Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · 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
AZO - AutoZone, Inc.	Q4 2012	$354.40	Q4 2014	$619.31	+74.75%	Closed	History

ENTG - Entegris, Inc.	Q3 2016	$17.43	Q4 2017	$30.45	+74.70%	Closed	History

IPCM - Ipc The Hospitalist Co Inc	Q1 2013	$44.46	Q3 2015	$77.65	+74.65%	Closed	History

EME - EMCOR Group, Inc.	Q1 2019	$73.08	Q4 2021	$127.59	+74.59%	Closed	History

DFS - Discover Finl Svcs	Q4 2022	$97.83	Q1 2025	$170.70	+74.49%	Closed	History

NTUS - Natus Medical Inc Del	Q4 2013	$22.50	Q1 2017	$39.25	+74.44%	Closed	History

HAS - Hasbro, Inc.	Q4 2011	$31.89	Q1 2014	$55.62	+74.41%	Closed	History

DY - Dycom Industries, Inc.	Q2 2020	$40.91	Q3 2021	$71.31	+74.31%	Closed	History

CBI - Chicago Bridge & Iron Co N V	Q2 2011	$2,918.25	Q3 2013	$5,082.75	+74.17%	Closed	History

ON - ON Semiconductor Corp.	Q2 2017	$14.04	Q4 2019	$24.41	+73.86%	Closed	History

ROVR - Rover Group Inc	Q3 2023	$6.26	Q4 2023	$10.88	+73.80%	Closed	History

MDSO - Medidata Solutions Inc	Q2 2011	$23.88	Q3 2012	$41.48	+73.70%	Closed	History

CINF - Cincinnati Financial Corp.	Q2 2019	$103.66	Open	$180.03	+73.67%	Open	History

OLN - Olin Corp.	Q3 2016	$20.49	Q4 2017	$35.58	+73.65%	Closed	History

AMCX - Amc Networks Inc	Q2 2020	$23.41	Q1 2022	$40.65	+73.64%	Closed	History

Q - Qnity Electronics, Inc.	Q4 2025	$81.65	Open	$141.67	+73.51%	Open	History

CHD - Church & Dwight Co., Inc.	Q1 2018	$50.36	Q1 2021	$87.33	+73.41%	Closed	History

KITE - Kite Pharma Inc	Q2 2017	$103.76	Q3 2017	$179.81	+73.29%	Closed	History

HSY - The Hershey Co.	Q1 2018	$98.96	Open	$171.46	+73.26%	Open	History

AMPS - Altus Power Inc	Q2 2022	$6.35	Q3 2022	$11.00	+73.23%	Closed	History

GLD - SPDR Gold Shares	Q2 2024	$215.01	Open	$372.15	+73.08%	Open	History

SYNH - Syneos Health Inc	Q1 2020	$39.39	Q4 2020	$68.14	+72.99%	Closed	History

AWI - Armstrong World Industries, Inc.	Q1 2022	$89.93	Open	$155.53	+72.95%	Open	History

BURL - Burlington Stores, Inc.	Q1 2014	$29.52	Q3 2015	$51.04	+72.90%	Closed	History

DCI - Donaldson Co., Inc.	Q1 2022	$51.91	Open	$89.73	+72.86%	Open	History

BELFB - Bel Fuse Inc.	Q3 2023	$47.72	Q4 2024	$82.47	+72.82%	Closed	History

RFMD - Rf Microdevices Inc	Q2 2014	$9.60	Q4 2014	$16.59	+72.81%	Closed	History

SOXX - iShares Semiconductor ETF	Q1 2026	$328.66	Open	$567.92	+72.80%	Open	History

INVA - Innoviva, Inc.	Q1 2016	$12.59	Open	$21.74	+72.68%	Open	History

PLUG - Plug Power Inc.	Q1 2025	$1.35	Q3 2025	$2.33	+72.59%	Closed	History

GMCR - Keurig Green Mtn Inc	Q3 2015	$52.14	Q4 2015	$89.98	+72.57%	Closed	History

USFD - US Foods Holdings Corp.	Q3 2020	$22.22	Q2 2021	$38.34	+72.55%	Closed	History

