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
FLNT - Fluent Inc	Q4 2018	$21.66	Q1 2019	$33.60	+55.12%	Closed	History

TNDM - Tandem Diabetes Care Inc	Q4 2018	$37.97	Q3 2019	$58.89	+55.10%	Closed	History

YOU - Clear Secure, Inc.	Q4 2025	$35.08	Open	$54.41	+55.10%	Open	History

HII - Huntington Ingalls Industries, Inc.	Q1 2020	$182.23	Open	$282.51	+55.03%	Open	History

HY - Hyster Yale Matls Handling I	Q1 2013	$57.11	Q2 2014	$88.54	+55.03%	Closed	History

BDC - Belden Inc.	Q2 2012	$33.34	Q1 2013	$51.66	+54.95%	Closed	History

ESRT - Empire State Realty Trust, Inc.	Q3 2022	$6.54	Q1 2024	$10.13	+54.89%	Closed	History

ALB - Albemarle Corp.	Q3 2025	$81.08	Open	$125.58	+54.88%	Open	History

CDNA - CareDx, Inc.	Q4 2025	$18.84	Open	$29.18	+54.88%	Open	History

DVAX - Dynavax Technologies Corp	Q3 2025	$9.93	Q4 2025	$15.38	+54.88%	Closed	History

HAR - Harman Intl Inds Inc	Q2 2016	$71.82	Q4 2016	$111.16	+54.78%	Closed	History

ITA - iShares U.S. Aerospace & Defense ETF	Q1 2025	$153.10	Open	$236.96	+54.77%	Open	History

HIMS - Hims & Hers Health, Inc.	Q4 2022	$6.41	Q1 2023	$9.92	+54.76%	Closed	History

SKX - Skechers U S A Inc	Q3 2018	$27.93	Q4 2019	$43.18	+54.60%	Closed	History

MRVL - Marvell Technology, Inc.	Q4 2016	$13.87	Q2 2018	$21.44	+54.58%	Closed	History

VRNS - Varonis Sys Inc	Q3 2023	$30.54	Q1 2024	$47.17	+54.45%	Closed	History

AG31 - Apollo Global Mgmt Inc	Q1 2021	$46.91	Q4 2021	$72.43	+54.40%	Closed	History

LFUS - Littelfuse, Inc.	Q1 2023	$268.09	Open	$413.87	+54.38%	Open	History

RIO - Rio Tinto Group	Q1 2025	$60.08	Open	$92.75	+54.38%	Open	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q3 2014	$103.17	Q1 2018	$159.24	+54.35%	Closed	History

AEHR - Aehr Test Systems, Inc.	Q4 2022	$20.10	Q1 2023	$31.02	+54.33%	Closed	History

NVS - Novartis AG	Q4 2010	$28.98	Q1 2012	$44.72	+54.33%	Closed	History

NMRK - Newmark Group, Inc.	Q2 2024	$10.23	Open	$15.78	+54.25%	Open	History

PNW - Pinnacle West Capital Corp.	Q4 2021	$70.65	Open	$108.96	+54.23%	Open	History

TNL - Travel + Leisure Co.	Q1 2024	$48.96	Open	$75.48	+54.16%	Open	History

MDAS - Medassets Inc	Q3 2015	$20.06	Q4 2015	$30.92	+54.14%	Closed	History

SC - Santander Consumer Usa Hldgs	Q1 2021	$27.04	Q3 2021	$41.68	+54.14%	Closed	History

PPO - Polypore Intl Inc	Q4 2013	$38.90	Q2 2015	$59.92	+54.04%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 2024	$133.11	Open	$204.90	+53.93%	Open	History

DHR - Danaher Corp.	Q3 2012	$37.07	Q1 2015	$57.06	+53.92%	Closed	History

PJT - PJT Partners Inc.	Q2 2020	$51.44	Q3 2021	$79.12	+53.81%	Closed	History

ESRX - Express Scripts Hldg Co	Q3 2013	$61.80	Q3 2018	$95.01	+53.74%	Closed	History

