Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +21.8% · 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
BEAT - Biotelemetry Inc	Q4 2018	$59.72	Q4 2019	$46.21	-22.62%	Closed	History

SNBR - Sleep Number Corp	Q4 2017	$37.57	Q2 2018	$29.07	-22.62%	Closed	History

CX - CEMEX, S.A.B. de C.V.	Q1 2015	$8.40	Q3 2015	$6.50	-22.63%	Closed	History

TBRG - Computer Programs & Sys Inc	Q2 2011	$63.52	Q2 2013	$49.14	-22.64%	Closed	History

AMBA - Ambarella, Inc.	Q3 2015	$57.79	Q1 2016	$44.70	-22.65%	Closed	History

PAHC - Phibro Animal Health Corp.	Q2 2015	$38.94	Q4 2015	$30.12	-22.65%	Closed	History

D7A - Aptiv Plc	Q4 2022	$93.13	Q3 2024	$72.01	-22.68%	Closed	History

INDB - Independent Bk Corp Mass	Q1 2023	$65.62	Q2 2024	$50.72	-22.71%	Closed	History

LEA - Lear Corp.	Q1 2011	$48.88	Q3 2012	$37.77	-22.73%	Closed	History

COO - The Cooper Companies, Inc.	Q4 2024	$91.93	Open	$71.01	-22.76%	Open	History

NTCT - NetScout Systems, Inc.	Q3 2014	$45.79	Q3 2015	$35.37	-22.76%	Closed	History

AANUSD - Aarons Inc	Q3 2018	$54.52	Q4 2018	$42.10	-22.78%	Closed	History

CMCO - Columbus McKinnon Corp.	Q2 2018	$43.36	Q2 2020	$33.46	-22.83%	Closed	History

QXO - QXO, Inc.	Q1 2026	$19.42	Open	$14.99	-22.84%	Open	History

GEHC - GE HealthCare Technologies Inc.	Q1 2023	$82.03	Open	$63.28	-22.86%	Open	History

HSNI - Hsn Inc	Q1 2016	$52.32	Q4 2017	$40.36	-22.86%	Closed	History

USAS - Americas Gold and Silver Corp.	Q4 2025	$5.11	Open	$3.94	-22.90%	Open	History

MELI - MercadoLibre, Inc.	Q2 2025	$2,613.63	Q4 2025	$2,014.26	-22.93%	Closed	History

SUM - Summit Matls Inc	Q1 2022	$31.09	Q3 2022	$23.96	-22.93%	Closed	History

CBKCQ - Christopher & Banks Corp	Q4 2013	$8.54	Q1 2014	$6.58	-22.95%	Closed	History

HBM - Hudbay Minerals Inc.	Q4 2018	$4.74	Q3 2019	$3.65	-23.00%	Closed	History

ALK - Alaska Air Group, Inc.	Q4 2015	$80.51	Q1 2018	$61.96	-23.04%	Closed	History

FMC - FMC Corp.	Q4 2025	$13.87	Open	$10.68	-23.04%	Open	History

MYGN - Myriad Genetics Inc	Q4 2015	$43.16	Q1 2019	$33.21	-23.05%	Closed	History

0VB6 - Organigram Hldgs Inc	Q1 2020	$1.99	Q2 2020	$1.53	-23.12%	Closed	History

GEF - Greif Inc	Q3 2018	$53.67	Q1 2019	$41.26	-23.12%	Closed	History

CMP - Compass Minerals International, Inc.	Q1 2011	$93.36	Q1 2012	$71.74	-23.16%	Closed	History

SRCL - Stericycle Inc	Q2 2016	$104.09	Q3 2016	$79.96	-23.18%	Closed	History

MDCO - Medicines Co	Q2 2014	$29.06	Q3 2014	$22.32	-23.19%	Closed	History

FIGS - FIGS, Inc.	Q4 2023	$6.95	Q2 2024	$5.33	-23.31%	Closed	History

TL1 - Thoratec Corp	Q2 2014	$34.86	Q3 2014	$26.73	-23.32%	Closed	History

TV6 - Tivo Inc	Q2 2014	$12.91	Q2 2016	$9.90	-23.32%	Closed	History

LQ - La Quinta Hldgs Inc	Q2 2015	$22.85	Q3 2017	$17.52	-23.33%	Closed	History

VALE - Vale S.A.	Q1 2012	$23.36	Q3 2012	$17.91	-23.33%	Closed	History

ACGL - Arch Capital Group Ltd.	Q2 2019	$37.11	Q1 2020	$28.44	-23.36%	Closed	History

