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

DOFSQ - Diamond Offshore Drilling In	Q1 2016	$21.73	Q3 2016	$17.61	-18.96%	Closed	History

CBOE - Cboe Global Markets, Inc.	Q3 2019	$114.93	Q4 2020	$93.13	-18.97%	Closed	History

CNDT - Conduent Inc.	Q3 2021	$6.59	Q4 2021	$5.34	-18.97%	Closed	History

IHRT - Iheartmedia Inc	Q1 2023	$3.90	Q3 2023	$3.16	-18.97%	Closed	History

GTX - Garrett Motion Inc.	Q4 2018	$12.34	Q4 2019	$9.99	-19.04%	Closed	History

HOOD - Robinhood Markets, Inc.	Q3 2025	$143.18	Open	$115.92	-19.04%	Open	History

MBUU - Malibu Boats, Inc.	Q1 2024	$43.28	Q2 2024	$35.04	-19.04%	Closed	History

AMRX - Amneal Pharmaceuticals, Inc.	Q4 2019	$4.83	Q3 2020	$3.91	-19.05%	Closed	History

MSB - Mesabi Tr	Q2 2012	$27.50	Q4 2013	$22.26	-19.05%	Closed	History

SAPE - Sapient Corp	Q1 2012	$12.44	Q2 2012	$10.07	-19.05%	Closed	History

NE - Noble Corp. plc	Q2 2024	$44.65	Q3 2024	$36.14	-19.06%	Closed	History

NLNKEUR - Newlink Genetics Corp	Q1 2015	$54.71	Q2 2015	$44.27	-19.08%	Closed	History

CVI - CVR Energy, Inc.	Q1 2011	$23.15	Q4 2011	$18.73	-19.09%	Closed	History

VC - Visteon Corp.	Q4 2022	$130.83	Open	$105.86	-19.09%	Open	History

EHAB - Enhabit Inc	Q1 2023	$13.91	Q3 2023	$11.25	-19.12%	Closed	History

LXU - LSB Industries, Inc.	Q2 2011	$33.07	Q1 2013	$26.75	-19.12%	Closed	History

LCI - Lannet Inc	Q2 2014	$49.62	Q4 2015	$40.12	-19.15%	Closed	History

TNET - Trinet Group Inc	Q2 2025	$73.14	Q4 2025	$59.13	-19.16%	Closed	History

HOLX -	Q2 2017	$45.39	Q3 2017	$36.69	-19.17%	Closed	History

NBR - Nabors Industries Ltd.	Q3 2013	$803.00	Q4 2014	$649.00	-19.18%	Closed	History

PLAY - Dave & Buster's Entertainment, Inc.	Q4 2021	$38.41	Q3 2022	$31.04	-19.19%	Closed	History

LOXO - Loxo Oncology Inc	Q2 2018	$173.32	Q4 2018	$140.02	-19.21%	Closed	History

SLV - iShares Silver Trust	Q4 2025	$64.42	Open	$52.04	-19.22%	Open	History

SRPT - Sarepta Therapeutics, Inc.	Q4 2025	$21.52	Open	$17.38	-19.24%	Open	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2010	$30.87	Q3 2011	$24.93	-19.24%	Closed	History

1440117D - Ashland Inc New	Q1 2015	$127.32	Q4 2015	$102.78	-19.27%	Closed	History

SGNT - Sagent Pharmaceuticals Inc	Q3 2014	$31.08	Q4 2014	$25.09	-19.27%	Closed	History

CREE - Cree Inc	Q1 2019	$57.20	Q4 2019	$46.17	-19.28%	Closed	History

GETY - Getty Images Holdings Inc	Q2 2025	$1.66	Q4 2025	$1.34	-19.28%	Closed	History

HL - Hecla Mining Co.	Q2 2018	$3.47	Q3 2018	$2.80	-19.31%	Closed	History

AD - Array Digital Infrastructure, Inc.	Q3 2018	$44.85	Q4 2019	$36.18	-19.33%	Closed	History

