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
TDAY - USA TODAY Co., Inc.	Q4 2025	$5.15	Open	$8.43	+63.59%	Open	History

TWX - Time Warner Inc	Q2 2013	$57.82	Q1 2018	$94.58	+63.58%	Closed	History

BURL - Burlington Stores, Inc.	Q1 2016	$56.24	Q2 2017	$91.99	+63.57%	Closed	History

SSNC - SS&C Technologies Holdings, Inc.	Q3 2013	$19.06	Q1 2015	$31.16	+63.50%	Closed	History

SNDR - Schneider National, Inc.	Q1 2024	$22.64	Open	$37.01	+63.47%	Open	History

HPQ - HP Inc.	Q4 2016	$14.84	Open	$24.26	+63.44%	Open	History

VYMI - Vanguard International High Dividend Yield Index Fund ETF Shares	Q1 2023	$61.95	Open	$101.25	+63.44%	Open	History

HBAN - Huntington Bancshares Inc.	Q2 2016	$8.92	Q4 2017	$14.57	+63.34%	Closed	History

AAP - Advance Auto Parts, Inc.	Q3 2013	$82.67	Q2 2014	$134.99	+63.29%	Closed	History

BLBD - Blue Bird Corp.	Q4 2025	$47.00	Open	$76.72	+63.22%	Open	History

SYY - Sysco Corp.	Q2 2017	$50.33	Open	$82.14	+63.20%	Open	History

BRO - Brown & Brown, Inc.	Q2 2018	$27.74	Q3 2020	$45.27	+63.19%	Closed	History

KR - The Kroger Co.	Q1 2012	$12.12	Q4 2013	$19.76	+63.00%	Closed	History

CENX - Century Aluminum Co.	Q2 2025	$18.02	Q3 2025	$29.36	+62.93%	Closed	History

IBKC - Iberiabank Corp	Q1 2016	$51.36	Q4 2016	$83.68	+62.93%	Closed	History

HA - Hawaiian Holdings Inc	Q2 2015	$23.75	Q1 2018	$38.69	+62.91%	Closed	History

SXC - Suncoke Energy Inc	Q2 2013	$14.02	Q1 2014	$22.84	+62.91%	Closed	History

IDA - IDACORP, Inc.	Q4 2018	$93.06	Open	$151.53	+62.83%	Open	History

BWA - BorgWarner Inc.	Q4 2021	$39.70	Open	$64.62	+62.76%	Open	History

S - SentinelOne, Inc.	Q3 2023	$16.86	Q4 2023	$27.44	+62.75%	Closed	History

PG - The Procter & Gamble Co.	Q1 2017	$89.85	Open	$146.21	+62.73%	Open	History

OHI - Omega Healthcare Investors, Inc.	Q4 2021	$29.59	Open	$48.13	+62.66%	Open	History

MCK - McKesson Corp.	Q2 2013	$114.50	Q2 2014	$186.23	+62.65%	Closed	History

DFS - Discover Finl Svcs	Q1 2019	$71.16	Q4 2021	$115.72	+62.62%	Closed	History

CKEC - Carmike Cinemas Inc	Q3 2015	$20.10	Q3 2016	$32.68	+62.59%	Closed	History

ODP - Office Depot Inc	Q4 2012	$3.28	Q4 2013	$5.33	+62.50%	Closed	History

GVLU - Gotham 1000 Value ETF	Q3 2022	$16.69	Open	$27.12	+62.49%	Open	History

OSK - Oshkosh Corp.	Q3 2016	$55.99	Q4 2017	$90.97	+62.48%	Closed	History

UDOW - ProShares UltraPro Dow30	Q1 2025	$43.91	Open	$71.34	+62.47%	Open	History

ENTG - Entegris, Inc.	Q1 2025	$87.48	Open	$142.11	+62.45%	Open	History

BCO - The Brink's Co.	Q4 2016	$41.24	Q2 2017	$66.99	+62.44%	Closed	History

VONV - Vanguard Russell 1000 Value Index Fund ETF Shares	Q1 2023	$66.81	Open	$108.51	+62.42%	Open	History

