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
THG - The Hanover Insurance Group, Inc.	Q4 2021	$130.96	Open	$208.54	+59.24%	Open	History

REZI - Resideo Technologies, Inc.	Q2 2025	$22.06	Q4 2025	$35.12	+59.20%	Closed	History

GILD - Gilead Sciences, Inc.	Q2 2014	$82.91	Open	$131.88	+59.06%	Open	History

SNOW - Snowflake Inc.	Q3 2022	$169.96	Open	$270.14	+58.94%	Open	History

SNX - TD SYNNEX Corp.	Q1 2012	$19.07	Q1 2014	$30.31	+58.91%	Closed	History

PLYA - Playa Hotels & Resorts NV	Q2 2024	$8.39	Q1 2025	$13.33	+58.88%	Closed	History

USG - U S G Corp	Q4 2015	$24.29	Q4 2017	$38.58	+58.83%	Closed	History

AEA - Advance Amer Cash Advance Ct	Q4 2010	$5.63	Q4 2011	$8.94	+58.79%	Closed	History

GHC - Graham Holdings Co.	Q4 2013	$399.56	Q1 2015	$634.26	+58.74%	Closed	History

LNTH - Lantheus Holdings, Inc.	Q2 2022	$66.03	Open	$104.79	+58.70%	Open	History

HES - Hess Corp	Q2 2021	$87.32	Q2 2025	$138.54	+58.66%	Closed	History

VGR - Vector Group Ltd	Q4 2012	$14.87	Q4 2015	$23.59	+58.64%	Closed	History

RGLD - Royal Gold, Inc.	Q4 2019	$122.25	Open	$193.86	+58.57%	Open	History

NGVT - Ingevity Corp.	Q4 2023	$47.22	Open	$74.83	+58.47%	Open	History

WWD - Woodward, Inc.	Q3 2025	$252.71	Open	$400.40	+58.44%	Open	History

CBAY - Cymabay Therapeutics Inc	Q3 2023	$14.91	Q4 2023	$23.62	+58.42%	Closed	History

TTWO - Take-Two Interactive Software, Inc.	Q3 2013	$18.14	Q3 2015	$28.73	+58.38%	Closed	History

UMPQ - Umpqua Hldgs Corp	Q4 2012	$11.79	Q1 2014	$18.67	+58.35%	Closed	History

NUVA - Nuvasive Inc	Q4 2012	$15.46	Q3 2013	$24.48	+58.34%	Closed	History

BAX - Baxter International Inc.	Q1 2016	$41.08	Q1 2018	$65.04	+58.33%	Closed	History

AWR - American States Water Co.	Q3 2011	$16.96	Q2 2013	$26.83	+58.24%	Closed	History

DST - Dst Sys Inc Del	Q1 2013	$35.64	Q1 2016	$56.39	+58.23%	Closed	History

FSS - Federal Signal Corp.	Q1 2013	$8.14	Q2 2016	$12.88	+58.23%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q3 2024	$73.31	Open	$116.00	+58.23%	Open	History

HZNP - Horizon Therapeutics Pub L	Q4 2020	$73.13	Q3 2023	$115.69	+58.20%	Closed	History

WFC - Wells Fargo & Co.	Q4 2014	$54.82	Open	$86.71	+58.17%	Open	History

PSA - Public Storage	Q4 2018	$202.47	Open	$320.21	+58.15%	Open	History

JNS - Janus Cap Group Inc	Q1 2014	$10.87	Q1 2015	$17.19	+58.14%	Closed	History

ACGL - Arch Capital Group Ltd.	Q4 2022	$62.78	Open	$99.27	+58.12%	Open	History

PFZ - Pinnacle Finl Partners Inc	Q1 2023	$55.16	Q4 2023	$87.22	+58.12%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2021	$294.05	Open	$464.96	+58.12%	Open	History

PLXS - Plexus Corp.	Q4 2011	$27.38	Q2 2014	$43.29	+58.11%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2020	$98.13	Q1 2021	$155.12	+58.08%	Closed	History

