Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12340 trades · 10592 closed · 1748 open · Win rate: 42.5% · Avg return: +22% · 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
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

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

ACA - Arcosa, Inc.	Q3 2022	$57.30	Q4 2023	$82.64	+44.22%	Closed	History

PEP - PepsiCo, Inc.	Q1 2012	$66.30	Q1 2015	$95.62	+44.22%	Closed	History

RIVN - Rivian Automotive, Inc.	Q1 2025	$12.45	Open	$17.96	+44.22%	Open	History

TECK - Teck Resources Ltd.	Q1 2022	$40.40	Open	$58.25	+44.18%	Open	History

VOOG - Vanguard S&P 500 Growth Index Fund ETF Shares	Q3 2024	$57.55	Open	$82.97	+44.17%	Open	History

KBAL - Kimball Intl Inc	Q3 2016	$12.93	Q4 2017	$18.64	+44.16%	Closed	History

PKG - Packaging Corp. of America	Q1 2015	$78.19	Q1 2018	$112.70	+44.14%	Closed	History

NDSN - Nordson Corp.	Q1 2021	$198.59	Open	$286.22	+44.13%	Open	History

CVRS - Corindus Vascular Robotics I	Q2 2019	$2.97	Q3 2019	$4.28	+44.11%	Closed	History

TGI - Triumph Group Inc New	Q3 2011	$48.73	Q3 2013	$70.22	+44.10%	Closed	History

TSS - Total Sys Svcs Inc	Q1 2012	$23.07	Q4 2013	$33.24	+44.08%	Closed	History

LFUS - Littelfuse, Inc.	Q4 2010	$47.10	Q1 2013	$67.85	+44.06%	Closed	History

VXUS - Vanguard Total International Stock Index Fund ETF Shares	Q4 2024	$58.93	Open	$84.90	+44.06%	Open	History

GTN - Gray Media, Inc.	Q2 2013	$7.20	Q1 2014	$10.37	+44.03%	Closed	History

MGK - Vanguard Mega Cap Growth Index Fund	Q1 2025	$61.78	Open	$88.94	+43.96%	Open	History

IDXX - IDEXX Laboratories, Inc.	Q3 2020	$393.18	Open	$565.94	+43.94%	Open	History

ITRI - Itron, Inc.	Q3 2011	$29.48	Q2 2013	$42.42	+43.89%	Closed	History

VAP - Valspar Corp	Q4 2011	$38.96	Q3 2012	$56.05	+43.87%	Closed	History

KTB - Kontoor Brands, Inc.	Q3 2022	$33.64	Q1 2023	$48.39	+43.85%	Closed	History

ARDX - Ardelyx, Inc.	Q1 2023	$4.79	Q3 2024	$6.89	+43.84%	Closed	History

NOC - Northrop Grumman Corp.	Q3 2016	$213.95	Q2 2018	$307.69	+43.81%	Closed	History

RUSHA - Rush Enterprises, Inc.	Q1 2025	$53.41	Open	$76.80	+43.79%	Open	History

PAHC - Phibro Animal Health Corp.	Q2 2014	$21.93	Q4 2014	$31.53	+43.78%	Closed	History

SDGR - Schrödinger, Inc.	Q1 2026	$11.36	Open	$16.33	+43.75%	Open	History

JNPR - Juniper Networks Inc	Q3 2023	$27.79	Q2 2025	$39.93	+43.68%	Closed	History

NCI - Navigant Consulting Inc	Q4 2017	$776.80	Q3 2019	$1,115.60	+43.61%	Closed	History

AZZ - AZZ Inc.	Q3 2014	$41.77	Q2 2016	$59.98	+43.60%	Closed	History

PTC - PTC Inc.	Q1 2013	$25.50	Q4 2014	$36.61	+43.57%	Closed	History

STE - STERIS plc	Q2 2019	$148.88	Open	$213.74	+43.57%	Open	History

AFFX - Affymetrix Inc	Q3 2013	$6.20	Q2 2014	$8.90	+43.55%	Closed	History

KTOS - Kratos Defense & Security Solutions, Inc.	Q1 2024	$18.38	Q4 2024	$26.38	+43.53%	Closed	History

