Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22% · 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
SIX - Six Flags Entmt Corp New	Q4 2017	$66.57	Q1 2018	$62.26	-6.47%	Closed	History

NNN - NNN REIT, Inc.	Q4 2022	$45.76	Q2 2023	$42.79	-6.49%	Closed	History

MOS - The Mosaic Co.	Q4 2018	$29.21	Q1 2019	$27.31	-6.50%	Closed	History

BAX - Baxter International Inc.	Q4 2014	$39.80	Q1 2015	$37.21	-6.51%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q4 2013	$43.60	Q3 2014	$40.76	-6.51%	Closed	History

FUL - H.B. Fuller Co.	Q1 2012	$32.84	Q2 2012	$30.70	-6.52%	Closed	History

MMM - 3M Co.	Q1 2015	$137.92	Q2 2015	$128.93	-6.52%	Closed	History

KEX - Kirby Corp.	Q1 2017	$70.56	Q3 2017	$65.95	-6.53%	Closed	History

EWZ - iShares MSCI Brazil ETF	Q1 2026	$38.39	Open	$35.88	-6.54%	Open	History

CLS - Celestica Inc.	Q4 2014	$11.75	Q1 2016	$10.98	-6.55%	Closed	History

KNL - Knoll Inc	Q1 2013	$18.13	Q3 2013	$16.94	-6.56%	Closed	History

TPH - Tri Pointe Homes, Inc.	Q4 2015	$12.65	Q2 2016	$11.82	-6.56%	Closed	History

NDSN - Nordson Corp.	Q2 2011	$54.84	Q2 2012	$51.23	-6.58%	Closed	History

NLOK - Symantec Corp	Q4 2011	$15.65	Q2 2012	$14.62	-6.58%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2022	$33.41	Q2 2022	$31.21	-6.58%	Closed	History

CENTA - Central Garden & Pet Co.	Q4 2010	$7.90	Q1 2011	$7.38	-6.59%	Closed	History

HAE - Haemonetics Corp.	Q1 2011	$32.79	Q4 2011	$30.63	-6.59%	Closed	History

RVTY - Revvity, Inc.	Q2 2014	$46.83	Q4 2014	$43.73	-6.62%	Closed	History

BOX - Box, Inc.	Q1 2024	$28.32	Q2 2024	$26.44	-6.64%	Closed	History

PFFV - Global X Variable Rate Preferred ETF	Q1 2025	$23.66	Open	$22.09	-6.64%	Open	History

AAP - Advance Auto Parts, Inc.	Q1 2012	$88.61	Q1 2013	$82.70	-6.67%	Closed	History

AEL - American Eqty Invt Life Hld	Q4 2013	$26.36	Q2 2014	$24.60	-6.68%	Closed	History

PII - Polaris Inc.	Q4 2014	$151.20	Q1 2015	$141.10	-6.68%	Closed	History

PNW - Pinnacle West Capital Corp.	Q4 2014	$68.31	Q1 2015	$63.75	-6.68%	Closed	History

ISBC - Investors Bancorp Inc New	Q1 2017	$14.34	Q2 2017	$13.38	-6.69%	Closed	History

ROP - Roper Technologies, Inc.	Q1 2016	$182.78	Q2 2016	$170.56	-6.69%	Closed	History

APA - APA Corp.	Q1 2017	$51.38	Q2 2017	$47.94	-6.70%	Closed	History

NILE - Blue Nile Inc	Q3 2011	$35.33	Q1 2012	$32.96	-6.71%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q1 2012	$31.66	Q2 2012	$29.53	-6.73%	Closed	History

BRSS - Global Brass & Coppr Hldgs I	Q1 2014	$15.75	Q3 2014	$14.69	-6.73%	Closed	History

PTEN - Patterson-UTI Energy, Inc.	Q2 2014	$34.89	Q3 2014	$32.54	-6.74%	Closed	History

KR - The Kroger Co.	Q1 2017	$29.49	Q4 2018	$27.50	-6.75%	Closed	History

TBI - TrueBlue, Inc.	Q1 2019	$23.69	Q2 2019	$22.09	-6.75%	Closed	History

AJRD - Aerojet Rocketdyne Hldgs Inc	Q3 2021	$43.53	Q2 2022	$40.58	-6.78%	Closed	History

