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
MJN - Mead Johnson Nutrition Co	Q3 2016	$79.01	Q4 2016	$70.76	-10.44%	Closed	History

ATML - Atmel Corp	Q2 2014	$9.37	Q4 2014	$8.39	-10.46%	Closed	History

CTRN - Citi Trends, Inc.	Q1 2015	$27.04	Q2 2015	$24.21	-10.47%	Closed	History

PCYC - Pharmacyclics Inc	Q1 2014	$100.20	Q2 2014	$89.71	-10.47%	Closed	History

PGOG - Perrigo Co	Q3 2012	$116.32	Q4 2012	$104.14	-10.47%	Closed	History

TREX - Trex Co., Inc.	Q4 2023	$82.79	Q2 2024	$74.12	-10.47%	Closed	History

MMS - Maximus, Inc.	Q1 2021	$89.01	Q4 2021	$79.66	-10.50%	Closed	History

FLS - Flowserve Corp.	Q1 2017	$48.42	Q1 2018	$43.33	-10.51%	Closed	History

MZTI - The Marzetti Co.	Q4 2022	$197.30	Q3 2024	$176.57	-10.51%	Closed	History

CNI - Canadian National Railway Co.	Q2 2023	$121.07	Q3 2023	$108.33	-10.52%	Closed	History

OKTA - Okta, Inc.	Q1 2024	$104.62	Q2 2024	$93.61	-10.52%	Closed	History

PCH - Potlatch Corp New	Q2 2011	$35.27	Q3 2011	$31.56	-10.52%	Closed	History

JACK - Jack In The Box Inc	Q3 2024	$46.54	Q4 2024	$41.64	-10.53%	Closed	History

1504558D - Gardner Denver Inc	Q2 2011	$84.06	Q2 2013	$75.18	-10.56%	Closed	History

EYPT - Eyepoint Pharmaceuticals Inc	Q4 2023	$23.11	Q1 2024	$20.67	-10.56%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q2 2024	$166.02	Open	$148.47	-10.57%	Open	History

KSS - Kohl's Corp.	Q3 2013	$51.75	Q3 2015	$46.28	-10.57%	Closed	History

DNRCQ - Denbury Res Inc	Q2 2016	$3.59	Q3 2016	$3.21	-10.58%	Closed	History

HTH - Hilltop Holdings Inc	Q1 2014	$23.82	Q2 2014	$21.30	-10.58%	Closed	History

SMP - Standard Mtr Prods Inc	Q4 2016	$53.21	Q1 2018	$47.58	-10.58%	Closed	History

CNS - Cohen & Steers, Inc.	Q2 2015	$34.07	Q4 2015	$30.46	-10.60%	Closed	History

HURN - Huron Consulting Group Inc.	Q1 2026	$127.49	Open	$113.98	-10.60%	Open	History

AVNT - Avient Corp.	Q4 2023	$41.57	Q1 2025	$37.16	-10.61%	Closed	History

TRP - TC Energy Corp.	Q2 2019	$49.53	Q1 2020	$44.27	-10.62%	Closed	History

ERIE - Erie Indemnity Co.	Q4 2019	$165.89	Q1 2020	$148.25	-10.63%	Closed	History

TRCO - Tribune Media Co	Q4 2014	$59.75	Q2 2015	$53.39	-10.64%	Closed	History

CTS - Cts Corp	Q4 2015	$17.63	Q1 2016	$15.75	-10.66%	Closed	History

KNX - Knight-Swift Transportation Holdings Inc.	Q2 2025	$44.23	Q3 2025	$39.51	-10.67%	Closed	History

M - Macy's, Inc.	Q1 2019	$24.03	Q2 2019	$21.46	-10.69%	Closed	History

REYN - Reynolds Consumer Products Inc.	Q1 2022	$29.34	Open	$26.20	-10.70%	Open	History

WIRE - Encore Wire Corp	Q4 2013	$54.28	Q1 2014	$48.47	-10.70%	Closed	History

TIVO - Tivo Corp	Q4 2016	$20.89	Q2 2017	$18.65	-10.72%	Closed	History

URBN - Urban Outfitters, Inc.	Q4 2012	$39.36	Q4 2014	$35.14	-10.72%	Closed	History

