Joel Greenblatt's BTE Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 406,986 shares of Baytex Energy Corp. (BTE) worth $1.82 M, representing 0.01% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in BTE, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 500,387 shares. Largest reduction occurred in Q1 2025, reducing 339,614 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Baytex Energy (BTE) Holding Value Over Time
Track share changes against reported price movement
Quarterly Baytex Energy (BTE) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +374,735 | Add 1161.93% | 406,986 | $4.47 |
| Q4 2025 | -319,980 | Reduce 90.84% | 32,251 | $3.23 |
| Q3 2025 | -55,569 | Reduce 13.63% | 352,231 | $2.34 |
| Q2 2025 | +199,573 | Add 95.84% | 407,800 | $1.79 |
| Q1 2025 | -339,614 | Reduce 61.99% | 208,227 | $2.23 |
| Q4 2024 | +500,387 | Add 1054.47% | 547,841 | $2.58 |
| Q3 2024 | +47,454 | New Buy | 47,454 | $2.97 |
| Q1 2020 | -14,440 | Sold Out | 0 | $0.00 |
| Q4 2019 | +14,440 | New Buy | 14,440 | $1.45 |
| Q4 2018 | -19,010 | Sold Out | 0 | $0.00 |
| Q3 2018 | -1,091 | Reduce 5.43% | 19,010 | $2.89 |
| Q2 2018 | +5,826 | Add 40.81% | 20,101 | $3.33 |
| Q1 2018 | +4,055 | Add 39.68% | 14,275 | $2.73 |
| Q4 2017 | +10,220 | New Buy | 10,220 | $3.03 |
Joel Greenblatt's Baytex Energy Investment FAQs
Joel Greenblatt first purchased Baytex Energy Corp. (BTE) in Q4 2017, acquiring 10,220 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 Baytex Energy Corp. (BTE) for 14 quarters since Q4 2017.
Joel Greenblatt's largest addition to Baytex Energy Corp. (BTE) was in Q4 2024, adding 547,841 shares worth $1.41 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 406,986 shares of Baytex Energy Corp. (BTE), valued at approximately $1.82 M.
As of the Q1 2026 filing, Baytex Energy Corp. (BTE) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Baytex Energy Corp. (BTE) was 547,841 shares, as reported at the end of Q4 2024.