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
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

CPE - Callon Pete Co Del	Q1 2021	$38.55	Q4 2023	$32.40	-15.95%	Closed	History

NSAM - Northstar Asset Mgmt Group I	Q4 2015	$12.16	Q2 2016	$10.22	-15.95%	Closed	History

PSSI - Pss World Med Inc	Q1 2011	$27.09	Q3 2012	$22.77	-15.95%	Closed	History

BMRN - BioMarin Pharmaceutical Inc.	Q3 2024	$70.29	Open	$59.07	-15.96%	Open	History

KN - Knowles Corp.	Q1 2014	$31.57	Q3 2014	$26.53	-15.96%	Closed	History

CRAY - Cray Inc	Q1 2017	$21.91	Q2 2017	$18.41	-15.97%	Closed	History

JJSF - J&J Snack Foods Corp.	Q4 2025	$90.37	Open	$75.92	-15.99%	Open	History

AMED - Amedisys Inc	Q4 2018	$117.14	Q2 2025	$98.39	-16.01%	Closed	History

DNOW - DNOW Inc.	Q2 2014	$36.21	Q3 2014	$30.41	-16.02%	Closed	History

BNED - Barnes & Noble Ed Inc	Q4 2017	$823.00	Q1 2018	$691.00	-16.04%	Closed	History

OUTR - Outerwall Inc	Q3 2013	$50.03	Q2 2016	$42.00	-16.05%	Closed	History

MRO - Marathon Oil Corp	Q1 2013	$33.72	Q4 2014	$28.29	-16.10%	Closed	History

NEM - Newmont Corp.	Q3 2016	$39.29	Q1 2017	$32.96	-16.11%	Closed	History

PPC - Pilgrim's Pride Corp.	Q1 2024	$34.32	Open	$28.79	-16.11%	Open	History

BDC - Belden Inc.	Q3 2025	$120.27	Open	$100.88	-16.12%	Open	History

PAAS - Pan American Silver Corp.	Q3 2014	$10.97	Q4 2014	$9.20	-16.13%	Closed	History

CFLT - Confluent Inc	Q2 2023	$35.31	Q3 2023	$29.61	-16.14%	Closed	History

ENVA - Enova International, Inc.	Q4 2014	$22.24	Q2 2015	$18.65	-16.14%	Closed	History

FR - First Industrial Realty Trust, Inc.	Q3 2019	$39.59	Q1 2020	$33.20	-16.14%	Closed	History

LNC - Lincoln National Corp.	Q4 2022	$30.72	Q2 2023	$25.76	-16.15%	Closed	History

PB - Prosperity Bancshares, Inc.	Q4 2014	$55.34	Q1 2016	$46.40	-16.15%	Closed	History

DNOW - DNOW Inc.	Q4 2018	$11.63	Q2 2022	$9.75	-16.17%	Closed	History

HELE - Helen of Troy Ltd.	Q2 2016	$102.82	Q3 2016	$86.19	-16.17%	Closed	History

IHS - Ihs Inc	Q2 2014	$135.72	Q1 2015	$113.76	-16.18%	Closed	History

VRSK - Verisk Analytics, Inc.	Q4 2021	$228.61	Open	$191.59	-16.20%	Open	History

MSM - MSC Industrial Direct Co., Inc.	Q1 2018	$91.74	Q4 2018	$76.86	-16.22%	Closed	History

SIL - Global X Silver Miners ETF	Q1 2026	$90.08	Open	$75.46	-16.23%	Open	History

SR - Spire Inc.	Q2 2022	$74.38	Q3 2022	$62.31	-16.23%	Closed	History

MCRI - Monarch Casino & Resort, Inc.	Q1 2023	$74.15	Q3 2023	$62.10	-16.25%	Closed	History

FLNG - FLEX LNG Ltd.	Q2 2022	$27.40	Q4 2024	$22.94	-16.28%	Closed	History

PLAY - Dave & Buster's Entertainment, Inc.	Q2 2016	$46.80	Q3 2016	$39.18	-16.28%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2020	$203.13	Q2 2022	$170.05	-16.28%	Closed	History