LIVN - LivaNova PLC	Q4 2018	$91.47	Q3 2019	$73.79	-19.33%	Closed	History

GAP - The Gap, Inc.	Q3 2012	$35.78	Q3 2018	$28.85	-19.37%	Closed	History

NVRI - Enviri Corp.	Q3 2014	$21.41	Q1 2015	$17.26	-19.38%	Closed	History

INSYQ - Insys Therapeutics Inc New	Q4 2013	$38.74	Q2 2014	$31.22	-19.41%	Closed	History

WTI - W & T Offshore Inc	Q1 2019	$6.90	Q4 2019	$5.56	-19.42%	Closed	History

CAL - Caleres, Inc.	Q1 2024	$41.03	Q3 2024	$33.05	-19.45%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q2 2011	$143.55	Q3 2012	$115.63	-19.45%	Closed	History

DAN - Dana Inc.	Q4 2017	$32.01	Q1 2018	$25.78	-19.46%	Closed	History

FNFG - First Niagara Finl Gp Inc	Q3 2013	$10.36	Q3 2014	$8.34	-19.50%	Closed	History

PRU - Prudential Financial, Inc.	Q3 2018	$101.26	Q4 2018	$81.51	-19.50%	Closed	History

EV - Eaton Vance Corp	Q1 2015	$41.64	Q1 2016	$33.51	-19.52%	Closed	History

SYM - Symbotic Inc.	Q1 2026	$53.20	Open	$42.81	-19.53%	Open	History

EQH - Equitable Holdings, Inc.	Q4 2021	$32.76	Q3 2022	$26.36	-19.54%	Closed	History

RT - Ruby Tuesday Inc	Q4 2014	$6.84	Q4 2015	$5.50	-19.59%	Closed	History

MCY - Mercury General Corp.	Q1 2022	$55.04	Q2 2022	$44.25	-19.60%	Closed	History

JCP* - Penney J C Inc	Q1 2016	$11.06	Q2 2016	$8.89	-19.62%	Closed	History

WTFC - Wintrust Financial Corp.	Q4 2021	$90.78	Q1 2023	$72.95	-19.64%	Closed	History

DLLR - Dfc Global Corp	Q3 2013	$10.99	Q1 2014	$8.83	-19.65%	Closed	History

HITT - Hittite Microwave Corp	Q1 2011	$63.63	Q2 2012	$51.12	-19.66%	Closed	History

LMND - Lemonade, Inc.	Q1 2022	$26.36	Q3 2022	$21.17	-19.69%	Closed	History

PODD - Insulet Corp.	Q2 2024	$201.80	Open	$161.99	-19.73%	Open	History

WFM - Whole Foods Mkt Inc	Q2 2015	$39.44	Q3 2015	$31.65	-19.75%	Closed	History

SUSQ - Susquehanna Bancshares Inc P	Q1 2013	$12.45	Q3 2014	$9.99	-19.76%	Closed	History

ASTE - Astec Industries, Inc.	Q2 2015	$41.79	Q3 2015	$33.52	-19.79%	Closed	History

UTX - United Technologies Corp	Q2 2015	$110.93	Q3 2015	$88.98	-19.79%	Closed	History

DFODQ - Dean Foods Co New	Q3 2013	$19.29	Q1 2014	$15.47	-19.80%	Closed	History

MTUS - Metallus Inc.	Q2 2022	$18.73	Q3 2022	$15.02	-19.81%	Closed	History

AYX - Alteryx Inc	Q1 2023	$58.84	Q4 2023	$47.16	-19.85%	Closed	History

CXW* - Corrections Corp Amer New	Q1 2013	$39.08	Q1 2014	$31.32	-19.86%	Closed	History

NOVAQ - Sunnova Energy Intl Inc.	Q1 2022	$23.05	Q2 2022	$18.47	-19.87%	Closed	History

VREX - Varex Imaging Corp.	Q1 2018	$35.78	Q3 2018	$28.67	-19.87%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q4 2010	$14.63	Q3 2011	$11.72	-19.89%	Closed	History

ALGT - Allegiant Travel Co.	Q1 2021	$244.02	Q3 2021	$195.49	-19.89%	Closed	History

SON - Sonoco Products Co.	Q1 2023	$61.00	Q4 2024	$48.85	-19.92%	Closed	History

ENTG - Entegris, Inc.	Q1 2024	$140.54	Q3 2024	$112.53	-19.93%	Closed	History

DUF - Duff & Phelps Corp New	Q1 2011	$15.99	Q2 2011	$12.80	-19.95%	Closed	History