KTOS - Kratos Defense & Security Solutions, Inc.	Q4 2018	$14.09	Q2 2019	$22.88	+62.38%	Closed	History

TECL - Direxion Daily Technology Bull 3X Shares	Q3 2025	$124.37	Open	$201.93	+62.36%	Open	History

LINEUR - Linde Plc	Q2 2019	$200.92	Q4 2022	$326.18	+62.34%	Closed	History

DFIN - Donnelley Financial Solutions, Inc.	Q4 2022	$38.65	Q4 2024	$62.73	+62.30%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q4 2015	$136.56	Q4 2016	$221.63	+62.29%	Closed	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q2 2023	$96.98	Open	$157.36	+62.26%	Open	History

MDCO - Medicines Co	Q4 2010	$14.14	Q2 2012	$22.94	+62.23%	Closed	History

SFL - SFL Corp. Ltd.	Q4 2020	$6.30	Q4 2024	$10.22	+62.22%	Closed	History

CMCO - Columbus McKinnon Corp.	Q4 2012	$16.52	Q1 2014	$26.79	+62.17%	Closed	History

SVW - Servicemaster Global Hldgs I	Q3 2014	$24.20	Q4 2015	$39.24	+62.15%	Closed	History

MAC - The Macerich Co.	Q1 2022	$15.67	Open	$25.40	+62.09%	Open	History

PRFT - Perficient Inc	Q2 2020	$35.72	Q3 2023	$57.86	+61.98%	Closed	History

SEM - Select Medical Holdings Corp	Q2 2011	$4.79	Q4 2014	$7.76	+61.98%	Closed	History

MAR - Marriott International, Inc.	Q4 2015	$67.04	Q4 2018	$108.56	+61.93%	Closed	History

AMED - Amedisys Inc	Q4 2014	$29.34	Q3 2016	$47.49	+61.86%	Closed	History

BKD - Brookdale Senior Living Inc.	Q2 2023	$4.22	Q2 2024	$6.83	+61.85%	Closed	History

ZION - Zions Bancorporation, National Association	Q2 2020	$34.01	Q1 2021	$55.03	+61.81%	Closed	History

DORM - Dorman Products, Inc.	Q1 2024	$96.39	Q3 2025	$155.88	+61.72%	Closed	History

SJR - Shaw Communications Inc	Q1 2020	$16.22	Q1 2021	$26.23	+61.71%	Closed	History

AZTA - Azenta, Inc.	Q4 2019	$41.96	Q4 2020	$67.84	+61.68%	Closed	History

COL - Rockwell Collins Inc	Q2 2012	$493.50	Q1 2014	$797.80	+61.66%	Closed	History

MOLX - Molex Inc	Q4 2011	$23.84	Q3 2013	$38.53	+61.62%	Closed	History

SHOO - Steven Madden, Ltd.	Q2 2012	$14.10	Q2 2016	$22.79	+61.58%	Closed	History

MRX - Medicis Pharmaceutical Corp	Q4 2010	$26.79	Q3 2012	$43.27	+61.52%	Closed	History

NSIT - Insight Enterprises Inc	Q2 2013	$17.74	Q1 2016	$28.65	+61.50%	Closed	History

HCSG - Healthcare Services Group, Inc.	Q2 2025	$15.03	Open	$24.27	+61.48%	Open	History

KN - Knowles Corp.	Q1 2018	$12.59	Q3 2019	$20.33	+61.48%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2011	$20.97	Q1 2015	$33.86	+61.43%	Closed	History

CRAY - Cray Inc	Q4 2018	$21.57	Q2 2019	$34.80	+61.34%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2012	$33.11	Q1 2014	$53.41	+61.31%	Closed	History

JAZZ - Jazz Pharmaceuticals plc	Q2 2020	$110.33	Q2 2021	$177.82	+61.17%	Closed	History

LRN - Stride, Inc.	Q2 2018	$16.38	Q3 2019	$26.40	+61.17%	Closed	History

JOSB - Jos A Bank Clothiers Inc	Q1 2013	$39.91	Q1 2014	$64.32	+61.16%	Closed	History

