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Joel Greenblatt’s LBRT Holdings & Trades

First Buy
Q1 2019
Duration Held
14 Quarters
Largest Add
Q2 2023
+61,273 Shares
Current Position
8,952 Shares
$257,818 Value

Joel Greenblatt's LBRT Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 8,952 shares of Liberty Energy Inc. (LBRT) worth $257,818, representing 0.00% of the portfolio. First purchased in 2019-Q1, this medium-term investment has been held for 14 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in LBRT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 61,273 shares. Largest reduction occurred in Q1 2025, reducing 25,517 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Liberty Energy (LBRT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Liberty Energy (LBRT) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +8,952 New Buy 8,952 $28.80
Q1 2025 -25,517 Sold Out 0 $0.00
Q4 2024 +9,563 Add 59.94% 25,517 $19.89
Q3 2024 +2,976 Add 22.93% 15,954 $19.09
Q2 2024 -13,844 Reduce 51.61% 12,978 $20.89
Q1 2024 -1,343 Reduce 4.77% 26,822 $20.72
Q4 2023 -15,940 Reduce 36.14% 28,165 $18.14
Q3 2023 -17,168 Reduce 28.02% 44,105 $18.52
Q2 2023 +61,273 New Buy 61,273 $13.37
Q2 2020 -10,386 Sold Out 0 $0.00
Q1 2020 -5,237 Reduce 33.52% 10,386 $2.70
Q4 2019 +15,623 New Buy 15,623 $11.14
Q2 2019 -20,138 Sold Out 0 $0.00
Q1 2019 +20,138 New Buy 20,138 $15.39

Joel Greenblatt's Liberty Energy Investment FAQs

Joel Greenblatt first purchased Liberty Energy Inc. (LBRT) in Q1 2019, acquiring 20,138 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 Liberty Energy Inc. (LBRT) for 14 quarters since Q1 2019.

Joel Greenblatt's largest addition to Liberty Energy Inc. (LBRT) was in Q2 2023, adding 61,273 shares worth $819,220.

According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 8,952 shares of Liberty Energy Inc. (LBRT), valued at approximately $257,818.

As of the Q1 2026 filing, Liberty Energy Inc. (LBRT) 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 Liberty Energy Inc. (LBRT) was 61,273 shares, as reported at the end of Q2 2023.