Exited position

Joel Greenblatt’s Liberty Energy Inc (LBRT) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Gotham Asset ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2019Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares61.27KHighest verified quarter-end share count
Quarters reported11Verified quarters with shares above zero
What happened?

Gotham Asset Management first reported Liberty Energy Inc in Q1 2019. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Gotham Asset Management sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−8.95K shares · No shares reported at quarter-end
Q1 2026
New position+8.95K shares · 8.95K shares reported
Filing context

Quarter-end price $28.80 · Estimated holding basis $28.80

Q1 2025
Sold the entire position−25.52K shares · No shares reported at quarter-end
Q4 2024
Bought 59.9% more+9.56K shares · 25.52K shares reported after the change
Filing context

Quarter-end price $19.89 · Estimated holding basis $16.48

Q3 2024
Bought 22.9% more+2.98K shares · 15.95K shares reported after the change
Filing context

Quarter-end price $19.09 · Estimated holding basis $14.44

Q2 2024
Sold 51.6% of the position−13.84K shares · 12.98K shares remained
Filing context

Quarter-end price $20.89 · Estimated holding basis $13.37

Portfolio importance

How important was Liberty Energy Inc in Gotham Asset Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.0%Q1 2026
Last reported rank#1632of 1749 reported positions
Peak portfolio weight0.0%Q2 2023
Best historical rank#820Q2 2023
At peak importanceQ2 2023
LBRT
0.0%
Largest holding
7.2%
Cross-investor discovery

Who else owns Liberty Energy Inc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
LBRT0.1% of reported portfolio
Explore Liberty Energy Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$19.262026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Gotham Asset Management, LLC’s Form 13F disclosures—not Joel Greenblatt’s personal brokerage account. The filing is firm-level rather than a personal stock list. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.