Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +22% · Median return: 0%

⚠ 23 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
OVTI - Omnivision Technologies Inc	Q3 2011	$14.05	Q4 2011	$12.24	-12.88%	Closed	History

ABR - Arbor Realty Trust, Inc.	Q4 2022	$13.19	Q1 2023	$11.49	-12.89%	Closed	History

AMR - Alpha Metallurgical Resources, Inc.	Q2 2022	$129.14	Q2 2025	$112.48	-12.90%	Closed	History

SNDK - Sandisk Corp.	Q4 2010	$49.86	Q3 2012	$43.43	-12.90%	Closed	History

SCMP - Sucampo Pharmaceuticals Inc	Q4 2016	$13.55	Q3 2017	$11.80	-12.92%	Closed	History

CXM - Sprinklr, Inc.	Q2 2023	$13.83	Q4 2023	$12.04	-12.94%	Closed	History

EXR - Extra Space Storage Inc.	Q2 2019	$106.16	Q2 2020	$92.42	-12.94%	Closed	History

WCN - Waste Connections, Inc.	Q1 2025	$195.19	Open	$169.92	-12.95%	Open	History

ON - ON Semiconductor Corp.	Q2 2012	$7.10	Q3 2012	$6.18	-12.96%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q4 2022	$9.48	Q3 2024	$8.25	-12.97%	Closed	History

HNI - Hni Corp	Q3 2024	$53.84	Q3 2025	$46.85	-12.98%	Closed	History

FLR - Fluor Corp.	Q1 2017	$52.62	Q2 2017	$45.78	-13.00%	Closed	History

NOK - Nokia Oyj	Q3 2015	$6.77	Q1 2016	$5.89	-13.00%	Closed	History

AMTM - Amentum Holdings, Inc.	Q3 2025	$23.95	Open	$20.84	-13.01%	Open	History

GEO - Geo Group Inc New	Q4 2020	$8.84	Q3 2022	$7.69	-13.01%	Closed	History

LBRT - Liberty Energy Inc.	Q1 2026	$28.80	Open	$25.05	-13.02%	Open	History

CSH - Cash Amer Intl Inc	Q2 2012	$44.04	Q4 2013	$38.30	-13.03%	Closed	History

YELP - Yelp Inc.	Q1 2023	$30.70	Open	$26.70	-13.03%	Open	History

FTNT - Fortinet, Inc.	Q3 2015	$8.49	Q3 2016	$7.38	-13.05%	Closed	History

MCO - Moody's Corp.	Q1 2012	$42.07	Q2 2012	$36.58	-13.05%	Closed	History

NNBR - Nn Inc	Q4 2017	$27.59	Q1 2018	$23.98	-13.08%	Closed	History

ROCK - Gibraltar Inds Inc	Q3 2023	$67.51	Q1 2025	$58.66	-13.11%	Closed	History

BF.B - Brown-Forman CL B	Q4 2020	$79.43	Q1 2021	$68.95	-13.19%	Closed	History

SEE -	Q4 2017	$49.30	Q1 2018	$42.79	-13.20%	Closed	History

EG - Everest Group, Ltd.	Q2 2017	$254.75	Q4 2017	$221.09	-13.21%	Closed	History

HTLD - Heartland Express, Inc.	Q3 2021	$16.05	Q2 2022	$13.93	-13.21%	Closed	History

O - Realty Income Corp.	Q1 2017	$57.70	Q1 2018	$50.08	-13.22%	Closed	History

ATSG - Air Transport Services Grp I	Q4 2010	$7.90	Q2 2011	$6.85	-13.29%	Closed	History

COHU - Cohu, Inc.	Q3 2021	$31.99	Q2 2022	$27.74	-13.29%	Closed	History

GAP - The Gap, Inc.	Q1 2019	$26.18	Q3 2021	$22.69	-13.33%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q4 2020	$61.97	Q3 2022	$53.69	-13.35%	Closed	History

WLK - Westlake Corp.	Q1 2021	$88.89	Open	$76.99	-13.39%	Open	History

AEO - American Eagle Outfitters, Inc.	Q4 2014	$13.88	Q2 2017	$12.02	-13.40%	Closed	History

