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Joel Greenblatt’s Baytex Energy BTE Stock Holding History

Joel Greenblatt’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.56M Buy
889,247
+482,261
+118% +$2.23M 0.01% 1024
2026
Q1 		$1.82M Buy
406,986
+374,735
+1,162% +$1.38M 0.01% 1138
2025
Q4 		$104K Sell
32,251
-319,980
-91% -$892K ﹤0.01% 1684
2025
Q3 		$824K Sell
352,231
-55,569
-14% -$119K ﹤0.01% 1263
2025
Q2 		$730K Buy
407,800
+199,573
+96% +$349K ﹤0.01% 1225
2025
Q1 		$464K Sell
208,227
-339,614
-62% -$809K ﹤0.01% 1255
2024
Q4 		$1.41M Buy
547,841
+500,387
+1,054% +$1.42M 0.01% 808
2024
Q3 		$141K Buy
+47,454
New +$161K ﹤0.01% 1359
2020
Q1 		– Sell
-14,440
Closed -$21K – 1086
2019
Q4 		$21K Buy
+14,440
New +$17.8K ﹤0.01% 1085
2018
Q4 		– Sell
-19,010
Closed -$55K – 988
2018
Q3 		$55K Sell
19,010
-1,091
-5% -$3.35K ﹤0.01% 916
2018
Q2 		$67K Buy
20,101
+5,826
+41% +$22.8K ﹤0.01% 861
2018
Q1 		$39K Buy
14,275
+4,055
+40% +$11.8K ﹤0.01% 927
2017
Q4 		$31K Buy
+10,220
New +$30.1K ﹤0.01% 916

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Joel Greenblatt's BTE Position: Q2 2026 in Review

Joel Greenblatt increased its Baytex Energy (BTE) stake by 118% in Q2 2026, buying an estimated $2.23M and bringing the position to 889,247 shares worth $3.56M. The position accounts for 0.01% of the portfolio, ranked #1024.

Joel Greenblatt first reported a position in BTE in Q4 2017 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Joel Greenblatt held 889,247 shares of Baytex Energy worth $3.56M as of Q2 2026.
  • Joel Greenblatt bought 482,261 Baytex Energy shares in Q2 2026, an estimated $2.23M.
  • Baytex Energy made up 0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1024 holding.
  • Joel Greenblatt first reported a position in Baytex Energy in Q4 2017 and has held it in 13 quarters since.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.