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
CRCL - Circle Internet Group	Q4 2025	$79.30	Open	$65.48	-17.43%	Open	History

MNKD - Mannkind Corp	Q1 2024	$4.53	Q2 2025	$3.74	-17.44%	Closed	History

SSINQ - Stage Stores Inc	Q2 2011	$16.80	Q4 2011	$13.87	-17.44%	Closed	History

KALU - Kaiser Aluminum Corp.	Q2 2024	$87.90	Q3 2024	$72.52	-17.50%	Closed	History

OGE - OGE Energy Corp.	Q4 2018	$39.19	Q1 2021	$32.33	-17.50%	Closed	History

NOK - Nokia Oyj	Q4 2010	$10.32	Q1 2011	$8.51	-17.54%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q2 2020	$184.02	Q1 2021	$151.68	-17.57%	Closed	History

RT - Ruby Tuesday Inc	Q2 2012	$6.81	Q1 2014	$5.61	-17.62%	Closed	History

VLO - Valero Energy Corp.	Q2 2011	$23.37	Q4 2011	$19.25	-17.64%	Closed	History

CNMD - CONMED Corp.	Q2 2025	$52.08	Open	$42.89	-17.65%	Open	History

TROX - Tronox Holdings Plc	Q4 2021	$24.02	Q1 2022	$19.78	-17.65%	Closed	History

VECO - Veeco Instruments Inc.	Q4 2010	$42.95	Q2 2013	$35.37	-17.65%	Closed	History

SPTN - Spartannash Co	Q1 2015	$31.55	Q2 2017	$25.97	-17.69%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2016	$171.18	Q4 2016	$140.88	-17.70%	Closed	History

UHAL - U-Haul Holdings Co.	Q4 2021	$72.61	Q1 2022	$59.70	-17.78%	Closed	History

ABM - ABM Industries Inc.	Q1 2012	$24.28	Q4 2012	$19.96	-17.79%	Closed	History

FRPT - Freshpet, Inc.	Q2 2025	$67.96	Open	$55.87	-17.80%	Open	History

LHCG - Lhc Group Inc	Q1 2021	$190.99	Q3 2021	$156.94	-17.83%	Closed	History

BKS - Barnes & Noble Inc	Q1 2017	$9.25	Q2 2017	$7.60	-17.84%	Closed	History

DAR - Darling Ingredients Inc.	Q1 2021	$73.59	Open	$60.46	-17.84%	Open	History

MRCY - Mercury Systems, Inc.	Q2 2012	$12.93	Q3 2012	$10.62	-17.87%	Closed	History

BCC - Boise Cascade Co.	Q3 2015	$25.23	Q1 2016	$20.72	-17.88%	Closed	History

LNC - Lincoln National Corp.	Q4 2014	$57.73	Q3 2015	$47.39	-17.91%	Closed	History

ALLE - Allegion plc	Q4 2019	$124.54	Q2 2020	$102.21	-17.93%	Closed	History

BOBE - Bob Evans Farms Inc	Q1 2015	$46.24	Q2 2016	$37.95	-17.93%	Closed	History

THC - Tenet Healthcare Corp.	Q2 2016	$27.64	Q3 2016	$22.68	-17.95%	Closed	History

AEM - Agnico Eagle Mines Ltd.	Q4 2020	$70.50	Q1 2021	$57.83	-17.97%	Closed	History

ALJ - Alon Usa Energy Inc	Q4 2012	$18.09	Q4 2015	$14.84	-17.97%	Closed	History

SJM - The J. M. Smucker Co.	Q1 2017	$131.09	Q2 2018	$107.48	-18.01%	Closed	History

NOG - Northern Oil and Gas, Inc.	Q3 2025	$24.80	Open	$20.33	-18.02%	Open	History

VG - Venture Global, Inc.	Q1 2026	$15.76	Open	$12.92	-18.02%	Open	History

CBZ - CBIZ, Inc.	Q1 2011	$7.21	Q4 2012	$5.91	-18.03%	Closed	History

AU - AngloGold Ashanti plc	Q1 2026	$97.36	Open	$79.80	-18.04%	Open	History

MET - MetLife, Inc.	Q4 2014	$48.29	Q3 2016	$39.57	-18.05%	Closed	History

VOXX - Voxx Intl Corp	Q4 2013	$16.71	Q1 2014	$13.69	-18.07%	Closed	History

TRN - Trinity Industries, Inc.	Q3 2015	$16.32	Q2 2016	$13.37	-18.09%	Closed	History

