Joel Greenblatt's BRY Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 21,561 shares of Berry Corporation (BRY) worth $81,501, representing 0.00% of the portfolio. First purchased in 2019-Q2, this long-term strategic position has been held for 26 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BRY, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 14,651 shares. Largest reduction occurred in Q2 2024, reducing 8,017 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Berry Corporation (BRY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Berry Corporation (BRY) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2019 | +18,035 | New Buy | 18,035 | $10.59 |
| Q3 2019 | -18,035 | Sold Out | 18,035 | $0.00 |
| Q3 2023 | +19,747 | New Buy | 19,747 | $8.20 |
| Q4 2023 | -5,866 | Reduce 29.71% | 13,881 | $7.03 |
| Q1 2024 | +14,651 | Add 105.55% | 28,532 | $8.05 |
| Q2 2024 | -8,017 | Reduce 28.10% | 20,515 | $6.46 |
| Q3 2024 | -6,210 | Reduce 30.27% | 14,305 | $5.14 |
| Q4 2024 | +13,182 | Add 92.15% | 27,487 | $4.13 |
| Q1 2025 | -963 | Reduce 3.50% | 26,524 | $3.21 |
| Q2 2025 | -7,365 | Reduce 27.77% | 19,159 | $2.77 |
| Q3 2025 | +2,402 | Add 12.54% | 21,561 | $3.78 |
Joel Greenblatt's Berry Corporation Investment FAQs
Joel Greenblatt first purchased Berry Corporation (BRY) in Q2 2019, acquiring 18,035 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Berry Corporation (BRY) for 26 quarters since Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Berry Corporation (BRY) was in Q3 2023, adding 19,747 shares worth $161,925. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 21,561 shares of Berry Corporation (BRY), valued at approximately $81,501. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Berry Corporation (BRY) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Berry Corporation (BRY) was 28,532 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.