ERF - Enerplus Corp	Q1 2015	$10.15	Q2 2015	$8.79	-13.40%	Closed	History

SGI - Somnigroup International Inc.	Q3 2025	$84.33	Open	$73.02	-13.41%	Open	History

UFS - Domtar Corp	Q1 2017	$36.52	Q4 2020	$31.62	-13.42%	Closed	History

HAYN - Haynes International Inc	Q1 2013	$55.32	Q2 2013	$47.88	-13.45%	Closed	History

HRI - Herc Holdings Inc.	Q1 2018	$65.10	Q2 2018	$56.33	-13.47%	Closed	History

WBSN - Websense Inc	Q3 2011	$17.33	Q1 2013	$14.99	-13.50%	Closed	History

JJSF - J&J Snack Foods Corp.	Q4 2023	$167.14	Q1 2024	$144.56	-13.51%	Closed	History

GNTX - Gentex Corp.	Q1 2023	$28.03	Open	$24.24	-13.54%	Open	History

VPU - Vanguard Utilities Index Fund ETF Shares	Q1 2023	$147.52	Q3 2023	$127.54	-13.54%	Closed	History

NX - Quanex Building Products Corp.	Q1 2014	$20.67	Q2 2014	$17.87	-13.55%	Closed	History

IAUM - iShares Gold Trust Micro	Q1 2026	$46.70	Open	$40.36	-13.58%	Open	History

PPG - PPG Industries, Inc.	Q4 2019	$133.49	Open	$115.36	-13.58%	Open	History

RES - RPC, Inc.	Q2 2015	$13.82	Q4 2015	$11.94	-13.60%	Closed	History

RFMD - Rf Microdevices Inc	Q4 2010	$7.35	Q3 2011	$6.35	-13.61%	Closed	History

IMKTA - Ingles Markets, Inc.	Q3 2024	$74.60	Q4 2024	$64.44	-13.62%	Closed	History

PFG - Principal Financial Group, Inc.	Q4 2017	$70.57	Q1 2018	$60.96	-13.62%	Closed	History

ESV - Ensco Plc	Q1 2016	$10.37	Q1 2017	$8.95	-13.69%	Closed	History

HZO - MarineMax, Inc.	Q3 2018	$21.24	Q4 2018	$18.33	-13.70%	Closed	History

RIG - Transocean Ltd.	Q2 2013	$47.90	Q1 2014	$41.34	-13.70%	Closed	History

GSAT - Globalstar Inc	Q3 2018	$7.65	Q1 2019	$6.60	-13.73%	Closed	History

GLPI - Gaming and Leisure Properties, Inc.	Q1 2025	$50.90	Open	$43.91	-13.74%	Open	History

UFPI - UFP Industries, Inc.	Q4 2017	$37.62	Q1 2018	$32.45	-13.74%	Closed	History

MATV - Mativ Holdings, Inc.	Q1 2015	$46.21	Q2 2015	$39.84	-13.78%	Closed	History

TBI - TrueBlue, Inc.	Q2 2015	$29.88	Q4 2015	$25.76	-13.79%	Closed	History

GEF - Greif Inc	Q4 2017	$60.58	Q1 2018	$52.22	-13.80%	Closed	History

WEB - Web Com Group Inc	Q3 2015	$21.08	Q2 2016	$18.17	-13.80%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q2 2017	$4.99	Q3 2017	$4.30	-13.83%	Closed	History

ESLT - Elbit Systems Ltd.	Q1 2026	$849.09	Open	$731.62	-13.83%	Open	History

ROCK - Gibraltar Inds Inc	Q1 2014	$18.86	Q4 2014	$16.25	-13.84%	Closed	History

KMT - Kennametal Inc.	Q1 2015	$33.69	Q3 2016	$29.02	-13.86%	Closed	History

BALL - Ball Corp.	Q3 2017	$41.29	Q2 2018	$35.56	-13.88%	Closed	History

RLAY - Relay Therapeutics, Inc.	Q2 2021	$36.60	Q3 2021	$31.51	-13.91%	Closed	History

TYPE - Monotype Imaging Holdings In	Q2 2011	$14.09	Q3 2011	$12.13	-13.91%	Closed	History