HUBG - Hub Group, Inc.	Q4 2018	$18.53	Q4 2020	$28.49	+53.72%	Closed	History

DOV - Dover Corp.	Q1 2012	$42.15	Q2 2017	$64.77	+53.67%	Closed	History

ANAB - AnaptysBio, Inc.	Q1 2026	$36.97	Open	$56.81	+53.65%	Open	History

TGNA - Tegna Inc	Q4 2018	$10.87	Q4 2019	$16.70	+53.63%	Closed	History

UVV - Universal Corp.	Q2 2011	$37.66	Q2 2013	$57.85	+53.61%	Closed	History

FBP - First Bancorp P R	Q1 2023	$11.42	Q1 2024	$17.54	+53.59%	Closed	History

VTV - Vanguard Value Index Fund ETF Shares	Q2 2023	$142.10	Open	$218.21	+53.56%	Open	History

CRUS - Cirrus Logic, Inc.	Q3 2019	$53.58	Q4 2020	$82.27	+53.55%	Closed	History

TSS - Total Sys Svcs Inc	Q3 2014	$30.99	Q1 2016	$47.58	+53.53%	Closed	History

TWC - Time Warner Cable Inc	Q1 2013	$95.96	Q2 2014	$147.32	+53.52%	Closed	History

GPN - Global Payments Inc.	Q1 2012	$23.73	Q2 2014	$36.43	+53.50%	Closed	History

BC - Brunswick Corp.	Q3 2019	$52.12	Open	$79.97	+53.43%	Open	History

VNT - Vontier Corp.	Q4 2022	$19.33	Open	$29.65	+53.39%	Open	History

FOE - Ferro Corp	Q1 2012	$5.94	Q3 2013	$9.11	+53.37%	Closed	History

BHE - Benchmark Electronics, Inc.	Q4 2012	$16.62	Q2 2014	$25.48	+53.31%	Closed	History

ANET - Arista Networks, Inc.	Q1 2016	$3.94	Q4 2016	$6.05	+53.30%	Closed	History

VSXY - Victorias Secret & Co.	Q3 2021	$55.30	Open	$84.76	+53.27%	Open	History

PLD - Prologis, Inc.	Q2 2020	$93.35	Open	$143.05	+53.24%	Open	History

SIX - Six Flags Entmt Corp New	Q1 2020	$12.55	Q2 2020	$19.23	+53.23%	Closed	History

NE - Noble Corp. plc	Q2 2025	$26.55	Open	$40.66	+53.15%	Open	History

SKT - Tanger Inc.	Q2 2023	$22.07	Q1 2025	$33.79	+53.10%	Closed	History

LIVN - LivaNova PLC	Q3 2024	$52.54	Open	$80.41	+53.05%	Open	History

TDC - Teradata Corp.	Q2 2020	$20.81	Open	$31.85	+53.05%	Open	History

DHT - DHT Holdings, Inc.	Q3 2022	$7.56	Q2 2024	$11.57	+53.04%	Closed	History

TRGP - Targa Resources Corp.	Q3 2021	$49.26	Q1 2022	$75.37	+53.00%	Closed	History

XERS - Xeris Biopharma Holdings, Inc.	Q1 2025	$5.49	Open	$8.40	+52.91%	Open	History

TMH - Team Health Holdings Inc	Q3 2013	$37.94	Q3 2014	$58.01	+52.90%	Closed	History

INGR - Ingredion Inc.	Q2 2012	$49.50	Q3 2020	$75.68	+52.89%	Closed	History

WWE - World Wrestling Entmt Inc	Q3 2017	$23.57	Q1 2018	$36.01	+52.78%	Closed	History

HAS - Hasbro, Inc.	Q4 2014	$54.99	Q2 2016	$83.99	+52.74%	Closed	History

OSK - Oshkosh Corp.	Q4 2024	$95.07	Open	$145.17	+52.70%	Open	History

SNX - TD SYNNEX Corp.	Q3 2025	$163.75	Open	$249.95	+52.64%	Open	History

CVX - Chevron Corp.	Q4 2016	$117.70	Open	$179.64	+52.63%	Open	History

JBTM - JBT Marel Corp.	Q3 2012	$16.33	Q3 2013	$24.90	+52.48%	Closed	History

VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	Q2 2023	$54.41	Open	$82.95	+52.45%	Open	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2011	$58.72	Q4 2011	$89.49	+52.41%	Closed	History

