Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · Median return: 0%

⚠ 25 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
MOV - Movado Group Inc	Q2 2018	$48.32	Q2 2019	$27.00	-44.12%	Closed	History

DISH - Dish Network Corp	Q1 2017	$63.49	Q4 2019	$35.47	-44.13%	Closed	History

TMDX - TransMedics Group, Inc.	Q2 2025	$134.01	Open	$74.59	-44.34%	Open	History

PLTK - Playtika Hldg Corp	Q2 2021	$23.83	Q2 2022	$13.26	-44.36%	Closed	History

CYH - Community Health Systems, Inc.	Q1 2011	$33.04	Q1 2012	$18.38	-44.37%	Closed	History

NWL - Newell Brands Inc.	Q3 2023	$9.03	Open	$5.02	-44.41%	Open	History

FDS - FactSet Research Systems Inc.	Q1 2025	$454.64	Open	$252.61	-44.44%	Open	History

XRX - Xerox Holdings Corp.	Q2 2021	$23.49	Q3 2022	$13.05	-44.44%	Closed	History

MRO - Marathon Oil Corp	Q2 2011	$52.69	Q4 2011	$29.26	-44.47%	Closed	History

HELE - Helen of Troy Ltd.	Q2 2023	$108.02	Q4 2024	$59.83	-44.61%	Closed	History

GERN - Geron Corp	Q4 2015	$4.84	Q2 2016	$2.68	-44.63%	Closed	History

PLCM - Polycom Inc	Q1 2012	$19.04	Q2 2012	$10.52	-44.75%	Closed	History

59A - Atlassian Corp Plc	Q4 2021	$381.16	Q3 2022	$210.56	-44.76%	Closed	History

DAL - Delta Air Lines, Inc.	Q1 2019	$51.65	Q1 2020	$28.53	-44.76%	Closed	History

NEX - Nextier Oilfield Solutions I	Q4 2019	$6.70	Q1 2021	$3.70	-44.78%	Closed	History

MWW - Monster Worldwide Inc	Q2 2015	$6.54	Q3 2016	$3.61	-44.80%	Closed	History

WOOF - Petco Health and Wellness Co., Inc.	Q3 2024	$4.55	Open	$2.51	-44.84%	Open	History

ZIP - Ziprecruiter Inc	Q3 2022	$16.49	Q2 2024	$9.09	-44.88%	Closed	History

EXPRN - Express Inc	Q1 2016	$21.41	Q3 2016	$11.80	-44.89%	Closed	History

NYT - The New York Times Co.	Q1 2021	$50.64	Q2 2022	$27.91	-44.89%	Closed	History

NCNO - nCino, Inc.	Q3 2023	$31.80	Open	$17.52	-44.91%	Open	History

FTRCQ - Frontier Communications Corp	Q3 2017	$11.79	Q3 2018	$6.49	-44.95%	Closed	History

HGTXU - Hugoton Rty Tr Tex	Q1 2012	$14.68	Q1 2014	$8.08	-44.96%	Closed	History

RDUS - Schnitzer Stl Inds	Q1 2014	$28.86	Q1 2015	$15.87	-45.01%	Closed	History

CNXC - Concentrix Corp.	Q4 2021	$178.68	Q4 2023	$98.21	-45.04%	Closed	History

NKTR - Nektar Therapeutics	Q4 2017	$897.15	Q4 2018	$493.05	-45.04%	Closed	History

DH - Definitive Healthcare Corp	Q4 2023	$9.94	Q2 2024	$5.46	-45.07%	Closed	History

PYXSQ - Pyxus Intl Inc	Q1 2019	$23.90	Q3 2019	$13.09	-45.23%	Closed	History

SND - Smart SAnd Inc	Q1 2017	$16.25	Q2 2017	$8.90	-45.23%	Closed	History

ROG - Rogers Corp.	Q2 2019	$172.54	Q1 2020	$94.38	-45.30%	Closed	History

PII - Polaris Inc.	Q3 2019	$88.04	Q1 2020	$48.15	-45.31%	Closed	History

SRC - Spirit Rlty Cap Inc New	Q3 2019	$47.87	Q1 2020	$26.18	-45.31%	Closed	History

