Joel Greenblatt's SM Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 10,840 shares of SM Energy Company (SM) worth $202,708, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in SM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2020, adding 216,282 shares. Largest reduction occurred in Q1 2021, reducing 108,610 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's SM Energy Company (SM) Holding Value Over Time
Track share changes against reported price movement
Quarterly SM Energy Company (SM) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +559 | Add 5.44% | 10,840 | $18.70 |
| Q3 2025 | +258 | Add 2.57% | 10,281 | $24.97 |
| Q2 2025 | -3,675 | Reduce 26.83% | 10,023 | $24.71 |
| Q1 2025 | -25,386 | Reduce 64.95% | 13,698 | $29.95 |
| Q4 2024 | -46,900 | Reduce 54.55% | 39,084 | $38.76 |
| Q3 2024 | +68,623 | Add 395.27% | 85,984 | $39.97 |
| Q2 2024 | +727 | Add 4.37% | 17,361 | $43.23 |
| Q1 2024 | +5,244 | Add 46.04% | 16,634 | $49.85 |
| Q4 2023 | -4,025 | Reduce 26.11% | 11,390 | $38.72 |
| Q3 2023 | +502 | Add 3.37% | 15,415 | $39.65 |
| Q2 2023 | +1,560 | Add 11.68% | 14,913 | $31.63 |
| Q3 2022 | -3,542 | Reduce 20.96% | 13,353 | $37.59 |
| Q2 2022 | +1,264 | Add 8.09% | 16,895 | $34.21 |
| Q1 2022 | -56,087 | Reduce 78.20% | 15,631 | $38.96 |
| Q4 2021 | -38,607 | Reduce 34.99% | 71,718 | $29.48 |
| Q3 2021 | +4,627 | Add 4.38% | 110,325 | $26.38 |
| Q2 2021 | -1,974 | Reduce 1.83% | 105,698 | $24.63 |
| Q1 2021 | -108,610 | Reduce 50.22% | 107,672 | $16.37 |
| Q4 2020 | +216,282 | New Buy | 216,282 | $6.12 |
| Q1 2019 | -17,216 | Sold Out | 0 | $0.00 |
| Q4 2018 | +17,216 | New Buy | 17,216 | $15.51 |
Joel Greenblatt's SM Energy Company Investment FAQs
Joel Greenblatt first purchased SM Energy Company (SM) in Q4 2018, acquiring 17,216 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 SM Energy Company (SM) for 23 quarters since Q4 2018.
Joel Greenblatt's largest addition to SM Energy Company (SM) was in Q4 2020, adding 216,282 shares worth $1.32 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 10,840 shares of SM Energy Company (SM), valued at approximately $202,708.
As of the Q4 2025 filing, SM Energy Company (SM) 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 SM Energy Company (SM) was 216,282 shares, as reported at the end of Q4 2020.