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
BYD - Boyd Gaming Corp.	Q1 2014	$13.20	Q2 2016	$18.37	+39.17%	Closed	History

MS - Morgan Stanley	Q2 2015	$38.79	Q1 2018	$53.97	+39.13%	Closed	History

FTV - Fortive Corp.	Q3 2016	$32.10	Q3 2017	$44.64	+39.08%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q2 2024	$267.51	Open	$372.02	+39.07%	Open	History

PAG - Penske Automotive Group, Inc.	Q1 2025	$143.98	Open	$200.15	+39.01%	Open	History

AMCX - Amc Networks Inc	Q2 2012	$35.54	Q4 2012	$49.39	+38.97%	Closed	History

BLUE - Bluebird Bio Inc	Q2 2017	$105.07	Q3 2018	$145.97	+38.93%	Closed	History

KYNB - Fibrogen Inc	Q3 2015	$548.00	Q4 2015	$761.00	+38.87%	Closed	History

IBI - Interline Brands Inc	Q4 2011	$15.56	Q1 2012	$21.60	+38.82%	Closed	History

CLVT - Clarivate Plc	Q2 2020	$22.33	Q3 2020	$30.99	+38.78%	Closed	History

RAL - Ralliant Corp.	Q2 2025	$48.49	Open	$67.30	+38.78%	Open	History

PFE - Pfizer Inc.	Q1 2012	$21.48	Q3 2015	$29.80	+38.74%	Closed	History

TEL - TE Connectivity plc	Q2 2013	$45.59	Q4 2014	$63.25	+38.74%	Closed	History

SPRY - ARS Pharmaceuticals, Inc.	Q1 2025	$12.58	Q2 2025	$17.45	+38.71%	Closed	History

TDOC - Teladoc Inc	Q1 2017	$25.02	Q2 2017	$34.70	+38.69%	Closed	History

GME - Gamestop Corp New	Q4 2010	$5.72	Q1 2016	$7.93	+38.68%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2018	$107.64	Q4 2019	$149.27	+38.68%	Closed	History

ABCO - Advisory Brd Co	Q1 2016	$32.26	Q3 2016	$44.73	+38.65%	Closed	History

SANM - Sanmina Corporation	Q2 2016	$26.79	Q3 2017	$37.14	+38.63%	Closed	History

TDY - Teledyne Technologies Inc.	Q4 2015	$88.71	Q4 2016	$122.97	+38.62%	Closed	History

PSMT - PriceSmart, Inc.	Q2 2019	$51.15	Q4 2019	$70.90	+38.61%	Closed	History

VMW - Vmware Inc	Q3 2015	$78.79	Q3 2017	$109.19	+38.58%	Closed	History

BTE - Baytex Energy Corp.	Q3 2024	$2.97	Open	$4.12	+38.55%	Open	History

GES - Guess Inc	Q2 2025	$12.09	Q4 2025	$16.75	+38.54%	Closed	History

RIG - Transocean Ltd.	Q4 2024	$3.75	Open	$5.20	+38.53%	Open	History

ALLE - Allegion plc	Q4 2018	$79.80	Q2 2019	$110.53	+38.51%	Closed	History

PLUS - Eplus Inc	Q2 2014	$14.54	Q1 2016	$20.14	+38.50%	Closed	History

LM - Legg Mason Inc	Q4 2019	$35.92	Q2 2020	$49.73	+38.45%	Closed	History

CVI - CVR Energy, Inc.	Q1 2025	$19.40	Q2 2025	$26.85	+38.40%	Closed	History

FWLT - Foster Wheeler Ag	Q1 2013	$22.85	Q3 2014	$31.62	+38.38%	Closed	History

CALM - Cal-Maine Foods, Inc.	Q2 2024	$61.11	Open	$84.54	+38.34%	Open	History

GIS - General Mills, Inc.	Q2 2012	$38.55	Q4 2014	$53.32	+38.31%	Closed	History

IONS - Ionis Pharmaceuticals, Inc.	Q2 2025	$39.51	Open	$54.64	+38.29%	Open	History

