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
NOC - Northrop Grumman Corp.	Q3 2019	$374.77	Open	$531.65	+41.86%	Open	History

LPLA - LPL Financial Holdings Inc.	Q1 2016	$24.83	Q4 2016	$35.22	+41.84%	Closed	History

TALO - Talos Energy Inc.	Q4 2024	$9.71	Open	$13.77	+41.81%	Open	History

GAS - Agl Res Inc	Q2 2015	$46.56	Q2 2016	$66.01	+41.77%	Closed	History

RRC - Range Resources Corp.	Q3 2022	$25.26	Open	$35.81	+41.77%	Open	History

KERX - Keryx Biopharmaceuticals Inc	Q1 2016	$4.67	Q2 2016	$6.62	+41.76%	Closed	History

WMK - Weis Markets, Inc.	Q2 2015	$42.16	Q1 2017	$59.75	+41.72%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2011	$131.97	Q1 2014	$187.01	+41.71%	Closed	History

MDR - Mcdermott Intl Inc	Q3 2015	$4.30	Q1 2018	$6.09	+41.63%	Closed	History

SCHW - The Charles Schwab Corp.	Q2 2021	$72.80	Open	$103.09	+41.61%	Open	History

CRL - Charles River Laboratories International, Inc.	Q4 2016	$76.36	Q3 2017	$108.03	+41.47%	Closed	History

SKWD - Skyward Specialty Ins Group	Q1 2024	$37.41	Q1 2025	$52.92	+41.46%	Closed	History

AIN - Albany International Corp.	Q1 2026	$52.21	Open	$73.85	+41.45%	Open	History

NVRO - Nevro Corp	Q2 2016	$73.80	Q3 2016	$104.39	+41.45%	Closed	History

SNTS - Santarus Inc	Q3 2013	$22.59	Q4 2013	$31.95	+41.43%	Closed	History

IPAR - Interparfums, Inc.	Q4 2012	$19.46	Q3 2014	$27.50	+41.32%	Closed	History

KAI - Kadant Inc.	Q2 2020	$99.76	Q4 2020	$140.94	+41.28%	Closed	History

MW - Mens Wearhouse Inc	Q1 2013	$33.42	Q3 2014	$47.21	+41.26%	Closed	History

TTEK - Tetra Tech, Inc.	Q4 2023	$33.39	Q3 2024	$47.16	+41.26%	Closed	History

UA - Under Armour, Inc.	Q4 2025	$4.80	Open	$6.78	+41.25%	Open	History

ROC - Rockwood Hldgs Inc	Q4 2010	$39.13	Q2 2011	$55.26	+41.22%	Closed	History

SJM - The J. M. Smucker Co.	Q2 2012	$75.53	Q2 2014	$106.56	+41.08%	Closed	History

XT - iShares Future Exponential Technologies ETF	Q1 2025	$57.56	Open	$81.20	+41.07%	Open	History

ANDVUSD - Tesoro Corp	Q3 2014	$60.98	Q1 2016	$86.01	+41.05%	Closed	History

TNC - Tennant Co.	Q4 2012	$43.95	Q3 2013	$61.99	+41.05%	Closed	History

WBC - Wabco Hldgs Inc	Q2 2012	$52.93	Q2 2013	$74.66	+41.05%	Closed	History

DOOR - Masonite Intl Corp	Q3 2023	$93.22	Q1 2024	$131.45	+41.01%	Closed	History

D7A - Aptiv Plc	Q4 2017	$84.84	Q1 2022	$119.58	+40.95%	Closed	History

CRI - Carter's, Inc.	Q3 2012	$53.85	Q3 2013	$75.89	+40.93%	Closed	History

HOT - Starwood Hotels&resorts Wrld	Q4 2012	$57.35	Q2 2014	$80.82	+40.92%	Closed	History

STRZA - Starz	Q1 2013	$22.15	Q3 2016	$31.19	+40.81%	Closed	History

PA5 - Pall Corp	Q3 2012	$63.58	Q1 2014	$89.47	+40.72%	Closed	History

MRTX - Mirati Therapeutics Inc	Q1 2019	$73.20	Q2 2019	$102.99	+40.70%	Closed	History

