Joel Greenblatt’s FirstService FSV Stock Holding History

Joel Greenblatt’s Portfolio FSV Stock Details FSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$719K	Sell	5,056 -1,975	-28%	-$274K	﹤0.01%	1424
2026 Q1	$977K	Buy	7,031 +1,957	+39%	+$298K	﹤0.01%	1316
2025 Q4	$789K	Buy	5,074 +3,147	+163%	+$512K	﹤0.01%	1330
2025 Q3	$367K	Buy	1,927 +768	+66%	+$149K	﹤0.01%	1465
2025 Q2	$202K	Buy	+1,159	New	+$201K	﹤0.01%	1575

Other funds holding FSV

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

CCA

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Joel Greenblatt's FSV Position: Q2 2026 in Review

Joel Greenblatt reduced its FirstService (FSV) stake by 28% in Q2 2026, selling an estimated $274K and leaving 5,056 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Joel Greenblatt first reported a position in FSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $977K in Q1 2026. 279 funds tracked by Wall St. Rank hold FSV as of Q2 2026.

Joel Greenblatt held 5,056 shares of FirstService worth $719K as of Q2 2026.
Joel Greenblatt sold 1,975 FirstService shares in Q2 2026, an estimated $274K.
FirstService made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1424 holding.
Joel Greenblatt first reported a position in FirstService in Q2 2025 and has held it in 5 quarters since.
Joel Greenblatt's FirstService position peaked at $977K in Q1 2026.
279 funds tracked by Wall St. Rank held FirstService as of Q2 2026.

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