IPGP - IPG Photonics Corp.	Q4 2021	$172.16	Q2 2022	$94.12	-45.33%	Closed	History

NWL - Newell Brands Inc.	Q1 2017	$47.17	Q2 2018	$25.79	-45.33%	Closed	History

EPC - Edgewell Personal Care Co.	Q3 2017	$72.77	Q1 2021	$39.66	-45.50%	Closed	History

PINS - Pinterest, Inc.	Q3 2020	$41.51	Open	$22.61	-45.53%	Open	History

CLX - The Clorox Co.	Q4 2021	$174.09	Open	$94.75	-45.57%	Open	History

ADT - ADT Inc.	Q4 2019	$7.94	Q1 2020	$4.32	-45.59%	Closed	History

RPXC - Rpx Corp	Q2 2015	$16.90	Q2 2016	$9.18	-45.68%	Closed	History

MDR - Mcdermott Intl Inc	Q2 2011	$19.82	Q3 2011	$10.76	-45.71%	Closed	History

DXCM - DexCom, Inc.	Q3 2021	$136.59	Open	$74.12	-45.73%	Open	History

MYL - Mylan N V	Q4 2018	$27.40	Q3 2020	$14.83	-45.88%	Closed	History

SABR - Sabre Corp.	Q2 2025	$3.16	Open	$1.71	-45.89%	Open	History

AEO - American Eagle Outfitters, Inc.	Q4 2019	$14.70	Q1 2020	$7.95	-45.92%	Closed	History

FOSL - Fossil Group, Inc.	Q2 2013	$103.32	Q3 2015	$55.88	-45.92%	Closed	History

FRT - Federal Realty Investment Trust	Q3 2019	$136.07	Q3 2020	$73.52	-45.97%	Closed	History

TRX - TRX Gold Corp.	Q1 2026	$1.50	Open	$0.81	-46.03%	Open	History

CARG - CarGurus, Inc.	Q4 2019	$35.17	Q1 2020	$18.97	-46.06%	Closed	History

ESV - Ensco Plc	Q3 2014	$41.32	Q2 2015	$22.27	-46.10%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q2 2024	$75.36	Open	$40.58	-46.15%	Open	History

TUPBQ - Tupperware Brands Corp	Q4 2010	$47.76	Q1 2019	$25.58	-46.44%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2017	$83.64	Q2 2020	$44.72	-46.53%	Closed	History

VRA - Vera Bradley Inc	Q2 2012	$21.08	Q2 2015	$11.27	-46.54%	Closed	History

ENDPQ - Endo Intl Plc	Q1 2017	$11.16	Q1 2018	$5.96	-46.59%	Closed	History

CAG - Conagra Brands, Inc.	Q2 2019	$26.52	Open	$14.15	-46.64%	Open	History

APEI - American Public Education, Inc.	Q1 2013	$34.86	Q4 2015	$18.59	-46.67%	Closed	History

BKS - Barnes & Noble Inc	Q2 2014	$22.79	Q3 2015	$12.11	-46.86%	Closed	History

CLB - Core Laboratories Inc.	Q2 2019	$52.28	Q3 2021	$27.78	-46.86%	Closed	History

OXY - Occidental Petroleum Corp.	Q2 2018	$83.68	Q3 2019	$44.47	-46.86%	Closed	History

ILMN - Illumina, Inc.	Q2 2020	$360.29	Open	$191.20	-46.93%	Open	History

ASTH - Apollo Med Hldgs Inc	Q4 2021	$73.48	Q3 2022	$38.98	-46.95%	Closed	History

HW - Headwaters Inc	Q1 2011	$5.90	Q2 2011	$3.13	-46.95%	Closed	History

GOGL - Golden Ocean Group Ltd	Q2 2024	$13.80	Q2 2025	$7.32	-46.96%	Closed	History

TDW - Tidewater Inc.	Q3 2015	$423.87	Q4 2015	$224.52	-47.03%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q3 2025	$19.57	Open	$10.33	-47.22%	Open	History

