Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +21.8% · 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
WBS - Webster Financial Corp.	Q4 2012	$20.58	Q1 2014	$31.01	+50.68%	Closed	History

CEVA - Ceva Inc	Q4 2015	$23.33	Q3 2016	$35.14	+50.62%	Closed	History

SCHW - The Charles Schwab Corp.	Q3 2016	$31.55	Q4 2019	$47.52	+50.62%	Closed	History

VISN - Vistance Networks, Inc.	Q2 2022	$6.11	Q3 2022	$9.20	+50.57%	Closed	History

SNX - TD SYNNEX Corp.	Q3 2025	$163.75	Open	$246.53	+50.55%	Open	History

NE - Noble Corp. plc	Q2 2025	$26.55	Open	$39.96	+50.51%	Open	History

CAKE - The Cheesecake Factory Inc.	Q3 2025	$54.64	Open	$82.21	+50.46%	Open	History

BMS - Bemis Inc	Q4 2011	$30.07	Q4 2014	$45.24	+50.45%	Closed	History

APOG - Apogee Enterprises Inc	Q2 2023	$47.47	Q4 2024	$71.41	+50.43%	Closed	History

SFIX - Stitch Fix Inc	Q4 2018	$17.08	Q4 2019	$25.69	+50.41%	Closed	History

TFX - Teleflex Inc.	Q1 2014	$107.21	Q4 2016	$161.17	+50.33%	Closed	History

IQNT - Inteliquent Inc	Q3 2013	$9.66	Q1 2014	$14.52	+50.31%	Closed	History

ARW - Arrow Electronics, Inc.	Q3 2019	$74.66	Q3 2021	$112.21	+50.29%	Closed	History

EPAC - Enerpac Tool Group Corp	Q4 2022	$25.45	Q4 2025	$38.24	+50.26%	Closed	History

CNO - CNO Financial Group, Inc.	Q2 2024	$27.72	Q1 2025	$41.65	+50.25%	Closed	History

FYBR - Frontier Communications Pare	Q4 2023	$25.34	Q4 2025	$38.07	+50.24%	Closed	History

ROL - Rollins, Inc.	Q4 2012	$6.54	Q4 2014	$9.82	+50.18%	Closed	History

JBTM - JBT Marel Corp.	Q2 2015	$37.59	Q1 2016	$56.45	+50.17%	Closed	History

TGA - Transglobe Energy Corp	Q3 2011	$8.04	Q1 2012	$12.07	+50.12%	Closed	History

FOXF - Fox Factory Hldg Corp	Q1 2017	$28.70	Q3 2017	$43.08	+50.10%	Closed	History

BPYU - Brookfield Ppty Reit Inc	Q2 2020	$9.95	Q4 2020	$14.93	+50.05%	Closed	History

ARX - Accelerant Holdings	Q4 2012	$7.00	Q2 2014	$10.50	+50.00%	Closed	History

AVAH - Aveanna Healthcare Holdings Inc.	Q1 2026	$6.44	Open	$9.66	+50.00%	Open	History

VNT - Vontier Corp.	Q4 2022	$19.33	Open	$28.99	+49.97%	Open	History

EFV - iShares MSCI EAFE Value ETF	Q4 2024	$52.47	Open	$78.68	+49.95%	Open	History

VTWG - Vanguard Russell 2000 Growth Index Fund ETF Shares	Q1 2025	$186.36	Open	$279.36	+49.90%	Open	History