RS - Reliance, Inc.	Q1 2019	$90.20	Q3 2021	$142.51	+57.99%	Closed	History

TRGP - Targa Resources Corp.	Q2 2020	$20.09	Q1 2021	$31.74	+57.99%	Closed	History

ENTG - Entegris, Inc.	Q1 2025	$87.48	Open	$138.21	+57.98%	Open	History

MHO - M/I Homes Inc	Q2 2023	$87.19	Q4 2023	$137.74	+57.98%	Closed	History

HUBB - Hubbell Inc.	Q4 2018	$99.34	Q4 2020	$156.84	+57.88%	Closed	History

VAR - Varian Med Sys Inc	Q4 2016	$89.78	Q1 2019	$141.74	+57.87%	Closed	History

MMS - Maximus, Inc.	Q4 2010	$16.40	Q2 2012	$25.88	+57.82%	Closed	History

UNIT - Uniti Group Inc.	Q4 2025	$7.01	Open	$11.06	+57.77%	Open	History

EW - Edwards Lifesciences Corp.	Q4 2012	$15.03	Q3 2015	$23.70	+57.73%	Closed	History

HOY - Pinnacle Entmt Inc	Q4 2014	$22.26	Q1 2016	$35.10	+57.68%	Closed	History

HG - Hamilton Insurance Group, Ltd.	Q2 2025	$21.62	Open	$34.07	+57.59%	Open	History

WM - Waste Management, Inc.	Q3 2021	$149.33	Open	$235.33	+57.59%	Open	History

OSK - Oshkosh Corp.	Q4 2010	$35.24	Q2 2014	$55.53	+57.58%	Closed	History

BL - BlackLine, Inc.	Q1 2020	$52.63	Q2 2020	$82.92	+57.55%	Closed	History

3UB - Ubiquiti Networks Inc	Q2 2015	$31.91	Q1 2017	$50.26	+57.51%	Closed	History

VEEV - Veeva Systems Inc.	Q4 2018	$89.31	Q4 2019	$140.66	+57.50%	Closed	History

ACVA - Acv Auctions Inc	Q1 2023	$12.91	Q3 2024	$20.33	+57.47%	Closed	History

COHR - Coherent Corp.	Q4 2018	$105.71	Q4 2019	$166.45	+57.46%	Closed	History

BIGGQ - Big Lots Inc	Q2 2019	$28.61	Q4 2021	$44.99	+57.25%	Closed	History

AMGN - Amgen Inc.	Q4 2010	$54.83	Q4 2012	$86.20	+57.21%	Closed	History

IMGN - Immunogen Inc	Q2 2023	$18.87	Q4 2023	$29.65	+57.13%	Closed	History

BWA - BorgWarner Inc.	Q2 2016	$25.99	Q1 2021	$40.82	+57.08%	Closed	History

CACI - CACI International Inc	Q1 2017	$117.28	Q3 2018	$184.20	+57.06%	Closed	History

MTH - Meritage Homes Corp.	Q3 2019	$35.19	Q3 2020	$55.20	+56.87%	Closed	History

FITB - Fifth Third Bancorp	Q2 2012	$13.42	Q4 2013	$21.05	+56.86%	Closed	History

THO - THOR Industries, Inc.	Q1 2017	$96.11	Q4 2017	$150.71	+56.81%	Closed	History

LZB - La-Z-Boy Inc.	Q1 2020	$20.55	Q3 2021	$32.21	+56.74%	Closed	History

KEM - Kemet Corp	Q1 2017	$12.01	Q2 2019	$18.82	+56.70%	Closed	History

HMHC - Houghton Mifflin Harcourt Co	Q3 2021	$13.41	Q1 2022	$21.01	+56.67%	Closed	History

NHC - National HealthCare Corp.	Q4 2025	$137.09	Open	$214.77	+56.66%	Open	History

CMA - Comerica Inc	Q4 2012	$30.40	Q4 2013	$47.61	+56.61%	Closed	History

CNI - Canadian National Railway Co.	Q4 2016	$67.39	Q2 2021	$105.52	+56.58%	Closed	History