APPN - Appian Corp.	Q4 2020	$162.11	Q1 2021	$132.76	-18.10%	Closed	History

OIS - Oil States International, Inc.	Q1 2017	$33.14	Q2 2017	$27.14	-18.11%	Closed	History

FRCB - First Rep Bk SAn Francisco C	Q1 2019	$100.48	Q1 2020	$82.27	-18.12%	Closed	History

FIVE - Five Below, Inc.	Q2 2023	$196.54	Q3 2023	$160.90	-18.13%	Closed	History

WAG - Walgreen Co	Q1 2011	$40.16	Q3 2011	$32.88	-18.13%	Closed	History

GFL - GFL Environmental Inc.	Q2 2023	$38.80	Q3 2023	$31.76	-18.14%	Closed	History

NTR - Nutrien Ltd.	Q4 2019	$47.91	Q3 2020	$39.22	-18.14%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q1 2017	$48.66	Q2 2017	$39.83	-18.15%	Closed	History

GAP - The Gap, Inc.	Q1 2011	$22.65	Q4 2011	$18.54	-18.15%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q3 2018	$72.42	Q1 2019	$59.27	-18.16%	Closed	History

CVI - CVR Energy, Inc.	Q1 2013	$51.62	Q1 2014	$42.24	-18.17%	Closed	History

RCL - Royal Caribbean Cruises Ltd.	Q1 2016	$82.15	Q2 2016	$67.20	-18.20%	Closed	History

QS - QuantumScape Corp.	Q1 2023	$8.18	Q3 2023	$6.69	-18.22%	Closed	History

SPTN - Spartannash Co	Q2 2020	$21.24	Q4 2020	$17.37	-18.22%	Closed	History

RNW - Renew Energy Global Plc	Q2 2025	$6.91	Q4 2025	$5.65	-18.23%	Closed	History

STRA - Strategic Education, Inc.	Q1 2024	$104.12	Q2 2025	$85.13	-18.24%	Closed	History

ROL - Rollins, Inc.	Q1 2025	$54.03	Open	$44.17	-18.25%	Open	History

XNCR - Xencor Inc	Q3 2021	$32.60	Q1 2022	$26.64	-18.28%	Closed	History

LNN - Lindsay Corp	Q2 2025	$144.25	Q4 2025	$117.87	-18.29%	Closed	History

BHI - Baker Hughes Inc	Q4 2013	$55.26	Q2 2016	$45.14	-18.31%	Closed	History

NAVI - Navient Corp	Q2 2014	$17.70	Q3 2016	$14.46	-18.31%	Closed	History

NLSN - Nielsen Hldgs Plc	Q3 2018	$27.67	Q2 2019	$22.60	-18.32%	Closed	History

TRQ - Turquoise Hill Res Ltd	Q4 2014	$3.11	Q1 2016	$2.54	-18.33%	Closed	History

WNR - Western Refng Inc	Q4 2015	$35.62	Q1 2016	$29.09	-18.33%	Closed	History

CHX - Championx Corporation	Q2 2020	$9.76	Q3 2020	$7.97	-18.34%	Closed	History

HFC - Hollyfrontier Corp	Q3 2015	$48.87	Q4 2015	$39.90	-18.35%	Closed	History

CLDPQ - Cloud Peak Energy Inc	Q4 2016	$5.61	Q1 2017	$4.58	-18.36%	Closed	History

WCC - WESCO International, Inc.	Q1 2018	$62.05	Q2 2019	$50.66	-18.36%	Closed	History

I5X - Intrexon Corp	Q4 2015	$30.15	Q2 2016	$24.61	-18.37%	Closed	History

CORE - Core Mark Holding Co Inc	Q1 2014	$72.59	Q2 2015	$59.25	-18.38%	Closed	History

DHC - Diversified Healthcare Tr	Q4 2023	$3.74	Q2 2024	$3.05	-18.45%	Closed	History

