Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +22.2% · 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
SONO - Sonos, Inc.	Q1 2022	$28.22	Q1 2023	$19.62	-30.47%	Closed	History

COHR - Coherent Corp.	Q2 2017	$225.06	Q2 2018	$156.39	-30.51%	Closed	History

CAT - Caterpillar Inc.	Q2 2011	$106.44	Q3 2011	$73.94	-30.53%	Closed	History

CZN - Crane Co	Q4 2018	$72.19	Q3 2020	$50.15	-30.53%	Closed	History

STKL - SunOpta Inc	Q4 2023	$5.47	Q4 2025	$3.80	-30.53%	Closed	History

SYMM - Symmetricom Inc	Q3 2012	$6.96	Q3 2013	$4.83	-30.60%	Closed	History

GDOT - Green Dot Corp	Q4 2021	$36.26	Q2 2022	$25.14	-30.67%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q4 2015	$125.84	Q3 2016	$87.21	-30.70%	Closed	History

CY - Cypress Semiconductor Corp	Q1 2012	$15.63	Q4 2012	$10.83	-30.71%	Closed	History

FCS - Fairchild Semiconductor Intl	Q4 2010	$15.61	Q3 2011	$10.81	-30.75%	Closed	History

LKSDQ - Lsc Communications Inc	Q1 2017	$25.16	Q1 2018	$17.42	-30.76%	Closed	History

DOC - Healthpeak Properties, Inc.	Q4 2019	$34.47	Q1 2020	$23.86	-30.78%	Closed	History

TFM - Fresh Mkt Inc	Q4 2014	$41.20	Q1 2016	$28.52	-30.78%	Closed	History

ICFI - ICF International, Inc.	Q4 2023	$134.09	Q3 2025	$92.80	-30.79%	Closed	History

NVRI - Enviri Corp.	Q4 2015	$7.86	Q1 2016	$5.44	-30.79%	Closed	History

AMBA - Ambarella, Inc.	Q4 2024	$72.74	Q1 2025	$50.33	-30.81%	Closed	History

AD - Array Digital Infrastructure, Inc.	Q3 2025	$50.01	Open	$34.58	-30.85%	Open	History

CRTO - Criteo S A	Q2 2018	$32.90	Q4 2018	$22.74	-30.88%	Closed	History

VFF - Village Farms International, Inc.	Q3 2019	$9.03	Q4 2019	$6.24	-30.90%	Closed	History

WEB - Web Com Group Inc	Q2 2014	$28.87	Q3 2014	$19.95	-30.90%	Closed	History

PDS - Precision Drilling Corp.	Q3 2018	$69.20	Q1 2019	$47.80	-30.92%	Closed	History

ANIK - Anika Therapeutics Inc	Q2 2014	$46.33	Q2 2018	$32.00	-30.93%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2024	$691,180.00	Open	$477,207.28	-30.96%	Open	History

AGRO - Adecoagro S A	Q2 2017	$9.97	Q1 2019	$6.88	-30.99%	Closed	History

SSP - Scripps E W Co Ohio	Q4 2010	$6.77	Q3 2011	$4.67	-31.03%	Closed	History

MCK - McKesson Corp.	Q1 2015	$226.20	Q4 2017	$155.95	-31.06%	Closed	History

PTON - Peloton Interactive, Inc.	Q2 2022	$9.16	Open	$6.31	-31.11%	Open	History

VNT - Vontier Corp.	Q4 2020	$33.40	Q2 2022	$23.00	-31.14%	Closed	History

WCC - WESCO International, Inc.	Q1 2014	$83.22	Q2 2017	$57.30	-31.15%	Closed	History

STAA - Staar Surgical Co	Q3 2022	$70.54	Q4 2022	$48.54	-31.19%	Closed	History

NPKI - NPK International Inc.	Q1 2019	$9.16	Q4 2019	$6.30	-31.22%	Closed	History

CVI - CVR Energy, Inc.	Q2 2022	$33.49	Q3 2024	$23.03	-31.23%	Closed	History

REZI - Resideo Technologies, Inc.	Q1 2021	$28.23	Q2 2022	$19.41	-31.24%	Closed	History

