Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · Median return: 0%

⚠ 25 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
WMT - Walmart Inc.	Q4 2011	$19.94	Open	$113.70	+470.21%	Open	History

NXST - Nexstar Media Group, Inc.	Q4 2011	$7.81	Q3 2013	$44.50	+469.78%	Closed	History

HPE - Hewlett Packard Enterprise Co.	Q4 2015	$8.83	Open	$49.56	+460.99%	Open	History

MSFT - Microsoft Corp.	Q2 2017	$68.93	Open	$384.93	+458.44%	Open	History

AET - Aetna Inc New	Q3 2011	$36.38	Q3 2018	$202.85	+457.59%	Closed	History

HLT - Hilton Worldwide Holdings Inc.	Q1 2017	$58.46	Open	$325.86	+457.41%	Open	History

CLSK - CleanSpark, Inc.	Q3 2023	$3.81	Q1 2024	$21.21	+456.69%	Closed	History

JPM - JPMorgan Chase & Co.	Q2 2016	$62.15	Open	$342.89	+451.71%	Open	History

GE - GE Aerospace	Q3 2021	$64.18	Open	$353.73	+451.13%	Open	History

V - Visa Inc.	Q1 2015	$65.41	Open	$356.02	+444.29%	Open	History

WTS - Watts Water Technologies, Inc.	Q4 2016	$65.21	Open	$350.00	+436.73%	Open	History

FCX - Freeport-McMoRan Inc.	Q2 2020	$11.57	Open	$61.95	+435.44%	Open	History

VICR - Vicor Corp.	Q3 2025	$49.72	Open	$264.50	+431.98%	Open	History

RGEN - Repligen Corp.	Q3 2015	$27.85	Open	$147.13	+428.29%	Open	History

EME - EMCOR Group, Inc.	Q4 2022	$148.11	Open	$774.74	+423.08%	Open	History

GTLS - Chart Inds Inc	Q1 2020	$28.99	Q2 2021	$146.37	+404.90%	Closed	History

MCO - Moody's Corp.	Q3 2015	$98.21	Open	$494.73	+403.75%	Open	History

QCOR - Questcor Pharmaceuticals Inc	Q3 2012	$18.47	Q2 2014	$92.49	+400.76%	Closed	History

EXAS - Exact Sciences Corp	Q1 2017	$23.62	Q2 2019	$118.07	+399.87%	Closed	History

MPC - Marathon Petroleum Corp.	Q3 2019	$60.75	Open	$303.40	+399.42%	Open	History

HUM - Humana Inc.	Q2 2013	$84.32	Q1 2021	$419.21	+397.17%	Closed	History

BLDP - Ballard Pwr Sys Inc New	Q3 2019	$4.93	Q1 2021	$24.31	+393.10%	Closed	History

EBAY - eBay Inc.	Q4 2013	$23.09	Open	$112.54	+387.32%	Open	History

CENX - Century Aluminum Co.	Q1 2020	$3.62	Q1 2021	$17.63	+387.02%	Closed	History

SM - SM Energy Co.	Q4 2020	$6.12	Open	$29.72	+385.62%	Open	History

RYTM - Rhythm Pharmaceuticals, Inc.	Q3 2023	$22.92	Open	$109.96	+379.76%	Open	History

ETN - Eaton Corp. plc	Q3 2018	$86.73	Open	$415.52	+379.10%	Open	History

EVR - Evercore Inc.	Q4 2018	$71.48	Open	$342.20	+378.74%	Open	History

AST - Aspen Technology Inc	Q3 2013	$34.58	Q1 2022	$165.43	+378.40%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q1 2017	$17.98	Open	$85.75	+376.81%	Open	History

PH - Parker-Hannifin Corp.	Q3 2020	$202.37	Open	$964.55	+376.63%	Open	History

ODFL - Old Dominion Freight Line, Inc.	Q1 2019	$48.14	Open	$228.61	+374.92%	Open	History

