Joel Greenblatt’s CSW Industrials CSW Stock Holding History

Joel Greenblatt’s Portfolio CSW Stock Details CSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,305	Closed	-$460K	–	1574
2024 Q4	$460K	Buy	+1,305	New	+$508K	﹤0.01%	1148
2024 Q3	–	Sell	-1,256	Closed	-$333K	–	1429
2024 Q2	$333K	Sell	1,256 -2,098	-63%	-$520K	﹤0.01%	1197
2024 Q1	$787K	Buy	3,354 +235	+8%	+$52.4K	0.01%	912
2023 Q4	$647K	Sell	3,119 -662	-18%	-$120K	0.01%	913
2023 Q3	$663K	Buy	3,781 +2,081	+122%	+$368K	0.01%	893
2023 Q2	$283K	Buy	+1,700	New	+$245K	0.01%	1135
2019 Q2	–	Sell	-4,067	Closed	-$233K	–	1162
2019 Q1	$233K	Buy	+4,067	New	+$220K	﹤0.01%	1070
2018 Q1	–	Sell	-7,110	Closed	-$327K	–	964
2017 Q4	$327K	Buy	7,110 +1,134	+19%	+$53.5K	﹤0.01%	794
2017 Q3	$265K	Buy	+5,976	New	+$243K	﹤0.01%	826
2017 Q2	–	Sell	-7,062	Closed	-$259K	–	983
2017 Q1	$259K	Buy	+7,062	New	+$258K	﹤0.01%	888

Other funds holding CSW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Joel Greenblatt's CSW Position: Q1 2025 in Review

Joel Greenblatt sold out of CSW Industrials (CSW) in Q1 2025, closing a stake of 1,305 shares — an estimated $460K sold.

Joel Greenblatt first reported a position in CSW in Q1 2017 and held it in 10 quarters. The position peaked at $787K in Q1 2024. 358 funds tracked by Wall St. Rank hold CSW as of Q1 2025.

Joel Greenblatt reported no remaining CSW Industrials position as of Q1 2025 after selling out during the quarter.
Joel Greenblatt sold 1,305 CSW Industrials shares in Q1 2025, an estimated $460K.
Joel Greenblatt first reported a position in CSW Industrials in Q1 2017 and held it in 10 quarters.
Joel Greenblatt's CSW Industrials position peaked at $787K in Q1 2024.
358 funds tracked by Wall St. Rank held CSW Industrials as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.