RGC - Regal Entmt Group	Q4 2010	$0.31	Q2 2013	$0.47	+52.39%	Closed	History

ATO - Atmos Energy Corp.	Q2 2024	$116.65	Open	$177.73	+52.36%	Open	History

GIL - Gildan Activewear Inc.	Q4 2016	$25.37	Q2 2019	$38.65	+52.35%	Closed	History

SVW - Servicemaster Global Hldgs I	Q4 2018	$36.74	Q3 2019	$55.95	+52.29%	Closed	History

ETR - Entergy Corp.	Q4 2024	$75.82	Open	$115.46	+52.28%	Open	History

RUN - Sunrun Inc	Q2 2024	$11.86	Q3 2024	$18.06	+52.28%	Closed	History

1468826D - National Finl Partners Corp	Q1 2011	$14.74	Q1 2013	$22.44	+52.24%	Closed	History

AN - AutoNation, Inc.	Q4 2012	$39.70	Q4 2014	$60.41	+52.17%	Closed	History

CIFR - Cipher Digital Inc.	Q1 2026	$12.87	Open	$19.58	+52.14%	Open	History

CE1 - Career Education Corp	Q4 2017	$12.09	Q4 2019	$18.39	+52.11%	Closed	History

CENTA - Central Garden & Pet Co.	Q3 2016	$19.84	Q4 2017	$30.17	+52.06%	Closed	History

KAI - Kadant Inc.	Q3 2015	$39.06	Q1 2017	$59.38	+52.02%	Closed	History

EXAS - Exact Sciences Corp	Q2 2016	$12.22	Q3 2016	$18.57	+51.96%	Closed	History

IJR - iShares Core S&P Small-Cap ETF	Q1 2023	$96.70	Open	$146.91	+51.92%	Open	History

SMAR - Smartsheet Inc	Q2 2022	$31.48	Q4 2023	$47.82	+51.91%	Closed	History

BRC - Brady Corp.	Q2 2015	$24.74	Q4 2016	$37.54	+51.74%	Closed	History

CTVA - Corteva, Inc.	Q4 2020	$38.74	Q4 2022	$58.78	+51.73%	Closed	History

CHH - Choice Hotels International, Inc.	Q3 2018	$83.31	Q1 2024	$126.35	+51.66%	Closed	History

BDC - Belden Inc.	Q4 2023	$77.25	Q3 2024	$117.13	+51.62%	Closed	History

BLBD - Blue Bird Corp.	Q3 2023	$21.35	Q1 2025	$32.37	+51.62%	Closed	History

EEFT - Euronet Worldwide, Inc.	Q3 2014	$47.77	Q4 2015	$72.43	+51.62%	Closed	History

KS - Kapstone Paper & Packaging C	Q4 2017	$226.40	Q1 2018	$343.10	+51.55%	Closed	History

SKYW - SkyWest, Inc.	Q2 2020	$32.62	Q3 2021	$49.39	+51.41%	Closed	History

LNTH - Lantheus Holdings, Inc.	Q3 2016	$8.25	Q1 2017	$12.49	+51.39%	Closed	History

CARR - Carrier Global Corp.	Q1 2022	$45.88	Open	$69.45	+51.37%	Open	History

SWK - Stanley Black & Decker, Inc.	Q2 2014	$87.79	Q2 2018	$132.82	+51.29%	Closed	History

VFVA - Vanguard Wellington Fd	Q1 2025	$10.30	Q2 2025	$15.58	+51.26%	Closed	History

ROCK - Gibraltar Inds Inc	Q4 2019	$50.42	Q2 2021	$76.26	+51.25%	Closed	History

CBST - Cubist Pharmaceuticals Inc	Q4 2012	$42.05	Q3 2013	$63.55	+51.13%	Closed	History

1627457D - Pep Boys Manny Moe & Jack	Q3 2015	$12.19	Q4 2015	$18.41	+51.03%	Closed	History

SRX - Sra Intl Inc	Q4 2010	$20.47	Q2 2011	$30.91	+51.00%	Closed	History

AKAM - Akamai Technologies, Inc.	Q2 2018	$73.23	Q3 2020	$110.57	+50.99%	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.