Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.6% · Avg return: +21.9% · 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
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

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

ICUI - ICU Medical, Inc.	Q2 2011	$43.73	Q1 2013	$58.94	+34.78%	Closed	History

RATE - Bankrate Inc Del	Q3 2015	$10.35	Q3 2017	$13.95	+34.78%	Closed	History

CRS - Carpenter Technology Corp.	Q2 2020	$24.30	Q3 2021	$32.74	+34.73%	Closed	History

WSM - Williams-Sonoma, Inc.	Q3 2013	$28.09	Q4 2014	$37.85	+34.73%	Closed	History

CHDN - Churchill Downs Inc.	Q3 2017	$34.37	Q3 2018	$46.29	+34.71%	Closed	History

EQNR - Equinor ASA	Q1 2025	$26.45	Open	$35.63	+34.71%	Open	History

CPB - The Campbell's Co.	Q4 2018	$33.00	Q1 2024	$44.45	+34.70%	Closed	History

AGP - Amerigroup Corp	Q4 2010	$43.87	Q4 2011	$59.09	+34.69%	Closed	History

FISV - Fiserv, Inc.	Q2 2017	$61.17	Q3 2018	$82.38	+34.67%	Closed	History

VISN - Vistance Networks, Inc.	Q1 2014	$24.66	Q3 2017	$33.21	+34.67%	Closed	History

LNC - Lincoln National Corp.	Q2 2024	$31.10	Open	$41.88	+34.66%	Open	History

USNA - USANA Health Sciences, Inc.	Q1 2011	$17.26	Q3 2012	$23.24	+34.65%	Closed	History

COUP - Coupa Software Inc	Q3 2022	$58.81	Q4 2022	$79.17	+34.62%	Closed	History

NOVT - Novanta Inc	Q4 2018	$62.96	Q1 2019	$84.73	+34.58%	Closed	History

PEN - Penumbra, Inc.	Q4 2024	$237.48	Open	$319.60	+34.58%	Open	History

CVA - Covanta Hldg Corp	Q4 2011	$13.70	Q4 2012	$18.43	+34.53%	Closed	History

OMN - Omnova Solutions Inc	Q1 2012	$6.75	Q2 2014	$9.08	+34.52%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q1 2025	$55.45	Open	$74.58	+34.50%	Open	History

SEIC - SEI Investments Co.	Q3 2011	$15.39	Q1 2012	$20.70	+34.50%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q1 2023	$66.22	Q1 2024	$89.01	+34.42%	Closed	History

VV - Vanguard Large Cap Index Fund	Q1 2025	$257.03	Open	$345.50	+34.42%	Open	History

HITT - Hittite Microwave Corp	Q2 2013	$58.00	Q2 2014	$77.95	+34.40%	Closed	History

MA - Mastercard Inc.	Q4 2010	$22.41	Q2 2011	$30.12	+34.40%	Closed	History

ANGI - Angi Inc.	Q2 2024	$19.20	Q3 2024	$25.80	+34.38%	Closed	History

RDN - Radian Group Inc.	Q4 2015	$13.37	Q4 2016	$17.96	+34.33%	Closed	History

AON - Aon plc	Q1 2016	$104.48	Q1 2018	$140.34	+34.32%	Closed	History

A - Agilent Technologies, Inc.	Q3 2011	$22.34	Q1 2013	$30.00	+34.29%	Closed	History

KNX - Knight-Swift Transportation Holdings Inc.	Q1 2026	$57.58	Open	$77.32	+34.28%	Open	History

TXT - Textron Inc.	Q1 2016	$36.46	Q3 2019	$48.96	+34.28%	Closed	History

NGVT - Ingevity Corp.	Q4 2016	$54.86	Q1 2018	$73.65	+34.25%	Closed	History

WH - Wyndham Hotels & Resorts, Inc.	Q2 2018	$58.84	Open	$78.97	+34.21%	Open	History