DLTR - Dollar Tree, Inc.	Q1 2021	$114.45	Q3 2021	$95.78	-16.31%	Closed	History

AAL - American Airlines Group Inc.	Q2 2018	$37.96	Q1 2019	$31.76	-16.33%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2018	$115.10	Q4 2018	$96.26	-16.37%	Closed	History

OII - Oceaneering International, Inc.	Q4 2024	$26.08	Q1 2025	$21.81	-16.37%	Closed	History

ROCK - Gibraltar Inds Inc	Q4 2010	$13.56	Q2 2011	$11.34	-16.37%	Closed	History

HNI - Hni Corp	Q2 2021	$43.93	Q3 2021	$36.72	-16.41%	Closed	History

PBA - Pembina Pipeline Corp.	Q1 2022	$37.61	Q2 2023	$31.44	-16.41%	Closed	History

BAM.A - Brookfield Asset Mgmt Inc	Q3 2019	$53.00	Q1 2020	$44.29	-16.43%	Closed	History

KEY - KeyCorp	Q4 2015	$13.20	Q2 2016	$11.03	-16.44%	Closed	History

ASNAEUR - Ascena Retail Group Inc	Q2 2015	$16.65	Q3 2015	$13.91	-16.46%	Closed	History

CNI - Canadian National Railway Co.	Q1 2015	$66.88	Q4 2015	$55.86	-16.48%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2018	$116.75	Q4 2018	$97.51	-16.48%	Closed	History

CRAI - CRA International, Inc.	Q4 2025	$200.70	Open	$167.58	-16.50%	Open	History

RDUS - Schnitzer Stl Inds	Q2 2012	$28.01	Q2 2013	$23.38	-16.53%	Closed	History

WTRG - Essential Utilities, Inc.	Q2 2021	$45.69	Open	$38.12	-16.58%	Open	History

CME - CME Group Inc.	Q4 2019	$200.72	Q3 2020	$167.42	-16.59%	Closed	History

MORN - Morningstar, Inc.	Q2 2013	$77.60	Q4 2014	$64.72	-16.60%	Closed	History

GMED - Globus Medical, Inc.	Q2 2023	$59.54	Q3 2023	$49.65	-16.61%	Closed	History

ALB - Albemarle Corp.	Q4 2013	$63.39	Q1 2015	$52.84	-16.64%	Closed	History

AVAV - Aerovironment Inc	Q2 2014	$31.78	Q1 2015	$26.49	-16.65%	Closed	History

VOYA - Voya Financial, Inc.	Q1 2016	$29.77	Q2 2016	$24.81	-16.66%	Closed	History

YEXT - Yext, Inc.	Q4 2022	$6.53	Open	$5.44	-16.69%	Open	History

BLMN - Bloomin' Brands, Inc.	Q2 2025	$8.61	Q3 2025	$7.17	-16.72%	Closed	History

6BH - Blackhawk Network Hldgs Inc	Q2 2015	$41.19	Q1 2016	$34.30	-16.73%	Closed	History

TSG - Stars Group Inc	Q3 2017	$20.50	Q2 2019	$17.07	-16.73%	Closed	History

SSUP - Superior Inds Intl Inc	Q2 2019	$3.46	Q3 2019	$2.88	-16.76%	Closed	History

BECN - Beacon Roofing Supply Inc	Q4 2017	$63.76	Q1 2018	$53.07	-16.77%	Closed	History

MVST - Microvast Holdings, Inc.	Q1 2025	$1.17	Open	$0.97	-16.77%	Open	History

DIOD - Diodes Inc.	Q2 2014	$28.96	Q2 2015	$24.10	-16.78%	Closed	History

NXGN - Nextgen Healthcare Inc	Q1 2022	$20.92	Q2 2022	$17.41	-16.78%	Closed	History

EXPE - Expedia Group, Inc.	Q3 2017	$143.93	Q4 2017	$119.77	-16.79%	Closed	History