PRG - PROG Holdings, Inc.	Q4 2020	$53.86	Q2 2021	$48.08	-10.73%	Closed	History

STJ - St Jude Med Inc	Q2 2014	$69.18	Q4 2015	$61.76	-10.73%	Closed	History

FIZZ - National Beverage Corp.	Q1 2023	$52.72	Q3 2023	$47.02	-10.81%	Closed	History

KD - Kyndryl Holdings, Inc.	Q1 2022	$13.14	Open	$11.72	-10.81%	Open	History

REVRQ - Revlon Inc	Q1 2015	$41.19	Q2 2015	$36.72	-10.85%	Closed	History

CWR - Compuware Corp	Q4 2013	$11.21	Q2 2014	$9.99	-10.88%	Closed	History

PDCO - Patterson Cos Inc	Q2 2023	$33.26	Q3 2023	$29.64	-10.88%	Closed	History

ADUS - Addus Homecare Corp	Q1 2022	$93.37	Q2 2022	$83.20	-10.89%	Closed	History

PTLA - Portola Pharmaceuticals Inc	Q3 2019	$26.82	Q4 2019	$23.90	-10.89%	Closed	History

DCMYY - Ntt Docomo Inc	Q1 2012	$16.70	Q1 2013	$14.88	-10.90%	Closed	History

ISSI - Integrated Silicon Solution	Q2 2012	$10.09	Q4 2012	$8.99	-10.90%	Closed	History

PI - Impinj, Inc.	Q3 2019	$30.83	Q2 2020	$27.47	-10.90%	Closed	History

BCE - BCE Inc.	Q2 2021	$49.33	Q4 2022	$43.95	-10.91%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2021	$287.40	Q3 2021	$255.96	-10.94%	Closed	History

MOO - Monsanto Co New	Q4 2015	$98.52	Q1 2016	$87.74	-10.94%	Closed	History

MMSI - Merit Medical Systems, Inc.	Q2 2025	$93.48	Q3 2025	$83.23	-10.96%	Closed	History

CMP - Compass Minerals International, Inc.	Q3 2022	$38.53	Q1 2023	$34.29	-11.00%	Closed	History

RBC - RBC Bearings Inc.	Q1 2011	$38.23	Q3 2011	$34.02	-11.01%	Closed	History

A - Agilent Technologies, Inc.	Q2 2015	$38.58	Q3 2015	$34.33	-11.02%	Closed	History

JBI - Janus International Group, Inc.	Q4 2024	$7.35	Q4 2025	$6.54	-11.02%	Closed	History

GCO - Genesco Inc.	Q1 2016	$72.29	Q2 2016	$64.31	-11.04%	Closed	History

NLOK - Symantec Corp	Q3 2018	$21.28	Q4 2018	$18.93	-11.04%	Closed	History

PRSP - Perspecta Inc	Q3 2019	$26.12	Q2 2020	$23.23	-11.06%	Closed	History

QLYS - Qualys, Inc.	Q3 2015	$28.46	Q1 2016	$25.31	-11.07%	Closed	History

ODFL - Old Dominion Freight Line, Inc.	Q2 2015	$22.87	Q3 2015	$20.33	-11.09%	Closed	History

AANUSD - Aarons Inc	Q3 2019	$64.25	Q4 2019	$57.12	-11.10%	Closed	History

GPI - Group 1 Automotive, Inc.	Q3 2015	$85.15	Q4 2015	$75.70	-11.10%	Closed	History

SYNA - Synaptics Inc.	Q1 2011	$27.02	Q3 2012	$24.02	-11.10%	Closed	History

WBT - Welbilt Inc	Q4 2017	$23.51	Q3 2018	$20.90	-11.10%	Closed	History

EBS - Emergent Biosolutions Inc	Q1 2014	$25.27	Q2 2014	$22.46	-11.12%	Closed	History

GLFMQ - Gulfmark Offshore Inc	Q1 2015	$13.04	Q2 2015	$11.59	-11.12%	Closed	History

SPSC - SPS Commerce, Inc.	Q2 2017	$31.88	Q3 2017	$28.33	-11.14%	Closed	History

TRK - Speedway Motorsports Inc	Q1 2011	$15.98	Q2 2011	$14.20	-11.14%	Closed	History

