| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q1 2026 | First covered | – | – | – | 333K | May 15, 2026 |
| Q4 2025 | Added | +8K | +$344K | +1.8% | 465K | Feb 17, 2026 |
| Q3 2025 | Reduced | −60K | −$2.2M | −11.7% | 457K | Nov 14, 2025 |
| Q2 2025 | Reduced | −108K | −$2.4M | −17.3% | 517K | Aug 14, 2025 |
| Q1 2025 | Added | +36K | +$806K | +6.1% | 625K | May 15, 2025 |
| Q4 2024 | Reduced | −172K | −$3.8M | −22.6% | 589K | Feb 14, 2025 |
| Q3 2024 | Added | +422K | +$7.3M | +124.1% | 761K | Nov 14, 2024 |
| Q2 2024 | Added | +185K | +$4.0M | +119.7% | 340K | Aug 14, 2024 |
| Q1 2024 | Added | +4K | +$114K | +2.4% | 155K | May 15, 2024 |
| Q4 2023 | Reduced | −45K | −$1.4M | −23.0% | 151K | Feb 14, 2024 |
| Q3 2023 | Reduced | −31K | −$1.2M | −13.8% | 196K | Nov 14, 2023 |
| Q2 2023 | Added | +84K | +$2.7M | +58.6% | 228K | Aug 14, 2023 |
| Q1 2023 | Added | +13K | +$413K | +9.8% | 144K | May 15, 2023 |
| Q4 2022 | Reduced | −36K | −$1.1M | −21.6% | 131K | Feb 14, 2023 |
| Q3 2022 | Added | +19K | +$793K | +13.1% | 167K | Nov 14, 2022 |
| Q2 2022 | First covered | – | – | – | 147K | Aug 15, 2022 |
| Q1 2022 | Added | +119K | +$12M | +2,819.7% | 123K | May 16, 2022 |
| Q4 2021 | Added | +2K | +$235K | +57.7% | 4K | Feb 14, 2022 |
| Q3 2021 | New | +3K | +$316K | – | 3K | Nov 15, 2021 |
Yes. As of Q1 2026, Joel Greenblatt disclosed 333K shares of U, worth $7.3M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Joel Greenblatt first disclosed a U position in Q3 2021; 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.
The quarter-by-quarter table above shows each sale and reduction Joel Greenblatt disclosed in U. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Joel Greenblatt disclosed 333K shares of U as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Joel Greenblatt began building the U position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. 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.