OLN - Olin Corp.	Q2 2013	$23.88	Q1 2015	$32.04	+34.17%	Closed	History

GRDN - Guardian Pharmacy Services, Inc.	Q4 2025	$30.09	Open	$40.37	+34.16%	Open	History

BYI - Bally Technologies Inc	Q3 2012	$49.40	Q1 2014	$66.27	+34.15%	Closed	History

KMT - Kennametal Inc.	Q2 2013	$38.83	Q4 2013	$52.07	+34.10%	Closed	History

PFG - Principal Financial Group, Inc.	Q1 2025	$84.37	Open	$113.12	+34.08%	Open	History

ASH - Ashland Inc.	Q4 2018	$70.96	Q3 2022	$95.11	+34.03%	Closed	History

ICON* - Iconix Brand Group Inc	Q4 2010	$19.31	Q1 2013	$25.88	+34.02%	Closed	History

INTA - Intapp Inc	Q3 2024	$47.83	Q4 2024	$64.09	+34.00%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q1 2017	$36.04	Q4 2019	$48.29	+33.99%	Closed	History

DGT - State Street SPDR Global Dow ETF	Q3 2024	$137.86	Open	$184.70	+33.98%	Open	History

LII - Lennox International Inc.	Q4 2015	$124.90	Q1 2017	$167.31	+33.96%	Closed	History

NPKI - NPK International Inc.	Q1 2013	$9.28	Q3 2014	$12.43	+33.94%	Closed	History

PRSU - Viad Corp	Q4 2018	$50.07	Q3 2019	$67.05	+33.91%	Closed	History

MTRN - Materion Corp.	Q1 2012	$28.73	Q1 2015	$38.47	+33.90%	Closed	History

ALLE - Allegion plc	Q1 2016	$63.71	Q1 2018	$85.29	+33.87%	Closed	History

RDS.B - Royal Dutch Shell Plc	Q2 2017	$54.38	Q2 2018	$72.80	+33.87%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2011	$57.36	Q3 2013	$76.76	+33.83%	Closed	History

DLR - Digital Realty Trust, Inc.	Q2 2022	$129.73	Open	$173.60	+33.82%	Open	History

VLTR - Volterra Semiconductor Corp	Q4 2012	$17.19	Q3 2013	$23.00	+33.80%	Closed	History

BRCM - Broadcom Corp	Q4 2011	$29.39	Q1 2012	$39.32	+33.79%	Closed	History

DCI - Donaldson Co., Inc.	Q2 2016	$34.33	Q3 2017	$45.93	+33.79%	Closed	History

NVAX - Novavax Inc	Q2 2020	$83.35	Q4 2020	$111.51	+33.79%	Closed	History

QUAD - Quad/Graphics, Inc.	Q2 2012	$14.39	Q3 2014	$19.25	+33.77%	Closed	History

TECK - Teck Resources Ltd.	Q2 2017	$17.33	Q1 2019	$23.18	+33.76%	Closed	History

BHE - Benchmark Electronics, Inc.	Q3 2015	$21.75	Q4 2017	$29.09	+33.75%	Closed	History

APAM - Artisan Partners Asset Management Inc.	Q3 2020	$39.00	Q1 2021	$52.15	+33.72%	Closed	History

GIL - Gildan Activewear Inc.	Q1 2013	$19.96	Q4 2013	$26.68	+33.68%	Closed	History

IPXL - Impax Laboratories Inc	Q3 2014	$23.70	Q4 2014	$31.68	+33.67%	Closed	History

SU - Suncor Energy Inc.	Q2 2021	$23.97	Q4 2023	$32.04	+33.67%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2023	$85.81	Open	$114.69	+33.66%	Open	History

THRM - Gentherm Inc.	Q1 2026	$27.78	Open	$37.13	+33.66%	Open	History

DGRO - iShares Core Dividend Growth ETF	Q1 2024	$58.06	Open	$77.60	+33.65%	Open	History

