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
HRS - Harris Corp Del	Q4 2010	$45.30	Q3 2011	$34.19	-24.53%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2023	$207.56	Open	$156.63	-24.54%	Open	History

DXC - DXC Technology Co.	Q1 2026	$12.57	Open	$9.49	-24.54%	Open	History

QVCAQ - Qurate Retail Inc	Q4 2022	$81.50	Q1 2024	$61.50	-24.54%	Closed	History

RAVN - Raven Inds Inc	Q2 2014	$33.15	Q4 2014	$25.01	-24.56%	Closed	History

BBY - Best Buy Co., Inc.	Q2 2011	$31.41	Q1 2012	$23.69	-24.58%	Closed	History

GRPN - Groupon Inc	Q3 2025	$23.35	Q4 2025	$17.61	-24.58%	Closed	History

NVEE - Nv5 Global Inc	Q4 2021	$137.97	Q1 2023	$103.97	-24.64%	Closed	History

WAC - Walter Invt Mgmt Corp	Q3 2013	$39.53	Q2 2014	$29.79	-24.64%	Closed	History

TEN - Tenneco Inc	Q1 2012	$185.80	Q3 2012	$140.00	-24.65%	Closed	History

RL - Ralph Lauren Corp.	Q1 2016	$96.26	Q2 2020	$72.52	-24.66%	Closed	History

MTN - Vail Resorts, Inc.	Q2 2021	$316.47	Q4 2022	$238.35	-24.68%	Closed	History

TPB - Turning Point Brands, Inc.	Q4 2025	$108.40	Open	$81.64	-24.69%	Open	History

ADT - ADT Inc.	Q4 2022	$9.07	Open	$6.83	-24.70%	Open	History

CMLS - Cumulus Media Inc	Q4 2012	$2.67	Q2 2015	$2.01	-24.72%	Closed	History

BGFV - Big 5 Sporting Goods Corp	Q4 2016	$17.35	Q2 2017	$13.06	-24.73%	Closed	History

EPAC - Actuant Corp	Q3 2018	$27.90	Q4 2018	$20.99	-24.77%	Closed	History

AMKR - Amkor Technology, Inc.	Q2 2014	$11.18	Q3 2014	$8.41	-24.78%	Closed	History

PPTA - Perpetua Resources Corp.	Q4 2025	$24.21	Open	$18.21	-24.78%	Open	History

MSTR - Strategy Inc	Q2 2015	$17.01	Q2 2018	$12.78	-24.86%	Closed	History

WGO - Winnebago Industries, Inc.	Q4 2025	$40.52	Open	$30.43	-24.91%	Open	History

VMC - Vulcan Materials Co.	Q4 2019	$144.00	Q1 2020	$108.07	-24.95%	Closed	History

CRDN - Ceradyne Inc	Q1 2012	$32.57	Q3 2012	$24.44	-24.96%	Closed	History

DT - Dynatrace, Inc.	Q4 2021	$60.45	Open	$45.36	-24.96%	Open	History

HAE - Haemonetics Corp.	Q3 2021	$70.65	Q4 2021	$53.00	-24.98%	Closed	History

PQU - Petroquest Energy Inc	Q1 2011	$9.36	Q2 2011	$7.02	-25.00%	Closed	History

20A - Arris Group Inc New	Q4 2015	$30.57	Q1 2016	$22.92	-25.02%	Closed	History

VITL - Vital Farms, Inc.	Q2 2024	$46.77	Q3 2024	$35.07	-25.02%	Closed	History

AMCR - Amcor plc	Q2 2019	$57.44	Open	$43.06	-25.03%	Open	History

DOX - Amdocs Ltd.	Q1 2021	$70.12	Open	$52.57	-25.03%	Open	History

RTI - Rti Intl Metals Inc	Q1 2011	$31.13	Q3 2011	$23.33	-25.06%	Closed	History

PBT - Permian Basin Rty Tr	Q2 2012	$17.75	Q2 2013	$13.29	-25.13%	Closed	History

HUN - Huntsman Corp.	Q1 2025	$15.79	Open	$11.82	-25.14%	Open	History

ACLS - Axcelis Technologies, Inc.	Q1 2019	$20.12	Q2 2019	$15.06	-25.15%	Closed	History