GRUB - Grubhub Inc	Q2 2016	$31.06	Q3 2016	$42.95	+38.28%	Closed	History

MSCI - MSCI Inc.	Q2 2012	$34.01	Q3 2014	$47.03	+38.28%	Closed	History

BBSI - Barrett Business Services In	Q4 2012	$9.52	Q1 2013	$13.16	+38.27%	Closed	History

VRNT - Verint Sys Inc	Q2 2013	$35.46	Q2 2014	$49.03	+38.27%	Closed	History

EXPO - Exponent, Inc.	Q3 2011	$10.33	Q3 2012	$14.28	+38.26%	Closed	History

GNTX - Gentex Corp.	Q2 2016	$15.45	Q1 2017	$21.36	+38.25%	Closed	History

IDV - iShares International Select Dividend ETF	Q1 2025	$31.02	Open	$42.89	+38.25%	Open	History

EXP - Eagle Materials Inc.	Q2 2016	$77.15	Q3 2017	$106.65	+38.24%	Closed	History

MOG.A - Moog Inc	Q3 2016	$59.54	Q1 2018	$82.29	+38.21%	Closed	History

VECO - Veeco Instruments Inc.	Q4 2022	$18.58	Q2 2023	$25.68	+38.21%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q1 2018	$68.82	Q4 2019	$95.11	+38.20%	Closed	History

MUSA - Murphy USA Inc.	Q3 2013	$40.40	Q2 2015	$55.82	+38.17%	Closed	History

DATA - Tableau Software Inc	Q4 2018	$120.02	Q2 2019	$165.81	+38.15%	Closed	History

ANET - Arista Networks, Inc.	Q2 2017	$9.36	Q3 2020	$12.93	+38.14%	Closed	History

CIR - Circor Intl Inc	Q4 2012	$39.60	Q1 2015	$54.70	+38.13%	Closed	History

ENS - EnerSys	Q4 2025	$146.75	Open	$202.70	+38.13%	Open	History

SUU - Suntrust Bks Inc	Q1 2013	$28.83	Q1 2014	$39.82	+38.12%	Closed	History

APLS - Apellis Pharmaceuticals, Inc.	Q1 2023	$65.96	Q2 2023	$91.10	+38.11%	Closed	History

1411788D - Cascade Corp	Q2 2012	$47.06	Q1 2013	$64.99	+38.10%	Closed	History

ULTA - Ulta Beauty, Inc.	Q1 2018	$204.27	Q3 2018	$282.09	+38.10%	Closed	History

PENN - PENN Entertainment, Inc.	Q1 2026	$15.03	Open	$20.75	+38.06%	Open	History

TTEK - Tetra Tech, Inc.	Q3 2016	$7.09	Q1 2018	$9.79	+38.06%	Closed	History

ATVI - Activision Blizzard Inc	Q4 2016	$36.12	Q1 2017	$49.86	+38.04%	Closed	History

BXC - BlueLinx Holdings Inc.	Q3 2023	$82.09	Q4 2023	$113.31	+38.03%	Closed	History

WWD - Woodward, Inc.	Q3 2023	$124.26	Q3 2024	$171.51	+38.03%	Closed	History

NYX - Nyse Euronext	Q1 2012	$30.03	Q2 2013	$41.44	+38.00%	Closed	History

FMC - FMC Corp.	Q3 2018	$75.61	Q2 2023	$104.34	+37.99%	Closed	History

AEG - Aegon Ltd.	Q1 2025	$6.59	Open	$9.09	+37.94%	Open	History

FANG - Diamondback Energy, Inc.	Q2 2025	$137.40	Open	$189.47	+37.90%	Open	History

HBAN - Huntington Bancshares Inc.	Q3 2022	$13.17	Open	$18.16	+37.89%	Open	History

SHW - The Sherwin-Williams Co.	Q4 2015	$86.54	Q3 2017	$119.33	+37.89%	Closed	History