IRBTQ - Irobot Corp	Q1 2012	$27.26	Q4 2012	$18.74	-31.25%	Closed	History

SCL - Stepan Co.	Q2 2024	$83.96	Open	$57.70	-31.28%	Open	History

REI - Ring Energy, Inc.	Q1 2025	$1.15	Q2 2025	$0.79	-31.30%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q3 2022	$42.42	Q2 2024	$29.14	-31.31%	Closed	History

7H1 - Higher One Hldgs Inc	Q4 2012	$10.54	Q1 2014	$7.23	-31.40%	Closed	History

GPRE - Green Plains Inc.	Q1 2024	$23.12	Q2 2024	$15.86	-31.40%	Closed	History

CASLQ - Castle A M & Co	Q3 2013	$16.08	Q2 2014	$11.03	-31.41%	Closed	History

GSHD - Goosehead Insurance, Inc.	Q4 2025	$73.65	Open	$50.50	-31.43%	Open	History

INTX - Intersections Inc	Q3 2011	$12.79	Q2 2013	$8.77	-31.43%	Closed	History

11G - Globe Specialty Metals Inc	Q2 2015	$17.69	Q3 2015	$12.12	-31.49%	Closed	History

CXM - Sprinklr, Inc.	Q2 2025	$8.46	Open	$5.80	-31.50%	Open	History

AXLL - Axiall Corp	Q1 2013	$62.16	Q2 2013	$42.57	-31.52%	Closed	History

JELD - JELD-WEN Holdings, Inc.	Q4 2018	$14.21	Q1 2020	$9.73	-31.53%	Closed	History

VIAB - Viacom Inc New	Q4 2016	$35.10	Q3 2019	$24.03	-31.54%	Closed	History

KFY - Korn Ferry	Q3 2021	$72.39	Q2 2023	$49.54	-31.57%	Closed	History

EGRX - Eagle Pharmaceuticals Inc	Q3 2016	$69.99	Q2 2020	$47.89	-31.58%	Closed	History

TTI - Tetra Technologies Inc Del	Q1 2017	$4.08	Q2 2017	$2.79	-31.62%	Closed	History

IMMR - Immersion Corp	Q2 2018	$15.46	Q3 2018	$10.57	-31.63%	Closed	History

SFBS - Servisfirst Bancshares Inc	Q3 2022	$80.00	Q1 2023	$54.63	-31.71%	Closed	History

THRY - Thryv Hldgs Inc	Q4 2021	$41.20	Q1 2022	$28.13	-31.72%	Closed	History

CIEN - Ciena Corp.	Q4 2021	$76.96	Q1 2023	$52.52	-31.76%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q2 2011	$72.04	Q3 2011	$49.14	-31.79%	Closed	History

GPI - Group 1 Automotive, Inc.	Q3 2018	$64.91	Q1 2020	$44.26	-31.81%	Closed	History

BOOM - Dmc Global Inc	Q2 2019	$63.34	Q4 2020	$43.18	-31.83%	Closed	History

KRMN - Karman Holdings Inc.	Q4 2025	$73.17	Open	$49.87	-31.85%	Open	History

PUMP - ProPetro Holdings Corp.	Q3 2018	$16.51	Q4 2019	$11.25	-31.86%	Closed	History

CCC - CCC Intelligent Solutions Holdings Inc.	Q2 2022	$9.21	Open	$6.28	-31.87%	Open	History

APFC - American Pac Corp	Q3 2013	$54.76	Q4 2013	$37.26	-31.96%	Closed	History

HUD - Hudson Ltd	Q3 2018	$22.53	Q4 2019	$15.33	-31.96%	Closed	History

IBM - International Business Machines Corp.	Q1 2013	$203.89	Q3 2017	$138.70	-31.97%	Closed	History

DDS - Dillard's, Inc.	Q1 2016	$84.91	Q2 2017	$57.74	-32.00%	Closed	History

TLAB - Tellabs Inc	Q4 2010	$6.78	Q2 2011	$4.61	-32.01%	Closed	History

SPR - Spirit Aerosystems Hldgs Inc	Q4 2021	$43.12	Q2 2022	$29.30	-32.05%	Closed	History