KDN - Kaydon Corp	Q4 2010	$40.74	Q4 2011	$30.49	-25.16%	Closed	History

HMHC - Houghton Mifflin Harcourt Co	Q4 2017	$9.31	Q1 2018	$6.96	-25.24%	Closed	History

IMO - Imperial Oil Ltd.	Q4 2016	$34.79	Q3 2019	$26.01	-25.24%	Closed	History

PII - Polaris Inc.	Q3 2020	$94.34	Open	$70.52	-25.25%	Open	History

EEX - Emerald Expositions Events I	Q3 2018	$16.50	Q4 2018	$12.33	-25.27%	Closed	History

MRVL - Marvell Technology, Inc.	Q4 2010	$18.54	Q4 2011	$13.85	-25.30%	Closed	History

BERY - Berry Global Group Inc	Q2 2019	$52.61	Q3 2019	$39.28	-25.34%	Closed	History

GOGL - Golden Ocean Group Ltd	Q2 2022	$11.64	Q4 2022	$8.69	-25.34%	Closed	History

FSK - FS KKR Capital Corp.	Q4 2025	$14.81	Open	$11.06	-25.35%	Open	History

SCVL - Shoe Carnival Inc	Q4 2021	$39.09	Q1 2022	$29.18	-25.35%	Closed	History

WT - WisdomTree, Inc.	Q1 2014	$13.13	Q2 2016	$9.80	-25.36%	Closed	History

15R - Rubicon Proj Inc	Q1 2016	$18.30	Q2 2016	$13.65	-25.41%	Closed	History

AMPH - Amphastar Pharmaceuticals In	Q1 2022	$35.92	Q4 2025	$26.78	-25.45%	Closed	History

F - Ford Motor Co.	Q2 2015	$15.01	Q2 2017	$11.19	-25.45%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2018	$149.68	Q3 2019	$111.58	-25.46%	Closed	History

SKYW - SkyWest, Inc.	Q1 2011	$16.91	Q4 2011	$12.60	-25.49%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q2 2015	$2.90	Q3 2015	$2.16	-25.50%	Closed	History

KFRC - Kforce Inc	Q3 2015	$26.29	Q1 2016	$19.58	-25.52%	Closed	History

GCO - Genesco Inc.	Q4 2014	$76.62	Q3 2015	$57.06	-25.53%	Closed	History

MERC - Mercer Intl Inc	Q1 2011	$13.55	Q2 2011	$10.09	-25.54%	Closed	History

EPM - Evolution Petroleum Corp	Q4 2013	$12.33	Q3 2014	$9.18	-25.55%	Closed	History

TTAN - ServiceTitan, Inc.	Q4 2025	$106.50	Open	$79.29	-25.55%	Open	History

VFC - V.F. Corp.	Q1 2019	$81.84	Q2 2020	$60.93	-25.55%	Closed	History

TTGT - Techtarget Inc	Q3 2022	$59.19	Q4 2022	$44.06	-25.56%	Closed	History

PENG - Penguin Solutions, Inc.	Q3 2025	$26.28	Q4 2025	$19.56	-25.57%	Closed	History

PSEC - Prospect Capital Corp.	Q2 2021	$8.36	Q3 2022	$6.22	-25.60%	Closed	History

HUN - Huntsman Corp.	Q4 2019	$24.16	Q2 2020	$17.97	-25.62%	Closed	History

TDW - Tidewater Inc.	Q3 2018	$31.16	Q1 2019	$23.17	-25.64%	Closed	History

PSEC - Prospect Capital Corp.	Q1 2017	$9.04	Q3 2017	$6.72	-25.66%	Closed	History

VRTV - Veritiv Corp	Q3 2014	$50.08	Q3 2015	$37.23	-25.66%	Closed	History

ALK - Alaska Air Group, Inc.	Q2 2019	$64.05	Open	$47.61	-25.67%	Open	History

BFH - Bread Financial Holdings, Inc.	Q2 2019	$111.83	Q2 2021	$83.10	-25.69%	Closed	History