AOS - A. O. Smith Corp.	Q4 2015	$38.31	Q1 2017	$51.16	+33.56%	Closed	History

TRXC - Transenterix Inc	Q2 2018	$4.35	Q3 2018	$5.81	+33.56%	Closed	History

VLGEA - Village Super Mkt Inc	Q4 2011	$28.46	Q3 2013	$37.99	+33.49%	Closed	History

FAST - Fastenal Co.	Q2 2017	$10.88	Q3 2018	$14.52	+33.43%	Closed	History

MMM - 3M Co.	Q2 2012	$74.95	Q3 2013	$99.99	+33.41%	Closed	History

PH - Parker-Hannifin Corp.	Q1 2014	$119.72	Q2 2017	$159.71	+33.40%	Closed	History

AYI - Acuity Inc.	Q3 2015	$175.55	Q4 2015	$233.86	+33.22%	Closed	History

RHP - Ryman Hospitality Properties, Inc.	Q1 2013	$45.74	Q1 2015	$60.93	+33.21%	Closed	History

MKL - Markel Group Inc.	Q3 2023	$1,472.49	Open	$1,961.25	+33.19%	Open	History

VRTU - Virtusa Corp	Q2 2012	$13.35	Q3 2012	$17.78	+33.18%	Closed	History

RRC - Range Resources Corp.	Q1 2016	$32.38	Q2 2016	$43.12	+33.17%	Closed	History

NYT - The New York Times Co.	Q4 2022	$32.46	Q1 2024	$43.22	+33.15%	Closed	History

WAT - Waters Corp.	Q1 2021	$284.17	Open	$378.19	+33.09%	Open	History

ENS - EnerSys	Q4 2025	$146.75	Open	$195.30	+33.08%	Open	History

NHC - National HealthCare Corp.	Q1 2024	$94.51	Q3 2024	$125.77	+33.08%	Closed	History

PATK - Patrick Industries, Inc.	Q1 2016	$20.14	Q2 2016	$26.80	+33.05%	Closed	History

TRV - The Travelers Companies, Inc.	Q3 2013	$84.78	Q4 2015	$112.80	+33.05%	Closed	History

KWR - Quaker Chemical Corp.	Q4 2012	$53.89	Q3 2014	$71.69	+33.03%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q2 2024	$91.13	Open	$121.20	+33.00%	Open	History

MRTN - Marten Trans Ltd	Q4 2018	$10.79	Q4 2019	$14.35	+33.00%	Closed	History

DUOL - Duolingo, Inc.	Q3 2023	$165.87	Q1 2024	$220.58	+32.98%	Closed	History

OSIS - OSI Systems, Inc.	Q2 2014	$66.67	Q4 2015	$88.66	+32.98%	Closed	History

HLX - Helix Energy Solutions Group, Inc.	Q1 2011	$17.20	Q1 2013	$22.87	+32.97%	Closed	History

MTSC - Mts Sys Corp	Q3 2011	$30.67	Q4 2011	$40.77	+32.93%	Closed	History

BOX - Box, Inc.	Q1 2026	$23.64	Open	$31.41	+32.87%	Open	History

SAIA - Saia, Inc.	Q1 2013	$24.11	Q4 2013	$32.04	+32.87%	Closed	History

OSK - Oshkosh Corp.	Q3 2018	$71.24	Q4 2019	$94.65	+32.86%	Closed	History

JNY - Jones Group Inc	Q2 2012	$9.56	Q1 2013	$12.70	+32.85%	Closed	History

JPM - JPMorgan Chase & Co.	Q4 2012	$44.06	Q4 2013	$58.53	+32.84%	Closed	History

MPC - Marathon Petroleum Corp.	Q2 2014	$39.06	Q4 2015	$51.84	+32.74%	Closed	History

STL - Sterling Bancorp Del	Q3 2016	$17.50	Q2 2017	$23.23	+32.74%	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.