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Joel Greenblatt’s Monarch Casino & Resort MCRI Stock Holding History

Joel Greenblatt’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
8,268
-621
-7% -$72.4K ﹤0.01% 1336
2026
Q1 		$850K Buy
8,889
+3,333
+60% +$317K ﹤0.01% 1358
2025
Q4 		$532K Buy
5,556
+1,824
+49% +$175K ﹤0.01% 1422
2025
Q3 		$395K Buy
+3,732
New +$374K ﹤0.01% 1437
2025
Q2 		– Sell
-5,113
Closed -$398K – 1712
2025
Q1 		$398K Sell
5,113
-1,064
-17% -$90.5K ﹤0.01% 1296
2024
Q4 		$487K Buy
+6,177
New +$498K ﹤0.01% 1126
2023
Q4 		– Sell
-5,652
Closed -$351K – 1393
2023
Q3 		$351K Buy
5,652
+1,154
+26% +$77.8K 0.01% 1065
2023
Q2 		$317K Sell
4,498
-592
-12% -$41.3K 0.01% 1100
2023
Q1 		$377K Buy
+5,090
New +$388K 0.01% 1053
2014
Q2 		– Sell
-14,336
Closed -$266K – 1057
2014
Q1 		$266K Sell
14,336
-66,738
-82% -$1.25M ﹤0.01% 918
2013
Q4 		$1.63M Buy
81,074
+9,245
+13% +$173K 0.04% 541
2013
Q3 		$1.36M Buy
+71,829
New +$1.37M 0.04% 530

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Joel Greenblatt's MCRI Position: Q2 2026 in Review

Joel Greenblatt reduced its Monarch Casino & Resort (MCRI) stake by 7% in Q2 2026, selling an estimated $72.4K and leaving 8,268 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Joel Greenblatt first reported a position in MCRI in Q3 2013 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2013. 255 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Joel Greenblatt held 8,268 shares of Monarch Casino & Resort worth $1.09M as of Q2 2026.
  • Joel Greenblatt sold 621 Monarch Casino & Resort shares in Q2 2026, an estimated $72.4K.
  • Monarch Casino & Resort made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1336 holding.
  • Joel Greenblatt first reported a position in Monarch Casino & Resort in Q3 2013 and has held it in 12 quarters since.
  • Joel Greenblatt's Monarch Casino & Resort position peaked at $1.63M in Q4 2013.
  • 255 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

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