SNOW - Snowflake Inc.	Q3 2022	$169.96	Open	$273.89	+61.15%	Open	History

BRC - Brady Corp.	Q2 2023	$47.57	Q3 2024	$76.63	+61.09%	Closed	History

IEX - IDEX Corp.	Q1 2017	$93.54	Q3 2018	$150.67	+61.08%	Closed	History

INCY - Incyte Corp.	Q1 2016	$72.48	Q3 2017	$116.74	+61.07%	Closed	History

LFST - LifeStance Health Group, Inc.	Q1 2025	$6.66	Open	$10.73	+61.04%	Open	History

CAVA - CAVA Group, Inc.	Q1 2024	$70.05	Q4 2024	$112.80	+61.03%	Closed	History

WDC - Western Digital Corp.	Q3 2011	$19.43	Q1 2012	$31.28	+60.99%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q3 2012	$59.55	Q3 2014	$95.86	+60.97%	Closed	History

QUAD - Quad/Graphics, Inc.	Q1 2016	$12.94	Q3 2018	$20.83	+60.97%	Closed	History

LCX - L-3 Communications Hldgs Inc	Q4 2010	$70.45	Q2 2015	$113.38	+60.94%	Closed	History

IUSG - iShares Core S&P U.S. Growth ETF	Q1 2024	$117.21	Open	$188.52	+60.84%	Open	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q4 2012	$64.27	Q3 2013	$103.20	+60.57%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q3 2023	$145.19	Open	$233.14	+60.57%	Open	History

TCBI - Texas Capital Bancshares Inc	Q1 2013	$40.41	Q1 2014	$64.88	+60.55%	Closed	History

ITW - Illinois Tool Works Inc.	Q1 2012	$57.18	Q2 2015	$91.79	+60.53%	Closed	History

SYNT - Syntel Inc	Q1 2012	$28.01	Q1 2014	$44.95	+60.48%	Closed	History

FNDF - Schwab Fundamental International Equity ETF	Q4 2024	$33.21	Open	$53.29	+60.46%	Open	History

BOOT - Boot Barn Holdings, Inc.	Q1 2018	$17.72	Q3 2018	$28.43	+60.44%	Closed	History

DY - Dycom Industries, Inc.	Q1 2025	$152.34	Q2 2025	$244.39	+60.42%	Closed	History

TEX - Terex Corp.	Q1 2016	$24.88	Q3 2018	$39.90	+60.37%	Closed	History

IBP - Installed Building Products, Inc.	Q1 2023	$114.03	Q4 2023	$182.82	+60.33%	Closed	History

DAN - Dana Inc.	Q2 2025	$17.15	Open	$27.47	+60.17%	Open	History

ALG - Alamo Group Inc.	Q3 2012	$33.79	Q2 2014	$54.10	+60.11%	Closed	History

VNDA - Vanda Pharmaceuticals Inc	Q2 2016	$11.19	Q3 2017	$17.90	+59.96%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q3 2024	$73.31	Open	$117.19	+59.86%	Open	History

AIRR - First Trust RBA American Industrial RenaissanceTM ETF	Q4 2024	$77.04	Open	$123.11	+59.80%	Open	History

RUE - Rue21 Inc	Q2 2012	$25.22	Q3 2013	$40.30	+59.79%	Closed	History

ROCK - Gibraltar Inds Inc	Q4 2015	$25.43	Q1 2019	$40.63	+59.77%	Closed	History

ACM - Aecom	Q4 2019	$43.13	Open	$68.89	+59.71%	Open	History

RGLD - Royal Gold, Inc.	Q4 2019	$122.25	Open	$195.21	+59.68%	Open	History

BYD - Boyd Gaming Corp.	Q3 2011	$4.91	Q1 2012	$7.84	+59.67%	Closed	History

WOR - Worthington Inds Inc	Q1 2023	$39.86	Q2 2025	$63.64	+59.67%	Closed	History

CSW - Csw Industrials Inc	Q2 2023	$166.19	Q2 2024	$265.31	+59.64%	Closed	History

W - Wayfair Inc.	Q2 2020	$197.80	Q2 2021	$315.74	+59.63%	Closed	History

FND - Floor & Decor Holdings, Inc.	Q4 2018	$25.89	Q1 2019	$41.28	+59.44%	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.