PODD - Insulet Corp.	Q2 2019	$119.25	Q4 2019	$171.15	+43.52%	Closed	History

KOP - Koppers Holdings Inc.	Q3 2016	$32.18	Q3 2017	$46.18	+43.51%	Closed	History

SYY - Sysco Corp.	Q2 2013	$34.15	Q3 2016	$49.01	+43.51%	Closed	History

JNPR - Juniper Networks Inc	Q3 2013	$19.86	Q2 2022	$28.50	+43.50%	Closed	History

PLXS - Plexus Corp.	Q1 2020	$54.53	Q4 2020	$78.22	+43.44%	Closed	History

BBCA - JPMorgan BetaBuilders Canada ETF	Q1 2025	$71.56	Open	$102.61	+43.38%	Open	History

ODD - Oddity Tech Ltd	Q1 2024	$43.45	Q3 2025	$62.30	+43.38%	Closed	History

SNAP - Snap Inc.	Q1 2019	$11.02	Q3 2019	$15.80	+43.38%	Closed	History

RRR - Red Rock Resorts, Inc.	Q4 2024	$46.24	Open	$66.30	+43.37%	Open	History

MDU - MDU Resources Group, Inc.	Q1 2020	$8.18	Q4 2021	$11.72	+43.30%	Closed	History

PTLA - Portola Pharmaceuticals Inc	Q1 2017	$39.19	Q2 2017	$56.16	+43.30%	Closed	History

IXUS - iShares Core MSCI Total International Stock ETF	Q4 2024	$66.14	Open	$94.77	+43.29%	Open	History

HOTT - Hot Topic Inc	Q2 2012	$9.69	Q1 2013	$13.88	+43.24%	Closed	History

CDNA - CareDx, Inc.	Q4 2018	$25.15	Q2 2019	$36.01	+43.18%	Closed	History

SMSC - Standard Microsystems Corp	Q4 2011	$25.76	Q2 2012	$36.88	+43.17%	Closed	History

IEMG - iShares Core MSCI Emerging Markets ETF	Q1 2022	$55.55	Open	$79.51	+43.12%	Open	History

BAH - Booz Allen Hamilton Holdings Corp.	Q4 2018	$45.07	Open	$64.50	+43.11%	Open	History

GPK - Graphic Packaging Holdings Co.	Q1 2014	$10.16	Q1 2015	$14.54	+43.11%	Closed	History

OGE - OGE Energy Corp.	Q1 2024	$34.30	Open	$49.06	+43.03%	Open	History

BOOT - Boot Barn Holdings, Inc.	Q1 2021	$62.27	Q3 2021	$89.05	+43.01%	Closed	History

DG - Dollar General Corp.	Q1 2016	$85.59	Open	$122.40	+43.01%	Open	History

RLRN - Renaissance Learning Inc	Q1 2011	$11.75	Q3 2011	$16.80	+42.98%	Closed	History

HAL - Halliburton Co.	Q4 2019	$24.47	Open	$34.98	+42.93%	Open	History

C - Citigroup Inc.	Q3 2016	$47.23	Q1 2018	$67.50	+42.92%	Closed	History

ALLY - Ally Financial Inc.	Q4 2020	$35.68	Q3 2021	$50.99	+42.91%	Closed	History

WIFI - Boingo Wireless Inc	Q2 2017	$14.96	Q3 2017	$21.37	+42.85%	Closed	History

CNM - Core & Main, Inc.	Q2 2023	$31.34	Open	$44.77	+42.84%	Open	History

DENN - Dennys Corp	Q1 2012	$4.04	Q1 2013	$5.77	+42.82%	Closed	History

GDXJ - VanEck Junior Gold Miners ETF	Q2 2025	$67.59	Open	$96.53	+42.82%	Open	History

