| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2026 | Exited | −39K | −$385K | −100.0% | 0 | May 15, 2026 |
| Q4 2025 | Reduced | −3K | −$41K | −7.8% | 39K | Feb 17, 2026 |
| Q3 2025 | Added | +4K | +$43K | +10.2% | 42K | Nov 14, 2025 |
| Q2 2025 | New | +39K | +$372K | – | 39K | Aug 14, 2025 |
Not currently. Joel Greenblatt fully exited MAX in Q1 2026, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Joel Greenblatt first disclosed a MAX position in Q2 2025; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Joel Greenblatt reduced and then fully exited MAX by Q1 2026; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Joel Greenblatt has exited MAX. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Joel Greenblatt's estimated average buy price for MAX is $9.78, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