AGX - Argan, Inc.	Q1 2025	$131.17	Open	$620.74	+373.23%	Open	History

ON - ON Semiconductor Corp.	Q2 2020	$19.81	Open	$93.73	+373.14%	Open	History

CTAS - Cintas Corp.	Q4 2017	$38.96	Open	$184.33	+373.13%	Open	History

SMTC - Semtech Corp.	Q2 2024	$29.88	Open	$141.36	+373.09%	Open	History

ADMA - ADMA Biologics, Inc.	Q4 2022	$3.88	Q4 2025	$18.24	+370.10%	Closed	History

INTC - Intel Corp.	Q3 2013	$22.95	Open	$107.76	+369.54%	Open	History

AME - AMETEK, Inc.	Q1 2016	$49.98	Open	$233.96	+368.11%	Open	History

AN - AutoNation, Inc.	Q2 2019	$41.94	Open	$196.28	+368.00%	Open	History

JBL - Jabil Inc.	Q4 2021	$70.25	Open	$326.82	+365.22%	Open	History

UI - Ubiquiti Inc.	Q3 2019	$118.21	Open	$549.51	+364.86%	Open	History

TGTX - TG Therapeutics, Inc.	Q4 2022	$11.83	Open	$54.89	+363.99%	Open	History

RSG - Republic Services, Inc.	Q1 2016	$47.65	Open	$220.03	+361.76%	Open	History

ACH - Owens & Minor Inc New	Q1 2020	$9.17	Q2 2021	$42.34	+361.72%	Closed	History

CEG - Constellation Energy Corp.	Q1 2022	$56.25	Open	$256.43	+355.88%	Open	History

ARWR - Arrowhead Pharmaceuticals, Inc.	Q2 2025	$15.80	Open	$71.91	+355.13%	Open	History

AZO - AutoZone, Inc.	Q2 2015	$666.67	Open	$3,032.07	+354.81%	Open	History

GNRC - Generac Holdings Inc.	Q4 2017	$49.52	Open	$225.12	+354.60%	Open	History

TUPBQ - Tupperware Brands Corp	Q2 2020	$4.71	Q3 2021	$21.10	+347.98%	Closed	History

NET - Cloudflare, Inc.	Q3 2023	$63.04	Open	$281.75	+346.94%	Open	History

RRR - Red Rock Resorts, Inc.	Q2 2020	$10.91	Q1 2022	$48.55	+345.00%	Closed	History

FFIV - F5, Inc.	Q4 2012	$97.11	Open	$431.26	+344.09%	Open	History

BE - Bloom Energy Corp.	Q1 2025	$19.66	Q4 2025	$86.89	+341.96%	Closed	History

SWKS - Skyworks Solutions, Inc.	Q2 2013	$21.90	Q2 2018	$96.65	+341.32%	Closed	History

COST - Costco Wholesale Corp.	Q2 2018	$208.96	Open	$921.75	+341.11%	Open	History

AEIS - Advanced Energy Industries, Inc.	Q4 2011	$10.73	Q3 2016	$47.31	+340.91%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2022	$52.27	Open	$230.11	+340.23%	Open	History

MRNA - Moderna, Inc.	Q1 2020	$29.92	Q1 2021	$131.22	+338.57%	Closed	History

SKYW - SkyWest, Inc.	Q1 2023	$22.17	Open	$97.19	+338.39%	Open	History

LOW - Lowe's Companies, Inc.	Q3 2013	$47.61	Open	$207.68	+336.21%	Open	History

EXPD - Expeditors International of Washington, Inc.	Q4 2011	$40.90	Open	$178.22	+335.75%	Open	History

