Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · Median return: 0%

⚠ 25 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
FAST - Fastenal Co.	Q1 2021	$25.16	Open	$45.74	+81.80%	Open	History

MET - MetLife, Inc.	Q4 2019	$50.96	Open	$92.54	+81.59%	Open	History

UNFI - United Natural Foods, Inc.	Q4 2024	$27.31	Open	$49.54	+81.40%	Open	History

WST - West Pharmaceutical Services, Inc.	Q3 2018	$123.48	Q1 2025	$223.88	+81.31%	Closed	History

6OL - Perimeter Solutions SA	Q1 2024	$7.42	Q3 2024	$13.45	+81.27%	Closed	History

EXC - Exelon Corp.	Q2 2020	$25.88	Open	$46.92	+81.27%	Open	History

NVRI - Enviri Corp.	Q3 2016	$9.93	Q4 2020	$18.00	+81.27%	Closed	History

OKE - ONEOK, Inc.	Q1 2021	$50.71	Open	$91.90	+81.23%	Open	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q2 2017	$7.99	Q3 2019	$14.48	+81.23%	Closed	History

URI - United Rentals, Inc.	Q1 2016	$62.19	Q2 2017	$112.71	+81.23%	Closed	History

CIEN - Ciena Corp.	Q3 2017	$21.97	Q1 2020	$39.81	+81.20%	Closed	History

ZS - Zscaler, Inc.	Q4 2018	$39.17	Q1 2019	$70.95	+81.13%	Closed	History

FL - Foot Locker Inc	Q4 2011	$23.84	Q3 2019	$43.16	+81.04%	Closed	History

UCTT - Ultra Clean Holdings, Inc.	Q4 2019	$23.47	Q1 2022	$42.49	+81.04%	Closed	History

CA - Ca Inc	Q4 2010	$24.43	Q3 2018	$44.15	+80.72%	Closed	History

AHR - American Healthcare REIT, Inc.	Q1 2025	$30.30	Open	$54.73	+80.63%	Open	History

CELG - Celgene Corp	Q2 2012	$64.17	Q1 2013	$115.88	+80.58%	Closed	History

ANIP - ANI Pharmaceuticals, Inc.	Q1 2016	$33.62	Q4 2016	$60.67	+80.46%	Closed	History

CSOD - Cornerstone Ondemand Inc	Q1 2020	$31.76	Q3 2021	$57.27	+80.32%	Closed	History

OII - Oceaneering International, Inc.	Q4 2025	$24.03	Open	$43.28	+80.11%	Open	History

ACIW - ACI Worldwide, Inc.	Q4 2023	$30.60	Open	$55.11	+80.10%	Open	History

CDW - CDW Corp.	Q4 2013	$23.36	Q4 2015	$42.04	+79.97%	Closed	History

CVCO - Cavco Inds Inc Del	Q2 2020	$192.61	Q4 2023	$346.62	+79.96%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q2 2022	$299.11	Q3 2024	$538.25	+79.95%	Closed	History

VRTU - Virtusa Corp	Q1 2020	$28.42	Q4 2020	$51.14	+79.94%	Closed	History

CRRTQ - Carbo Ceramics Inc	Q2 2012	$76.74	Q1 2014	$138.06	+79.91%	Closed	History

BJRI - BJ's Restaurants, Inc.	Q1 2025	$34.26	Open	$61.63	+79.89%	Open	History

FA - First Advantage Corp.	Q1 2026	$11.76	Open	$21.15	+79.85%	Open	History

SN - SharkNinja, Inc.	Q1 2025	$83.41	Open	$149.89	+79.70%	Open	History

MKC - McCormick & Co., Inc.	Q1 2018	$53.20	Q4 2020	$95.58	+79.68%	Closed	History

JBHT - J.B. Hunt Transport Services, Inc.	Q3 2022	$156.37	Open	$280.87	+79.62%	Open	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2011	$61.35	Q4 2014	$110.13	+79.51%	Closed	History

