Joel Greenblatt's HAL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.08 M shares of Halliburton Company (HAL) worth $30.47 M, representing 0.11% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in HAL, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 843,209 shares. Largest reduction occurred in Q3 2019, reducing 542,131 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Halliburton Company (HAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Halliburton Company (HAL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +72,366 | Add 7.20% | 1.08 M | $28.26 |
| Q3 2025 | +207,814 | Add 26.05% | 1.01 M | $24.60 |
| Q2 2025 | +482,219 | Add 152.76% | 797,899 | $20.38 |
| Q1 2025 | -113,951 | Reduce 26.52% | 315,680 | $25.37 |
| Q4 2024 | +70,543 | Add 19.65% | 429,631 | $27.19 |
| Q3 2024 | +170,421 | Add 90.33% | 359,088 | $29.05 |
| Q2 2024 | +88,806 | Add 88.93% | 188,667 | $33.78 |
| Q1 2024 | +2,372 | Add 2.43% | 99,861 | $39.42 |
| Q4 2023 | +22,254 | Add 29.58% | 97,489 | $36.15 |
| Q3 2023 | -36,971 | Reduce 32.95% | 75,235 | $40.50 |
| Q2 2023 | -1,723 | Reduce 1.51% | 112,206 | $32.99 |
| Q1 2023 | +62,390 | Add 121.05% | 113,929 | $31.64 |
| Q4 2022 | -62,466 | Reduce 54.79% | 51,539 | $39.35 |
| Q3 2022 | +33,299 | Add 41.26% | 114,005 | $24.62 |
| Q2 2022 | -43,011 | Reduce 34.77% | 80,706 | $31.36 |
| Q1 2022 | -33,250 | Reduce 21.18% | 123,717 | $37.87 |
| Q4 2021 | +21,411 | Add 15.79% | 156,967 | $22.87 |
| Q3 2021 | -94,010 | Reduce 40.95% | 135,556 | $21.62 |
| Q2 2021 | -42,703 | Reduce 15.68% | 229,566 | $23.12 |
| Q1 2021 | -298,214 | Reduce 52.27% | 272,269 | $21.46 |
| Q4 2020 | -50,123 | Reduce 8.08% | 570,483 | $18.90 |
| Q3 2020 | +25,097 | Add 4.21% | 620,606 | $12.05 |
| Q2 2020 | -494,229 | Reduce 45.35% | 595,509 | $12.98 |
| Q1 2020 | +843,209 | Add 342.03% | 1.09 M | $6.85 |
| Q4 2019 | +246,529 | New Buy | 246,529 | $24.47 |
| Q3 2019 | -542,131 | Sold Out | 0 | $0.00 |
| Q2 2019 | +185,179 | Add 51.88% | 542,131 | $22.74 |
| Q1 2019 | +60,525 | Add 20.42% | 356,952 | $29.30 |
| Q4 2018 | +128,321 | Add 76.33% | 296,427 | $26.58 |
| Q3 2018 | -212,163 | Reduce 55.79% | 168,106 | $40.53 |
| Q2 2018 | +323,540 | Add 570.33% | 380,269 | $45.06 |
| Q1 2018 | +56,729 | New Buy | 56,729 | $46.94 |
| Q4 2017 | -13,808 | Sold Out | 0 | $0.00 |
| Q3 2017 | -455,267 | Reduce 97.06% | 13,808 | $46.06 |
| Q2 2017 | +196,051 | Add 71.81% | 469,075 | $42.71 |
| Q1 2017 | +90,494 | Add 49.58% | 273,024 | $49.21 |
| Q4 2016 | +182,530 | New Buy | 182,530 | $54.09 |
| Q3 2016 | -8,179 | Sold Out | 0 | $0.00 |
| Q2 2016 | +8,179 | New Buy | 8,179 | $45.24 |
| Q4 2015 | -298,594 | Sold Out | 0 | $0.00 |
| Q3 2015 | +223,894 | Add 299.72% | 298,594 | $35.35 |
| Q2 2015 | -17,137 | Reduce 18.66% | 74,700 | $43.07 |
| Q1 2015 | -243,470 | Reduce 72.61% | 91,837 | $43.88 |
| Q4 2014 | +293,809 | Add 708.01% | 335,307 | $39.33 |
| Q3 2014 | +28,493 | Add 219.09% | 41,498 | $64.51 |
| Q2 2014 | +13,005 | New Buy | 13,005 | $70.97 |
Joel Greenblatt's Halliburton Company Investment FAQs
Joel Greenblatt first purchased Halliburton Company (HAL) in Q2 2014, acquiring 13,005 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 Halliburton Company (HAL) for 46 quarters since Q2 2014.
Joel Greenblatt's largest addition to Halliburton Company (HAL) was in Q1 2020, adding 1,089,738 shares worth $7.46 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 1,078,079 shares of Halliburton Company (HAL), valued at approximately $30.47 M.
As of the Q4 2025 filing, Halliburton Company (HAL) represents approximately 0.11% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Halliburton Company (HAL) was 1,089,738 shares, as reported at the end of Q1 2020.