DE - Deere & Co.	Q1 2014	$90.75	Q3 2015	$74.00	-18.46%	Closed	History

ATI - ATI Inc.	Q1 2019	$25.56	Q2 2021	$20.84	-18.47%	Closed	History

TOL - Toll Brothers, Inc.	Q3 2024	$154.49	Q4 2024	$125.95	-18.47%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q1 2025	$173.02	Open	$141.04	-18.49%	Open	History

UNIT - Uniti Group Inc.	Q2 2019	$15.81	Q3 2019	$12.89	-18.49%	Closed	History

APEI - American Public Education, Inc.	Q2 2016	$28.10	Q1 2017	$22.90	-18.51%	Closed	History

MQ - Marqeta Inc	Q2 2025	$23.32	Q4 2025	$19.00	-18.52%	Closed	History

RYN - Rayonier Inc.	Q2 2018	$38.71	Q1 2019	$31.54	-18.52%	Closed	History

GOLF - Acushnet Holdings Corp.	Q2 2021	$49.44	Q1 2022	$40.27	-18.55%	Closed	History

STR -	Q1 2015	$23.83	Q3 2015	$19.41	-18.55%	Closed	History

ENOC - Enernoc Inc	Q2 2014	$18.97	Q4 2014	$15.45	-18.56%	Closed	History

WWW - Wolverine World Wide, Inc.	Q4 2024	$22.20	Q2 2025	$18.08	-18.56%	Closed	History

PFCB - P F Changs China Bistro Inc	Q4 2010	$48.55	Q1 2012	$39.52	-18.60%	Closed	History

THRY - Thryv Hldgs Inc	Q1 2023	$23.06	Q3 2023	$18.77	-18.60%	Closed	History

SLV - iShares Silver Trust	Q4 2025	$64.42	Open	$52.43	-18.61%	Open	History

ESIO - Electro Scientific Inds	Q1 2012	$15.02	Q3 2012	$12.22	-18.64%	Closed	History

NOG - Northern Oil and Gas, Inc.	Q4 2024	$37.16	Q1 2025	$30.23	-18.65%	Closed	History

CXW - Corecivic Inc	Q3 2020	$8.04	Q4 2020	$6.54	-18.66%	Closed	History

SFM - Sprouts Farmers Market, Inc.	Q3 2013	$44.33	Q1 2014	$36.05	-18.68%	Closed	History

CCL - Carnival Corp. Ltd.	Q2 2022	$8.66	Q3 2022	$7.04	-18.71%	Closed	History

SABR - Sabre Corp.	Q3 2023	$4.49	Q4 2024	$3.65	-18.71%	Closed	History

EZPW - Ezcorp Inc	Q1 2015	$9.13	Q2 2015	$7.42	-18.73%	Closed	History

TRN - Trinity Industries, Inc.	Q2 2014	$31.46	Q1 2015	$25.57	-18.74%	Closed	History

UTX - United Technologies Corp	Q3 2017	$116.08	Q1 2020	$94.33	-18.74%	Closed	History

BRKR - Bruker Corp.	Q1 2016	$28.00	Q2 2016	$22.74	-18.79%	Closed	History

ALV - Autoliv, Inc.	Q3 2018	$86.73	Q2 2019	$70.42	-18.81%	Closed	History

SUPX - Supertex Inc	Q1 2011	$22.25	Q1 2012	$18.06	-18.83%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q1 2015	$83.10	Q4 2015	$67.44	-18.84%	Closed	History

FLWS - Flws/1-800 Flowers	Q1 2019	$18.21	Q3 2019	$14.78	-18.84%	Closed	History

SITE - SiteOne Landscape Supply, Inc.	Q3 2025	$128.80	Open	$104.48	-18.88%	Open	History

HOG - Harley-Davidson, Inc.	Q2 2018	$42.08	Q4 2018	$34.12	-18.92%	Closed	History

ACTG - Acacia Resh Corp	Q2 2012	$37.25	Q1 2013	$30.20	-18.93%	Closed	History

VRA - Vera Bradley Inc	Q1 2018	$10.61	Q4 2018	$8.60	-18.94%	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.