HMA - Health Mgmt Assoc Inc New	Q4 2012	$9.32	Q4 2013	$13.11	+40.67%	Closed	History

MRK - Merck & Co., Inc.	Q1 2011	$31.52	Q2 2013	$44.33	+40.66%	Closed	History

IAUX - i-80 Gold Corp.	Q3 2025	$0.96	Open	$1.35	+40.63%	Open	History

ERI - Eldorado Resorts Inc	Q3 2019	$39.89	Q3 2020	$56.09	+40.61%	Closed	History

SNCY - Sun Country Airlines Holdings Inc	Q2 2025	$11.75	Open	$16.52	+40.60%	Open	History

HSII - Heidrick & Struggles Intl In	Q2 2012	$17.50	Q1 2015	$24.60	+40.57%	Closed	History

TRIN - Trinity Capital Inc.	Q4 2018	$48.29	Q1 2020	$67.87	+40.55%	Closed	History

ROKU - Roku, Inc.	Q1 2019	$64.47	Q2 2019	$90.59	+40.51%	Closed	History

CDN1 - Arbitron Inc	Q3 2011	$33.06	Q2 2013	$46.45	+40.50%	Closed	History

ANF - Abercrombie & Fitch Co.	Q4 2017	$17.43	Q2 2018	$24.48	+40.45%	Closed	History

EG - Everest Group, Ltd.	Q1 2013	$129.87	Q2 2015	$182.30	+40.37%	Closed	History

WNC - Wabash Natl Corp	Q3 2022	$15.56	Q2 2024	$21.84	+40.36%	Closed	History

FELE - Franklin Elec Inc	Q4 2019	$57.40	Q2 2021	$80.54	+40.31%	Closed	History

HTLD - Heartland Express, Inc.	Q1 2026	$10.40	Open	$14.59	+40.29%	Open	History

WBMD - Webmd Health Corp	Q3 2014	$41.82	Q2 2017	$58.65	+40.24%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q2 2012	$40.24	Q2 2013	$56.41	+40.18%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q1 2014	$55.76	Q4 2015	$78.13	+40.12%	Closed	History

NXT - Nextracker Inc	Q3 2023	$40.16	Q1 2024	$56.27	+40.11%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q2 2025	$232.45	Open	$325.67	+40.10%	Open	History

CSOD - Cornerstone Ondemand Inc	Q1 2018	$39.06	Q1 2019	$54.71	+40.07%	Closed	History

FNDX - Schwab Fundamental U.S. Large Co. ETF	Q1 2024	$22.46	Open	$31.46	+40.05%	Open	History

PNR - Pentair plc	Q4 2019	$45.87	Open	$64.23	+40.03%	Open	History

AZTA - Azenta, Inc.	Q4 2016	$17.04	Q4 2017	$23.86	+40.02%	Closed	History

NI - NiSource Inc.	Q2 2024	$28.81	Q2 2025	$40.34	+40.02%	Closed	History

OPCH - Option Care Health, Inc.	Q4 2024	$23.20	Q2 2025	$32.48	+40.00%	Closed	History

DLTR - Dollar Tree, Inc.	Q4 2013	$56.43	Q2 2015	$78.99	+39.98%	Closed	History

SNOW - Snowflake Inc.	Q2 2021	$241.95	Q4 2021	$338.56	+39.93%	Closed	History

ABM - ABM Industries Inc.	Q2 2018	$29.19	Q4 2021	$40.84	+39.91%	Closed	History

FOXF - Fox Factory Hldg Corp	Q4 2018	$58.88	Q2 2019	$82.38	+39.91%	Closed	History

NSA - National Storage Affiliates Trust	Q3 2023	$31.74	Open	$44.40	+39.89%	Open	History

PCRX - Pacira BioSciences, Inc.	Q1 2019	$38.01	Q3 2022	$53.16	+39.86%	Closed	History

VMI - Valmont Industries, Inc.	Q4 2011	$90.81	Q4 2014	$127.00	+39.85%	Closed	History

