JG
MDU icon

Joel Greenblatt’s MDU Resources MDU Stock Holding History

Joel Greenblatt’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Buy
726,661
+222,784
+44% +$4.85M 0.04% 676
2026
Q1 		$10.4M Sell
503,877
-12,002
-2% -$246K 0.03% 682
2025
Q4 		$10.1M Sell
515,879
-65,514
-11% -$1.29M 0.04% 637
2025
Q3 		$10.4M Buy
581,393
+48,108
+9% +$803K 0.05% 563
2025
Q2 		$8.89M Buy
533,285
+356,138
+201% +$5.99M 0.05% 509
2025
Q1 		$3M Buy
177,147
+144,223
+438% +$2.49M 0.03% 670
2024
Q4 		$593K Sell
32,924
-107,734
-77% -$1.89M 0.01% 1066
2024
Q3 		$2.14M Sell
140,658
-109,013
-44% -$1.55M 0.02% 705
2024
Q2 		$3.47M Sell
249,671
-17,426
-7% -$241K 0.04% 529
2024
Q1 		$3.73M Sell
267,097
-55,606
-17% -$643K 0.06% 465
2023
Q4 		$3.54M Buy
322,703
+122,846
+61% +$1.3M 0.07% 406
2023
Q3 		$2.17M Buy
+199,857
New +$2.3M 0.04% 526
2022
Q1 		– Sell
-32,603
Closed -$382K – 1191
2021
Q4 		$382K Sell
32,603
-12,978
-28% -$146K 0.01% 873
2021
Q3 		$514K Sell
45,581
-63,870
-58% -$765K 0.02% 656
2021
Q2 		$1.3M Buy
109,451
+62,652
+134% +$785K 0.06% 423
2021
Q1 		$562K Sell
46,799
-130,150
-74% -$1.42M 0.03% 647
2020
Q4 		$1.77M Sell
176,949
-256,448
-59% -$2.4M 0.06% 380
2020
Q3 		$3.71M Buy
433,397
+158,490
+58% +$1.36M 0.12% 236
2020
Q2 		$2.32M Buy
274,907
+40,992
+18% +$341K 0.07% 356
2020
Q1 		$1.91M Buy
+233,915
New +$2.46M 0.05% 416
2017
Q3 		– Sell
-31,722
Closed -$316K – 987
2017
Q2 		$316K Sell
31,722
-5,475
-15% -$56K ﹤0.01% 822
2017
Q1 		$387K Buy
37,197
+11,151
+43% +$117K ﹤0.01% 802
2016
Q4 		$285K Buy
+26,046
New +$269K ﹤0.01% 822
2016
Q2 		– Sell
-1,164,631
Closed -$8.62M – 1026
2016
Q1 		$8.62M Buy
+1,164,631
New +$7.85M 0.1% 317

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joel Greenblatt's MDU Position: Q2 2026 in Review

Joel Greenblatt increased its MDU Resources (MDU) stake by 44% in Q2 2026, buying an estimated $4.85M and bringing the position to 726,661 shares worth $15.4M. The position accounts for 0.04% of the portfolio, ranked #676.

Joel Greenblatt first reported a position in MDU in Q1 2016 and has held it in 24 quarters since. 437 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

  • Joel Greenblatt held 726,661 shares of MDU Resources worth $15.4M as of Q2 2026.
  • Joel Greenblatt bought 222,784 MDU Resources shares in Q2 2026, an estimated $4.85M.
  • MDU Resources made up 0.04% of Joel Greenblatt's portfolio in Q2 2026, its #676 holding.
  • Joel Greenblatt first reported a position in MDU Resources in Q1 2016 and has held it in 24 quarters since.
  • 437 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

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