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Joel Greenblatt’s Babcock & Wilcox BW Stock Holding History

Joel Greenblatt’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Buy
117,539
+30,931
+36% +$525K ﹤0.01% 1204
2026
Q1 		$1.27M Buy
86,608
+45,131
+109% +$474K ﹤0.01% 1241
2025
Q4 		$263K Buy
+41,477
New +$205K ﹤0.01% 1599
2016
Q2 		– Sell
-3,633
Closed -$777K – 957
2016
Q1 		$777K Sell
3,633
-569
-14% -$113K 0.01% 692
2015
Q4 		$877K Sell
4,202
-60,470
-94% -$11M 0.01% 619
2015
Q3 		$10.9M Buy
+64,672
New +$11.9M 0.11% 280

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Joel Greenblatt's BW Position: Q2 2026 in Review

Joel Greenblatt increased its Babcock & Wilcox (BW) stake by 36% in Q2 2026, buying an estimated $525K and bringing the position to 117,539 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Joel Greenblatt first reported a position in BW in Q3 2015 and has held it in 6 quarters since. The position peaked at $10.9M in Q3 2015. 200 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • Joel Greenblatt held 117,539 shares of Babcock & Wilcox worth $1.66M as of Q2 2026.
  • Joel Greenblatt bought 30,931 Babcock & Wilcox shares in Q2 2026, an estimated $525K.
  • Babcock & Wilcox made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1204 holding.
  • Joel Greenblatt first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 6 quarters since.
  • Joel Greenblatt's Babcock & Wilcox position peaked at $10.9M in Q3 2015.
  • 200 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.