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
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

ICHR - Ichor Holdings, Ltd.	Q2 2021	$53.79	Q4 2021	$46.00	-14.48%	Closed	History

EAT - Brinker International, Inc.	Q1 2015	$61.60	Q3 2015	$52.67	-14.50%	Closed	History

FSRNQ - Fisker Inc	Q3 2022	$7.51	Q3 2023	$6.42	-14.51%	Closed	History

CCO - Clear Channel Outdoor Holdings, Inc.	Q1 2024	$1.65	Q2 2024	$1.41	-14.55%	Closed	History

CATO - The Cato Corp.	Q2 2018	$24.61	Q3 2018	$21.02	-14.59%	Closed	History

OGS - ONE Gas, Inc.	Q2 2021	$74.07	Q3 2021	$63.26	-14.59%	Closed	History

WTSLQ - Wet Seal Inc	Q4 2010	$3.70	Q2 2012	$3.16	-14.59%	Closed	History

PLMR - Palomar Holdings, Inc.	Q2 2025	$154.25	Open	$131.73	-14.60%	Open	History

GNTX - Gentex Corp.	Q2 2022	$27.92	Q3 2022	$23.84	-14.61%	Closed	History

WTI - W & T Offshore Inc	Q3 2012	$18.78	Q4 2012	$16.03	-14.64%	Closed	History

EWBC - East West Bancorp, Inc.	Q4 2021	$78.77	Q3 2022	$67.23	-14.65%	Closed	History

CLGX - Corelogic Inc	Q2 2015	$39.68	Q4 2015	$33.86	-14.67%	Closed	History

CWR - Compuware Corp	Q2 2011	$9.75	Q4 2011	$8.32	-14.67%	Closed	History

BCSI - Blue Coat Systems Inc	Q4 2010	$29.83	Q4 2011	$25.45	-14.68%	Closed	History

HAIN - Hain Celestial Group Inc	Q3 2018	$27.12	Q1 2019	$23.14	-14.68%	Closed	History

TDUP - Thredup Inc	Q2 2025	$7.49	Q4 2025	$6.39	-14.69%	Closed	History

ICFI - ICF International, Inc.	Q4 2016	$55.22	Q2 2017	$47.10	-14.70%	Closed	History

NHC - National HealthCare Corp.	Q2 2017	$70.02	Q1 2018	$59.73	-14.70%	Closed	History

AMP - Ameriprise Financial, Inc.	Q2 2015	$124.93	Q4 2015	$106.50	-14.75%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q2 2014	$38.86	Q4 2014	$33.13	-14.75%	Closed	History

FBRT - Franklin Bsp Rlty Tr Inc	Q1 2025	$12.74	Q3 2025	$10.86	-14.76%	Closed	History

MNRO - Monro, Inc.	Q1 2014	$56.94	Q3 2014	$48.53	-14.77%	Closed	History

THC - Tenet Healthcare Corp.	Q2 2011	$24.92	Q1 2012	$21.24	-14.77%	Closed	History

TLT - iShares 20+ Year Treasury Bond ETF	Q4 2023	$98.88	Open	$84.28	-14.77%	Open	History

AIT - Applied Industrial Technologies, Inc.	Q3 2018	$78.25	Q4 2019	$66.67	-14.80%	Closed	History

AMG - Affiliated Managers Group, Inc.	Q3 2015	$170.73	Q4 2016	$145.45	-14.81%	Closed	History

BIIB - Biogen Inc.	Q2 2024	$231.82	Open	$197.48	-14.81%	Open	History

RRD - Donnelley R R & Sons Co	Q4 2015	$14.72	Q2 2017	$12.54	-14.81%	Closed	History

BB - BlackBerry Ltd.	Q2 2023	$5.53	Q3 2023	$4.71	-14.83%	Closed	History

ALRM - Alarm Com Hldgs Inc	Q1 2019	$64.90	Q3 2020	$55.26	-14.85%	Closed	History

HAL - Halliburton Co.	Q4 2016	$54.09	Q3 2017	$46.06	-14.85%	Closed	History

DGII - Digi International Inc.	Q3 2011	$11.00	Q2 2013	$9.36	-14.91%	Closed	History

