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
DIN - Dine Brands Global, Inc.	Q4 2010	$49.42	Q4 2019	$83.49	+68.94%	Closed	History

OVTI - Omnivision Technologies Inc	Q4 2013	$17.20	Q4 2015	$29.02	+68.72%	Closed	History

SUPN - Supernus Pharmaceuticals, Inc.	Q1 2015	$12.09	Q2 2016	$20.39	+68.65%	Closed	History

OII - Oceaneering International, Inc.	Q4 2018	$12.10	Q2 2019	$20.39	+68.51%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q1 2023	$142.13	Q4 2024	$239.47	+68.49%	Closed	History

HUN - Huntsman Corp.	Q3 2016	$16.27	Q3 2017	$27.41	+68.47%	Closed	History

SDCCQ - Smiledirectclub Inc	Q1 2020	$4.68	Q2 2020	$7.88	+68.38%	Closed	History

IREUR - Ingersoll-Rand Plc	Q3 2015	$50.80	Q1 2018	$85.51	+68.33%	Closed	History

CXT - Crane NXT, Co.	Q3 2022	$30.40	Open	$51.15	+68.28%	Open	History

ASCA - Ameristar Casinos Inc	Q4 2010	$15.61	Q1 2013	$26.23	+68.03%	Closed	History

ANAT - American Natl Ins Co	Q4 2012	$68.14	Q4 2013	$114.46	+67.98%	Closed	History

SANM - Sanmina Corporation	Q4 2018	$24.05	Q1 2022	$40.40	+67.98%	Closed	History

GTN - Gray Media, Inc.	Q2 2020	$13.94	Q2 2021	$23.41	+67.93%	Closed	History

AMGN - Amgen Inc.	Q3 2021	$212.67	Open	$357.06	+67.89%	Open	History

FDX - FedEx Corp.	Q2 2013	$79.45	Q1 2015	$133.34	+67.83%	Closed	History

FG - F&G Annuities & Life, Inc.	Q1 2023	$18.12	Open	$30.41	+67.83%	Open	History

PRMW - Primo Water Corporation	Q4 2023	$15.05	Q3 2024	$25.25	+67.77%	Closed	History

BURL - Burlington Stores, Inc.	Q1 2023	$202.10	Open	$338.98	+67.73%	Open	History

IXN - iShares Global Tech ETF	Q3 2024	$82.53	Open	$138.40	+67.70%	Open	History

IGTE - Igate Corp	Q1 2013	$18.81	Q1 2014	$31.54	+67.68%	Closed	History

GLUU - Glu Mobile Inc	Q3 2018	$7.45	Q1 2021	$12.48	+67.52%	Closed	History

BRSS - Global Brass & Coppr Hldgs I	Q3 2015	$20.52	Q1 2017	$34.37	+67.50%	Closed	History

TBIO - Translate Bio Inc	Q1 2021	$296.28	Q2 2021	$496.26	+67.50%	Closed	History

TOST - Toast, Inc.	Q4 2023	$18.26	Open	$30.59	+67.50%	Open	History

CACI - CACI International Inc	Q2 2022	$281.58	Open	$471.54	+67.46%	Open	History

KLIC - Kulicke and Soffa Industries, Inc.	Q1 2026	$65.72	Open	$110.05	+67.45%	Open	History

SENEA - Seneca Foods Corp.	Q2 2025	$101.43	Open	$169.82	+67.43%	Open	History

V - Visa Inc.	Q4 2010	$17.61	Q1 2012	$29.48	+67.42%	Closed	History

MXIM - Maxim Integrated Prods Inc	Q2 2015	$34.57	Q3 2019	$57.87	+67.40%	Closed	History

HNT - Health Net Inc	Q3 2011	$23.73	Q1 2012	$39.70	+67.30%	Closed	History

KLIC - Kulicke and Soffa Industries, Inc.	Q2 2017	$19.02	Q4 2020	$31.82	+67.30%	Closed	History

GGG - Graco Inc.	Q4 2016	$27.70	Q3 2018	$46.30	+67.15%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2017	$310.29	Open	$518.38	+67.06%	Open	History