HCC - Warrior Met Coal, Inc.	Q2 2018	$27.56	Q4 2019	$21.12	-23.37%	Closed	History

SES - SES AI Corp.	Q2 2025	$0.89	Open	$0.68	-23.37%	Open	History

UNIT - Uniti Group Inc.	Q3 2024	$9.37	Q2 2025	$7.18	-23.40%	Closed	History

RPXC - Rpx Corp	Q2 2017	$13.95	Q1 2018	$10.68	-23.44%	Closed	History

SNDL - Sndl Inc	Q4 2022	$2.09	Q1 2023	$1.60	-23.44%	Closed	History

FFIN - First Finl Bankshares	Q4 2019	$35.13	Q1 2020	$26.89	-23.46%	Closed	History

TECH - Bio-Techne Corp.	Q1 2022	$108.29	Q4 2022	$82.88	-23.46%	Closed	History

INFN - Infinera Corporation	Q2 2015	$20.99	Q1 2016	$16.05	-23.54%	Closed	History

LB - L Brands Inc	Q1 2016	$87.81	Q2 2016	$67.13	-23.55%	Closed	History

BCO - The Brink's Co.	Q1 2021	$79.38	Q2 2022	$60.68	-23.56%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q3 2021	$36.31	Q4 2022	$27.75	-23.57%	Closed	History

AN - AutoNation, Inc.	Q1 2016	$46.68	Q4 2018	$35.67	-23.59%	Closed	History

TWNK - Hostess Brands Inc	Q3 2019	$13.97	Q1 2020	$10.66	-23.69%	Closed	History

GDOT - Green Dot Corp	Q4 2018	$79.39	Q1 2019	$60.57	-23.71%	Closed	History

REGI - Renewable Energy Group Inc	Q3 2018	$28.79	Q1 2019	$21.96	-23.72%	Closed	History

GES - Guess Inc	Q4 2019	$22.37	Q2 2022	$17.06	-23.74%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q4 2012	$121.39	Q4 2014	$92.57	-23.74%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q1 2019	$22.17	Q2 2019	$16.90	-23.77%	Closed	History

LOCK - Lifelock Inc	Q4 2014	$18.51	Q1 2015	$14.11	-23.77%	Closed	History

WLDN - Willdan Group, Inc.	Q3 2025	$96.69	Open	$73.69	-23.79%	Open	History

HOUS - Anywhere Real Estate Inc	Q4 2023	$8.11	Q1 2024	$6.18	-23.80%	Closed	History

ZEP - Zep Inc	Q2 2011	$18.91	Q1 2012	$14.41	-23.80%	Closed	History

AKAM - Akamai Technologies, Inc.	Q3 2021	$104.69	Q2 2025	$79.76	-23.81%	Closed	History

IMKTA - Ingles Markets, Inc.	Q1 2011	$19.78	Q4 2011	$15.07	-23.81%	Closed	History

BHE - Benchmark Electronics, Inc.	Q1 2019	$26.23	Q1 2020	$19.98	-23.83%	Closed	History

VOD - Vodafone Group Public Ltd. Co.	Q4 2017	$31.91	Q2 2018	$24.30	-23.85%	Closed	History

HRC - Hill Rom Hldgs Inc	Q2 2020	$109.75	Q3 2020	$83.53	-23.89%	Closed	History

AG - First Majestic Silver Corp.	Q1 2026	$21.48	Open	$16.34	-23.93%	Open	History

DPLO - Diplomat Pharmacy Inc	Q2 2018	$25.52	Q3 2018	$19.41	-23.94%	Closed	History

SMTC - Semtech Corp.	Q2 2013	$35.04	Q1 2015	$26.65	-23.94%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q4 2017	$85.42	Q4 2019	$64.96	-23.95%	Closed	History

CEVA - Ceva Inc	Q1 2012	$22.70	Q3 2013	$17.26	-23.96%	Closed	History

SIVR - abrdn Physical Silver Shares ETF	Q1 2026	$71.61	Open	$54.44	-23.98%	Open	History

