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
ECL - Ecolab Inc.	Q3 2019	$198.04	Open	$270.90	+36.79%	Open	History

MDRX - Allscripts Healthcare Solutn	Q1 2019	$9.54	Q1 2023	$13.05	+36.79%	Closed	History

850 - Smart Global Hldgs Inc	Q4 2017	$33.71	Q1 2021	$46.10	+36.75%	Closed	History

GRMN - Garmin Ltd.	Q1 2013	$33.05	Q3 2013	$45.19	+36.73%	Closed	History

GRC - The Gorman-Rupp Co.	Q3 2016	$25.59	Q2 2018	$34.98	+36.69%	Closed	History

NSP - Insperity, Inc.	Q1 2018	$69.67	Q2 2018	$95.22	+36.67%	Closed	History

ABT - Abbott Laboratories	Q4 2010	$23.00	Q4 2012	$31.42	+36.59%	Closed	History

HST - Host Hotels & Resorts, Inc.	Q4 2021	$17.38	Open	$23.74	+36.57%	Open	History

KLXI - Klx Inc	Q2 2017	$49.98	Q4 2017	$68.25	+36.55%	Closed	History

NLSN - Nielsen Hldgs Plc	Q4 2019	$20.30	Q3 2022	$27.72	+36.55%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q4 2022	$48.59	Q4 2024	$66.34	+36.53%	Closed	History

PCTY - Paylocity Holdings Corp.	Q2 2018	$58.91	Q3 2018	$80.41	+36.50%	Closed	History

NLOK - Symantec Corp	Q2 2013	$22.48	Q1 2017	$30.68	+36.48%	Closed	History

JHX - James Hardie Industries plc	Q3 2025	$19.21	Open	$26.21	+36.44%	Open	History

SYKE - Sykes Enterprises Inc	Q2 2011	$21.54	Q1 2017	$29.39	+36.44%	Closed	History

FND - Floor & Decor Holdings, Inc.	Q1 2021	$95.39	Q4 2021	$130.13	+36.42%	Closed	History

FLYW - Flywire Corp.	Q3 2025	$13.54	Open	$18.47	+36.41%	Open	History

PAYO - Payoneer Global Inc.	Q4 2023	$5.21	Open	$7.11	+36.37%	Open	History

SRE - Sempra	Q3 2023	$68.03	Open	$92.78	+36.37%	Open	History

SUU - Suntrust Bks Inc	Q4 2018	$50.46	Q3 2019	$68.78	+36.31%	Closed	History

AIXNY - Aixtron Se	Q4 2011	$12.71	Q1 2012	$17.32	+36.27%	Closed	History

JE - Just Energy Group Inc	Q2 2015	$5.25	Q4 2015	$7.15	+36.19%	Closed	History

BRKR - Bruker Corp.	Q4 2016	$21.17	Q2 2017	$28.83	+36.18%	Closed	History

IPGP - IPG Photonics Corp.	Q4 2018	$113.29	Q2 2019	$154.26	+36.16%	Closed	History

CATO - The Cato Corp.	Q1 2013	$24.15	Q3 2016	$32.88	+36.15%	Closed	History

MRVL - Marvell Technology, Inc.	Q1 2013	$10.57	Q4 2013	$14.39	+36.14%	Closed	History

RLD - Reald Inc	Q3 2014	$9.38	Q1 2015	$12.77	+36.14%	Closed	History

REX - Rex American Resources Corp	Q4 2013	$7.45	Q1 2015	$10.14	+36.13%	Closed	History

KMT - Kennametal Inc.	Q3 2011	$32.73	Q1 2012	$44.55	+36.11%	Closed	History

SLGN - Silgan Holdings Inc.	Q2 2012	$21.36	Q1 2015	$29.07	+36.10%	Closed	History

TMDX - TransMedics Group, Inc.	Q4 2022	$61.72	Q2 2023	$83.98	+36.07%	Closed	History