RDO - Sirius Xm Radio Inc	Q2 2012	$1.85	Q2 2013	$3.32	+79.46%	Closed	History

IQNT - Inteliquent Inc	Q3 2014	$12.46	Q3 2015	$22.36	+79.45%	Closed	History

THO - THOR Industries, Inc.	Q4 2011	$27.44	Q2 2013	$49.16	+79.15%	Closed	History

GEO - Geo Group Inc New	Q1 2023	$7.89	Q1 2024	$14.12	+78.96%	Closed	History

ALL - The Allstate Corp.	Q4 2023	$139.98	Open	$250.35	+78.85%	Open	History

CMI - Cummins Inc.	Q4 2018	$133.64	Q1 2023	$238.88	+78.75%	Closed	History

COR - Cencora, Inc.	Q4 2010	$34.13	Q3 2013	$60.97	+78.64%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q3 2022	$133.27	Open	$238.05	+78.62%	Open	History

ROST - Ross Stores, Inc.	Q2 2021	$123.85	Open	$220.93	+78.39%	Open	History

RBA - RB Global, Inc.	Q4 2021	$61.21	Open	$109.16	+78.34%	Open	History

WWW - Wolverine World Wide, Inc.	Q4 2016	$21.95	Q3 2018	$39.11	+78.18%	Closed	History

PRI - Primerica, Inc.	Q1 2023	$172.24	Open	$306.66	+78.04%	Open	History

HLX - Helix Energy Solutions Group, Inc.	Q4 2018	$5.41	Q4 2019	$9.63	+78.00%	Closed	History

FSLR - First Solar, Inc.	Q2 2017	$39.88	Q1 2018	$70.98	+77.98%	Closed	History

AVNS - Avanos Medical, Inc.	Q1 2026	$14.01	Open	$24.93	+77.94%	Open	History

NWS.A - Twenty First Centy Fox Inc	Q2 2016	$27.05	Q4 2018	$48.12	+77.89%	Closed	History

GPRE - Green Plains Inc.	Q3 2013	$16.05	Q1 2015	$28.55	+77.88%	Closed	History

FIZZ - National Beverage Corp.	Q4 2019	$25.53	Q4 2021	$45.36	+77.71%	Closed	History

PRIM - Primoris Services Corp.	Q2 2024	$49.89	Open	$88.63	+77.65%	Open	History

WPM - Wheaton Precious Metals Corp.	Q3 2024	$61.08	Open	$108.49	+77.62%	Open	History

SNX - TD SYNNEX Corp.	Q4 2019	$64.39	Q4 2021	$114.35	+77.60%	Closed	History

GSPY - Gotham Enhanced 500 ETF	Q3 2021	$23.14	Open	$41.08	+77.53%	Open	History

ADM - Archer-Daniels-Midland Co.	Q4 2019	$46.35	Open	$82.28	+77.52%	Open	History

X - United States Stl Corp New	Q4 2021	$23.81	Q1 2025	$42.26	+77.49%	Closed	History

LAD - Lithia Motors, Inc.	Q4 2012	$37.44	Q1 2014	$66.45	+77.48%	Closed	History

UFI - Unifi Inc	Q4 2012	$13.01	Q1 2014	$23.08	+77.40%	Closed	History

WAT - Waters Corp.	Q1 2016	$131.90	Q4 2019	$233.82	+77.27%	Closed	History

EPHC - Epoch Holding Corp	Q1 2011	$15.74	Q4 2012	$27.90	+77.26%	Closed	History

CIFR - Cipher Digital Inc.	Q3 2023	$2.33	Q4 2023	$4.13	+77.25%	Closed	History

FOLD -	Q1 2025	$8.16	Open	$14.46	+77.21%	Open	History

ATEN - A10 Networks, Inc.	Q3 2020	$6.36	Q2 2021	$11.27	+77.20%	Closed	History

CBST - Cubist Pharmaceuticals Inc	Q4 2010	$21.40	Q2 2012	$37.91	+77.15%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2024	$70.32	Open	$124.56	+77.13%	Open	History

ACN - Accenture plc	Q1 2013	$75.98	Open	$134.56	+77.10%	Open	History

ELAN - Elanco Animal Health Inc.	Q2 2024	$14.43	Open	$25.55	+77.06%	Open	History

CCMP - Cabot Microelectronics Corp	Q4 2016	$63.17	Q1 2019	$111.84	+77.05%	Closed	History