BLMN - Bloomin' Brands, Inc.	Q2 2017	$21.23	Q3 2018	$19.79	-6.78%	Closed	History

HEI - HEICO Corp.	Q2 2015	$29.85	Q4 2015	$27.82	-6.79%	Closed	History

ONTO - Onto Innovation Inc.	Q2 2021	$73.05	Q4 2022	$68.09	-6.79%	Closed	History

NYCBN - New York Cmnty Bancorp Inc	Q1 2017	$13.97	Q1 2018	$13.02	-6.80%	Closed	History

HRL - Hormel Foods Corp.	Q4 2021	$48.76	Q3 2022	$45.44	-6.81%	Closed	History

MOH - Molina Healthcare, Inc.	Q3 2016	$58.29	Q4 2016	$54.32	-6.81%	Closed	History

LVS - Las Vegas Sands Corp.	Q4 2022	$48.07	Open	$44.79	-6.82%	Open	History

CVD - Covance Inc	Q4 2010	$51.37	Q2 2012	$47.86	-6.83%	Closed	History

WINMQ - Windstream Hldgs Inc	Q2 2018	$5.27	Q3 2018	$4.91	-6.83%	Closed	History

FINL - Finish Line Inc	Q2 2016	$20.19	Q4 2016	$18.81	-6.84%	Closed	History

PX - Praxair Inc	Q4 2014	$129.58	Q1 2015	$120.72	-6.84%	Closed	History

SRE - Sempra	Q1 2019	$62.93	Q2 2020	$58.62	-6.86%	Closed	History

STOR - Store Cap Corp	Q4 2021	$34.42	Q4 2022	$32.06	-6.86%	Closed	History

ARW - Arrow Electronics, Inc.	Q1 2014	$59.36	Q3 2015	$55.28	-6.87%	Closed	History

CVG - Convergys Corp	Q2 2015	$25.29	Q3 2018	$23.55	-6.87%	Closed	History

IMKTA - Ingles Markets, Inc.	Q4 2014	$37.11	Q4 2017	$34.56	-6.87%	Closed	History

KVUE - Kenvue Inc.	Q3 2023	$20.08	Open	$18.70	-6.87%	Open	History

PH - Parker-Hannifin Corp.	Q2 2011	$89.75	Q3 2012	$83.57	-6.89%	Closed	History

PII - Polaris Inc.	Q1 2014	$139.68	Q2 2014	$130.06	-6.89%	Closed	History

WDAY - Workday, Inc.	Q3 2022	$152.33	Open	$141.82	-6.90%	Open	History

GLPI - Gaming and Leisure Properties, Inc.	Q1 2023	$52.06	Q2 2023	$48.46	-6.92%	Closed	History

POR - Portland Gen Elec Co	Q1 2013	$30.33	Q3 2013	$28.23	-6.92%	Closed	History

MAT - Mattel, Inc.	Q1 2016	$33.62	Q2 2016	$31.29	-6.93%	Closed	History

TTC - The Toro Co.	Q4 2013	$31.82	Q3 2014	$29.62	-6.93%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q4 2013	$49.09	Q3 2014	$45.68	-6.95%	Closed	History

BOOT - Boot Barn Holdings, Inc.	Q3 2025	$165.72	Open	$154.19	-6.96%	Open	History

TR - Tootsie Roll Inds Inc	Q1 2017	$30.39	Q2 2017	$28.27	-6.96%	Closed	History

DCH - Dauch Corp.	Q3 2014	$16.77	Q2 2017	$15.60	-6.98%	Closed	History

NEWMEUR - New Media Invt Group Inc	Q4 2015	$19.44	Q2 2016	$18.08	-7.00%	Closed	History

ALTR - Altair Engr Inc	Q3 2018	$43.43	Q2 2019	$40.38	-7.02%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q1 2015	$13.01	Q2 2015	$12.10	-7.02%	Closed	History

REXR - Rexford Industrial Realty, Inc.	Q3 2019	$44.03	Q1 2020	$40.94	-7.02%	Closed	History

QGEN - Qiagen NV	Q2 2025	$48.06	Q3 2025	$44.68	-7.03%	Closed	History

CENTA - Central Garden & Pet Co.	Q3 2024	$31.40	Q4 2025	$29.19	-7.04%	Closed	History