XRX - Xerox Holdings Corp.	Q1 2016	$29.41	Q2 2016	$25.01	-14.96%	Closed	History

VSTO - Vista Outdoor Inc	Q4 2021	$46.08	Q3 2024	$39.18	-14.97%	Closed	History

BRC - Brady Corp.	Q3 2019	$53.07	Q1 2020	$45.11	-15.00%	Closed	History

CDE - Coeur Mining, Inc.	Q3 2025	$18.76	Open	$15.95	-15.01%	Open	History

KOPN - Kopin Corp	Q1 2012	$4.06	Q2 2012	$3.45	-15.02%	Closed	History

MYRG - MYR Group Inc.	Q4 2021	$110.65	Q1 2022	$94.02	-15.03%	Closed	History

DLB - Dolby Laboratories, Inc.	Q1 2011	$49.21	Q3 2014	$41.79	-15.08%	Closed	History

UTZ - Utz Brands, Inc.	Q1 2024	$18.44	Q4 2024	$15.66	-15.08%	Closed	History

ENB - Enbridge Inc.	Q4 2022	$39.10	Q3 2023	$33.19	-15.12%	Closed	History

CCMP - Cabot Microelectronics Corp	Q3 2011	$34.42	Q2 2012	$29.21	-15.14%	Closed	History

SITM - SiTime Corp.	Q4 2021	$292.45	Q1 2022	$248.16	-15.14%	Closed	History

ABT - Abbott Laboratories	Q1 2015	$46.33	Q2 2016	$39.31	-15.15%	Closed	History

DOW - Dow Inc.	Q1 2025	$34.92	Open	$29.63	-15.15%	Open	History

EGN - Energen Corp	Q4 2010	$48.22	Q3 2011	$40.91	-15.16%	Closed	History

ABX - Barrick Gold Corp	Q4 2016	$15.98	Q4 2018	$13.55	-15.21%	Closed	History

JOUT - Johnson Outdoors Inc.	Q3 2017	$73.22	Q4 2017	$62.08	-15.21%	Closed	History

KLG - Wk Kellogg Co	Q1 2024	$18.80	Q2 2025	$15.94	-15.21%	Closed	History

TSE - Trinseo S A	Q1 2021	$63.64	Q3 2021	$53.96	-15.21%	Closed	History

VASC - Vascular Solutions Inc	Q1 2014	$26.17	Q2 2014	$22.19	-15.21%	Closed	History

EC - Ecopetrol S A	Q1 2025	$10.44	Q2 2025	$8.85	-15.23%	Closed	History

LTHM - Livent Corp	Q1 2023	$21.72	Q3 2023	$18.41	-15.24%	Closed	History

ANGI - Angi Inc.	Q2 2025	$15.26	Q4 2025	$12.93	-15.27%	Closed	History

AMKR - Amkor Technology, Inc.	Q1 2018	$10.13	Q2 2018	$8.58	-15.30%	Closed	History

RVBD - Riverbed Technology Inc	Q3 2012	$23.30	Q4 2012	$19.73	-15.32%	Closed	History

ANIP - ANI Pharmaceuticals, Inc.	Q2 2018	$66.78	Q3 2018	$56.54	-15.33%	Closed	History

MTZ - MasTec, Inc.	Q1 2011	$20.81	Q3 2011	$17.62	-15.33%	Closed	History

GPOR - Gulfport Energy Corp.	Q3 2025	$180.98	Open	$153.18	-15.36%	Open	History

SSINQ - Stage Stores Inc	Q4 2014	$20.70	Q2 2015	$17.52	-15.36%	Closed	History

FF - Futurefuel Corporation	Q1 2017	$14.17	Q1 2018	$11.99	-15.38%	Closed	History

APPN - Appian Corp.	Q2 2025	$29.86	Open	$25.26	-15.41%	Open	History

DFIN - Donnelley Financial Solutions, Inc.	Q3 2021	$34.58	Q2 2022	$29.25	-15.41%	Closed	History

