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Joel Greenblatt’s Helix Energy Solutions HLX Stock Holding History

Joel Greenblatt’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.62M Buy
+185,793
New +$1.79M ﹤0.01% 1214
2026
Q1 		– Sell
-16,673
Closed -$105K – 1804
2025
Q4 		$105K Buy
+16,673
New +$111K ﹤0.01% 1683
2025
Q2 		– Sell
-41,779
Closed -$347K – 1698
2025
Q1 		$347K Buy
+41,779
New +$352K ﹤0.01% 1327
2024
Q4 		– Sell
-75,562
Closed -$839K – 1460
2024
Q3 		$839K Sell
75,562
-117,782
-61% -$1.3M 0.01% 952
2024
Q2 		$2.31M Buy
193,344
+56,433
+41% +$629K 0.03% 644
2024
Q1 		$1.48M Buy
136,911
+71,560
+110% +$696K 0.02% 734
2023
Q4 		$672K Buy
65,351
+12,775
+24% +$127K 0.01% 906
2023
Q3 		$587K Buy
+52,576
New +$507K 0.01% 931
2021
Q4 		– Sell
-22,110
Closed -$86K – 1181
2021
Q3 		$86K Sell
22,110
-6,580
-23% -$27.1K ﹤0.01% 998
2021
Q2 		$164K Sell
28,690
-7,557
-21% -$39.7K 0.01% 958
2021
Q1 		$183K Sell
36,247
-358
-1% -$1.78K 0.01% 959
2020
Q4 		$154K Buy
36,605
+3,717
+11% +$12.4K 0.01% 951
2020
Q3 		$79K Sell
32,888
-30,332
-48% -$111K ﹤0.01% 989
2020
Q2 		$219K Buy
+63,220
New +$171K 0.01% 935
2020
Q1 		– Sell
-52,726
Closed -$508K – 1128
2019
Q4 		$508K Sell
52,726
-3,402
-6% -$29.4K 0.01% 807
2019
Q3 		$452K Buy
56,128
+4,635
+9% +$37.4K 0.01% 794
2019
Q2 		$444K Sell
51,493
-307,691
-86% -$2.39M 0.01% 834
2019
Q1 		$2.84M Buy
359,184
+3,861
+1% +$27.7K 0.04% 441
2018
Q4 		$1.92M Buy
+355,323
New +$2.9M 0.03% 503

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's HLX Position: Q2 2026 in Review

Joel Greenblatt opened a new position in Helix Energy Solutions (HLX) in Q2 2026: 185,793 shares worth $1.62M. The stake represents ﹤0.01% of the portfolio and ranks #1214 among its holdings. This is a return to the name: Joel Greenblatt previously reported a position in HLX as recently as Q4 2025.

Joel Greenblatt first reported a position in HLX in Q4 2018 and has held it in 19 quarters since. The position peaked at $2.84M in Q1 2019. 284 funds tracked by Wall St. Rank hold HLX as of Q2 2026.

  • Joel Greenblatt held 185,793 shares of Helix Energy Solutions worth $1.62M as of Q2 2026.
  • Helix Energy Solutions was a new Joel Greenblatt position in Q2 2026.
  • Helix Energy Solutions made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1214 holding.
  • Joel Greenblatt first reported a position in Helix Energy Solutions in Q4 2018 and has held it in 19 quarters since.
  • Joel Greenblatt's Helix Energy Solutions position peaked at $2.84M in Q1 2019.
  • 284 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2026.

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