GL - Globe Life Inc.	Q4 2022	$120.55	Open	$180.64	+49.85%	Open	History

HAS - Hasbro, Inc.	Q1 2023	$53.69	Open	$80.46	+49.85%	Open	History

SKX - Skechers U S A Inc	Q3 2021	$42.11	Q2 2025	$63.10	+49.85%	Closed	History

ARMK - Aramark	Q4 2018	$20.92	Q4 2019	$31.34	+49.81%	Closed	History

DOLE - Dole plc	Q4 2022	$9.65	Q1 2025	$14.45	+49.74%	Closed	History

ICUI - ICU Medical, Inc.	Q1 2024	$107.32	Open	$160.71	+49.74%	Open	History

MITL - Mitel Networks Corp	Q2 2017	$7.36	Q3 2018	$11.02	+49.73%	Closed	History

IOG - Ion Geophysical Corp	Q4 2010	$8.48	Q1 2011	$12.69	+49.65%	Closed	History

ABM - ABM Industries Inc.	Q3 2015	$27.31	Q4 2016	$40.86	+49.62%	Closed	History

ETSY - Etsy, Inc.	Q2 2016	$9.55	Q3 2016	$14.28	+49.53%	Closed	History

CHKEUR - Chesapeake Energy Corp	Q1 2018	$3.01	Q3 2018	$4.50	+49.50%	Closed	History

TRS - TriMas Corp.	Q1 2017	$20.74	Q2 2019	$31.00	+49.47%	Closed	History

CPS - Cooper Std Hldgs Inc	Q4 2015	$77.59	Q3 2017	$115.94	+49.43%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q3 2017	$447.11	Open	$667.85	+49.37%	Open	History

BKD - Brookdale Senior Living Inc.	Q3 2011	$12.54	Q1 2012	$18.73	+49.36%	Closed	History

GWR - Genesee & Wyo Inc	Q4 2018	$74.02	Q3 2019	$110.52	+49.31%	Closed	History

HNIB - Iac Interactivecorp	Q3 2018	$216.72	Q2 2020	$323.47	+49.26%	Closed	History

GME - Gamestop Corp New	Q4 2018	$3.16	Q4 2020	$4.71	+49.21%	Closed	History

MYGN - Myriad Genetics Inc	Q4 2010	$22.83	Q4 2014	$34.06	+49.19%	Closed	History

NEWR - New Relic Inc	Q3 2022	$57.39	Q3 2023	$85.62	+49.19%	Closed	History

TBLA - Taboola.com Ltd.	Q2 2025	$3.66	Open	$5.46	+49.18%	Open	History

ADNT - Adient plc	Q1 2025	$12.86	Q4 2025	$19.17	+49.07%	Closed	History

MDXG - MiMedx Group, Inc.	Q2 2016	$7.97	Q3 2017	$11.88	+49.06%	Closed	History

PTCT - Ptc Therapeutics Inc	Q1 2025	$50.96	Q4 2025	$75.96	+49.06%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q2 2013	$13.90	Q4 2020	$20.72	+49.06%	Closed	History

PM - Philip Morris International Inc.	Q4 2010	$58.53	Q2 2012	$87.24	+49.05%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q4 2019	$152.62	Open	$227.46	+49.04%	Open	History

LNG - Cheniere Energy, Inc.	Q2 2020	$48.33	Q1 2021	$72.01	+49.00%	Closed	History

RWT - Redwood Tr Inc	Q2 2020	$7.00	Q1 2021	$10.42	+48.86%	Closed	History

LBRT - Liberty Energy Inc.	Q2 2023	$13.37	Q4 2024	$19.89	+48.77%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q2 2019	$183.23	Q3 2020	$272.43	+48.68%	Closed	History

SPHR - Sphere Entertainment Co.	Q4 2025	$95.08	Open	$141.33	+48.64%	Open	History

IWO - iShares Russell 2000 Growth ETF	Q1 2025	$255.53	Open	$379.80	+48.63%	Open	History

DCI - Donaldson Co., Inc.	Q1 2020	$38.62	Q3 2021	$57.37	+48.55%	Closed	History

LW - Lamb Weston Holdings, Inc.	Q3 2022	$77.39	Q2 2023	$114.95	+48.53%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q1 2023	$13.44	Q2 2024	$19.96	+48.51%	Closed	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q3 2020	$17.12	Q4 2020	$25.42	+48.48%	Closed	History

MGV - Vanguard Mega Cap Value Index Fund	Q4 2023	$109.37	Open	$162.35	+48.44%	Open	History

MPC - Marathon Petroleum Corp.	Q1 2012	$21.67	Q3 2013	$32.16	+48.44%	Closed	History