LNN - Lindsay Corp	Q4 2012	$80.15	Q3 2015	$67.80	-15.41%	Closed	History

UFS - Domtar Corp	Q1 2011	$91.76	Q1 2013	$77.62	-15.41%	Closed	History

CTCT - Constant Contact Inc	Q2 2014	$32.10	Q3 2014	$27.14	-15.45%	Closed	History

SWBI - Smith & Wesson Brands Inc	Q3 2020	$15.52	Q2 2022	$13.12	-15.46%	Closed	History

FF - Futurefuel Corporation	Q4 2018	$15.84	Q1 2019	$13.39	-15.47%	Closed	History

MSEX - Middlesex Wtr Co	Q1 2025	$64.10	Q2 2025	$54.18	-15.48%	Closed	History

WINA - Winmark Corp.	Q4 2023	$417.55	Q2 2024	$352.63	-15.55%	Closed	History

LPNT - Lifepoint Health Inc	Q2 2015	$86.95	Q4 2015	$73.40	-15.58%	Closed	History

DOO - BRP Inc.	Q3 2023	$75.86	Q2 2024	$64.03	-15.59%	Closed	History

KMB - Kimberly-Clark Corp.	Q3 2016	$126.14	Open	$106.47	-15.59%	Open	History

SSP - Scripps E W Co Ohio	Q4 2018	$11.83	Q3 2019	$9.98	-15.64%	Closed	History

CFR - Cullen/Frost Bankers, Inc.	Q1 2022	$138.20	Q2 2022	$116.57	-15.65%	Closed	History

LITE - Lumentum Holdings Inc.	Q3 2019	$53.56	Q3 2023	$45.18	-15.65%	Closed	History

LORL - Loral Space & Communicatns I	Q4 2017	$44.12	Q4 2018	$37.21	-15.66%	Closed	History

TRS - TriMas Corp.	Q3 2014	$19.39	Q3 2015	$16.35	-15.66%	Closed	History

IEX - IDEX Corp.	Q3 2019	$163.85	Q1 2020	$138.11	-15.71%	Closed	History

URS - Urs Corp New	Q4 2010	$41.67	Q4 2011	$35.12	-15.72%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q1 2014	$221.93	Q3 2014	$187.01	-15.73%	Closed	History

MDCA - Mdc Partners Inc	Q4 2015	$21.72	Q2 2016	$18.30	-15.75%	Closed	History

KOS - Kosmos Energy Ltd.	Q3 2014	$9.96	Q4 2014	$8.39	-15.76%	Closed	History

FSV - FirstService Corp.	Q2 2025	$174.62	Open	$147.04	-15.79%	Open	History

NTCT - NetScout Systems, Inc.	Q2 2011	$20.90	Q4 2011	$17.60	-15.79%	Closed	History

MRO - Marathon Oil Corp	Q1 2018	$16.14	Q4 2019	$13.59	-15.80%	Closed	History

TSLA - Tesla, Inc.	Q4 2018	$22.17	Q1 2019	$18.67	-15.81%	Closed	History

DLTR - Dollar Tree, Inc.	Q3 2012	$48.25	Q4 2012	$40.61	-15.83%	Closed	History

AIRC - Apartment Income Reit Corp	Q3 2022	$38.58	Q1 2024	$32.47	-15.84%	Closed	History

LSG - Lake Shore Gold Corp	Q3 2014	$1.01	Q3 2015	$0.85	-15.84%	Closed	History

AEE - Ameren Corp.	Q4 2022	$88.92	Q3 2023	$74.83	-15.85%	Closed	History

KRO - Kronos Worldwide Inc	Q2 2017	$18.22	Q2 2019	$15.33	-15.86%	Closed	History

WCG - Wellcare Health Plans Inc	Q3 2018	$320.50	Q1 2019	$269.68	-15.86%	Closed	History

LCI - Lannet Inc	Q3 2016	$26.57	Q1 2017	$22.35	-15.88%	Closed	History

RCI - Rogers Communications Inc.	Q3 2024	$40.21	Open	$33.83	-15.88%	Open	History

BDC - Belden Inc.	Q3 2025	$120.27	Open	$101.14	-15.91%	Open	History

C - Citigroup Inc.	Q3 2015	$49.60	Q1 2016	$41.71	-15.91%	Closed	History

MAT - Mattel, Inc.	Q1 2017	$25.61	Q2 2017	$21.53	-15.93%	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.