DIG1 - Directv	Q3 2012	$52.44	Q2 2015	$92.79	+76.95%	Closed	History

ULH - Universal Truckload Svcs Inc	Q1 2012	$15.07	Q3 2013	$26.65	+76.84%	Closed	History

SSRM - SSR Mining Inc.	Q1 2020	$11.37	Q4 2020	$20.10	+76.78%	Closed	History

IYW - iShares U.S. Technology ETF	Q1 2025	$140.44	Open	$248.19	+76.72%	Open	History

CTB - Cooper Tire & Rubr Co	Q3 2020	$31.71	Q1 2021	$56.01	+76.63%	Closed	History

PLCE - Childrens Pl Retail Stores I	Q3 2013	$57.85	Q2 2017	$102.12	+76.53%	Closed	History

SRPT - Sarepta Therapeutics, Inc.	Q1 2022	$78.14	Q1 2023	$137.83	+76.39%	Closed	History

CTB - Cooper Tire & Rubr Co	Q3 2012	$19.18	Q2 2015	$33.83	+76.38%	Closed	History

FSLR - First Solar, Inc.	Q2 2020	$49.51	Q1 2021	$87.25	+76.23%	Closed	History

GPI - Group 1 Automotive, Inc.	Q2 2022	$169.78	Open	$299.18	+76.22%	Open	History

GOOS - Canada Goose Holdings Inc	Q1 2018	$33.41	Q2 2018	$58.87	+76.20%	Closed	History

CCJ - Cameco Corp.	Q1 2020	$7.63	Q4 2020	$13.44	+76.15%	Closed	History

EGOV - Nic Inc	Q1 2014	$19.31	Q1 2021	$34.00	+76.07%	Closed	History

PKG - Packaging Corp. of America	Q3 2012	$36.31	Q3 2014	$63.83	+75.79%	Closed	History

TIF - Tiffany & Co New	Q1 2016	$73.38	Q3 2018	$128.97	+75.76%	Closed	History

RPM - RPM International Inc.	Q2 2018	$58.32	Open	$102.43	+75.63%	Open	History

THC - Tenet Healthcare Corp.	Q3 2017	$16.43	Q1 2019	$28.84	+75.53%	Closed	History

GLW - Corning Inc.	Q3 2015	$17.13	Q2 2017	$30.05	+75.42%	Closed	History

BHP - BHP Group Ltd.	Q2 2025	$48.09	Open	$84.35	+75.40%	Open	History

REVRQ - Revlon Inc	Q4 2010	$9.83	Q1 2012	$17.24	+75.38%	Closed	History

PDS - Precision Drilling Corp.	Q2 2025	$47.24	Open	$82.84	+75.36%	Open	History

TW - Tradeweb Markets Inc.	Q3 2022	$56.38	Open	$98.83	+75.29%	Open	History

B - Barrick Mining Corp.	Q2 2025	$20.82	Open	$36.49	+75.26%	Open	History

ENTA - Enanta Pharmaceuticals Inc	Q1 2016	$29.37	Q1 2020	$51.47	+75.25%	Closed	History

TBBK - The Bancorp, Inc.	Q2 2024	$37.76	Open	$66.17	+75.24%	Open	History

STAA - Staar Surgical Co	Q4 2019	$35.11	Q2 2020	$61.51	+75.19%	Closed	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q2 2022	$11.11	Open	$19.46	+75.16%	Open	History

BW - Babcock & Wilcox Enterprises, Inc.	Q4 2025	$6.34	Open	$11.09	+74.92%	Open	History

GEF - Greif Inc	Q3 2015	$31.89	Q2 2017	$55.78	+74.91%	Closed	History

TPCG - Tpc Group Inc	Q4 2011	$23.34	Q3 2012	$40.81	+74.85%	Closed	History

GNW - Genworth Finl Inc	Q4 2012	$7.50	Q3 2014	$13.11	+74.80%	Closed	History

CAH - Cardinal Health, Inc.	Q4 2012	$41.18	Q4 2016	$71.98	+74.79%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.