Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · 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
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

HCSG - Healthcare Services Group, Inc.	Q1 2019	$32.98	Q3 2019	$24.34	-26.20%	Closed	History

UTI - Universal Technical Institute, Inc.	Q3 2011	$13.59	Q4 2012	$10.03	-26.20%	Closed	History

AVNS - Avanos Medical, Inc.	Q4 2021	$34.64	Q2 2023	$25.56	-26.21%	Closed	History

HON - Honeywell International Inc.	Q2 2011	$56.13	Q3 2011	$41.39	-26.26%	Closed	History

NTRS - Northern Trust Corp.	Q4 2021	$119.52	Q1 2023	$88.13	-26.26%	Closed	History

CUB - Cubic Corp	Q3 2018	$73.06	Q4 2018	$53.84	-26.31%	Closed	History

MATW - Matthews International Corp.	Q3 2018	$50.17	Q1 2019	$36.97	-26.31%	Closed	History

SIGA - Siga Technologies Inc	Q3 2022	$10.30	Q2 2024	$7.59	-26.31%	Closed	History

VEEV - Veeva Systems Inc.	Q3 2021	$288.25	Q1 2022	$212.38	-26.32%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q1 2019	$39.95	Q2 2019	$29.41	-26.38%	Closed	History

SHYF - Shyft Group Inc	Q4 2021	$49.10	Q1 2022	$36.14	-26.40%	Closed	History

BFAM - Bright Horizons Family Solutions Inc.	Q4 2021	$125.67	Q2 2023	$92.45	-26.43%	Closed	History

DLPH - Delphi Automotive Plc	Q3 2016	$71.32	Q4 2017	$52.46	-26.44%	Closed	History

MERC - Mercer Intl Inc	Q4 2014	$12.30	Q4 2015	$9.04	-26.50%	Closed	History

CIG - Companhia Energética de Minas Gerais - CEMIG	Q1 2017	$2.52	Q2 2017	$1.85	-26.52%	Closed	History

AME - AMETEK, Inc.	Q2 2011	$29.93	Q3 2011	$21.98	-26.55%	Closed	History

NAFC - Nash Finch Co	Q4 2011	$29.27	Q2 2012	$21.49	-26.58%	Closed	History

RDFN - Redfin Corp	Q1 2023	$9.06	Q1 2024	$6.65	-26.60%	Closed	History

SLCA - U S Silica Hldgs Inc	Q3 2019	$9.55	Q4 2020	$7.01	-26.60%	Closed	History

ZBRA - Zebra Technologies Corp.	Q2 2011	$42.18	Q3 2011	$30.96	-26.60%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q4 2015	$159.86	Q1 2016	$117.32	-26.61%	Closed	History

ALR - Altera Corp	Q2 2011	$46.34	Q3 2012	$34.00	-26.63%	Closed	History

ACETQ - Aceto Corp	Q4 2017	$10.32	Q1 2018	$7.57	-26.65%	Closed	History

OSB - Norbord Inc	Q4 2017	$33.83	Q2 2019	$24.80	-26.69%	Closed	History

AMTD - Amtd Idea Group	Q3 2024	$32.25	Q2 2025	$23.61	-26.79%	Closed	History

AIRM - Air Methods Corp	Q1 2015	$46.59	Q3 2015	$34.09	-26.83%	Closed	History

MTUS - Metallus Inc.	Q2 2024	$20.27	Q3 2024	$14.83	-26.84%	Closed	History

OTEX - Open Text Corp.	Q3 2014	$27.71	Q2 2015	$20.27	-26.85%	Closed	History

MANT - Mantech Intl Corp	Q4 2010	$41.36	Q4 2014	$30.23	-26.91%	Closed	History

BFLY - Butterfly Network, Inc.	Q4 2024	$3.12	Q1 2025	$2.28	-26.92%	Closed	History

ATRO - Astronics Corp.	Q2 2019	$32.09	Q3 2019	$23.44	-26.96%	Closed	History

AGNC - AGNC Investment Corp.	Q4 2019	$17.67	Q2 2020	$12.90	-26.99%	Closed	History