TTTPF - Nexxen Intl Ltd	Q2 2025	$10.41	Q3 2025	$9.25	-11.14%	Closed	History

RAMP - LiveRamp Holdings, Inc.	Q1 2019	$54.58	Q2 2019	$48.48	-11.18%	Closed	History

HTLD - Heartland Express, Inc.	Q4 2010	$15.99	Q3 2013	$14.20	-11.19%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q3 2018	$168.13	Q4 2019	$149.25	-11.23%	Closed	History

FLO - Flowers Foods, Inc.	Q3 2019	$23.12	Q1 2020	$20.52	-11.25%	Closed	History

RADG - Rite Aid Corp	Q4 2018	$0.71	Q1 2019	$0.63	-11.27%	Closed	History

SIX - Six Flags Entmt Corp New	Q4 2018	$55.63	Q1 2019	$49.35	-11.29%	Closed	History

BIIB - Biogen Inc.	Q3 2015	$291.82	Q4 2023	$258.77	-11.33%	Closed	History

AKR - Acadia Rlty Tr	Q1 2025	$20.95	Q2 2025	$18.57	-11.36%	Closed	History

VEEV - Veeva Systems Inc.	Q4 2014	$26.41	Q3 2015	$23.41	-11.36%	Closed	History

GDEN - Golden Entmt Inc	Q3 2021	$49.09	Q1 2023	$43.51	-11.37%	Closed	History

MDLN - Medline Inc.	Q1 2026	$44.50	Open	$39.44	-11.37%	Open	History

HTZ - Hertz Global Holdings, Inc.	Q4 2021	$25.01	Q1 2022	$22.16	-11.40%	Closed	History

SP - Sp Plus Corp	Q2 2015	$26.12	Q3 2015	$23.14	-11.41%	Closed	History

LITE - Lumentum Holdings Inc.	Q1 2018	$63.81	Q1 2019	$56.52	-11.42%	Closed	History

TMJ - Torchmark Corp	Q1 2018	$84.19	Q4 2018	$74.56	-11.44%	Closed	History

PAY - Paymentus Holdings, Inc.	Q2 2025	$32.75	Open	$29.00	-11.45%	Open	History

DBDQQ - Diebold Inc	Q1 2014	$39.89	Q3 2014	$35.32	-11.46%	Closed	History

HNIB - Iac Interactivecorp	Q4 2013	$68.66	Q4 2014	$60.79	-11.46%	Closed	History

MRTX - Mirati Therapeutics Inc	Q3 2020	$165.79	Q4 2021	$146.74	-11.49%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2018	$27.19	Q3 2019	$24.06	-11.51%	Closed	History

ARDX - Ardelyx, Inc.	Q1 2026	$5.99	Open	$5.30	-11.52%	Open	History

RUTH - Ruths Hospitality Group Inc	Q2 2016	$15.96	Q3 2016	$14.12	-11.53%	Closed	History

FHI - Federated Invs Inc Pa	Q1 2011	$26.76	Q1 2013	$23.67	-11.55%	Closed	History

FRO - Frontline plc	Q3 2011	$24.25	Q4 2011	$21.45	-11.55%	Closed	History

HLIT - Harmonic Inc.	Q1 2017	$5.97	Q2 2017	$5.28	-11.56%	Closed	History

RLI - RLI Corp.	Q4 2022	$65.64	Open	$58.05	-11.56%	Open	History

LAD - Lithia Motors, Inc.	Q3 2015	$108.03	Q3 2016	$95.53	-11.57%	Closed	History

TS - Tenaris S A	Q1 2015	$28.00	Q1 2016	$24.76	-11.57%	Closed	History

DRI - Darden Restaurants, Inc.	Q4 2021	$150.65	Q1 2022	$133.19	-11.59%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q4 2013	$62.22	Q3 2014	$55.00	-11.60%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q2 2015	$33.69	Q3 2015	$29.78	-11.61%	Closed	History

NUE - Nucor Corp.	Q1 2012	$42.90	Q2 2012	$37.92	-11.61%	Closed	History

O - Realty Income Corp.	Q4 2021	$71.58	Open	$63.26	-11.62%	Open	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.