LPRO - Open Lending Corp.	Q2 2022	$10.23	Q4 2023	$8.51	-16.81%	Closed	History

NCNO - nCino, Inc.	Q1 2022	$41.01	Q3 2022	$34.11	-16.83%	Closed	History

CDE - Coeur Mining, Inc.	Q3 2024	$6.88	Q4 2024	$5.72	-16.86%	Closed	History

FUL - H.B. Fuller Co.	Q1 2023	$68.45	Open	$56.86	-16.93%	Open	History

ADPT - Adaptive Biotechnologies Corp.	Q2 2022	$8.08	Q2 2023	$6.71	-16.96%	Closed	History

KSS - Kohl's Corp.	Q1 2016	$46.61	Q2 2017	$38.69	-16.99%	Closed	History

BKI - Black Knight Inc	Q3 2021	$71.97	Q2 2023	$59.73	-17.01%	Closed	History

VIAV - Viavi Solutions Inc.	Q3 2022	$13.05	Q1 2023	$10.83	-17.01%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2011	$23.32	Q3 2011	$19.35	-17.02%	Closed	History

TYPE - Monotype Imaging Holdings In	Q1 2016	$23.93	Q4 2016	$19.85	-17.05%	Closed	History

COV - Covidien Plc	Q2 2011	$53.22	Q3 2011	$44.14	-17.06%	Closed	History

FRCB - First Rep Bk SAn Francisco C	Q4 2020	$146.96	Q4 2022	$121.89	-17.06%	Closed	History

CLNE - Clean Energy Fuels Corp.	Q3 2017	$2.46	Q4 2017	$2.04	-17.07%	Closed	History

MDP - Meredith Corp	Q2 2015	$52.15	Q4 2015	$43.25	-17.07%	Closed	History

ENB - Enbridge Inc.	Q3 2019	$35.08	Q1 2020	$29.09	-17.08%	Closed	History

KELYA - Kelly Svcs Inc	Q2 2011	$16.50	Q4 2011	$13.68	-17.09%	Closed	History

NWS.A - Twenty First Centy Fox Inc	Q2 2015	$32.55	Q3 2015	$26.98	-17.11%	Closed	History

VRTU - Virtusa Corp	Q3 2018	$53.73	Q2 2019	$44.53	-17.12%	Closed	History

KMI - Kinder Morgan, Inc.	Q3 2016	$23.12	Q2 2017	$19.16	-17.13%	Closed	History

CBZ - CBIZ, Inc.	Q3 2018	$23.69	Q2 2019	$19.63	-17.14%	Closed	History

MCRN - Milacron Hldgs Corp	Q1 2018	$20.12	Q3 2019	$16.67	-17.15%	Closed	History

QLTY - Quality Distr Inc Fla	Q4 2013	$12.83	Q4 2014	$10.63	-17.15%	Closed	History

COO - The Cooper Companies, Inc.	Q1 2021	$96.01	Q3 2023	$79.50	-17.19%	Closed	History

GH - Guardant Health, Inc.	Q2 2023	$35.80	Q3 2023	$29.64	-17.21%	Closed	History

AFOP - Alliance Fiber Optic Prods I	Q4 2013	$15.03	Q3 2014	$12.44	-17.23%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2023	$42.78	Open	$35.41	-17.23%	Open	History

WDC - Western Digital Corp.	Q2 2020	$33.36	Q3 2020	$27.61	-17.24%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q3 2016	$142.68	Q4 2016	$118.07	-17.25%	Closed	History

SPXC* - Spx Corp	Q4 2021	$59.65	Q1 2022	$49.35	-17.27%	Closed	History

TTEC - Ttec Hldgs Inc	Q3 2019	$47.87	Q4 2019	$39.59	-17.30%	Closed	History

MSCI - MSCI Inc.	Q3 2021	$608.25	Q1 2022	$502.99	-17.31%	Closed	History

XYL - Xylem Inc.	Q4 2019	$78.82	Q1 2020	$65.13	-17.37%	Closed	History

FNV - Franco-Nevada Corp.	Q1 2026	$247.05	Open	$204.12	-17.38%	Open	History

JKHY - Jack Henry & Associates, Inc.	Q3 2022	$182.52	Q1 2023	$150.72	-17.42%	Closed	History

PXD - Pioneer Nat Res Co	Q1 2019	$152.30	Q3 2019	$125.77	-17.42%	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.