CLNE - Clean Energy Fuels Corp.	Q1 2025	$1.55	Open	$2.30	+48.39%	Open	History

KDN - Kaydon Corp	Q4 2012	$23.94	Q3 2013	$35.52	+48.37%	Closed	History

RADG - Rite Aid Corp	Q4 2010	$0.89	Q2 2011	$1.32	+48.31%	Closed	History

SOLV - Solventum Corp.	Q2 2024	$52.88	Open	$78.39	+48.24%	Open	History

IVW - iShares S&P 500 Growth ETF	Q1 2025	$92.83	Open	$137.55	+48.17%	Open	History

EBS - Emergent Biosolutions Inc	Q4 2015	$40.01	Q4 2018	$59.27	+48.14%	Closed	History

CRUS - Cirrus Logic, Inc.	Q1 2024	$92.56	Open	$137.08	+48.10%	Open	History

SLAB - Silicon Laboratories Inc.	Q2 2025	$147.36	Open	$218.22	+48.08%	Open	History

NFG - National Fuel Gas Co.	Q1 2024	$53.72	Open	$79.52	+48.02%	Open	History

SSNC - SS&C Technologies Holdings, Inc.	Q2 2017	$38.41	Q3 2018	$56.84	+47.98%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 2012	$32.81	Q3 2013	$48.55	+47.97%	Closed	History

RVTY - Revvity, Inc.	Q1 2020	$75.27	Open	$111.37	+47.95%	Open	History

SPB - Spectrum Brands Holdings, Inc.	Q4 2025	$59.08	Open	$87.39	+47.92%	Open	History

CARR - Carrier Global Corp.	Q1 2022	$45.88	Open	$67.86	+47.91%	Open	History

PAYC - Paycom Software, Inc.	Q2 2018	$98.82	Open	$146.15	+47.90%	Open	History

SSP - Scripps E W Co Ohio	Q3 2016	$11.92	Q1 2017	$17.63	+47.86%	Closed	History

CON - Concentra Group Holdings Parent, Inc.	Q3 2025	$20.93	Open	$30.93	+47.78%	Open	History

KND - Kindred Healthcare Inc	Q2 2013	$13.13	Q3 2014	$19.40	+47.75%	Closed	History

UNVR - Univar Solutions Inc	Q4 2019	$24.26	Q2 2023	$35.84	+47.73%	Closed	History

TTC - The Toro Co.	Q2 2016	$44.16	Q4 2017	$65.21	+47.68%	Closed	History

ACLS - Axcelis Technologies, Inc.	Q2 2020	$27.87	Q1 2021	$41.13	+47.58%	Closed	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q2 2017	$79.72	Q3 2017	$117.65	+47.58%	Closed	History

KT2 - Knight Transn Inc	Q1 2013	$16.11	Q2 2014	$23.77	+47.55%	Closed	History

CMP - Compass Minerals International, Inc.	Q2 2025	$20.09	Open	$29.63	+47.49%	Open	History

TLRYN - Tilray Brands Inc	Q2 2023	$1.56	Q4 2023	$2.30	+47.44%	Closed	History

VVV - Valvoline Inc	Q1 2020	$13.11	Q2 2020	$19.33	+47.44%	Closed	History

IRM - Iron Mountain Inc.	Q4 2015	$27.00	Q2 2016	$39.78	+47.33%	Closed	History

JACK - Jack In The Box Inc	Q2 2014	$59.84	Q2 2015	$88.16	+47.33%	Closed	History

MATX - Matson, Inc.	Q3 2024	$142.62	Open	$210.12	+47.33%	Open	History

VTR - Ventas, Inc.	Q1 2018	$49.54	Q3 2019	$72.98	+47.32%	Closed	History

DJCO - Daily Journal Corp.	Q1 2025	$397.70	Open	$585.82	+47.30%	Open	History

MTD - Mettler-Toledo International Inc.	Q4 2012	$193.38	Q3 2015	$284.74	+47.24%	Closed	History

DESTQ - Destination Maternity Corp	Q2 2012	$21.60	Q3 2013	$31.80	+47.22%	Closed	History

LGIH - Lgi Homes Inc	Q4 2018	$45.16	Q1 2025	$66.47	+47.19%	Closed	History

MAS - Masco Corp.	Q3 2011	$6.26	Q4 2011	$9.21	+47.19%	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.