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Joel Greenblatt’s PTEN Holdings & Trades

First Buy
Q2 2014
Duration Held
32 Quarters
Largest Add
Q1 2019
+518,743 Shares
Current Position
92,380 Shares
$564,442 Value

Joel Greenblatt's PTEN Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 92,380 shares of Patterson-UTI Energy, Inc. (PTEN) worth $564,442, representing 0.00% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 32 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in PTEN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2019, adding 518,743 shares. Largest reduction occurred in Q2 2020, reducing 345,151 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Patterson-UTI Energy (PTEN) Holding Value Over Time

Track share changes against reported price movement

Quarterly Patterson-UTI Energy (PTEN) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -41,147 Reduce 30.82% 92,380 $6.11
Q3 2025 +80,514 Add 151.88% 133,527 $5.18
Q2 2025 -56,866 Reduce 51.75% 53,013 $5.93
Q1 2025 +22,670 Add 26.00% 109,879 $8.22
Q4 2024 +87,209 New Buy 87,209 $8.26
Q3 2024 -36,307 Sold Out 0 $0.00
Q2 2024 +36,307 New Buy 36,307 $10.36
Q4 2023 -73,428 Sold Out 0 $0.00
Q3 2023 +15,611 Add 27.00% 73,428 $13.84
Q2 2023 -4,722 Reduce 7.55% 57,817 $11.97
Q1 2023 +28,676 Add 84.68% 62,539 $11.70
Q4 2022 +14,255 Add 72.70% 33,863 $16.84
Q3 2021 -17,831 Reduce 47.63% 19,608 $8.98
Q2 2021 -8,906 Reduce 19.22% 37,439 $9.94
Q1 2021 -29,710 Reduce 39.06% 46,345 $7.12
Q4 2020 -150,220 Reduce 66.39% 76,055 $5.26
Q3 2020 -140,865 Reduce 38.37% 226,275 $2.85
Q2 2020 -345,151 Reduce 48.46% 367,140 $3.47
Q1 2020 -91,454 Reduce 11.38% 712,291 $2.35
Q4 2019 +237,757 Add 42.01% 803,745 $10.50
Q3 2019 -134,625 Reduce 19.22% 565,988 $8.55
Q2 2019 +181,870 Add 35.06% 700,613 $11.51
Q1 2019 +518,743 New Buy 518,743 $14.02
Q3 2016 -260,792 Sold Out 0 $0.00
Q2 2016 +260,792 New Buy 260,792 $21.32
Q4 2014 -53,969 Sold Out 0 $0.00
Q3 2014 +46,574 Add 629.80% 53,969 $32.54
Q2 2014 +7,395 New Buy 7,395 $34.89

Joel Greenblatt's Patterson-UTI Energy Investment FAQs

Joel Greenblatt first purchased Patterson-UTI Energy, Inc. (PTEN) in Q2 2014, acquiring 7,395 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 Patterson-UTI Energy, Inc. (PTEN) for 32 quarters since Q2 2014.

Joel Greenblatt's largest addition to Patterson-UTI Energy, Inc. (PTEN) was in Q1 2019, adding 518,743 shares worth $7.27 M.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 92,380 shares of Patterson-UTI Energy, Inc. (PTEN), valued at approximately $564,442.

As of the Q4 2025 filing, Patterson-UTI Energy, Inc. (PTEN) 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 Patterson-UTI Energy, Inc. (PTEN) was 803,745 shares, as reported at the end of Q4 2019.