MDXG - MiMedx Group, Inc.	Q3 2014	$7.10	Q3 2015	$9.66	+36.06%	Closed	History

NGVT - Ingevity Corp.	Q2 2020	$52.57	Q1 2023	$71.52	+36.05%	Closed	History

CRK - Comstock Resources, Inc.	Q1 2025	$20.34	Q2 2025	$27.67	+36.04%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q1 2025	$55.45	Open	$75.43	+36.03%	Open	History

DELL - Dell Technologies Inc.	Q4 2020	$37.14	Q2 2021	$50.51	+36.00%	Closed	History

BAI - iShares A.I. Innovation and Tech Active ETF	Q4 2025	$33.30	Open	$45.28	+35.98%	Open	History

LZ - LegalZoom.com, Inc.	Q1 2026	$5.67	Open	$7.71	+35.98%	Open	History

CVE - Cenovus Energy Inc.	Q2 2017	$7.37	Q3 2017	$10.02	+35.96%	Closed	History

TEN - Tenneco Inc	Q4 2015	$229.55	Q1 2017	$312.10	+35.96%	Closed	History

THI - Tim Hortons Inc	Q3 2013	$57.93	Q3 2014	$78.75	+35.94%	Closed	History

ESE - ESCO Technologies Inc.	Q1 2020	$75.90	Q4 2020	$103.17	+35.93%	Closed	History

NXST - Nexstar Media Group, Inc.	Q2 2014	$51.61	Q1 2017	$70.14	+35.90%	Closed	History

AZPN - Aspen Technology Inc	Q2 2022	$183.70	Q4 2024	$249.63	+35.89%	Closed	History

CAG - Conagra Brands, Inc.	Q1 2014	$24.15	Q4 2015	$32.81	+35.87%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q2 2011	$12.86	Q1 2012	$17.47	+35.85%	Closed	History

TPCG - Tpc Group Inc	Q1 2011	$28.88	Q2 2011	$39.23	+35.84%	Closed	History

DK - Delek US Holdings, Inc.	Q3 2017	$26.73	Q3 2019	$36.30	+35.80%	Closed	History

EXTR - Extreme Networks, Inc.	Q2 2017	$9.22	Q4 2017	$12.52	+35.79%	Closed	History

ACM - Aecom	Q1 2012	$22.37	Q4 2014	$30.37	+35.76%	Closed	History

KEY - KeyCorp	Q4 2012	$8.42	Q3 2013	$11.43	+35.75%	Closed	History

STQ - Steris Corp	Q1 2012	$31.61	Q2 2013	$42.91	+35.75%	Closed	History

VEEV - Veeva Systems Inc.	Q4 2016	$40.70	Q4 2017	$55.25	+35.75%	Closed	History

EPG - El Paso Elec Co	Q4 2018	$50.11	Q1 2020	$68.01	+35.72%	Closed	History

TGI - Triumph Group Inc New	Q3 2021	$18.62	Q1 2022	$25.27	+35.71%	Closed	History

SAND - Sandstorm Gold Ltd	Q1 2019	$5.49	Q4 2019	$7.45	+35.70%	Closed	History

BSX - Boston Scientific Corp.	Q1 2020	$32.64	Q1 2022	$44.29	+35.69%	Closed	History

SLF - Sun Life Financial Inc.	Q3 2025	$60.03	Open	$81.43	+35.65%	Open	History

JRN - Journal Communications Inc	Q3 2014	$8.42	Q4 2014	$11.42	+35.63%	Closed	History

CLX - The Clorox Co.	Q1 2013	$88.54	Q4 2016	$120.08	+35.62%	Closed	History

CVEO - Civeo Corp Cda	Q4 2016	$26.28	Q1 2017	$35.64	+35.62%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2017	$43.08	Open	$58.42	+35.61%	Open	History

ATRI - Atrion Corp	Q2 2013	$218.56	Q4 2013	$296.32	+35.58%	Closed	History

ESTC - Elastic N.V.	Q3 2020	$107.71	Q4 2020	$146.03	+35.58%	Closed	History

ENTG - Entegris, Inc.	Q4 2010	$7.48	Q3 2013	$10.14	+35.56%	Closed	History

QRVO - Qorvo, Inc.	Q1 2018	$70.45	Q3 2023	$95.47	+35.51%	Closed	History

AAP - Advance Auto Parts, Inc.	Q1 2025	$39.21	Open	$53.13	+35.50%	Open	History

TDW - Tidewater Inc.	Q4 2024	$54.71	Open	$74.12	+35.48%	Open	History

TSN - Tyson Foods, Inc.	Q3 2013	$28.28	Q1 2015	$38.31	+35.47%	Closed	History

CTEF - Castellan Targeted Equity ETF	Q1 2026	$67.91	Open	$91.99	+35.46%	Open	History