AVPT - AvePoint, Inc.	Q1 2024	$7.92	Open	$13.23	+67.05%	Open	History

PTC - PTC Inc.	Q4 2019	$74.87	Open	$125.04	+67.01%	Open	History

ROG - Rogers Corp.	Q2 2012	$39.60	Q2 2015	$66.13	+66.99%	Closed	History

WCG - Wellcare Health Plans Inc	Q2 2013	$55.56	Q1 2016	$92.77	+66.97%	Closed	History

INDV - Indivior Pharmaceuticals, Inc.	Q3 2025	$24.11	Open	$40.25	+66.94%	Open	History

SLM - SLM Corp.	Q3 2012	$5.63	Q4 2013	$9.39	+66.84%	Closed	History

BLDR - Builders FirstSource, Inc.	Q4 2016	$10.97	Q2 2018	$18.29	+66.73%	Closed	History

SRDX - Surmodics Inc	Q4 2011	$14.63	Q4 2013	$24.39	+66.71%	Closed	History

AXE - Anixter Intl Inc	Q2 2012	$53.05	Q4 2014	$88.40	+66.64%	Closed	History

KS - Kapstone Paper & Packaging C	Q1 2016	$138.50	Q1 2017	$230.70	+66.57%	Closed	History

EMXC - iShares MSCI Emerging Markets ex China ETF	Q1 2024	$57.57	Open	$95.87	+66.53%	Open	History

KLIC - Kulicke and Soffa Industries, Inc.	Q4 2010	$7.20	Q4 2012	$11.99	+66.53%	Closed	History

ORA - Ormat Technologies, Inc.	Q1 2024	$66.19	Open	$110.21	+66.51%	Open	History

AFRM - Affirm Holdings, Inc.	Q4 2023	$49.14	Open	$81.80	+66.45%	Open	History

GATX - GATX Corp.	Q4 2022	$106.34	Open	$177.00	+66.45%	Open	History

JEG - Jacobs Engr Group Inc Del	Q2 2012	$37.86	Q4 2013	$63.00	+66.40%	Closed	History

LHX - L3Harris Technologies, Inc.	Q3 2023	$174.12	Open	$289.73	+66.40%	Open	History

TJX - The TJX Companies, Inc.	Q2 2012	$21.47	Q3 2015	$35.71	+66.36%	Closed	History

ZUMZ - Zumiez Inc	Q1 2018	$23.91	Q3 2021	$39.76	+66.29%	Closed	History

ATI - ATI Inc.	Q3 2022	$26.61	Q2 2023	$44.23	+66.22%	Closed	History

ABT - Abbott Laboratories	Q3 2017	$53.39	Open	$88.73	+66.19%	Open	History

WSO - Watsco, Inc.	Q3 2020	$232.87	Open	$386.65	+66.04%	Open	History

SNPS - Synopsys, Inc.	Q3 2016	$59.40	Q3 2018	$98.62	+66.03%	Closed	History

INWK - Innerworkings Inc	Q3 2011	$7.84	Q3 2012	$13.01	+65.94%	Closed	History

ZWS - Zurn Elkay Water Solns Corp	Q3 2023	$28.02	Q4 2025	$46.49	+65.92%	Closed	History

TILE - Interface, Inc.	Q1 2025	$19.84	Open	$32.91	+65.85%	Open	History

TMUS - T-Mobile US, Inc.	Q1 2016	$38.31	Q4 2017	$63.52	+65.81%	Closed	History

CLGX - Corelogic Inc	Q2 2012	$18.32	Q2 2014	$30.37	+65.78%	Closed	History

SP - Sp Plus Corp	Q3 2016	$25.61	Q4 2019	$42.43	+65.68%	Closed	History

HOG - Harley-Davidson, Inc.	Q2 2020	$23.77	Q1 2022	$39.38	+65.67%	Closed	History

CDNS - Cadence Design Systems, Inc.	Q4 2011	$10.39	Q3 2014	$17.21	+65.64%	Closed	History

REVRQ - Revlon Inc	Q3 2012	$15.43	Q1 2014	$25.55	+65.59%	Closed	History

EQH - Equitable Holdings, Inc.	Q1 2023	$25.39	Q3 2024	$42.03	+65.54%	Closed	History

IIPR - Innovative Indl Pptys Inc	Q3 2020	$124.21	Q1 2022	$205.59	+65.52%	Closed	History

