worth?

Wealth and philanthropy

In 2006, Boston Magazine named Lynch in the top 50 wealthiest Bostonians ranking him 40th with an overall net worth of $352 million USD.

What is Joel Greenblatt's Magic Formula?

The Magic Formula, as explained by Joel Greenblatt in his book The Little Book that Beats the Market, involves ranking stocks based on two metrics: earnings yield (EBIT/enterprise value) and return on capital (EBIT/invested capital).