LDR - Landauer Inc	Q1 2014	$45.33	Q3 2014	$33.08	-27.02%	Closed	History

SMCI - Super Micro Computer, Inc.	Q1 2016	$3.41	Q2 2016	$2.49	-27.02%	Closed	History

CARB - Carbonite Inc	Q3 2018	$35.66	Q2 2019	$26.02	-27.03%	Closed	History

IXYS - Ixys Corp	Q2 2015	$15.31	Q3 2015	$11.17	-27.04%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q2 2012	$19.74	Q4 2013	$14.39	-27.10%	Closed	History

VGR - Vector Group Ltd	Q3 2017	$20.47	Q3 2024	$14.92	-27.11%	Closed	History

EXPRN - Express Inc	Q2 2011	$21.79	Q1 2014	$15.88	-27.12%	Closed	History

STWD - Starwood Property Trust, Inc.	Q4 2021	$24.29	Q1 2023	$17.69	-27.17%	Closed	History

ALGM - Allegro MicroSystems, Inc.	Q1 2022	$28.40	Q2 2022	$20.67	-27.22%	Closed	History

DRQEUR - Dril-Quip Inc	Q1 2022	$37.33	Q4 2022	$27.17	-27.22%	Closed	History

AACQGBP - Origin Materials Inc	Q1 2025	$0.66	Q2 2025	$0.48	-27.27%	Closed	History

CGIP - Celadon Group Inc	Q1 2011	$16.24	Q4 2011	$11.81	-27.28%	Closed	History

AVY - Avery Dennison Corp.	Q2 2024	$218.65	Open	$158.98	-27.29%	Open	History

GAU - Galiano Gold Inc.	Q1 2026	$2.51	Open	$1.83	-27.29%	Open	History

NKLA - Nikola Corp	Q4 2022	$2.16	Q3 2023	$1.57	-27.31%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q3 2019	$144.42	Q2 2022	$104.93	-27.34%	Closed	History

RYAN - Ryan Specialty Holdings, Inc.	Q3 2025	$56.36	Open	$40.93	-27.38%	Open	History

FIZZ - National Beverage Corp.	Q2 2025	$43.24	Open	$31.40	-27.39%	Open	History

BGGSQ - Briggs & Stratton Corp	Q1 2013	$24.83	Q3 2014	$18.02	-27.43%	Closed	History

FOUR - Shift4 Payments, Inc.	Q4 2023	$74.34	Open	$53.95	-27.43%	Open	History

ETC - Entercom Communications Corp	Q1 2011	$11.04	Q3 2014	$8.01	-27.45%	Closed	History

KFRC - Kforce Inc	Q4 2024	$56.70	Q2 2025	$41.13	-27.46%	Closed	History

BIGGQ - Big Lots Inc	Q2 2012	$40.79	Q3 2012	$29.58	-27.48%	Closed	History

CALX - Calix, Inc.	Q2 2025	$53.19	Open	$38.57	-27.49%	Open	History

FRT - Federal Realty Investment Trust	Q4 2021	$136.29	Q1 2023	$98.83	-27.49%	Closed	History

CRON - Cronos Group Inc	Q1 2022	$3.89	Q3 2022	$2.82	-27.51%	Closed	History

POWI - Power Integrations Inc	Q3 2021	$98.97	Q4 2022	$71.72	-27.53%	Closed	History

AEIS - Advanced Energy Industries, Inc.	Q1 2017	$68.58	Q1 2019	$49.69	-27.54%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q4 2010	$14.67	Q4 2012	$10.63	-27.54%	Closed	History

EIGI - Endurance Intl Group Hldgs I	Q4 2014	$18.45	Q3 2015	$13.36	-27.59%	Closed	History

BAM.A - Brookfield Asset Mgmt Inc	Q1 2022	$56.49	Q3 2022	$40.88	-27.63%	Closed	History

SEE -	Q2 2011	$23.78	Q4 2011	$17.21	-27.63%	Closed	History

1553838D - Entropic Communications Inc	Q2 2012	$5.64	Q1 2013	$4.08	-27.66%	Closed	History

