Joel Greenblatt's HAL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 1.01 M shares of Halliburton Company (HAL) worth $24.74 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 Q2 2020, reducing 494,229 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +13,005 | New Buy | 13,005 | $70.97 |
| Q3 2014 | +28,493 | Add 219.09% | 41,498 | $64.51 |
| Q4 2014 | +293,809 | Add 708.01% | 335,307 | $39.33 |
| Q1 2015 | -243,470 | Reduce 72.61% | 91,837 | $43.88 |
| Q2 2015 | -17,137 | Reduce 18.66% | 74,700 | $43.07 |
| Q3 2015 | +223,894 | Add 299.72% | 298,594 | $35.35 |
| Q4 2015 | -298,594 | Sold Out | 298,594 | $0.00 |
| Q2 2016 | +8,179 | New Buy | 8,179 | $45.24 |
| Q3 2016 | -8,179 | Sold Out | 8,179 | $0.00 |
| Q4 2016 | +182,530 | New Buy | 182,530 | $54.09 |
| Q1 2017 | +90,494 | Add 49.58% | 273,024 | $49.21 |
| Q2 2017 | +196,051 | Add 71.81% | 469,075 | $42.71 |
| Q3 2017 | -455,267 | Reduce 97.06% | 13,808 | $46.06 |
| Q4 2017 | -13,808 | Sold Out | 13,808 | $0.00 |
| Q1 2018 | +56,729 | New Buy | 56,729 | $46.94 |
| Q2 2018 | +323,540 | Add 570.33% | 380,269 | $45.06 |
| Q3 2018 | -212,163 | Reduce 55.79% | 168,106 | $40.53 |
| Q4 2018 | +128,321 | Add 76.33% | 296,427 | $26.58 |
| Q1 2019 | +60,525 | Add 20.42% | 356,952 | $29.30 |
| Q2 2019 | +185,179 | Add 51.88% | 542,131 | $22.74 |
| Q3 2019 | -542,131 | Sold Out | 542,131 | $0.00 |
| Q4 2019 | +246,529 | New Buy | 246,529 | $24.47 |
| Q1 2020 | +843,209 | Add 342.03% | 1.09 M | $6.85 |
| Q2 2020 | -494,229 | Reduce 45.35% | 595,509 | $12.98 |
| Q3 2020 | +25,097 | Add 4.21% | 620,606 | $12.05 |
| Q4 2020 | -50,123 | Reduce 8.08% | 570,483 | $18.90 |
| Q1 2021 | -298,214 | Reduce 52.27% | 272,269 | $21.46 |
| Q2 2021 | -42,703 | Reduce 15.68% | 229,566 | $23.12 |
| Q3 2021 | -94,010 | Reduce 40.95% | 135,556 | $21.62 |
| Q4 2021 | +21,411 | Add 15.79% | 156,967 | $22.87 |
| Q1 2022 | -33,250 | Reduce 21.18% | 123,717 | $37.87 |
| Q2 2022 | -43,011 | Reduce 34.77% | 80,706 | $31.36 |
| Q3 2022 | +33,299 | Add 41.26% | 114,005 | $24.62 |
| Q4 2022 | -62,466 | Reduce 54.79% | 51,539 | $39.35 |
| Q1 2023 | +62,390 | Add 121.05% | 113,929 | $31.64 |
| Q2 2023 | -1,723 | Reduce 1.51% | 112,206 | $32.99 |
| Q3 2023 | -36,971 | Reduce 32.95% | 75,235 | $40.50 |
| Q4 2023 | +22,254 | Add 29.58% | 97,489 | $36.15 |
| Q1 2024 | +2,372 | Add 2.43% | 99,861 | $39.42 |
| Q2 2024 | +88,806 | Add 88.93% | 188,667 | $33.78 |
| Q3 2024 | +170,421 | Add 90.33% | 359,088 | $29.05 |
| Q4 2024 | +70,543 | Add 19.65% | 429,631 | $27.19 |
| Q1 2025 | -113,951 | Reduce 26.52% | 315,680 | $25.37 |
| Q2 2025 | +482,219 | Add 152.76% | 797,899 | $20.38 |
| Q3 2025 | +207,814 | Add 26.05% | 1.01 M | $24.60 |
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Halliburton Company (HAL) was in Q1 2020, adding 1,089,738 shares worth $7.46 M. 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 1,005,713 shares of Halliburton Company (HAL), valued at approximately $24.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Halliburton Company (HAL) represents approximately 0.11% 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 Halliburton Company (HAL) was 1,089,738 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.