T - AT&T Inc.	Q2 2016	$32.64	Q2 2018	$24.25	-25.69%	Closed	History

IBIT - iShares Bitcoin Trust ETF	Q4 2025	$49.65	Open	$36.88	-25.73%	Open	History

L - Loews Corp.	Q2 2017	$46.82	Q3 2020	$34.76	-25.76%	Closed	History

LIND - Lindblad Expeditions Holdings, Inc.	Q1 2025	$58.63	Q2 2025	$43.52	-25.77%	Closed	History

VDSI - Vasco Data Sec Intl Inc	Q3 2014	$18.78	Q4 2017	$13.94	-25.77%	Closed	History

PPC - Pilgrim's Pride Corp.	Q2 2022	$31.23	Q1 2023	$23.18	-25.78%	Closed	History

SNDL - Sndl Inc	Q2 2024	$1.90	Q1 2025	$1.41	-25.79%	Closed	History

DLTR - Dollar Tree, Inc.	Q1 2023	$143.55	Q3 2023	$106.45	-25.84%	Closed	History

OPTU - Optimum Communications, Inc.	Q4 2023	$3.25	Q4 2024	$2.41	-25.85%	Closed	History

KSS - Kohl's Corp.	Q2 2023	$23.05	Open	$17.09	-25.86%	Open	History

AOS - A. O. Smith Corp.	Q1 2018	$63.62	Q2 2019	$47.16	-25.87%	Closed	History

ENR - Energizer Hldgs Inc New	Q2 2023	$33.58	Q3 2025	$24.89	-25.88%	Closed	History

BB - BlackBerry Ltd.	Q1 2019	$10.08	Q2 2019	$7.47	-25.89%	Closed	History

CGNX - Cognex Corp.	Q1 2021	$82.97	Open	$61.48	-25.90%	Open	History

TKR - The Timken Co.	Q1 2019	$43.63	Q1 2020	$32.33	-25.90%	Closed	History

TWKS - Thoughtworks Holding Inc	Q4 2022	$10.19	Q2 2023	$7.55	-25.91%	Closed	History

CRUS - Cirrus Logic, Inc.	Q1 2023	$109.38	Q2 2023	$81.01	-25.94%	Closed	History

NEM - Newmont Corp.	Q1 2015	$21.70	Q3 2015	$16.07	-25.94%	Closed	History

CVI - CVR Energy, Inc.	Q1 2017	$20.08	Q4 2020	$14.87	-25.95%	Closed	History

LOGM - Logmein Inc	Q3 2015	$68.13	Q1 2016	$50.44	-25.97%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q2 2017	$8.32	Q3 2017	$6.16	-25.98%	Closed	History

TILE - Interface, Inc.	Q2 2015	$25.05	Q1 2016	$18.54	-25.99%	Closed	History

UEC - Uranium Energy Corp.	Q1 2026	$13.50	Open	$9.99	-26.00%	Open	History

FSK - FS KKR Capital Corp.	Q1 2022	$22.87	Q3 2022	$16.92	-26.02%	Closed	History

FOXF - Fox Factory Hldg Corp	Q4 2022	$91.23	Q4 2023	$67.48	-26.03%	Closed	History

GLFMQ - Gulfmark Offshore Inc	Q1 2012	$45.95	Q2 2012	$33.99	-26.03%	Closed	History

AGN - Allergan Plc	Q4 2015	$312.50	Q2 2016	$231.09	-26.05%	Closed	History

1627457D - Pep Boys Manny Moe & Jack	Q4 2010	$13.39	Q2 2012	$9.90	-26.06%	Closed	History

LE - Lands End Inc New	Q2 2014	$33.58	Q2 2015	$24.83	-26.06%	Closed	History

CODI - Compass Diversified Holdings	Q2 2011	$16.49	Q3 2011	$12.19	-26.08%	Closed	History

DOOR - Masonite Intl Corp New	Q3 2018	$64.09	Q1 2020	$47.37	-26.09%	Closed	History

MDCA - Mdc Partners Inc	Q4 2017	$9.76	Q1 2018	$7.21	-26.13%	Closed	History

ANF - Abercrombie & Fitch Co.	Q4 2012	$47.90	Q3 2013	$35.37	-26.16%	Closed	History

WEK - Ziopharm Oncology Inc	Q2 2019	$5.81	Q3 2019	$4.29	-26.16%	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.