TECK - Teck Resources Ltd.	Q1 2016	$7.62	Q2 2016	$13.14	+72.44%	Closed	History

RAMP - LiveRamp Holdings, Inc.	Q2 2020	$42.48	Q4 2020	$73.21	+72.34%	Closed	History

CRC - California Resources Corp.	Q2 2021	$30.11	Q4 2024	$51.89	+72.33%	Closed	History

CSC - Computer Sciences Corp	Q4 2012	$40.05	Q1 2017	$69.02	+72.33%	Closed	History

MATX - Matson, Inc.	Q4 2012	$24.74	Q4 2015	$42.63	+72.31%	Closed	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q1 2022	$163.33	Open	$281.26	+72.20%	Open	History

FDS - FactSet Research Systems Inc.	Q2 2012	$92.92	Q3 2015	$159.94	+72.13%	Closed	History

BCR - Bard C R Inc	Q3 2015	$186.30	Q3 2017	$320.48	+72.02%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q2 2011	$30.03	Q3 2013	$51.65	+71.99%	Closed	History

SIAL - Sigma Aldrich Corp	Q2 2013	$80.37	Q1 2015	$138.23	+71.99%	Closed	History

LULU - lululemon athletica inc.	Q1 2017	$51.86	Q1 2018	$89.19	+71.98%	Closed	History

AFRM - Affirm Holdings, Inc.	Q4 2023	$49.14	Open	$84.45	+71.86%	Open	History

JBHT - J.B. Hunt Transport Services, Inc.	Q4 2019	$116.78	Q1 2022	$200.54	+71.72%	Closed	History

MWA - Mueller Water Products, Inc.	Q4 2023	$14.40	Open	$24.70	+71.53%	Open	History

CTRA -	Q4 2021	$19.00	Open	$32.56	+71.37%	Open	History

EL - The Estée Lauder Companies Inc.	Q1 2017	$84.82	Q3 2018	$145.31	+71.32%	Closed	History

MOD - Modine Manufacturing Co.	Q2 2012	$6.93	Q3 2014	$11.87	+71.28%	Closed	History

INTU - Intuit Inc.	Q2 2017	$132.81	Q3 2018	$227.40	+71.22%	Closed	History

MATX - Matson, Inc.	Q2 2021	$64.01	Q4 2023	$109.60	+71.22%	Closed	History

CCOI - Cogent Communications Hldgs	Q4 2018	$45.25	Q2 2020	$77.39	+71.03%	Closed	History

OC - Owens Corning	Q4 2015	$47.03	Q1 2018	$80.40	+70.95%	Closed	History

UXI - ProShares Ultra Industrials	Q1 2025	$35.19	Open	$60.12	+70.85%	Open	History

AG - First Majestic Silver Corp.	Q3 2019	$9.12	Q1 2021	$15.58	+70.83%	Closed	History

FRPT - Freshpet, Inc.	Q4 2023	$86.76	Q4 2024	$148.11	+70.71%	Closed	History

SBLK - Star Bulk Carriers Corp.	Q1 2025	$15.56	Open	$26.56	+70.69%	Open	History

ESC - Emeritus Corp	Q3 2013	$18.55	Q2 2014	$31.66	+70.67%	Closed	History

SEE -	Q1 2020	$24.71	Open	$42.15	+70.58%	Open	History

FDX - FedEx Corp.	Q1 2023	$184.12	Open	$313.66	+70.36%	Open	History

MYRG - MYR Group Inc.	Q2 2016	$24.09	Q1 2017	$41.04	+70.36%	Closed	History

NKE - NIKE, Inc.	Q1 2013	$29.52	Q1 2015	$50.25	+70.24%	Closed	History

LTH - Life Time Group Holdings, Inc.	Q3 2024	$24.42	Open	$41.57	+70.23%	Open	History

TECD - Tech Data Corp	Q1 2018	$85.14	Q2 2020	$144.91	+70.20%	Closed	History

CNK - Cinemark Holdings, Inc.	Q1 2022	$17.26	Open	$29.37	+70.16%	Open	History

IIIN - Insteel Industries Inc.	Q4 2015	$20.96	Q4 2016	$35.66	+70.13%	Closed	History

