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
TWTR - Twitter Inc	Q2 2020	$29.79	Q3 2022	$43.84	+47.16%	Closed	History

EA - Electronic Arts Inc.	Q2 2018	$140.98	Open	$207.43	+47.13%	Open	History

RCL - Royal Caribbean Cruises Ltd.	Q2 2014	$55.63	Q1 2015	$81.80	+47.04%	Closed	History

ENSG - The Ensign Group, Inc.	Q3 2020	$57.08	Q4 2021	$83.92	+47.02%	Closed	History

PSX - Phillips 66	Q2 2013	$58.88	Q1 2016	$86.51	+46.93%	Closed	History

VMC - Vulcan Materials Co.	Q4 2022	$175.11	Q4 2024	$257.23	+46.90%	Closed	History

MTG - MGIC Investment Corp.	Q4 2015	$8.85	Q1 2018	$13.00	+46.89%	Closed	History

SAM - The Boston Beer Co., Inc.	Q3 2011	$72.69	Q1 2012	$106.77	+46.88%	Closed	History

VAL - Valaris Ltd.	Q1 2022	$51.92	Open	$76.26	+46.88%	Open	History

RRGB - Red Robin Gourmet Burgers In	Q3 2011	$24.05	Q4 2012	$35.31	+46.82%	Closed	History

SYK - Stryker Corp.	Q1 2012	$55.46	Q1 2014	$81.42	+46.81%	Closed	History

XLNX - Xilinx Inc	Q4 2013	$45.93	Q4 2017	$67.43	+46.81%	Closed	History

BX - Blackstone Inc.	Q1 2023	$87.84	Open	$128.92	+46.77%	Open	History

ACHC - Acadia Healthcare Co., Inc.	Q2 2025	$22.69	Open	$33.30	+46.76%	Open	History

AL -	Q4 2021	$44.26	Open	$64.94	+46.72%	Open	History

IBM - International Business Machines Corp.	Q1 2018	$146.68	Open	$215.13	+46.66%	Open	History

VYX - NCR Voyix Corp.	Q2 2019	$19.09	Q2 2021	$27.99	+46.64%	Closed	History

XEC - Cimarex Energy Co	Q1 2021	$59.46	Q3 2021	$87.18	+46.62%	Closed	History

DYAX - Dyax Corp	Q2 2014	$9.59	Q4 2014	$14.06	+46.61%	Closed	History

ENSG - The Ensign Group, Inc.	Q4 2018	$36.29	Q2 2019	$53.20	+46.61%	Closed	History

ESAB - ESAB Corp.	Q1 2023	$59.07	Open	$86.60	+46.60%	Open	History

CIBR - First Trust NASDAQ Cybersecurity ETF	Q4 2024	$63.45	Open	$93.01	+46.59%	Open	History

ROST - Ross Stores, Inc.	Q2 2014	$33.07	Q3 2015	$48.47	+46.59%	Closed	History

NVE - Nv Energy Inc	Q1 2012	$16.11	Q3 2013	$23.61	+46.55%	Closed	History

JAH - Jarden Corp	Q4 2011	$29.85	Q2 2013	$43.74	+46.53%	Closed	History

KSS - Kohl's Corp.	Q4 2020	$40.73	Q1 2021	$59.68	+46.53%	Closed	History

TECD - Tech Data Corp	Q1 2015	$57.82	Q3 2016	$84.72	+46.52%	Closed	History

ACIA - Acacia Communications Inc	Q2 2016	$40.00	Q1 2017	$58.59	+46.48%	Closed	History

FC - Franklin Covey Co	Q2 2013	$13.49	Q1 2014	$19.76	+46.48%	Closed	History

STMP - Stamps Com Inc	Q3 2013	$45.94	Q1 2015	$67.29	+46.47%	Closed	History

CIFR - Cipher Digital Inc.	Q1 2026	$12.87	Open	$18.85	+46.46%	Open	History

TROW - T. Rowe Price Group, Inc.	Q1 2015	$80.98	Open	$118.59	+46.44%	Open	History

IWN - iShares Russell 2000 Value ETF	Q1 2025	$150.98	Open	$221.04	+46.40%	Open	History

