Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  Murphy USA Inc. (MUSA)
← All MUSA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 42,921 0.06 Reduce 9.83% <0.01 $360.19–509.90 · VW $432.06i $21,201,686 SEC
2025   Q4 47,601 0.07 Add 62.24% 0.03 $349.83–413.97 · VW $380.44i $19,207,956 SEC
2025   Q3 29,340 0.05 Add 266.89% 0.04 $345.23–438.00 · VW $383.39i $11,391,548 SEC
2025   Q2 7,997 0.02 Add 9.49% <0.01 $385.44–523.09 · VW $448.93i $3,253,180 SEC
2025   Q1 7,304 0.03 Add 92.51% 0.01 $429.18–520.85 · VW $474.75i $3,431,492 SEC
2024   Q4 3,794 0.02 Reduce 0.34% <0.01 $470.12–561.08 · VW $510.57i $1,903,640 SEC
2024   Q3 3,807 0.02 Reduce 1.81% <0.01 $446.09–552.30 · VW $502.93i $1,876,356 SEC
2024   Q2 3,877 0.02 Reduce 43.28% 0.02 $382.04–489.89 · VW $431.83i $1,820,096 SEC
2024   Q1 6,835 0.04 Add 23.04% <0.01 $350.55–426.01 · VW $391.86i $2,865,232 SEC
2023   Q4 5,555 0.04 Reduce 0.02% $339.96–382.04 · VW $363.53i $1,980,691 SEC
2023   Q3 5,556 0.04 Reduce 22.48% 0.01 $282.49–347.85 · VW $317.02i $1,898,652 SEC
2023   Q2 7,167 0.05 Reduce 31.30% 0.02 $248.75–314.30 · VW $286.13i $2,229,725 SEC
2023   Q1 10,433 0.07 Reduce 52.27% 0.09 $231.65–281.44 · VW $259.41i $2,692,236 SEC
2022   Q4 21,860 0.17 Add 30.44% 0.04 $267.62–323.00 · VW $295.35i $6,110,744 SEC
2022   Q3 16,759 0.14 Reduce 28.46% 0.05 $230.99–303.09 · VW $278.93i $4,607,000 SEC
2022   Q2 23,426 0.18 Add 421.62% 0.14 $199.87–262.58 · VW $236.79i $5,455,000 SEC
2022   Q1 4,491 0.03 Add 12.13% <0.01 $164.30–203.99 · VW $188.93i $898,000 SEC
2021   Q4 4,005 0.03 $199.25 $798,000 SEC
2021   Q3 4,005 0.03 Reduce 4.19% <0.01 $131.12–171.67 · VW $153.55i $670,000 SEC
2021   Q2 4,180 0.02 Reduce 71.64% 0.07 $126.56–147.44 · VW $136.98i $557,000 SEC
2021   Q1 14,740 0.10 Reduce 24.95% 0.02 $119.47–159.00 · VW $132.80i $2,131,000 SEC
2020   Q4 19,640 0.09 Reduce 23.66% 0.03 $117.08–138.21 · VW $127.55i $2,570,000 SEC
2020   Q3 25,726 0.11 Add 3.49% <0.01 $110.61–144.09 · VW $132.07i $3,300,000 SEC
2020   Q2 24,859 0.08 Add 155.12% 0.05 $79.90–118.74 · VW $108.00i $2,799,000 SEC
2020   Q1 9,744 0.02 Reduce 48.88% 0.02 $78.75–117.26 · VW $98.21i $822,000 SEC
2019   Q4 19,062 0.04 Add 34.95% 0.01 $84.18–121.24 · VW $113.67i $2,230,000 SEC
2019   Q3 14,125 0.02 Reduce 58.94% 0.03 $80.94–94.71 · VW $87.71i $1,205,000 SEC
2019   Q2 34,403 0.05 Reduce 39.79% 0.03 $79.50–88.58 · VW $83.80i $2,891,000 SEC
2019   Q1 57,137 0.07 Add 797.39% 0.06 $72.07–85.89 · VW $78.33i $4,892,000 SEC
2018   Q4 6,367 <0.01 Reduce 0.03% $69.98–85.89 · VW $79.51i $488,000 SEC
2018   Q3 6,369 <0.01 Reduce 18.19% <0.01 $72.36–88.34 · VW $81.74i $544,000 SEC
2018   Q2 7,785 <0.01 Reduce 87.94% 0.06 $61.05–81.45 · VW $69.29i $578,000 SEC
2018   Q1 64,552 0.07 Add 13.52% <0.01 $67.59–89.69 · VW $77.96i $4,699,000 SEC
2017   Q4 56,863 0.07 Buy 0.07 $68.53–81.30 · VW $75.96i $4,570,000 SEC
2016   Q4 0 0.00 Sell 100.00% 0.01 $57.13–73.38 · VW $66.01i SEC
2016   Q3 11,508 0.01 Buy 0.01 $70.02–80.44 · VW $74.92i $821,000 SEC
2016   Q2 0 0.00 Sell 100.00% <0.01 $56.92–74.20 · VW $65.14i SEC
2016   Q1 10,354 <0.01 Buy <0.01 $51.68–67.99 · VW $60.93i $636,000 SEC
2015   Q3 0 0.00 Sell 100.00% 0.38 $47.73–57.49 · VW $52.92i SEC
2015   Q2 779,245 0.38 Add 0.79% <0.01 $55.66–73.64 · VW $61.88i $43,497,000 SEC
2015   Q1 773,144 0.44 Add 61.93% 0.17 $66.70–73.97 · VW $70.40i $55,952,000 SEC
2014   Q4 477,462 0.28 Add 44.45% 0.09 $48.71–70.17 · VW $60.07i $32,878,000 SEC
2014   Q3 330,544 0.18 Add 222.87% 0.13 $47.20–56.38 · VW $51.45i $17,539,000 SEC
2014   Q2 102,377 0.07 Add 28.32% 0.01 $39.84–52.73 · VW $46.53i $5,005,000 SEC
2014   Q1 79,781 0.05 Reduce 64.73% 0.15 $37.09–43.88 · VW $40.21i $3,238,000 SEC
2013   Q4 226,179 0.24 Add 1903.89% 0.23 $39.27–46.91 · VW $42.24i $9,400,000 SEC
2013   Q3 11,287 0.02 Buy 0.02 $36.12–41.58 · VW $39.36i
IPO/listing quarter
$456,000 SEC
Price snapshot:
Current price$610.80
Avg. buy price$390.39
+/- since buy56.46%
52-week low$343.20
52-week high$636.05