Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.6% · Avg return: +21.9% · 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
ARIA - Ariad Pharmaceuticals Inc	Q3 2016	$13.69	Q4 2016	$12.44	-9.13%	Closed	History

TFC - Truist Financial Corp.	Q3 2021	$58.60	Open	$53.25	-9.13%	Open	History

RRD - Donnelley R R & Sons Co	Q1 2015	$19.19	Q2 2015	$17.43	-9.17%	Closed	History

SLH - Solera Holdings Inc	Q3 2014	$56.36	Q4 2014	$51.18	-9.19%	Closed	History

DBDQQ - Diebold Inc	Q3 2012	$33.71	Q4 2012	$30.61	-9.20%	Closed	History

SBH - Sally Beauty Holdings, Inc.	Q3 2013	$26.16	Q3 2015	$23.75	-9.21%	Closed	History

RLI - RLI Corp.	Q4 2022	$65.64	Open	$59.58	-9.23%	Open	History

ACM - Aecom	Q3 2018	$32.67	Q1 2019	$29.65	-9.24%	Closed	History

HQY - HealthEquity, Inc.	Q3 2023	$73.05	Q4 2023	$66.30	-9.24%	Closed	History

PFGC - Performance Food Group Co.	Q2 2018	$36.70	Q3 2018	$33.31	-9.24%	Closed	History

AGCO - AGCO Corp.	Q4 2017	$71.46	Q1 2018	$64.85	-9.25%	Closed	History

CHPT - Chargepoint Holdings Inc	Q2 2024	$30.20	Q3 2024	$27.40	-9.27%	Closed	History

GCP - Gcp Applied Technologies Inc	Q4 2017	$31.91	Q2 2018	$28.95	-9.28%	Closed	History

ATEN - A10 Networks, Inc.	Q4 2021	$16.57	Q3 2023	$15.03	-9.29%	Closed	History

EPAC - Actuant Corp	Q4 2014	$27.24	Q1 2016	$24.71	-9.29%	Closed	History

TNC - Tennant Co.	Q1 2012	$44.02	Q2 2012	$39.93	-9.29%	Closed	History

TBPH - Theravance Biopharma, Inc.	Q4 2025	$18.71	Open	$16.97	-9.30%	Open	History

CUDA - Barracuda Networks Inc	Q3 2016	$254.70	Q1 2017	$231.00	-9.31%	Closed	History

YELP - Yelp Inc.	Q2 2021	$39.95	Q4 2021	$36.23	-9.31%	Closed	History

AGR - Avangrid Inc	Q2 2018	$52.95	Q3 2018	$48.01	-9.33%	Closed	History

CEC - Cec Entmt Inc	Q2 2011	$40.10	Q2 2012	$36.36	-9.33%	Closed	History

CNI - Canadian National Railway Co.	Q2 2025	$104.04	Q3 2025	$94.30	-9.36%	Closed	History

BEL - Belmond Ltd	Q4 2016	$13.34	Q1 2017	$12.09	-9.37%	Closed	History

MWA - Mueller Water Products, Inc.	Q1 2014	$9.49	Q4 2015	$8.60	-9.38%	Closed	History

GENNQ - Genesis Healthcare Inc	Q1 2018	$1.49	Q3 2018	$1.35	-9.40%	Closed	History

PPBI - Pacific Premier Bancorp	Q1 2023	$24.02	Q3 2023	$21.76	-9.41%	Closed	History

UUUU - Energy Fuels Inc	Q2 2024	$6.06	Q3 2024	$5.49	-9.41%	Closed	History

SCPL - Sciplay Corporation	Q1 2022	$12.94	Q3 2022	$11.72	-9.43%	Closed	History

TMUS - T-Mobile US, Inc.	Q3 2018	$70.24	Q4 2018	$63.60	-9.45%	Closed	History

LOW - Lowe's Companies, Inc.	Q1 2012	$31.40	Q2 2012	$28.43	-9.46%	Closed	History

MOG.B - Moog CL B	Q1 2022	$87.71	Q2 2022	$79.41	-9.46%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q2 2021	$66.84	Open	$60.51	-9.47%	Open	History

CHRS - Coherus Biosciences Inc	Q3 2019	$20.27	Q3 2020	$18.35	-9.47%	Closed	History