ODV - Osisko Development Corp.	Q1 2026	$3.25	Open	$2.35	-27.69%	Open	History

SLNO - Soleno Therapeutics, Inc.	Q4 2025	$46.30	Open	$33.48	-27.69%	Open	History

MSGN - Msg Network Inc	Q4 2015	$20.80	Q1 2021	$15.03	-27.74%	Closed	History

ULTA - Ulta Beauty, Inc.	Q2 2019	$346.89	Q3 2019	$250.64	-27.75%	Closed	History

TEAM - Atlassian Corp.	Q4 2022	$128.68	Open	$92.90	-27.81%	Open	History

SC - Santander Consumer Usa Hdg I	Q3 2019	$25.52	Q2 2020	$18.41	-27.86%	Closed	History

BOOT - Boot Barn Holdings, Inc.	Q1 2017	$9.86	Q2 2017	$7.11	-27.89%	Closed	History

KEYN - Keynote Sys Inc	Q4 2011	$20.57	Q2 2012	$14.83	-27.90%	Closed	History

UPWK - Upwork Inc.	Q1 2025	$13.05	Open	$9.41	-27.93%	Open	History

TH - Target Hospitality Corp	Q2 2023	$13.42	Q4 2024	$9.67	-27.94%	Closed	History

CROX - Crocs, Inc.	Q1 2012	$20.89	Q2 2014	$15.05	-27.96%	Closed	History

IIPR - Innovative Indl Pptys Inc	Q4 2022	$101.35	Q2 2023	$73.01	-27.96%	Closed	History

DOCN - DigitalOcean Holdings, Inc.	Q4 2021	$80.33	Q1 2022	$57.86	-27.97%	Closed	History

BRSL - Brightstar Lottery PLC	Q1 2024	$22.59	Q1 2025	$16.26	-28.02%	Closed	History

TPCO - Tribune Pubg Co	Q3 2014	$20.19	Q3 2017	$14.53	-28.03%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2018	$175.35	Q1 2019	$126.19	-28.04%	Closed	History

POWI - Power Integrations Inc	Q2 2025	$55.90	Q3 2025	$40.21	-28.07%	Closed	History

MKTX - MarketAxess Holdings Inc.	Q4 2022	$278.89	Q2 2024	$200.53	-28.10%	Closed	History

HMSY - Hms Hldgs Corp	Q3 2013	$21.49	Q1 2015	$15.45	-28.11%	Closed	History

VC - Visteon Corp.	Q2 2018	$129.24	Q3 2018	$92.91	-28.11%	Closed	History

ACLS - Axcelis Technologies, Inc.	Q3 2017	$27.35	Q3 2018	$19.65	-28.15%	Closed	History

SHEN - Shenandoah Telecommunications Co.	Q4 2018	$44.21	Q3 2019	$31.75	-28.18%	Closed	History

MDB - MongoDB, Inc.	Q2 2021	$361.50	Q2 2022	$259.59	-28.19%	Closed	History

PY9 - Polyone Corp	Q2 2014	$42.14	Q1 2016	$30.25	-28.22%	Closed	History

FE - FirstEnergy Corp.	Q1 2020	$40.01	Q3 2020	$28.71	-28.24%	Closed	History

NPK - National Presto Inds Inc	Q2 2018	$124.06	Q3 2019	$89.03	-28.24%	Closed	History

EFX - Equifax Inc.	Q1 2025	$243.56	Open	$174.64	-28.30%	Open	History

QRVO - Qorvo, Inc.	Q1 2024	$114.83	Open	$82.25	-28.37%	Open	History

3IQ1 - Energysolutions Inc	Q2 2011	$4.93	Q3 2011	$3.53	-28.40%	Closed	History

SWAV - Shockwave Med Inc	Q3 2022	$278.09	Q3 2023	$199.10	-28.40%	Closed	History

FSLR - First Solar, Inc.	Q1 2015	$59.79	Q3 2015	$42.80	-28.42%	Closed	History

LORL - Loral Space & Communicatns I	Q4 2012	$54.68	Q3 2016	$39.14	-28.42%	Closed	History

TSN - Tyson Foods, Inc.	Q4 2017	$81.07	Open	$58.03	-28.42%	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.