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Joel Greenblatt’s Simply Good Foods SMPL Stock Holding History

Joel Greenblatt’s Portfolio SMPL Stock Details SMPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-184,152
Closed -$2.64M – 1880
2026
Q1 		$2.64M Buy
184,152
+160,285
+672% +$2.77M 0.01% 1034
2025
Q4 		$479K Sell
23,867
-38,738
-62% -$806K ﹤0.01% 1455
2025
Q3 		$1.55M Buy
62,605
+52,264
+505% +$1.54M 0.01% 1075
2025
Q2 		$327K Buy
+10,341
New +$360K ﹤0.01% 1438
2025
Q1 		– Sell
-11,970
Closed -$467K – 1651
2024
Q4 		$467K Sell
11,970
-42,428
-78% -$1.55M ﹤0.01% 1139
2024
Q3 		$1.89M Buy
54,398
+28,202
+108% +$956K 0.02% 742
2024
Q2 		$946K Sell
26,196
-47,312
-64% -$1.69M 0.01% 906
2024
Q1 		$2.5M Buy
73,508
+58,325
+384% +$2.15M 0.04% 587
2023
Q4 		$601K Buy
15,183
+3,511
+30% +$131K 0.01% 936
2023
Q3 		$403K Buy
+11,672
New +$420K 0.01% 1028
2020
Q1 		– Sell
-41,425
Closed -$1.18M – 1196
2019
Q4 		$1.18M Buy
+41,425
New +$1.09M 0.02% 588

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Greenblatt's SMPL Position: Q2 2026 in Review

Joel Greenblatt sold out of Simply Good Foods (SMPL) in Q2 2026, closing a stake of 184,152 shares — an estimated $2.64M sold.

Joel Greenblatt first reported a position in SMPL in Q4 2019 and held it in 11 quarters. The position peaked at $2.64M in Q1 2026. 298 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Joel Greenblatt reported no remaining Simply Good Foods position as of Q2 2026 after selling out during the quarter.
  • Joel Greenblatt sold 184,152 Simply Good Foods shares in Q2 2026, an estimated $2.64M.
  • Joel Greenblatt first reported a position in Simply Good Foods in Q4 2019 and held it in 11 quarters.
  • Joel Greenblatt's Simply Good Foods position peaked at $2.64M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

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