STE3EUR - Steris Plc	Q4 2017	$87.45	Q1 2019	$128.02	+46.39%	Closed	History

CTVA - Corteva, Inc.	Q4 2024	$56.96	Open	$83.36	+46.35%	Open	History

ACCO - ACCO Brands Corp.	Q1 2016	$8.98	Q1 2017	$13.14	+46.33%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q1 2023	$40.40	Open	$59.12	+46.32%	Open	History

SQSP - Squarespace Inc	Q1 2023	$31.77	Q3 2024	$46.43	+46.14%	Closed	History

EPR - EPR Properties	Q3 2011	$37.07	Q1 2012	$54.17	+46.13%	Closed	History

BRSWQ - Bristow Group Inc	Q3 2016	$14.02	Q4 2016	$20.48	+46.08%	Closed	History

XCRA - Xcerra Corp	Q2 2017	$9.77	Q3 2018	$14.27	+46.06%	Closed	History

TRP - TC Energy Corp.	Q1 2025	$47.21	Open	$68.94	+46.03%	Open	History

WTW - Willis Towers Watson Public Ltd. Co.	Q2 2022	$197.42	Open	$288.28	+46.02%	Open	History

SENS1GBP - Senseonics Hldgs Inc	Q1 2021	$2.63	Q2 2021	$3.84	+46.01%	Closed	History

QQQM - Invesco NASDAQ 100 ETF	Q3 2024	$200.85	Open	$293.24	+46.00%	Open	History

TRIN - Trinity Capital Inc.	Q4 2020	$81.89	Q4 2021	$119.56	+46.00%	Closed	History

BMRN - BioMarin Pharmaceutical Inc.	Q4 2019	$84.56	Q2 2020	$123.42	+45.96%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q2 2020	$62.39	Q2 2021	$91.05	+45.94%	Closed	History

AH9D - Amc Entmt Hldgs Inc	Q1 2018	$14.05	Q3 2018	$20.50	+45.91%	Closed	History

FORM - FormFactor, Inc.	Q1 2020	$20.12	Q2 2020	$29.35	+45.87%	Closed	History

LUV - Southwest Airlines Co.	Q1 2025	$33.58	Open	$48.98	+45.86%	Open	History

IQV - IQVIA Holdings Inc.	Q1 2020	$108.07	Q3 2020	$157.58	+45.81%	Closed	History

IREUR - Ingersoll-Rand Plc	Q4 2018	$91.23	Q4 2019	$132.92	+45.70%	Closed	History

TRHC - Tabula Rasa Healthcare Inc	Q1 2018	$38.74	Q1 2019	$56.44	+45.69%	Closed	History

SWY - Safeway Inc	Q4 2012	$18.09	Q1 2013	$26.35	+45.66%	Closed	History

FEIC - Fei Co	Q1 2011	$33.71	Q1 2012	$49.10	+45.65%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q3 2016	$46.74	Q4 2017	$68.06	+45.61%	Closed	History

IRF - International Rectifier Corp	Q1 2014	$27.41	Q4 2014	$39.90	+45.57%	Closed	History

BKH - Black Hills Corp.	Q3 2015	$41.33	Q1 2016	$60.15	+45.54%	Closed	History

RAMP - LiveRamp Holdings, Inc.	Q1 2025	$26.14	Open	$38.05	+45.54%	Open	History

BZ - Boise Inc	Q1 2013	$8.66	Q3 2013	$12.60	+45.50%	Closed	History

WPM - Wheaton Precious Metals Corp.	Q3 2019	$26.25	Q1 2021	$38.19	+45.49%	Closed	History