TMH - Team Health Holdings Inc	Q2 2016	$40.66	Q3 2016	$32.54	-19.97%	Closed	History

TPH - Tri Pointe Homes, Inc.	Q3 2024	$45.31	Q4 2024	$36.26	-19.97%	Closed	History

RDEN - Elizabeth Arden Inc	Q3 2013	$36.89	Q1 2014	$29.52	-19.98%	Closed	History

THS - Treehouse Foods Inc	Q1 2017	$84.65	Q3 2017	$67.73	-19.99%	Closed	History

WWD - Woodward, Inc.	Q4 2018	$74.33	Q1 2020	$59.44	-20.03%	Closed	History

ABBNY - Abb Ltd	Q1 2012	$20.41	Q2 2012	$16.32	-20.04%	Closed	History

CORE - Core Mark Holding Co Inc	Q3 2018	$33.96	Q4 2019	$27.14	-20.08%	Closed	History

RMD - ResMed Inc.	Q4 2021	$260.44	Q4 2022	$208.13	-20.09%	Closed	History

RGNX - Regenxbio Inc	Q2 2018	$71.75	Q1 2019	$57.32	-20.11%	Closed	History

SGI - Somnigroup International Inc.	Q3 2016	$14.18	Q1 2018	$11.33	-20.11%	Closed	History

CRVL - CorVel Corp.	Q1 2011	$8.87	Q3 2011	$7.08	-20.20%	Closed	History

BFAM - Bright Horizons Family Solutions Inc.	Q4 2023	$94.24	Open	$75.19	-20.21%	Open	History

KIM - Kimco Realty Corp.	Q1 2022	$24.72	Q2 2023	$19.72	-20.23%	Closed	History

ROVI - Rovi Corp	Q1 2014	$22.79	Q1 2015	$18.18	-20.23%	Closed	History

KWEB - KraneShares CSI China Internet ETF	Q4 2025	$34.05	Open	$27.16	-20.25%	Open	History

SAM - The Boston Beer Co., Inc.	Q2 2015	$232.06	Q1 2016	$185.07	-20.25%	Closed	History

KEX - Kirby Corp.	Q1 2014	$101.25	Q4 2014	$80.72	-20.28%	Closed	History

PRMB - Primo Brands Corp.	Q4 2024	$30.77	Open	$24.53	-20.30%	Open	History

CWAN - Clearwater Analytics Holdings, Inc.	Q4 2024	$27.52	Q2 2025	$21.93	-20.31%	Closed	History

AXNX - Axonics Inc	Q3 2022	$70.45	Q3 2023	$56.12	-20.34%	Closed	History

CXW - Corecivic Inc	Q4 2016	$24.46	Q1 2018	$19.48	-20.36%	Closed	History

LO - Lorillard Inc	Q4 2010	$82.06	Q1 2015	$65.35	-20.36%	Closed	History

SHO - Sunstone Hotel Investors, Inc.	Q4 2021	$11.74	Q3 2023	$9.35	-20.36%	Closed	History

EXTN - Exterran Corp	Q1 2017	$31.45	Q2 2018	$25.04	-20.38%	Closed	History

EYE - National Vision Holdings, Inc.	Q2 2024	$13.09	Q4 2024	$10.42	-20.40%	Closed	History

KATE - Kate Spade & Co	Q1 2017	$23.23	Q2 2017	$18.49	-20.40%	Closed	History

SONC - Sonic Corp	Q1 2015	$31.70	Q1 2018	$25.23	-20.41%	Closed	History

CRD.B - Crawford & Co	Q4 2011	$6.17	Q1 2012	$4.91	-20.42%	Closed	History

FRMI - Fermi Inc.	Q4 2025	$8.00	Open	$6.37	-20.44%	Open	History

SCOR - Comscore Inc	Q1 2016	$600.60	Q2 2016	$477.80	-20.45%	Closed	History

AGN - Allergan Plc	Q1 2018	$168.29	Q4 2018	$133.84	-20.47%	Closed	History

CCL - Carnival Corp. Ltd.	Q3 2018	$63.78	Q1 2019	$50.72	-20.48%	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.