BTBT - Bit Digital Inc	Q2 2023	$4.06	Q3 2023	$2.14	-47.29%	Closed	History

NOV - NOV Inc.	Q4 2018	$25.70	Q4 2021	$13.54	-47.32%	Closed	History

KRA - Kraton Corporation	Q4 2017	$48.12	Q4 2019	$25.32	-47.38%	Closed	History

QUAD - Quad/Graphics, Inc.	Q1 2015	$23.00	Q3 2015	$12.10	-47.39%	Closed	History

HBI - Hanesbrands Inc	Q4 2018	$12.53	Q3 2025	$6.59	-47.41%	Closed	History

CYH - Community Health Systems, Inc.	Q3 2024	$6.07	Open	$3.19	-47.45%	Open	History

STAA - Staar Surgical Co	Q2 2021	$152.29	Q1 2022	$79.93	-47.51%	Closed	History

CHS - Chicos Fas Inc	Q2 2016	$10.73	Q4 2018	$5.63	-47.53%	Closed	History

EL - The Estée Lauder Companies Inc.	Q1 2024	$154.15	Open	$80.86	-47.54%	Open	History

PSN - Parsons Corp.	Q3 2024	$103.68	Open	$54.03	-47.89%	Open	History

SABR - Sabre Corp.	Q3 2021	$11.86	Q4 2022	$6.18	-47.89%	Closed	History

SXC - Suncoke Energy Inc	Q1 2015	$14.94	Q3 2015	$7.78	-47.93%	Closed	History

LOCO - El Pollo Loco Holdings, Inc.	Q2 2015	$20.71	Q3 2015	$10.78	-47.95%	Closed	History

SOFI - SoFi Technologies, Inc.	Q1 2022	$9.44	Q3 2022	$4.89	-48.20%	Closed	History

AR - Antero Resources Corp.	Q2 2019	$5.53	Q4 2019	$2.85	-48.46%	Closed	History

AVNS - Avanos Medical, Inc.	Q4 2023	$22.43	Q3 2025	$11.56	-48.46%	Closed	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q3 2025	$128.40	Open	$65.94	-48.64%	Open	History

TRIP - Tripadvisor, Inc.	Q4 2021	$27.26	Open	$14.00	-48.64%	Open	History

EQT - EQT Corp.	Q1 2019	$20.75	Q3 2019	$10.64	-48.72%	Closed	History

NOV - NOV Inc.	Q4 2013	$71.71	Q3 2016	$36.74	-48.77%	Closed	History

NKE - NIKE, Inc.	Q1 2019	$84.18	Open	$42.86	-49.09%	Open	History

SAP - Sap Se	Q2 2025	$304.10	Open	$154.81	-49.09%	Open	History

PACW - Pacwest Bancorp Del	Q4 2021	$45.12	Q4 2022	$22.95	-49.14%	Closed	History

MKTX - MarketAxess Holdings Inc.	Q4 2024	$226.04	Open	$114.87	-49.18%	Open	History

AOSL - Alpha and Omega Semiconductor Ltd.	Q4 2021	$60.59	Q3 2022	$30.77	-49.22%	Closed	History

PAYS - Paysign Inc	Q4 2019	$10.15	Q1 2020	$5.15	-49.26%	Closed	History

VLO - Valero Energy Corp.	Q2 2019	$85.61	Q3 2020	$43.40	-49.30%	Closed	History

AMRX - Amneal Pharmaceuticals, Inc.	Q1 2019	$14.18	Q2 2019	$7.16	-49.51%	Closed	History

LUV - Southwest Airlines Co.	Q1 2021	$61.08	Q3 2022	$30.84	-49.51%	Closed	History

PSIX - Power Solutions International, Inc.	Q2 2025	$64.68	Open	$32.63	-49.55%	Open	History

TDC - Teradata Corp.	Q1 2013	$58.48	Q2 2017	$29.50	-49.56%	Closed	History

AA - Alcoa Corp.	Q3 2017	$46.62	Q2 2019	$23.41	-49.79%	Closed	History

FIT - Fitbit Inc	Q4 2015	$29.60	Q3 2016	$14.84	-49.86%	Closed	History

OMCL - Omnicell Com	Q1 2023	$58.67	Q2 2025	$29.40	-49.89%	Closed	History

EFOR - Asgn Inc	Q4 2023	$96.17	Q4 2025	$48.17	-49.91%	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.