VVX - V2X, Inc.	Q1 2025	$49.05	Open	$76.77	+56.51%	Open	History

CERN - Cerner Corp	Q2 2018	$59.79	Q1 2022	$93.57	+56.50%	Closed	History

CNP - CenterPoint Energy, Inc.	Q4 2021	$27.89	Open	$43.65	+56.49%	Open	History

CSL - Carlisle Companies Inc.	Q2 2022	$238.62	Q2 2025	$373.40	+56.48%	Closed	History

LII - Lennox International Inc.	Q2 2021	$350.94	Open	$549.11	+56.47%	Open	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2021	$80.35	Open	$125.71	+56.45%	Open	History

CPRI - Capri Holdings Ltd.	Q1 2020	$10.79	Open	$16.88	+56.44%	Open	History

PHM - PulteGroup, Inc.	Q4 2016	$18.38	Q2 2018	$28.75	+56.42%	Closed	History

CSGS - CSG Systems International, Inc.	Q4 2024	$51.11	Open	$79.94	+56.41%	Open	History

MFA - Mfa Finl Inc	Q2 2020	$10.00	Q4 2020	$15.64	+56.40%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q1 2023	$45.17	Open	$70.63	+56.36%	Open	History

KBWB - Invesco KBW Bank ETF	Q1 2025	$62.77	Open	$98.14	+56.35%	Open	History

DUK - Duke Energy Corp.	Q1 2020	$80.78	Open	$126.26	+56.30%	Open	History

NXST - Nexstar Media Group, Inc.	Q3 2020	$89.89	Q1 2021	$140.47	+56.27%	Closed	History

EQX - Equinox Gold Corp.	Q1 2020	$6.62	Q4 2020	$10.34	+56.19%	Closed	History

AMRI - Albany Molecular Resh Inc	Q3 2013	$12.89	Q2 2014	$20.12	+56.09%	Closed	History

MSCI - MSCI Inc.	Q2 2018	$165.49	Q4 2019	$258.28	+56.07%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 2024	$86.10	Open	$134.31	+55.99%	Open	History

RNR - RenaissanceRe Holdings Ltd.	Q1 2023	$200.34	Open	$312.49	+55.98%	Open	History

SIRO - Sirona Dental Systems Inc	Q2 2012	$44.99	Q4 2013	$70.16	+55.95%	Closed	History

SSUP - Superior Inds Intl Inc	Q3 2015	$18.70	Q3 2016	$29.16	+55.94%	Closed	History

SNX - TD SYNNEX Corp.	Q2 2015	$36.61	Q3 2016	$57.05	+55.84%	Closed	History

SU - Suncor Energy Inc.	Q1 2025	$38.72	Open	$60.32	+55.77%	Open	History

DISH - Dish Network Corp	Q4 2010	$19.65	Q3 2012	$30.60	+55.73%	Closed	History

TECL - Direxion Daily Technology Bull 3X Shares	Q3 2025	$124.37	Open	$193.68	+55.73%	Open	History

HDP - Hortonworks Inc	Q2 2017	$12.91	Q4 2017	$20.10	+55.69%	Closed	History

XLK - State Street Technology Select Sector SPDR ETF	Q4 2024	$116.26	Open	$180.79	+55.50%	Open	History

OI - O-I Glass Inc	Q2 2020	$8.98	Q2 2022	$13.96	+55.46%	Closed	History

JBL - Jabil Inc.	Q1 2019	$26.59	Q4 2019	$41.33	+55.43%	Closed	History

WAL - Western Alliance Bancorporation	Q2 2013	$15.81	Q1 2014	$24.57	+55.41%	Closed	History

IVN - Life Technologies Corp	Q1 2012	$48.79	Q4 2013	$75.78	+55.32%	Closed	History

A - Agilent Technologies, Inc.	Q1 2016	$39.83	Q2 2018	$61.84	+55.26%	Closed	History

AFH - Us Ecology Inc	Q3 2013	$30.11	Q3 2014	$46.75	+55.26%	Closed	History

LNC - Lincoln National Corp.	Q1 2013	$32.61	Q1 2014	$50.63	+55.26%	Closed	History

JBTM - JBT Marel Corp.	Q3 2020	$91.88	Q2 2021	$142.62	+55.22%	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.