CLH - Clean Harbors, Inc.	Q3 2017	$56.67	Q1 2018	$48.78	-13.92%	Closed	History

BAM - Brookfield Asset Management Ltd.	Q3 2025	$56.94	Open	$49.01	-13.93%	Open	History

HALO - Halozyme Therapeutics, Inc.	Q1 2018	$19.59	Q2 2018	$16.86	-13.94%	Closed	History

EGL - Engility Hldgs Inc New	Q4 2017	$28.36	Q1 2018	$24.40	-13.96%	Closed	History

CCJ - Cameco Corp.	Q1 2017	$11.07	Q3 2019	$9.52	-14.00%	Closed	History

DIN - Dine Brands Global, Inc.	Q2 2020	$42.10	Q2 2024	$36.20	-14.01%	Closed	History

GRMN - Garmin Ltd.	Q1 2014	$55.26	Q1 2015	$47.52	-14.01%	Closed	History

PPPMF - Primero Mng Corp	Q3 2012	$5.21	Q2 2013	$4.48	-14.01%	Closed	History

CB - Chubb Ltd.	Q2 2019	$147.31	Q2 2020	$126.62	-14.05%	Closed	History

BSX - Boston Scientific Corp.	Q1 2023	$50.03	Open	$43.00	-14.06%	Open	History

OPLN - OPENLANE, Inc.	Q3 2018	$22.59	Q1 2019	$19.41	-14.07%	Closed	History

SAFM - Sanderson Farms Inc	Q3 2017	$161.52	Q4 2017	$138.78	-14.08%	Closed	History

BGC - BGC Group, Inc.	Q4 2016	$12.25	Q2 2017	$10.52	-14.12%	Closed	History

MDP - Meredith Corp	Q1 2017	$64.61	Q3 2017	$55.49	-14.12%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q1 2023	$61.66	Q3 2023	$52.94	-14.14%	Closed	History

ZM - Zoom Communications, Inc.	Q2 2019	$88.79	Q3 2019	$76.22	-14.16%	Closed	History

HI - Hillenbrand Inc	Q1 2021	$47.68	Q2 2022	$40.92	-14.18%	Closed	History

BDSI - Biodelivery Sciences Intl In	Q2 2020	$4.36	Q3 2020	$3.74	-14.22%	Closed	History

MYL - Mylan N V	Q4 2015	$54.05	Q1 2016	$46.35	-14.25%	Closed	History

SWKS - Skyworks Solutions, Inc.	Q4 2018	$67.01	Open	$57.46	-14.25%	Open	History

QSR - Restaurant Brands International Inc.	Q3 2019	$71.19	Q4 2020	$61.04	-14.26%	Closed	History

WSC - WillScot Holdings Corp.	Q3 2021	$31.77	Open	$27.24	-14.26%	Open	History

CWK - Cushman & Wakefield Ltd.	Q4 2025	$16.19	Open	$13.88	-14.30%	Open	History

KSS - Kohl's Corp.	Q1 2011	$53.11	Q2 2012	$45.50	-14.33%	Closed	History

LF - Leapfrog Enterprises Inc	Q1 2013	$8.58	Q2 2014	$7.35	-14.34%	Closed	History

CATM - Cardtronics Plc	Q4 2016	$54.57	Q1 2017	$46.73	-14.37%	Closed	History

NNBR - Nn Inc	Q4 2015	$15.93	Q1 2016	$13.64	-14.38%	Closed	History

AJKA - Assisted Living Concpt Nev N	Q1 2012	$16.61	Q2 2012	$14.22	-14.39%	Closed	History

CDE - Coeur Mining, Inc.	Q4 2020	$10.35	Q2 2021	$8.86	-14.40%	Closed	History

DGIT - Digital Generation Inc	Q4 2011	$11.93	Q1 2012	$10.21	-14.42%	Closed	History

ODP - Office Depot Inc	Q4 2010	$5.40	Q1 2011	$4.62	-14.44%	Closed	History

GME - Gamestop Corp New	Q4 2016	$6.32	Q2 2017	$5.40	-14.45%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q2 2016	$45.61	Q3 2016	$39.02	-14.45%	Closed	History

ISIL - Intersil Corp	Q1 2011	$12.45	Q2 2012	$10.65	-14.46%	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.