Joel Greenblatt Portfolio March 2026 - Top Holdings & 13F Analysis
Analysis of Joel Greenblatt's March 2026 13F portfolio with 20 holdings worth $27.4B. +13.4% 1-year return.
In This Article
- 1.About Joel Greenblatt and GOTHAM ASSET MANAGEMENT, LLC
- 2.Joel Greenblatt's Top 10 Holdings — March 2026
- 3.Portfolio Strategy & Concentration Analysis
- 4.Best Performing Holdings in Joel Greenblatt's Portfolio
- 5.Understanding Joel Greenblatt's 13F Filing
- 6.How Retail Investors Can Use This Information
- 7.Other Top Investors to Follow
Portfolio Value
$27.39B
Total Holdings
20
1-Year Return
+13.4%
About Joel Greenblatt and GOTHAM ASSET MANAGEMENT, LLC
Joel Greenblatt is the portfolio manager at GOTHAM ASSET MANAGEMENT, LLC, one of the closely tracked institutional investors in our database. Every quarter, institutional investment managers with over $100 million in assets under management are required to file a 13F report with the SEC, disclosing their long equity positions. These filings give retail investors a rare window into how professional money managers are allocating capital.
As of March 2026, Joel Greenblatt's 13F portfolio contains 20 positions with a disclosed market value of approximately $27.39 billion. This analysis covers their top holdings, recent portfolio changes, and key investment themes.
Over the past year, Joel Greenblatt's portfolio has delivered a +13.4% return, outperforming the broader market.
Joel Greenblatt's Top 10 Holdings — March 2026
The following table shows Joel Greenblatt's largest disclosed stock positions ranked by portfolio weight as reported in the most recent 13F filing. These represent the highest-conviction bets in the portfolio:
| # | Company | Ticker | Portfolio Weight | Market Value | Performance |
|---|---|---|---|---|---|
| 1 |
SPDR S&P 500 ETF TR
ADDED
|
SPY | 1675.00% | $4587.4M | +2.4% |
| 2 |
TIDAL TRUST I
|
GSPY | 224.87% | $615.9M | +0.6% |
| 3 |
NVIDIA CORPORATION
|
NVDA | 201.10% | $550.8M | -0.0% |
| 4 |
APPLE INC
|
AAPL | 155.11% | $424.8M | +6.8% |
| 5 |
ISHARES TR
|
IVV | 101.96% | $279.3M | +2.3% |
| 6 |
AMAZON COM INC
|
AMZN | 83.73% | $229.3M | +5.1% |
| 7 |
SNOWFLAKE INC
|
SNOW | 79.30% | $217.2M | -2.7% |
| 8 |
ISHARES TR
ADDED
|
SGOV | 65.51% | $179.4M | -0.3% |
| 9 |
ALPHABET INC
|
GOOGL | 59.56% | $163.1M | +28.8% |
| 10 |
VANGUARD INDEX FDS
ADDED
|
VTV | 53.46% | $146.4M | +2.4% |
Data sourced from SEC 13F filings. Holdings reflect disclosed long equity positions. Options and short positions may not be reflected.
Portfolio Strategy & Concentration Analysis
Joel Greenblatt's investment approach reflects a highly concentrated portfolio strategy. The top position, SPDR S&P 500 ETF TR (SPY), represents 1675.0% of the total portfolio, while the top 5 holdings collectively account for 2358.0% of disclosed assets.
The portfolio saw no new positions this period, suggesting Joel Greenblatt is maintaining existing conviction levels and managing existing holdings rather than initiating new bets.
Additionally, Joel Greenblatt increased stakes in 18 existing positions, a sign of growing conviction in those holdings.
Best Performing Holdings in Joel Greenblatt's Portfolio
Based on available performance data, the following positions have been the strongest contributors to Joel Greenblatt's portfolio returns:
Understanding Joel Greenblatt's 13F Filing
A 13F filing is a quarterly disclosure required by the SEC for institutional investment managers that exercise discretion over $100 million or more in qualifying securities. These filings must be submitted within 45 days of the end of each calendar quarter.
Important caveats about 13F data:
- Data is delayed by up to 45 days from the end of the quarter
- Only long equity positions are disclosed — short positions are not required
- Options positions are disclosed separately and may indicate hedging strategies
- The portfolio may have changed significantly since the filing date
- Not all positions need to be disclosed (some confidentiality provisions exist)
Despite these limitations, 13F filings remain one of the best public sources of information on how professional investors are positioning their portfolios. Use this data as one input among many, alongside your own research and risk tolerance.
How Retail Investors Can Use This Information
Following institutional 13F filings like Joel Greenblatt's can provide valuable investment insights — but it's important to use this information correctly:
- Identify high-conviction ideas: Large positions and new entries signal where managers have the strongest conviction.
- Spot emerging themes: Cross-portfolio analysis reveals sector rotations and macro themes playing out across institutional money.
- Validate your own research: If an investor you respect owns a stock you're analyzing, that can reinforce your thesis.
- Track changes over time: Watching a manager increase or decrease positions over multiple quarters shows conviction trends.
- Don't blindly copy trades: Remember that institutional investors have different time horizons, risk tolerances, and information than retail investors.
You can track Joel Greenblatt's complete portfolio in real-time on Insider Edges, including historical holdings, sector breakdown, and performance data.
Other Top Investors to Follow
If you track Joel Greenblatt's portfolio, you may also be interested in following these other closely watched institutional investors:
Track Joel Greenblatt's Portfolio in Real-Time
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