SALE - Retailmenot Inc	Q3 2014	$16.16	Q4 2014	$14.63	-9.47%	Closed	History

VSI - Vitamin Shoppe Inc	Q1 2014	$47.52	Q2 2014	$43.02	-9.47%	Closed	History

MIK - Michaels Cos Inc	Q4 2016	$20.46	Q2 2017	$18.52	-9.48%	Closed	History

SPCE - Virgin Galactic Holdings Inc	Q1 2020	$295.40	Q4 2021	$267.40	-9.48%	Closed	History

CRI - Carter's, Inc.	Q1 2019	$100.79	Q3 2019	$91.22	-9.49%	Closed	History

PAY - Paymentus Holdings, Inc.	Q2 2025	$32.75	Open	$29.64	-9.50%	Open	History

KBR - KBR, Inc.	Q3 2017	$17.88	Q1 2018	$16.18	-9.51%	Closed	History

SSRM - SSR Mining Inc.	Q3 2017	$10.62	Q1 2018	$9.61	-9.51%	Closed	History

HIBB - Hibbett Sports Inc	Q2 2017	$20.76	Q3 2018	$18.78	-9.54%	Closed	History

CRZO - Carrizo Oil & Gas Inc	Q2 2018	$27.85	Q3 2018	$25.19	-9.55%	Closed	History

SLGN - Silgan Holdings Inc.	Q4 2022	$51.84	Q2 2023	$46.89	-9.55%	Closed	History

XOXO - Xo Group Inc	Q2 2013	$11.20	Q1 2014	$10.13	-9.55%	Closed	History

CLB - Core Laboratories Inc.	Q4 2014	$120.34	Q4 2015	$108.83	-9.56%	Closed	History

0VB6 - Organigram Hldgs Inc	Q2 2022	$0.94	Q3 2022	$0.85	-9.57%	Closed	History

ARHS - Arhaus, Inc.	Q2 2025	$8.67	Open	$7.84	-9.57%	Open	History

BJRI - BJ's Restaurants, Inc.	Q4 2023	$36.01	Q3 2024	$32.56	-9.58%	Closed	History

OTEX - Open Text Corp.	Q1 2016	$25.90	Open	$23.42	-9.58%	Open	History

CUB - Cubic Corp	Q4 2014	$52.64	Q2 2015	$47.58	-9.61%	Closed	History

FIX - Comfort Systems USA, Inc.	Q2 2021	$78.80	Q3 2021	$71.23	-9.61%	Closed	History

HAR - Harman Intl Inds Inc	Q1 2014	$106.20	Q3 2015	$95.99	-9.61%	Closed	History

MOD - Modine Manufacturing Co.	Q4 2017	$20.19	Q2 2018	$18.25	-9.61%	Closed	History

MNTA - Momenta Pharmaceuticals Inc	Q3 2015	$16.42	Q4 2015	$14.84	-9.62%	Closed	History

NTR - Nutrien Ltd.	Q4 2023	$56.33	Q2 2024	$50.91	-9.62%	Closed	History

AJRD - Aerojet Rocketdyne Hldgs Inc	Q3 2019	$50.53	Q4 2019	$45.66	-9.64%	Closed	History

AVY - Avery Dennison Corp.	Q3 2016	$77.78	Q4 2016	$70.28	-9.64%	Closed	History

REXR - Rexford Industrial Realty, Inc.	Q2 2022	$57.60	Q3 2022	$52.05	-9.64%	Closed	History

GNK - Genco Shipping & Trading Ltd	Q2 2018	$15.52	Q3 2018	$14.02	-9.66%	Closed	History

DNOW - DNOW Inc.	Q1 2024	$15.20	Q2 2024	$13.73	-9.67%	Closed	History

FNSR - Finisar Corp	Q4 2016	$30.27	Q1 2017	$27.34	-9.68%	Closed	History

GRC - The Gorman-Rupp Co.	Q2 2012	$23.88	Q3 2012	$21.57	-9.68%	Closed	History

JRN - Journal Communications Inc	Q1 2011	$5.99	Q4 2012	$5.41	-9.68%	Closed	History

REYN - Reynolds Consumer Products Inc.	Q1 2022	$29.34	Open	$26.50	-9.68%	Open	History

CVLT - Commvault Systems, Inc.	Q4 2022	$62.84	Q1 2023	$56.74	-9.71%	Closed	History