PSE - Pioneer Southwst Enrg Prtnr	Q1 2011	$34.43	Q4 2011	$26.17	-23.99%	Closed	History

TIVO - Tivo Corp	Q1 2019	$9.32	Q1 2020	$7.08	-24.03%	Closed	History

FUBOGBP - Fubotv Inc	Q2 2023	$2.08	Q1 2024	$1.58	-24.04%	Closed	History

SUPN - Supernus Pharmaceuticals, Inc.	Q1 2017	$31.30	Q2 2020	$23.77	-24.06%	Closed	History

PCOR - Procore Technologies, Inc.	Q1 2022	$57.89	Open	$43.95	-24.09%	Open	History

SAGE - Sage Therapeutics Inc	Q1 2021	$74.86	Q2 2021	$56.82	-24.10%	Closed	History

WRK - Westrock Co	Q3 2015	$51.42	Q1 2016	$39.03	-24.10%	Closed	History

BZH - Beazer Homes USA, Inc.	Q4 2015	$11.48	Q1 2016	$8.71	-24.13%	Closed	History

KOF - Coca-Cola FEMSA, S.A.B. de C.V.	Q1 2015	$79.85	Q4 2019	$60.58	-24.13%	Closed	History

INSM - Insmed Inc.	Q3 2025	$144.01	Open	$109.25	-24.14%	Open	History

DVA - DaVita Inc.	Q3 2018	$71.63	Q1 2019	$54.31	-24.18%	Closed	History

BEN - Franklin Resources, Inc.	Q3 2017	$44.51	Open	$33.73	-24.22%	Open	History

HUM - Humana Inc.	Q1 2012	$92.60	Q3 2012	$70.17	-24.22%	Closed	History

NCDL - Nuveen Churchill Direct Lending Corp.	Q1 2025	$16.98	Open	$12.86	-24.26%	Open	History

ZIGO - Zygo Corp	Q1 2012	$19.57	Q1 2013	$14.82	-24.27%	Closed	History

REGI - Renewable Energy Group Inc	Q3 2013	$15.15	Q2 2014	$11.47	-24.29%	Closed	History

FREDQ - Freds Inc	Q4 2013	$18.48	Q3 2014	$13.99	-24.30%	Closed	History

NTLS - Ntelos Hldgs Corp	Q2 2013	$16.46	Q2 2014	$12.46	-24.30%	Closed	History

ODP - The Odp Corp	Q4 2021	$39.30	Q3 2024	$29.75	-24.30%	Closed	History

VICI - VICI Properties Inc.	Q2 2019	$22.02	Q1 2020	$16.67	-24.30%	Closed	History

SIGA - Siga Technologies Inc	Q4 2018	$7.94	Q1 2019	$6.01	-24.31%	Closed	History

SYNA - Synaptics Inc.	Q2 2017	$51.75	Q3 2017	$39.17	-24.31%	Closed	History

EXAS - Exact Sciences Corp	Q4 2019	$92.42	Q1 2022	$69.93	-24.33%	Closed	History

TOWR - Tower Intl Inc	Q1 2016	$27.20	Q2 2016	$20.58	-24.34%	Closed	History

XLNX - Xilinx Inc	Q1 2019	$126.79	Q3 2019	$95.90	-24.36%	Closed	History

1694289D - Tessera Technologies Inc	Q4 2010	$22.15	Q4 2011	$16.75	-24.38%	Closed	History

APA - APA Corp.	Q1 2014	$82.94	Q4 2014	$62.72	-24.38%	Closed	History

GLDD -	Q4 2010	$7.38	Q2 2011	$5.58	-24.39%	Closed	History

GCT - GigaCloud Technology Inc.	Q2 2024	$30.42	Q3 2024	$22.98	-24.46%	Closed	History

MCW - Mister Car Wash, Inc.	Q4 2022	$9.23	Open	$6.97	-24.49%	Open	History

SWN - Southwestern Energy Co	Q4 2016	$10.82	Q1 2017	$8.17	-24.49%	Closed	History

DXC - DXC Technology Co.	Q1 2026	$12.57	Open	$9.49	-24.50%	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.