PAG - Penske Automotive Group, Inc.	Q2 2015	$52.11	Q3 2015	$48.44	-7.04%	Closed	History

AKS - Ak Stl Hldg Corp	Q3 2015	$2.41	Q4 2015	$2.24	-7.05%	Closed	History

IOSP - Innospec Inc.	Q2 2021	$90.64	Q3 2021	$84.24	-7.06%	Closed	History

NEO - Neogenomics Inc	Q1 2023	$17.41	Q4 2023	$16.18	-7.06%	Closed	History

QNST - QuinStreet, Inc.	Q3 2025	$15.47	Q4 2025	$14.37	-7.11%	Closed	History

CTRA -	Q1 2021	$18.80	Q2 2021	$17.46	-7.13%	Closed	History

PLCE - Childrens Pl Inc	Q4 2017	$145.60	Q1 2018	$135.22	-7.13%	Closed	History

UMPQ - Umpqua Hldgs Corp	Q4 2021	$19.22	Q4 2022	$17.85	-7.13%	Closed	History

FSLY - Fastly, Inc.	Q3 2023	$19.17	Q4 2023	$17.80	-7.15%	Closed	History

MXL - Maxlinear Inc	Q2 2022	$33.99	Q2 2023	$31.56	-7.15%	Closed	History

WFG - West Fraser Timber Co Ltd	Q2 2022	$76.73	Q1 2023	$71.24	-7.15%	Closed	History

ANIK - Anika Therapeutics Inc	Q2 2019	$40.60	Q2 2020	$37.69	-7.17%	Closed	History

OMPI - Obagi Medical Products Inc	Q1 2012	$13.38	Q3 2012	$12.42	-7.17%	Closed	History

PCH - Potlatchdeltic Corporation	Q2 2022	$44.19	Q3 2022	$41.02	-7.17%	Closed	History

LNN - Lindsay Corp	Q4 2022	$162.85	Q1 2023	$151.13	-7.20%	Closed	History

GM - General Motors Co.	Q1 2014	$34.42	Q3 2014	$31.94	-7.21%	Closed	History

JBL - Jabil Inc.	Q2 2017	$29.19	Q3 2018	$27.08	-7.23%	Closed	History

BNED - Barnes & Noble Ed Inc	Q4 2016	$1,146.00	Q2 2017	$1,063.00	-7.24%	Closed	History

CHD - Church & Dwight Co., Inc.	Q3 2024	$104.72	Open	$97.14	-7.24%	Open	History

MTD - Mettler-Toledo International Inc.	Q4 2017	$619.55	Q1 2018	$574.63	-7.25%	Closed	History

BOH - Bank of Hawaii Corp.	Q4 2021	$83.64	Q4 2022	$77.56	-7.27%	Closed	History

IAA - Iaa Inc	Q2 2021	$54.57	Q4 2021	$50.60	-7.28%	Closed	History

AXE - Anixter Intl Inc	Q2 2015	$65.15	Q4 2015	$60.39	-7.31%	Closed	History

HP - Helmerich & Payne, Inc.	Q1 2026	$36.03	Open	$33.39	-7.33%	Open	History

IBP - Installed Building Products, Inc.	Q3 2025	$246.66	Open	$228.59	-7.33%	Open	History

MLM - Martin Marietta Materials, Inc.	Q2 2017	$222.55	Q3 2017	$206.24	-7.33%	Closed	History

MYCC - Clubcorp Hldgs Inc	Q1 2016	$14.03	Q2 2016	$13.00	-7.34%	Closed	History

PKE - Park Electrochemical Corp	Q2 2012	$25.89	Q2 2013	$23.99	-7.34%	Closed	History

EQC - Equity Comwlth	Q3 2019	$34.28	Q1 2020	$31.76	-7.35%	Closed	History

MMS - Maximus, Inc.	Q2 2022	$62.57	Open	$57.97	-7.35%	Open	History

ARHS - Arhaus, Inc.	Q2 2025	$8.67	Open	$8.03	-7.38%	Open	History

AMKR - Amkor Technology, Inc.	Q4 2016	$10.55	Q2 2017	$9.77	-7.39%	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.