Joel Greenblatt – Top 10 Holdings – Latest 13F
Sunday, March 3, 2024 · Johnny Hopkins
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 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.
This week we’ll take a look at superinvestor Joel Greenblatt (12-31-2023). The current market value of his portfolio is $5,390,103,132 with a top 10 holdings concentration of 24.05%.
Top 10 Holdings
| SYM | STOCK/ETF | VALUE ($000) | % | SHARES |
| SPY | SPDR S&P 500 ETF TRUST | 471,470 | 8.70% | 991,922 |
| GSPY | Gotham Enhanced 500 ETF- (GSPY) | 323,612 | 6.00% | 12,413,226 |
| IVV | iShares Core S&P 500 ETF | 87,647 | 1.60% | 183,504 |
| AAPL | APPLE INC | 83,032 | 1.50% | 431,269 |
| SNOW | SNOWFLAKE INC | 77,816 | 1.40% | 391,040 |
| MSFT | MICROSOFT CORP | 71,289 | 1.30% | 189,580 |
| GOOGL | ALPHABET INC | 51,863 | 1.00% | 371,279 |
| GVLU | Gotham 1000 Value ETF | 50,086 | 0.90% | 2,295,000 |
| AMZN | AMAZON COM INC | 44,584 | 0.80% | 293,435 |
| META | META PLATFORMS INC | 34,985 | 0.60% | 98,839 |