CMC - Commercial Metals Co.	Q2 2015	$16.08	Q4 2016	$21.78	+35.45%	Closed	History

TRU - TransUnion	Q4 2022	$56.75	Open	$76.85	+35.42%	Open	History

AMKR - Amkor Technology, Inc.	Q3 2015	$4.49	Q4 2015	$6.08	+35.41%	Closed	History

BKU - Bankunited Inc	Q1 2013	$25.63	Q1 2014	$34.70	+35.39%	Closed	History

EQNR - Equinor ASA	Q1 2025	$26.45	Open	$35.81	+35.39%	Open	History

JBLU - JetBlue Airways Corp.	Q2 2016	$16.56	Q4 2016	$22.42	+35.39%	Closed	History

SYNA - Synaptics Inc.	Q3 2013	$44.28	Q1 2014	$59.95	+35.39%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q2 2013	$44.83	Q1 2014	$60.68	+35.37%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q2 2024	$91.13	Open	$123.34	+35.35%	Open	History

LLY - Eli Lilly and Co.	Q4 2010	$35.04	Q3 2012	$47.40	+35.27%	Closed	History

NVR - NVR, Inc.	Q3 2021	$4,797.30	Open	$6,489.18	+35.27%	Open	History

XPRO - Expro Group Holdings N.V.	Q3 2025	$11.88	Open	$16.07	+35.27%	Open	History

MATW - Matthews International Corp.	Q3 2013	$38.08	Q1 2015	$51.49	+35.22%	Closed	History

DFS - Discover Finl Svcs	Q3 2016	$56.55	Q3 2018	$76.46	+35.21%	Closed	History

SLCA - U S Silica Hldgs Inc	Q2 2022	$11.43	Q2 2024	$15.45	+35.17%	Closed	History

CACC - Credit Acceptance Corp.	Q2 2013	$105.17	Q1 2014	$142.13	+35.14%	Closed	History

EYE - National Vision Holdings, Inc.	Q4 2019	$32.43	Q1 2021	$43.82	+35.12%	Closed	History

AIRM - Air Methods Corp	Q4 2016	$31.84	Q1 2017	$43.01	+35.08%	Closed	History

VV - Vanguard Large Cap Index Fund	Q1 2025	$257.03	Open	$347.19	+35.08%	Open	History

CMC - Commercial Metals Co.	Q2 2012	$12.64	Q3 2014	$17.07	+35.05%	Closed	History

IT - Gartner, Inc.	Q1 2020	$99.58	Open	$134.48	+35.05%	Open	History

SBGI - Sinclair, Inc.	Q4 2010	$8.19	Q1 2012	$11.06	+35.04%	Closed	History

DLR - Digital Realty Trust, Inc.	Q2 2022	$129.73	Open	$175.13	+35.00%	Open	History

VRTU - Virtusa Corp	Q4 2013	$38.09	Q2 2015	$51.41	+34.97%	Closed	History

ARUN - Aruba Networks Inc	Q4 2014	$18.15	Q1 2015	$24.49	+34.93%	Closed	History

LULU - lululemon athletica inc.	Q4 2018	$121.62	Q1 2019	$164.00	+34.85%	Closed	History

OII - Oceaneering International, Inc.	Q4 2020	$7.92	Q2 2022	$10.68	+34.85%	Closed	History

HBAN - Huntington Bancshares Inc.	Q1 2013	$7.38	Q1 2014	$9.95	+34.82%	Closed	History

NYT - The New York Times Co.	Q3 2024	$55.67	Open	$75.05	+34.81%	Open	History

TRLG - True Religion Apparel Inc	Q1 2011	$23.48	Q2 2013	$31.65	+34.80%	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.