TPR - Tapestry, Inc.	Q4 2020	$31.09	Open	$135.36	+335.38%	Open	History

BKR - Baker Hughes Co.	Q3 2020	$13.29	Open	$57.78	+334.73%	Open	History

WELL - Welltower Inc.	Q1 2018	$54.38	Open	$236.00	+333.98%	Open	History

SPGI - S&P Global Inc.	Q2 2016	$101.62	Open	$438.87	+331.88%	Open	History

HRI - Herc Holdings Inc.	Q1 2019	$39.00	Q1 2022	$166.89	+327.92%	Closed	History

SEZL - Sezzle Inc.	Q4 2024	$42.63	Open	$182.39	+327.81%	Open	History

CW - Curtiss-Wright Corp.	Q1 2023	$176.26	Open	$752.17	+326.74%	Open	History

VLO - Valero Energy Corp.	Q3 2021	$70.64	Open	$301.43	+326.71%	Open	History

CNC - Centene Corp.	Q4 2013	$14.74	Q4 2019	$62.87	+326.53%	Closed	History

JCI - Johnson Controls International plc	Q2 2020	$34.14	Open	$145.24	+325.42%	Open	History

AMZN - Amazon.com, Inc.	Q4 2017	$58.47	Open	$247.49	+323.28%	Open	History

CCJ - Cameco Corp.	Q3 2021	$21.71	Open	$91.57	+321.79%	Open	History

SJR - Superior Energy Svcs Inc	Q1 2019	$4.68	Q3 2019	$19.63	+319.44%	Closed	History

NUAN - Nuance Communications Inc	Q4 2018	$13.23	Q4 2021	$55.32	+318.14%	Closed	History

HALO - Halozyme Therapeutics, Inc.	Q1 2020	$17.99	Open	$75.05	+317.18%	Open	History

KKR - KKR & Co. Inc.	Q1 2020	$23.50	Open	$97.21	+313.66%	Open	History

LNWO - Scientific Games Corp	Q1 2019	$20.42	Q3 2025	$83.94	+311.07%	Closed	History

DVA - DaVita Inc.	Q3 2019	$57.07	Open	$232.41	+307.24%	Open	History

ETSY - Etsy, Inc.	Q4 2017	$20.45	Open	$83.06	+306.16%	Open	History

HRS - Harris Corp Del	Q2 2012	$41.86	Q3 2018	$169.21	+304.23%	Closed	History

CDEV - Centennial Resource Dev Inc	Q4 2020	$1.48	Q2 2022	$5.98	+304.05%	Closed	History

SPG - Simon Property Group, Inc.	Q1 2020	$54.87	Open	$221.28	+303.28%	Open	History

CYH - Community Health Systems, Inc.	Q2 2018	$3.32	Q4 2021	$13.29	+300.30%	Closed	History

MRO - Marathon Oil Corp	Q4 2020	$6.67	Q3 2024	$26.63	+299.25%	Closed	History

MP - MP Materials Corp.	Q2 2024	$12.73	Open	$50.79	+298.98%	Open	History

SFM - Sprouts Farmers Market, Inc.	Q2 2019	$18.89	Open	$75.35	+298.89%	Open	History

ANET - Arista Networks, Inc.	Q3 2023	$45.98	Open	$182.57	+297.04%	Open	History

RVMD - Revolution Medicines, Inc.	Q3 2025	$46.70	Open	$184.97	+296.08%	Open	History

MTZ - MasTec, Inc.	Q4 2021	$92.32	Open	$365.10	+295.47%	Open	History

TXG - 10x Genomics, Inc.	Q2 2025	$11.58	Open	$45.79	+295.42%	Open	History

GLW - Corning Inc.	Q4 2024	$47.52	Open	$187.64	+294.87%	Open	History

MLI - Mueller Industries, Inc.	Q4 2021	$14.85	Open	$58.39	+293.20%	Open	History

BAC - Bank of America Corp.	Q1 2015	$15.42	Open	$60.62	+293.13%	Open	History

ANSS - Ansys Inc	Q1 2016	$89.45	Q2 2025	$351.22	+292.64%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q3 2012	$17.96	Q2 2015	$70.29	+291.48%	Closed	History

IPG - Interpublic Group Cos Inc	Q3 2011	$7.19	Q3 2025	$27.91	+288.18%	Closed	History

HON - Honeywell International Inc.	Q1 2012	$57.52	Open	$222.68	+287.12%	Open	History

DASH - DoorDash, Inc.	Q4 2022	$48.82	Open	$187.79	+284.66%	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.