VRTV - Veritiv Corp	Q4 2021	$122.52	Q3 2023	$168.90	+37.86%	Closed	History

CMC - Commercial Metals Co.	Q4 2019	$22.27	Q2 2021	$30.70	+37.85%	Closed	History

TECK - Teck Resources Ltd.	Q1 2020	$7.56	Q2 2020	$10.42	+37.83%	Closed	History

CHS - Chicos Fas Inc	Q1 2023	$5.50	Q4 2023	$7.58	+37.82%	Closed	History

TW - Tradeweb Markets Inc.	Q1 2020	$42.09	Q3 2020	$58.01	+37.82%	Closed	History

SAIA - Saia, Inc.	Q3 2025	$299.36	Open	$412.55	+37.81%	Open	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q4 2018	$42.39	Q4 2019	$58.41	+37.79%	Closed	History

MCK - McKesson Corp.	Q4 2010	$70.40	Q4 2012	$96.98	+37.76%	Closed	History

VAC - Marriott Vactins Worldwid Co	Q1 2019	$93.51	Q4 2019	$128.78	+37.72%	Closed	History

WLY - John Wiley & Sons, Inc.	Q4 2023	$31.74	Q4 2024	$43.71	+37.71%	Closed	History

KCI - Kinetic Concepts Inc	Q4 2010	$41.85	Q2 2011	$57.62	+37.68%	Closed	History

GGG - Graco Inc.	Q1 2012	$17.68	Q3 2014	$24.32	+37.60%	Closed	History

NVR - NVR, Inc.	Q1 2019	$2,770.27	Q4 2019	$3,811.76	+37.60%	Closed	History

CRVL - CorVel Corp.	Q1 2013	$8.25	Q3 2014	$11.35	+37.56%	Closed	History

SBRA - Sabra Health Care REIT, Inc.	Q4 2023	$14.27	Open	$19.62	+37.49%	Open	History

XLF - State Street Financial Select Sector SPDR ETF	Q2 2024	$41.11	Open	$56.52	+37.47%	Open	History

CSRA - Csra Inc	Q4 2015	$30.00	Q1 2018	$41.23	+37.43%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q1 2025	$130.58	Open	$179.45	+37.43%	Open	History

RDFN - Redfin Corp	Q3 2020	$49.96	Q4 2020	$68.66	+37.43%	Closed	History

A - Agilent Technologies, Inc.	Q2 2020	$88.39	Q3 2022	$121.43	+37.38%	Closed	History

AAL - American Airlines Group Inc.	Q3 2016	$36.61	Q2 2017	$50.28	+37.34%	Closed	History

OLED - Universal Display Corp.	Q2 2018	$85.99	Q3 2018	$118.08	+37.32%	Closed	History

TR - Tootsie Roll Inds Inc	Q4 2011	$16.64	Q4 2014	$22.84	+37.26%	Closed	History

PWR - Quanta Services, Inc.	Q2 2013	$26.47	Q3 2014	$36.32	+37.21%	Closed	History

CXW* - Corrections Corp Amer New	Q1 2011	$24.39	Q3 2012	$33.45	+37.15%	Closed	History

SNI - Scripps Networks Interact In	Q2 2016	$62.27	Q4 2017	$85.38	+37.11%	Closed	History

XLI - State Street Industrial Select Sector SPDR ETF	Q1 2025	$131.07	Open	$179.70	+37.10%	Open	History

ALLY - Ally Financial Inc.	Q1 2020	$14.45	Q2 2020	$19.81	+37.09%	Closed	History

MCHP - Microchip Technology Inc.	Q4 2016	$32.06	Q4 2017	$43.94	+37.06%	Closed	History

OI - O-I Glass Inc	Q4 2022	$16.57	Q1 2023	$22.71	+37.05%	Closed	History

MBFI - Mb Financial Inc New	Q4 2012	$19.78	Q2 2014	$27.10	+37.01%	Closed	History

UCTT - Ultra Clean Holdings, Inc.	Q1 2017	$16.86	Q4 2017	$23.10	+37.01%	Closed	History

LNC - Lincoln National Corp.	Q4 2020	$50.22	Q3 2021	$68.79	+36.98%	Closed	History

TYL - Tyler Technologies, Inc.	Q2 2018	$222.10	Open	$303.93	+36.84%	Open	History

BF.B - Brown-Forman CL B	Q1 2017	$36.94	Q3 2018	$50.55	+36.83%	Closed	History

VAR - Varian Med Sys Inc	Q2 2012	$60.76	Q2 2014	$83.13	+36.82%	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.