WFC - Wells Fargo & Co.	Q4 2012	$34.14	Q1 2014	$49.66	+45.46%	Closed	History

WING - Wingstop Inc.	Q4 2022	$137.62	Q2 2023	$200.16	+45.44%	Closed	History

TKR - The Timken Co.	Q4 2011	$27.70	Q2 2013	$40.26	+45.32%	Closed	History

TSN - Tyson Foods, Inc.	Q3 2015	$43.10	Q2 2017	$62.63	+45.31%	Closed	History

CNX - CNX Resources Corp.	Q3 2022	$15.54	Q3 2023	$22.58	+45.30%	Closed	History

PGNY - Progyny, Inc.	Q1 2025	$22.34	Open	$32.46	+45.30%	Open	History

BCPC - Balchem Corp	Q1 2012	$30.25	Q1 2013	$43.94	+45.26%	Closed	History

J - Jacobs Solutions Inc.	Q3 2022	$89.77	Open	$130.38	+45.24%	Open	History

AYX - Alteryx Inc	Q1 2019	$83.87	Q4 2020	$121.79	+45.21%	Closed	History

CCIX - Coleman Cable Inc	Q2 2013	$18.06	Q4 2013	$26.22	+45.18%	Closed	History

IWM - iShares Russell 2000 ETF	Q2 2024	$202.89	Open	$294.56	+45.18%	Open	History

BDC - Belden Inc.	Q4 2015	$47.68	Q1 2017	$69.19	+45.11%	Closed	History

VISN - Vistance Networks, Inc.	Q2 2025	$8.28	Open	$12.02	+45.11%	Open	History

WBMD - Webmd Health Corp	Q3 2013	$28.52	Q1 2014	$41.37	+45.06%	Closed	History

ICVT - iShares Convertible Bond ETF	Q1 2024	$79.83	Open	$115.75	+45.00%	Open	History

BEAT - Biotelemetry Inc	Q1 2018	$31.03	Q2 2018	$44.98	+44.96%	Closed	History

ICFI - ICF International, Inc.	Q4 2017	$52.49	Q1 2019	$76.08	+44.94%	Closed	History

RGEN - Repligen Corp.	Q4 2013	$13.65	Q4 2014	$19.78	+44.91%	Closed	History

HGGG - Hhgregg Inc	Q4 2012	$7.02	Q2 2014	$10.17	+44.87%	Closed	History

LAD - Lithia Motors, Inc.	Q1 2023	$228.93	Open	$331.66	+44.87%	Open	History

BR - Broadridge Financial Solutions, Inc.	Q2 2020	$126.22	Q4 2021	$182.82	+44.84%	Closed	History

COF - Capital One Financial Corp.	Q2 2016	$63.51	Q2 2018	$91.98	+44.83%	Closed	History

BALL - Ball Corp.	Q1 2012	$21.46	Q3 2015	$31.08	+44.80%	Closed	History

LIN - Linde plc	Q1 2023	$355.44	Open	$514.40	+44.72%	Open	History

ATEC - Alphatec Holdings, Inc.	Q3 2025	$14.54	Q4 2025	$21.04	+44.70%	Closed	History

JACK - Jack In The Box Inc	Q1 2013	$34.58	Q4 2013	$50.02	+44.65%	Closed	History

1694289D - Tessera Technologies Inc	Q3 2014	$26.57	Q3 2016	$38.43	+44.64%	Closed	History

WEB - Web Com Group Inc	Q1 2017	$19.30	Q3 2018	$27.90	+44.56%	Closed	History

TQNT - Triquint Semiconductor Inc	Q3 2014	$19.06	Q4 2014	$27.55	+44.54%	Closed	History

MOH - Molina Healthcare, Inc.	Q3 2011	$15.45	Q4 2011	$22.33	+44.53%	Closed	History

IMKTA - Ingles Markets, Inc.	Q4 2020	$42.72	Q1 2021	$61.73	+44.50%	Closed	History

BIGGQ - Big Lots Inc	Q3 2013	$37.09	Q3 2017	$53.57	+44.43%	Closed	History

PBR - Petróleo Brasileiro S.A. - Petrobras	Q1 2021	$8.48	Q2 2021	$12.24	+44.34%	Closed	History

ACHC - Acadia Healthcare Co., Inc.	Q4 2016	$33.10	Q3 2017	$47.76	+44.29%	Closed	History

DFTT - DF Tactical 30 ETF	Q1 2026	$18.90	Open	$27.27	+44.29%	Open	History

SDGR - Schrödinger, Inc.	Q1 2026	$11.36	Open	$16.39	+44.28%	Open	History

RMD - ResMed Inc.	Q1 2020	$147.36	Q4 2020	$212.59	+44.27%	Closed	History

RNG - RingCentral, Inc.	Q2 2025	$28.35	Open	$40.89	+44.23%	Open	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.