VG - Venture Global, Inc.	Q4 2010	$2.24	Q4 2014	$3.81	+70.09%	Closed	History

SCI - Service Corp. International	Q2 2011	$11.69	Q1 2014	$19.88	+70.06%	Closed	History

SHOP - Shopify Inc.	Q4 2019	$39.75	Q1 2022	$67.59	+70.06%	Closed	History

MGNI - Magnite, Inc.	Q1 2026	$11.88	Open	$20.20	+70.03%	Open	History

EME - EMCOR Group, Inc.	Q4 2010	$28.98	Q2 2016	$49.26	+69.98%	Closed	History

GNTX - Gentex Corp.	Q4 2012	$9.42	Q4 2015	$16.01	+69.96%	Closed	History

FOUR - Shift4 Payments, Inc.	Q3 2022	$44.61	Q1 2023	$75.80	+69.92%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q3 2025	$177.14	Open	$300.97	+69.91%	Open	History

OLED - Universal Display Corp.	Q3 2013	$32.04	Q4 2015	$54.44	+69.91%	Closed	History

NTGR - NETGEAR, Inc.	Q3 2015	$18.10	Q1 2017	$30.74	+69.87%	Closed	History

CDNA - CareDx, Inc.	Q1 2020	$21.81	Q1 2022	$37.04	+69.83%	Closed	History

ZION - Zions Bancorporation, National Association	Q3 2016	$31.02	Q1 2018	$52.67	+69.79%	Closed	History

WSO - Watsco, Inc.	Q3 2020	$232.87	Open	$395.29	+69.75%	Open	History

M - Macy's, Inc.	Q1 2012	$39.75	Q2 2015	$67.47	+69.74%	Closed	History

VOO - Vanguard S&P 500 ETF	Q2 2023	$407.28	Open	$691.10	+69.69%	Open	History

JBL - Jabil Inc.	Q3 2020	$34.26	Q2 2021	$58.09	+69.56%	Closed	History

DAN - Dana Inc.	Q4 2011	$12.14	Q2 2015	$20.58	+69.52%	Closed	History

AIR - AAR Corp.	Q3 2012	$16.40	Q4 2014	$27.79	+69.45%	Closed	History

RHT - Red Hat Inc	Q3 2017	$110.86	Q2 2019	$187.77	+69.38%	Closed	History

TX9 - Tronox Ltd	Q4 2018	$7.77	Q1 2019	$13.16	+69.37%	Closed	History

FIVE - Five Below, Inc.	Q1 2018	$73.36	Q1 2019	$124.24	+69.36%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2016	$148.59	Q1 2018	$251.57	+69.30%	Closed	History

MSI - Motorola Solutions, Inc.	Q4 2016	$82.89	Q2 2020	$140.32	+69.28%	Closed	History

2S7 - Sprint Corp	Q1 2016	$3.48	Q4 2017	$5.89	+69.25%	Closed	History

WCRX - Warner Chilcott Plc Ireland	Q1 2013	$13.55	Q3 2013	$22.93	+69.23%	Closed	History

DXCM - DexCom, Inc.	Q4 2019	$54.66	Q4 2020	$92.46	+69.15%	Closed	History

ANAB - AnaptysBio, Inc.	Q1 2026	$36.97	Open	$62.51	+69.07%	Open	History

LDOS - Leidos Holdings, Inc.	Q4 2018	$52.72	Q3 2020	$89.07	+68.95%	Closed	History

DIN - Dine Brands Global, Inc.	Q4 2010	$49.42	Q4 2019	$83.49	+68.94%	Closed	History

OVTI - Omnivision Technologies Inc	Q4 2013	$17.20	Q4 2015	$29.02	+68.72%	Closed	History

SUPN - Supernus Pharmaceuticals, Inc.	Q1 2015	$12.09	Q2 2016	$20.39	+68.65%	Closed	History

FIVN - Five9, Inc.	Q1 2026	$15.17	Open	$25.58	+68.62%	Open	History

MGM - MGM Resorts International	Q3 2019	$27.68	Open	$46.67	+68.61%	Open	History

ORI - Old Republic International Corp.	Q4 2021	$24.56	Open	$41.39	+68.53%	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.