WFTIQ - Weatherford Intl Plc	Q4 2014	$11.45	Q1 2016	$7.78	-32.05%	Closed	History

CPB - The Campbell's Co.	Q1 2016	$63.79	Q1 2018	$43.31	-32.11%	Closed	History

SIVBQ - Svb Finl Group	Q1 2019	$222.39	Q1 2020	$150.91	-32.14%	Closed	History

BALL - Ball Corp.	Q1 2022	$90.00	Open	$61.06	-32.16%	Open	History

HNST - Honest Co Inc	Q4 2024	$6.93	Q1 2025	$4.70	-32.18%	Closed	History

BBBY - Overstock Com Inc Del	Q4 2020	$48.03	Q2 2023	$32.57	-32.19%	Closed	History

NTCT - NetScout Systems, Inc.	Q1 2022	$32.08	Q3 2024	$21.75	-32.20%	Closed	History

AMPX - Amprius Technologies, Inc.	Q1 2026	$16.86	Open	$11.43	-32.21%	Open	History

SJT - San Juan Basin Rty Tr	Q1 2014	$17.66	Q1 2015	$11.97	-32.22%	Closed	History

BBBYQ - Bed Bath & Beyond Inc	Q4 2010	$49.22	Q2 2021	$33.35	-32.24%	Closed	History

WCG - Wellcare Health Plans Inc	Q1 2012	$71.87	Q4 2012	$48.68	-32.27%	Closed	History

VREX - Varex Imaging Corp.	Q4 2021	$31.57	Q2 2022	$21.36	-32.34%	Closed	History

ZUMZ - Zumiez Inc	Q1 2017	$18.29	Q2 2017	$12.37	-32.37%	Closed	History

STRA - Strategic Education, Inc.	Q3 2019	$135.86	Q1 2021	$91.87	-32.38%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q4 2015	$542.94	Q4 2016	$367.06	-32.39%	Closed	History

FIGS - FIGS, Inc.	Q1 2026	$14.77	Open	$9.98	-32.43%	Open	History

DFODQ - Dean Foods Co New	Q2 2018	$10.51	Q3 2018	$7.10	-32.45%	Closed	History

WLK - Westlake Corp.	Q2 2015	$68.55	Q1 2016	$46.30	-32.46%	Closed	History

WRK - Westrock Co	Q1 2021	$52.06	Q4 2022	$35.16	-32.46%	Closed	History

CAKE - The Cheesecake Factory Inc.	Q4 2021	$39.16	Q2 2022	$26.43	-32.51%	Closed	History

DVAX - Dynavax Technologies Corp	Q3 2021	$19.22	Q1 2025	$12.97	-32.52%	Closed	History

OMG - Om Group Inc	Q4 2010	$38.47	Q3 2011	$25.96	-32.52%	Closed	History

TRU - TransUnion	Q4 2021	$118.60	Q2 2022	$79.99	-32.55%	Closed	History

HXL - Hexcel Corp.	Q3 2018	$67.06	Q2 2020	$45.22	-32.57%	Closed	History

SNCR - Synchronoss Technologies Inc	Q1 2017	$24.40	Q2 2017	$16.45	-32.58%	Closed	History

IPXL - Impax Laboratories Inc	Q4 2015	$42.78	Q2 2016	$28.82	-32.63%	Closed	History

XYZ - Block, Inc.	Q3 2021	$239.85	Q4 2021	$161.43	-32.70%	Closed	History

6OL - Perimeter Solutions SA	Q4 2022	$9.14	Q2 2023	$6.15	-32.71%	Closed	History

SXC - Suncoke Energy Inc	Q4 2024	$10.70	Q4 2025	$7.20	-32.71%	Closed	History

ZWS - Zurn Water Solutions Corp	Q4 2021	$36.40	Q3 2022	$24.49	-32.72%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q1 2023	$14.91	Q1 2024	$10.03	-32.73%	Closed	History

MEI - Methode Electrs Inc	Q4 2019	$39.35	Q1 2020	$26.46	-32.76%	Closed	History

MOG.A - Moog Inc	Q4 2013	$67.92	Q1 2016	$45.67	-32.76%	Closed	History

UNM - Unum Group	Q4 2017	$54.94	Q2 2018	$36.94	-32.76%	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.