ADI - Analog Devices, Inc.	Q2 2015	$64.19	Q1 2020	$89.75	+39.82%	Closed	History

CVGW - Calavo Growers Inc	Q2 2014	$33.83	Q4 2014	$47.28	+39.76%	Closed	History

CIR - Circor Intl Inc	Q1 2016	$46.40	Q4 2016	$64.84	+39.74%	Closed	History

WKC - World Kinect Corp.	Q3 2013	$37.31	Q4 2013	$52.13	+39.72%	Closed	History

MTG - MGIC Investment Corp.	Q1 2020	$6.35	Q3 2020	$8.87	+39.69%	Closed	History

DHI - D.R. Horton, Inc.	Q3 2015	$29.36	Q2 2018	$41.01	+39.68%	Closed	History

K - Kellogg Co	Q3 2013	$58.73	Q3 2025	$82.02	+39.66%	Closed	History

LEN - Lennar Corp.	Q4 2017	$61.28	Open	$85.56	+39.62%	Open	History

PCLN - Priceline Grp Inc	Q4 2015	$1,274.91	Q1 2017	$1,779.98	+39.62%	Closed	History

MRVL - Marvell Technology, Inc.	Q2 2020	$35.09	Q1 2021	$48.99	+39.61%	Closed	History

NVCR - Novocure Ltd	Q1 2019	$48.22	Q1 2020	$67.32	+39.61%	Closed	History

AEL - American Eqty Invt Life Hld	Q3 2022	$37.33	Q2 2023	$52.11	+39.59%	Closed	History

MENT - Mentor Graphics Corp	Q2 2015	$26.43	Q4 2016	$36.89	+39.58%	Closed	History

PENN - PENN Entertainment, Inc.	Q1 2026	$15.03	Open	$20.98	+39.55%	Open	History

GDDY - GoDaddy Inc.	Q4 2017	$50.28	Q2 2019	$70.16	+39.54%	Closed	History

TNS - Tns Inc	Q1 2011	$15.57	Q1 2012	$21.72	+39.50%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q3 2015	$26.42	Q4 2016	$36.84	+39.44%	Closed	History

TPTX - Turning Point Therapeutics I	Q3 2020	$87.32	Q4 2020	$121.72	+39.40%	Closed	History

OSIS - OSI Systems, Inc.	Q1 2017	$72.99	Q2 2021	$101.74	+39.39%	Closed	History

SITC - Site Centers Corp	Q1 2020	$20.72	Q3 2020	$28.88	+39.38%	Closed	History

HW - Headwaters Inc	Q4 2015	$16.85	Q1 2017	$23.48	+39.35%	Closed	History

GPI - Group 1 Automotive, Inc.	Q2 2013	$64.32	Q4 2014	$89.62	+39.33%	Closed	History

RAL - Ralliant Corp.	Q2 2025	$48.49	Open	$67.56	+39.33%	Open	History

LLFLQ - Lumber Liquidators Hldgs Inc	Q3 2020	$22.05	Q4 2020	$30.72	+39.32%	Closed	History

TTWO - Take-Two Interactive Software, Inc.	Q2 2017	$73.38	Q3 2017	$102.22	+39.30%	Closed	History

WDR - Waddell & Reed Finl Inc	Q2 2018	$17.99	Q1 2021	$25.06	+39.30%	Closed	History

ENR - Energizer Hldgs Inc New	Q1 2020	$30.29	Q4 2020	$42.19	+39.29%	Closed	History

NFG - National Fuel Gas Co.	Q1 2020	$37.27	Q3 2023	$51.91	+39.28%	Closed	History

PXD - Pioneer Nat Res Co	Q4 2020	$114.06	Q1 2021	$158.86	+39.28%	Closed	History

NXST - Nexstar Media Group, Inc.	Q2 2018	$73.39	Q3 2019	$102.21	+39.27%	Closed	History

JOE - The St. Joe Co.	Q4 2020	$42.50	Q1 2022	$59.18	+39.25%	Closed	History

TGNA - Tegna Inc	Q4 2020	$13.94	Q4 2025	$19.41	+39.24%	Closed	History

PFSI - Pennymac Finl Svcs Inc New	Q2 2020	$41.78	Q3 2020	$58.17	+39.23%	Closed	History

NTNX - Nutanix, Inc.	Q4 2017	$35.29	Q1 2018	$49.12	+39.19%	Closed	History

TREX - Trex Co., Inc.	Q3 2012	$4.27	Q2 2013	$5.94	+39.19%	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.