AAWW - Atlas Air Worldwide Hldgs In	Q3 2020	$60.91	Q4 2022	$100.80	+65.49%	Closed	History

NTRI - Nutri Sys Inc New	Q3 2015	$26.52	Q4 2018	$43.88	+65.46%	Closed	History

IEFA - iShares Core MSCI EAFE ETF	Q2 2022	$58.85	Open	$97.35	+65.42%	Open	History

WDAY - Workday, Inc.	Q1 2020	$130.12	Q3 2020	$215.11	+65.32%	Closed	History

ESI - Element Solutions Inc	Q4 2021	$24.28	Open	$40.14	+65.30%	Open	History

BAH - Booz Allen Hamilton Holdings Corp.	Q2 2012	$15.27	Q2 2015	$25.24	+65.29%	Closed	History

MLKN - MillerKnoll, Inc.	Q3 2011	$17.86	Q4 2013	$29.52	+65.29%	Closed	History

GNRC - Generac Holdings Inc.	Q2 2012	$24.05	Q2 2015	$39.75	+65.28%	Closed	History

SBUX - Starbucks Corp.	Q4 2018	$64.39	Open	$106.41	+65.26%	Open	History

VPHM - Viropharma Inc	Q4 2010	$17.32	Q2 2013	$28.62	+65.24%	Closed	History

RMBS - Rambus Inc.	Q2 2025	$64.02	Open	$105.77	+65.21%	Open	History

TFII - TFI International Inc.	Q2 2025	$89.67	Open	$148.02	+65.07%	Open	History

ULTA - Ulta Beauty, Inc.	Q2 2014	$91.41	Q1 2015	$150.89	+65.07%	Closed	History

UNF - UniFirst Corp.	Q2 2024	$171.53	Open	$283.07	+65.03%	Open	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q4 2022	$46.84	Q3 2023	$77.18	+64.77%	Closed	History

AGO - Assured Guaranty Ltd.	Q4 2021	$50.22	Open	$82.70	+64.68%	Open	History

CDW - CDW Corp.	Q2 2016	$40.08	Q3 2017	$65.99	+64.65%	Closed	History

RBC - RBC Bearings Inc.	Q3 2020	$121.28	Q2 2021	$199.68	+64.64%	Closed	History

INCY - Incyte Corp.	Q3 2018	$69.02	Open	$113.61	+64.60%	Open	History

ESL - Esterline Technologies Corp	Q2 2018	$73.79	Q4 2018	$121.44	+64.58%	Closed	History

IDTI - Integrated Device Technology	Q1 2014	$12.23	Q2 2016	$20.12	+64.51%	Closed	History

ORI - Old Republic International Corp.	Q4 2021	$24.56	Open	$40.40	+64.50%	Open	History

MANT - Mantech Intl Corp	Q3 2017	$44.17	Q1 2020	$72.65	+64.48%	Closed	History

THO - THOR Industries, Inc.	Q3 2014	$51.54	Q3 2016	$84.75	+64.44%	Closed	History

NTK - Nortek Inc	Q2 2012	$50.04	Q1 2014	$82.23	+64.33%	Closed	History

CENTA - Central Garden & Pet Co.	Q1 2014	$6.62	Q4 2015	$10.88	+64.25%	Closed	History

FLIR - Flir Sys Inc	Q1 2016	$32.95	Q2 2019	$54.10	+64.19%	Closed	History

DAKT - Daktronics, Inc.	Q1 2025	$12.18	Open	$19.98	+64.04%	Open	History

HPQ - HP Inc.	Q4 2016	$14.84	Open	$24.34	+64.02%	Open	History

FSL - Freescale Semiconductor Ltd	Q1 2013	$14.89	Q1 2014	$24.41	+63.94%	Closed	History

HP - Helmerich & Payne, Inc.	Q3 2015	$47.26	Q4 2016	$77.45	+63.88%	Closed	History

CBOE - Cboe Global Markets, Inc.	Q1 2012	$28.42	Q2 2013	$46.56	+63.83%	Closed	History

ALL - The Allstate Corp.	Q3 2012	$39.62	Q2 2015	$64.85	+63.68%	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.