IQNT - Inteliquent Inc	Q1 2016	$16.05	Q4 2016	$22.92	+42.80%	Closed	History

HPY - Heartland Pmt Sys Inc	Q1 2012	$28.86	Q2 2014	$41.21	+42.79%	Closed	History

FE - FirstEnergy Corp.	Q2 2017	$29.15	Q1 2019	$41.62	+42.78%	Closed	History

VSM - Versum Matls Inc	Q2 2018	$37.07	Q3 2019	$52.93	+42.78%	Closed	History

MAT - Mattel, Inc.	Q1 2019	$13.00	Q3 2021	$18.56	+42.77%	Closed	History

RNG - RingCentral, Inc.	Q2 2025	$28.35	Open	$40.47	+42.75%	Open	History

AA - Alcoa Corp.	Q4 2023	$34.00	Open	$48.53	+42.74%	Open	History

AIN - Albany International Corp.	Q4 2011	$23.11	Q2 2013	$32.97	+42.67%	Closed	History

KELYA - Kelly Svcs Inc	Q1 2016	$19.13	Q4 2017	$27.29	+42.66%	Closed	History

MRTN - Marten Trans Ltd	Q2 2013	$6.27	Q2 2014	$8.94	+42.63%	Closed	History

TKR - The Timken Co.	Q3 2020	$54.25	Q4 2020	$77.37	+42.62%	Closed	History

URBN - Urban Outfitters, Inc.	Q3 2020	$20.80	Q3 2021	$29.66	+42.60%	Closed	History

FSCI - Fisher Communications Inc	Q4 2011	$28.82	Q2 2013	$41.09	+42.57%	Closed	History

VTHR - Vanguard Russell 3000 Index Fund ETF Shares	Q1 2024	$232.96	Open	$332.06	+42.54%	Open	History

HHC - Howard Hughes Corp	Q3 2022	$55.37	Q2 2023	$78.92	+42.53%	Closed	History

WK - Workiva Inc.	Q4 2020	$91.59	Q4 2021	$130.53	+42.52%	Closed	History

CRWN - Crown Media Hldgs Inc	Q2 2013	$2.47	Q4 2014	$3.52	+42.51%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 2023	$143.23	Open	$204.08	+42.48%	Open	History

WEC - WEC Energy Group, Inc.	Q2 2018	$64.64	Q4 2020	$92.10	+42.48%	Closed	History

SXI - Standex International Corp.	Q4 2025	$217.28	Open	$309.56	+42.47%	Open	History

RSP - Invesco S&P 500 Equal Weight ETF	Q2 2023	$149.64	Open	$213.14	+42.44%	Open	History

IM - Ingram Micro Inc	Q2 2015	$25.03	Q3 2016	$35.65	+42.43%	Closed	History

UA - Under Armour, Inc.	Q4 2025	$4.80	Open	$6.84	+42.40%	Open	History

CNW - Con-Way Inc	Q3 2012	$27.36	Q2 2013	$38.95	+42.36%	Closed	History

GDX - VanEck Gold Miners ETF	Q2 2025	$52.06	Open	$74.10	+42.34%	Open	History

MTH - Meritage Homes Corp.	Q3 2023	$61.20	Q4 2023	$87.10	+42.33%	Closed	History

RTEC - Rudolph Technologies Inc	Q3 2015	$12.46	Q3 2016	$17.73	+42.30%	Closed	History

MCHP - Microchip Technology Inc.	Q2 2020	$52.61	Q2 2021	$74.85	+42.27%	Closed	History

CVNA - Carvana Co.	Q2 2018	$8.31	Q3 2018	$11.82	+42.24%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q2 2013	$33.91	Q2 2015	$48.22	+42.20%	Closed	History

SYA - Symetra Finl Corp	Q3 2011	$8.13	Q1 2012	$11.56	+42.19%	Closed	History

CHRS - Charming Shoppes Inc	Q2 2011	$4.15	Q1 2012	$5.90	+42.17%	Closed	History

FLR - Fluor Corp.	Q1 2025	$35.82	Open	$50.93	+42.17%	Open	History

DD - DuPont de Nemours, Inc.	Q2 2019	$94.23	Open	$133.77	+41.96%	Open	History

PMTG - Parametric Technology Corp	Q3 2011	$15.34	Q3 2012	$21.77	+41.92%	Closed	History

IMO - Imperial Oil Ltd.	Q1 2020	$11.29	Q2 2020	$16.02	+41.90%	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.