HALO - Halozyme Therapeutics, Inc.	Q2 2019	$17.19	Q3 2019	$15.52	-9.71%	Closed	History

TUMI - Tumi Hldgs Inc	Q4 2013	$22.55	Q3 2014	$20.36	-9.71%	Closed	History

OME - Omega Protein Corp	Q4 2015	$22.20	Q1 2017	$20.04	-9.73%	Closed	History

XEL - Xcel Energy Inc.	Q2 2022	$70.79	Q3 2022	$63.90	-9.73%	Closed	History

COP - ConocoPhillips	Q3 2014	$76.51	Q4 2014	$69.06	-9.74%	Closed	History

BAH - Booz Allen Hamilton Holdings Corp.	Q4 2016	$36.07	Q2 2017	$32.55	-9.76%	Closed	History

LAC - Lithium Americas Corp.	Q4 2024	$2.97	Q2 2025	$2.68	-9.76%	Closed	History

TRV - The Travelers Companies, Inc.	Q4 2017	$135.57	Q2 2018	$122.31	-9.78%	Closed	History

AMH - American Homes 4 Rent	Q3 2021	$38.07	Open	$34.34	-9.80%	Open	History

BLT - Blount Intl Inc New	Q3 2013	$12.11	Q2 2015	$10.92	-9.83%	Closed	History

SFM - Sprouts Farmers Market, Inc.	Q2 2016	$22.90	Q3 2016	$20.65	-9.83%	Closed	History

POWI - Power Integrations Inc	Q2 2012	$18.66	Q4 2012	$16.82	-9.84%	Closed	History

AVD - American Vanguard Corp	Q3 2013	$26.95	Q4 2013	$24.29	-9.87%	Closed	History

IIVI - Ii-Vi Inc	Q4 2020	$75.87	Q1 2021	$68.38	-9.87%	Closed	History

JJSF - J&J Snack Foods Corp.	Q3 2024	$172.12	Q4 2024	$155.13	-9.87%	Closed	History

MCHI - iShares MSCI China ETF	Q4 2025	$60.07	Open	$54.14	-9.87%	Open	History

BIIB - Biogen Inc.	Q2 2024	$231.82	Open	$208.92	-9.88%	Open	History

EEFT - Euronet Worldwide, Inc.	Q1 2022	$130.24	Q2 2023	$117.37	-9.88%	Closed	History

LW - Lamb Weston Holdings, Inc.	Q4 2019	$86.09	Q1 2021	$77.52	-9.95%	Closed	History

ITRI - Itron, Inc.	Q2 2014	$40.55	Q1 2015	$36.51	-9.96%	Closed	History

AAON - AAON, Inc.	Q2 2023	$63.21	Q3 2023	$56.87	-10.03%	Closed	History

NSP - Insperity, Inc.	Q1 2011	$15.20	Q3 2014	$13.68	-10.03%	Closed	History

BRKR - Bruker Corp.	Q2 2021	$75.98	Q4 2022	$68.35	-10.04%	Closed	History

ETR - Entergy Corp.	Q4 2022	$56.25	Q4 2023	$50.60	-10.05%	Closed	History

SWY - Safeway Inc	Q2 2011	$23.37	Q4 2011	$21.02	-10.06%	Closed	History

ADTN - ADTRAN Holdings, Inc.	Q2 2015	$16.25	Q3 2015	$14.61	-10.09%	Closed	History

RUTH - Ruths Hospitality Group Inc	Q2 2019	$22.70	Q3 2019	$20.41	-10.09%	Closed	History

IGT - International Game Technolog	Q3 2011	$14.56	Q3 2012	$13.09	-10.10%	Closed	History

NLY - Annaly Capital Management, Inc.	Q4 2019	$37.64	Q4 2020	$33.84	-10.10%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q1 2017	$46.04	Q2 2017	$41.38	-10.12%	Closed	History

EPC - Edgewell Personal Care Co.	Q3 2022	$37.40	Q4 2024	$33.60	-10.16%	Closed	History

UDR - UDR, Inc.	Q1 2025	$45.17	Open	$40.57	-10.18%	Open	History

WPM - Wheaton Precious Metals Corp.	Q2 2022	$36.04	Q3 2022	$32.37	-10.18%	Closed	History

LEG - Leggett & Platt, Inc.	Q4 2019	$50.83	Q1 2021	$45.65	-10.19%	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.