Joel Greenblatt's MUSA Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 29,340 shares of Murphy USA Inc. (MUSA) worth $11.39 M, representing 0.05% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in MUSA, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 295,682 shares. Largest reduction occurred in Q3 2015, reducing 779,245 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Murphy USA (MUSA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Murphy USA (MUSA) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +11,287 | New Buy | 11,287 | $40.40 |
| Q4 2013 | +214,892 | Add 1903.89% | 226,179 | $41.56 |
| Q1 2014 | -146,398 | Reduce 64.73% | 79,781 | $40.59 |
| Q2 2014 | +22,596 | Add 28.32% | 102,377 | $48.89 |
| Q3 2014 | +228,167 | Add 222.87% | 330,544 | $53.06 |
| Q4 2014 | +146,918 | Add 44.45% | 477,462 | $68.86 |
| Q1 2015 | +295,682 | Add 61.93% | 773,144 | $72.37 |
| Q2 2015 | +6,101 | Add 0.79% | 779,245 | $55.82 |
| Q3 2015 | -779,245 | Sold Out | 0 | $0.00 |
| Q1 2016 | +10,354 | New Buy | 10,354 | $61.43 |
| Q2 2016 | -10,354 | Sold Out | 0 | $0.00 |
| Q3 2016 | +11,508 | New Buy | 11,508 | $71.34 |
| Q4 2016 | -11,508 | Sold Out | 0 | $0.00 |
| Q4 2017 | +56,863 | New Buy | 56,863 | $80.37 |
| Q1 2018 | +7,689 | Add 13.52% | 64,552 | $72.79 |
| Q2 2018 | -56,767 | Reduce 87.94% | 7,785 | $74.25 |
| Q3 2018 | -1,416 | Reduce 18.19% | 6,369 | $85.41 |
| Q4 2018 | -2 | Reduce 0.03% | 6,367 | $76.65 |
| Q1 2019 | +50,770 | Add 797.39% | 57,137 | $85.62 |
| Q2 2019 | -22,734 | Reduce 39.79% | 34,403 | $84.03 |
| Q3 2019 | -20,278 | Reduce 58.94% | 14,125 | $85.31 |
| Q4 2019 | +4,937 | Add 34.95% | 19,062 | $116.99 |
| Q1 2020 | -9,318 | Reduce 48.88% | 9,744 | $84.36 |
| Q2 2020 | +15,115 | Add 155.12% | 24,859 | $112.60 |
| Q3 2020 | +867 | Add 3.49% | 25,726 | $128.27 |
| Q4 2020 | -6,086 | Reduce 23.66% | 19,640 | $130.86 |
| Q1 2021 | -4,900 | Reduce 24.95% | 14,740 | $144.57 |
| Q2 2021 | -10,560 | Reduce 71.64% | 4,180 | $133.25 |
| Q3 2021 | -175 | Reduce 4.19% | 4,005 | $167.29 |
| Q1 2022 | +486 | Add 12.13% | 4,491 | $199.96 |
| Q2 2022 | +18,935 | Add 421.62% | 23,426 | $232.86 |
| Q3 2022 | -6,667 | Reduce 28.46% | 16,759 | $274.90 |
| Q4 2022 | +5,101 | Add 30.44% | 21,860 | $279.54 |
| Q1 2023 | -11,427 | Reduce 52.27% | 10,433 | $258.05 |
| Q2 2023 | -3,266 | Reduce 31.30% | 7,167 | $311.11 |
| Q3 2023 | -1,611 | Reduce 22.48% | 5,556 | $341.73 |
| Q4 2023 | -1 | Reduce 0.02% | 5,555 | $356.56 |
| Q1 2024 | +1,280 | Add 23.04% | 6,835 | $419.20 |
| Q2 2024 | -2,958 | Reduce 43.28% | 3,877 | $469.46 |
| Q3 2024 | -70 | Reduce 1.81% | 3,807 | $492.87 |
| Q4 2024 | -13 | Reduce 0.34% | 3,794 | $501.75 |
| Q1 2025 | +3,510 | Add 92.51% | 7,304 | $469.81 |
| Q2 2025 | +693 | Add 9.49% | 7,997 | $406.80 |
| Q3 2025 | +21,343 | Add 266.89% | 29,340 | $388.26 |
Joel Greenblatt's Murphy USA Investment FAQs
Joel Greenblatt first purchased Murphy USA Inc. (MUSA) in Q3 2013, acquiring 11,287 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 Murphy USA Inc. (MUSA) for 45 quarters since Q3 2013.
Joel Greenblatt's largest addition to Murphy USA Inc. (MUSA) was in Q1 2015, adding 773,144 shares worth $55.95 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 29,340 shares of Murphy USA Inc. (MUSA), valued at approximately $11.39 M.
As of the Q3 2025 filing, Murphy USA Inc. (MUSA) represents approximately 0.05% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Murphy USA Inc. (MUSA) was 779,245 shares, as reported at the end of Q2 2015.