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Joel Greenblatt’s EXE Holdings & Trades

First Buy
Q2 2022
Duration Held
15 Quarters
Largest Add
Q3 2025
+208,886 Shares
Current Position
536,775 Shares
$59.24 M Value

Joel Greenblatt's EXE Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 536,775 shares of Expand Energy Corporation (EXE) worth $59.24 M, representing 0.22% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in EXE, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 208,886 shares. Largest reduction occurred in Q3 2024, reducing 58,888 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Expand Energy Corporation (EXE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Expand Energy Corporation (EXE) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +132,258 Add 32.70% 536,775 $110.36
Q3 2025 +208,886 Add 106.78% 404,517 $106.24
Q2 2025 +18,750 Add 10.60% 195,631 $116.94
Q1 2025 +124,608 Add 238.38% 176,881 $111.32
Q4 2024 +13,405 Add 34.49% 52,273 $99.55
Q3 2024 -58,888 Reduce 60.24% 38,868 $82.25
Q2 2024 +14,533 Add 17.46% 97,756 $82.19
Q1 2024 -58,007 Reduce 41.07% 83,223 $88.83
Q4 2023 +45,226 Add 47.11% 141,230 $76.94
Q3 2023 -11,346 Reduce 10.57% 96,004 $86.23
Q2 2023 +65,828 Add 158.54% 107,350 $83.68
Q1 2023 +29,144 Add 235.45% 41,522 $76.04
Q4 2022 +2,394 Add 23.98% 12,378 $94.37
Q3 2022 +4,965 Add 98.92% 9,984 $94.25
Q2 2022 +5,019 New Buy 5,019 $81.09

Joel Greenblatt's Expand Energy Corporation Investment FAQs

Joel Greenblatt first purchased Expand Energy Corporation (EXE) in Q2 2022, acquiring 5,019 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 Expand Energy Corporation (EXE) for 15 quarters since Q2 2022.

Joel Greenblatt's largest addition to Expand Energy Corporation (EXE) was in Q3 2025, adding 404,517 shares worth $42.98 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 536,775 shares of Expand Energy Corporation (EXE), valued at approximately $59.24 M.

As of the Q4 2025 filing, Expand Energy Corporation (EXE) represents approximately 0.22% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Expand Energy Corporation (EXE) was 536,775 shares, as reported at the end of Q4 2025.