Joel Greenblatt's HP Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 6,080 shares of Helmerich & Payne, Inc. (HP) worth $219,062, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 43 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in HP, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2019, adding 202,564 shares. Largest reduction occurred in Q2 2020, reducing 324,151 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Helmerich & Payne (HP) Holding Value Over Time
Track share changes against reported price movement
Quarterly Helmerich & Payne (HP) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +6,080 | New Buy | 6,080 | $36.03 |
| Q2 2025 | -21,954 | Sold Out | 0 | $0.00 |
| Q1 2025 | -1,247 | Reduce 5.37% | 21,954 | $26.12 |
| Q4 2024 | -39,595 | Reduce 63.05% | 23,201 | $32.02 |
| Q3 2024 | -20,721 | Reduce 24.81% | 62,796 | $30.42 |
| Q2 2024 | -12,325 | Reduce 12.86% | 83,517 | $36.14 |
| Q1 2024 | -61,754 | Reduce 39.19% | 95,842 | $42.06 |
| Q4 2023 | +98,000 | Add 164.44% | 157,596 | $36.22 |
| Q3 2023 | +28,675 | Add 92.74% | 59,596 | $42.16 |
| Q2 2023 | -7,678 | Reduce 19.89% | 30,921 | $35.45 |
| Q1 2023 | +14,847 | Add 62.51% | 38,599 | $35.75 |
| Q4 2022 | -25,649 | Reduce 51.92% | 23,752 | $49.57 |
| Q3 2022 | +17,980 | Add 57.22% | 49,401 | $36.96 |
| Q2 2022 | -6,304 | Reduce 16.71% | 31,421 | $43.06 |
| Q1 2022 | -20,479 | Reduce 35.18% | 37,725 | $42.78 |
| Q4 2021 | +47,460 | Add 441.73% | 58,204 | $23.69 |
| Q3 2021 | -599 | Reduce 5.28% | 10,744 | $27.36 |
| Q2 2021 | +374 | Add 3.41% | 11,343 | $32.62 |
| Q1 2021 | -5,549 | Reduce 33.59% | 10,969 | $26.99 |
| Q4 2020 | -20,538 | Reduce 55.42% | 16,518 | $23.19 |
| Q3 2020 | -23,585 | Reduce 38.89% | 37,056 | $14.65 |
| Q2 2020 | -324,151 | Reduce 84.24% | 60,641 | $19.51 |
| Q1 2020 | +86,170 | Add 28.86% | 384,792 | $15.65 |
| Q4 2019 | -25,848 | Reduce 7.97% | 298,622 | $45.43 |
| Q3 2019 | +202,564 | Add 166.16% | 324,470 | $40.07 |
| Q2 2019 | +78,977 | Add 183.97% | 121,906 | $50.62 |
| Q1 2019 | +42,929 | New Buy | 42,929 | $55.56 |
| Q4 2018 | -56,375 | Sold Out | 0 | $0.00 |
| Q3 2018 | +56,375 | New Buy | 56,375 | $68.77 |
| Q1 2017 | -3,383 | Sold Out | 0 | $0.00 |
| Q4 2016 | -5,299 | Reduce 61.03% | 3,383 | $77.45 |
| Q3 2016 | -53,279 | Reduce 85.99% | 8,682 | $67.27 |
| Q2 2016 | +49,187 | Add 385.06% | 61,961 | $67.12 |
| Q1 2016 | -151,672 | Reduce 92.23% | 12,774 | $58.71 |
| Q4 2015 | -35,262 | Reduce 17.66% | 164,446 | $53.55 |
| Q3 2015 | +199,708 | New Buy | 199,708 | $47.26 |
| Q1 2015 | -206,066 | Sold Out | 0 | $0.00 |
| Q4 2014 | +158,323 | Add 331.62% | 206,066 | $67.42 |
| Q3 2014 | -17,410 | Reduce 26.72% | 47,743 | $97.88 |
| Q2 2014 | +10,912 | Add 20.12% | 65,153 | $116.11 |
| Q1 2014 | -23,212 | Reduce 29.97% | 54,241 | $107.56 |
| Q4 2013 | -8,942 | Reduce 10.35% | 77,453 | $84.08 |
| Q3 2013 | +86,395 | New Buy | 86,395 | $68.95 |
Joel Greenblatt's Helmerich & Payne Investment FAQs
Joel Greenblatt first purchased Helmerich & Payne, Inc. (HP) in Q3 2013, acquiring 86,395 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 Helmerich & Payne, Inc. (HP) for 43 quarters since Q3 2013.
Joel Greenblatt's largest addition to Helmerich & Payne, Inc. (HP) was in Q3 2019, adding 324,470 shares worth $13 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 6,080 shares of Helmerich & Payne, Inc. (HP), valued at approximately $219,062.
As of the Q1 2026 filing, Helmerich & Payne, Inc. (HP) 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 Helmerich & Payne, Inc. (HP) was 384,792 shares, as reported at the end of Q1 2020.