Joel Greenblatt's HLX Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 185,793 shares of Helix Energy Solutions Group, Inc. (HLX) worth $1.62 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in HLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 185,793 shares. Largest reduction occurred in Q2 2019, reducing 307,691 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Helix Energy Solutions Group (HLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Helix Energy Solutions Group (HLX) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +185,793 | New Buy | 185,793 | $8.74 |
| Q1 2026 | -16,673 | Sold Out | 0 | $0.00 |
| Q4 2025 | +16,673 | New Buy | 16,673 | $6.27 |
| Q2 2025 | -41,779 | Sold Out | 0 | $0.00 |
| Q1 2025 | +41,779 | New Buy | 41,779 | $8.31 |
| Q4 2024 | -75,562 | Sold Out | 0 | $0.00 |
| Q3 2024 | -117,782 | Reduce 60.92% | 75,562 | $11.10 |
| Q2 2024 | +56,433 | Add 41.22% | 193,344 | $11.94 |
| Q1 2024 | +71,560 | Add 109.50% | 136,911 | $10.84 |
| Q4 2023 | +12,775 | Add 24.30% | 65,351 | $10.28 |
| Q3 2023 | +52,576 | New Buy | 52,576 | $11.17 |
| Q4 2021 | -22,110 | Sold Out | 0 | $0.00 |
| Q3 2021 | -6,580 | Reduce 22.93% | 22,110 | $3.89 |
| Q2 2021 | -7,557 | Reduce 20.85% | 28,690 | $5.72 |
| Q1 2021 | -358 | Reduce 0.98% | 36,247 | $5.05 |
| Q4 2020 | +3,717 | Add 11.30% | 36,605 | $4.21 |
| Q3 2020 | -30,332 | Reduce 47.98% | 32,888 | $2.40 |
| Q2 2020 | +63,220 | New Buy | 63,220 | $3.46 |
| Q1 2020 | -52,726 | Sold Out | 0 | $0.00 |
| Q4 2019 | -3,402 | Reduce 6.06% | 52,726 | $9.63 |
| Q3 2019 | +4,635 | Add 9.00% | 56,128 | $8.05 |
| Q2 2019 | -307,691 | Reduce 85.66% | 51,493 | $8.62 |
| Q1 2019 | +3,861 | Add 1.09% | 359,184 | $7.91 |
| Q4 2018 | +355,323 | New Buy | 355,323 | $5.41 |
Joel Greenblatt's Helix Energy Solutions Group Investment FAQs
Joel Greenblatt first purchased Helix Energy Solutions Group, Inc. (HLX) in Q4 2018, acquiring 355,323 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 Helix Energy Solutions Group, Inc. (HLX) for 24 quarters since Q4 2018.
Joel Greenblatt's largest addition to Helix Energy Solutions Group, Inc. (HLX) was in Q4 2018, adding 355,323 shares worth $1.92 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 185,793 shares of Helix Energy Solutions Group, Inc. (HLX), valued at approximately $1.62 M.
As of the Q2 2026 filing, Helix Energy Solutions Group, Inc. (HLX) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Helix Energy Solutions Group, Inc. (HLX) was 359,184 shares, as reported at the end of Q1 2019.