JG
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Joel Greenblatt’s Cedar Fair FUN Stock Holding History

Joel Greenblatt’s Portfolio FUN Stock Details FUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
+58,423
New +$1.19M ﹤0.01% 1300
2026
Q1 		– Sell
-10,097
Closed -$155K – 1790
2025
Q4 		$155K Buy
+10,097
New +$183K ﹤0.01% 1670
2024
Q4 		– Sell
-5,314
Closed -$214K – 1454
2024
Q3 		$214K Buy
+5,314
New +$243K ﹤0.01% 1322

Other funds holding FUN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DPCM
Darlington Partners Capital Management Greenbrae, California $2.27B AUM 18.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return
DC
Dendur Capital New York $1.9B AUM 46.69% 1-Year Est. Return
HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Joel Greenblatt's FUN Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Cedar Fair (FUN) in Q2 2026: 58,423 shares worth $1.24M. The stake represents ﹤0.01% of the portfolio and ranks #1300 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in FUN as recently as Q4 2025.

Joel Greenblatt first reported a position in FUN in Q3 2024 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold FUN as of Q2 2026.

  • Joel Greenblatt held 58,423 shares of Cedar Fair worth $1.24M as of Q2 2026.
  • Cedar Fair was a new Joel Greenblatt position in Q2 2026.
  • Cedar Fair made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1300 holding.
  • Joel Greenblatt first reported a position in Cedar Fair in Q3 2024 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held Cedar Fair as of Q2 2026.

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