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
KOP - Koppers Holdings Inc.	Q3 2011	$25.60	Q2 2012	$33.97	+32.70%	Closed	History

VFC - V.F. Corp.	Q3 2013	$46.86	Q3 2014	$62.18	+32.67%	Closed	History

FLS - Flowserve Corp.	Q3 2012	$42.59	Q1 2015	$56.49	+32.65%	Closed	History

SONY - Sony Group Corp.	Q2 2018	$10.25	Q4 2019	$13.59	+32.65%	Closed	History

THG - The Hanover Insurance Group, Inc.	Q1 2014	$61.37	Q4 2015	$81.40	+32.64%	Closed	History

CCMP - Cabot Microelectronics Corp	Q2 2013	$33.01	Q4 2015	$43.78	+32.63%	Closed	History

BRKR - Bruker Corp.	Q1 2018	$29.92	Q3 2020	$39.68	+32.62%	Closed	History

AGI - Alamos Gold Inc.	Q3 2019	$5.80	Q4 2021	$7.69	+32.59%	Closed	History

MOO - Monsanto Co New	Q1 2012	$79.81	Q1 2013	$105.72	+32.46%	Closed	History

APD - Air Products and Chemicals, Inc.	Q3 2022	$232.73	Q4 2022	$308.26	+32.45%	Closed	History

CLC - Clarcor Inc	Q2 2015	$62.26	Q4 2016	$82.45	+32.43%	Closed	History

UNP - Union Pacific Corp.	Q1 2012	$53.78	Q1 2013	$71.21	+32.42%	Closed	History

BOKF - BOK Financial Corp.	Q4 2021	$105.36	Open	$139.49	+32.39%	Open	History

LEA - Lear Corp.	Q1 2014	$83.72	Q1 2015	$110.82	+32.37%	Closed	History

BKD - Brookdale Senior Living Inc.	Q4 2025	$10.79	Open	$14.28	+32.34%	Open	History

DLB - Dolby Laboratories, Inc.	Q3 2022	$65.12	Q4 2023	$86.18	+32.34%	Closed	History

WUC1 - Lithium Amers Corp New	Q4 2021	$29.11	Q1 2022	$38.52	+32.33%	Closed	History

DOX - Amdocs Ltd.	Q4 2013	$41.24	Q4 2015	$54.57	+32.32%	Closed	History

EVHC - Envision Healthcare Corp	Q4 2017	$34.56	Q3 2018	$45.73	+32.32%	Closed	History

NPK - National Presto Inds Inc	Q2 2015	$80.43	Q3 2017	$106.42	+32.31%	Closed	History

NIO - NIO Inc.	Q1 2025	$3.81	Open	$5.04	+32.28%	Open	History

PSN - Parsons Corp.	Q4 2023	$62.71	Q1 2024	$82.95	+32.28%	Closed	History

MTSC - Mts Sys Corp	Q2 2012	$38.51	Q4 2012	$50.93	+32.25%	Closed	History

NXE - NexGen Energy Ltd.	Q4 2020	$2.73	Q1 2021	$3.61	+32.23%	Closed	History

SMTC - Semtech Corp.	Q2 2016	$23.86	Q4 2016	$31.54	+32.19%	Closed	History

TIF - Tiffany & Co New	Q2 2013	$72.82	Q3 2014	$96.26	+32.19%	Closed	History

AVTR - Avantor, Inc.	Q2 2020	$17.00	Q3 2020	$22.47	+32.18%	Closed	History

SXI - Standex International Corp.	Q2 2023	$141.47	Q4 2024	$186.99	+32.18%	Closed	History

NBR - Nabors Industries Ltd.	Q1 2016	$460.00	Q3 2016	$608.00	+32.17%	Closed	History

SYF - Synchrony Financial	Q2 2016	$25.34	Q1 2018	$33.49	+32.16%	Closed	History

MIK - Michaels Cos Inc	Q3 2014	$17.48	Q3 2015	$23.10	+32.15%	Closed	History

PRIM - Primoris Services Corp.	Q4 2011	$14.93	Q2 2013	$19.73	+32.15%	Closed	History

CHS - Chicos Fas Inc	Q3 2011	$11.43	Q1 2012	$15.10	+32.11%	Closed	History

GRUB - Grubhub Inc	Q2 2018	$104.91	Q3 2018	$138.58	+32.09%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q4 2017	$18.80	Q3 2018	$24.83	+32.07%	Closed	History

ATML - Atmel Corp	Q3 2012	$5.27	Q1 2013	$6.96	+32.07%	Closed	History

PH - Parker-Hannifin Corp.	Q2 2018	$155.85	Q4 2019	$205.81	+32.06%	Closed	History

ALR - Alere Inc	Q4 2014	$37.92	Q3 2015	$50.07	+32.04%	Closed	History

FNF - Fidelity National Financial, Inc.	Q4 2016	$22.76	Q2 2017	$30.05	+32.04%	Closed	History

ACM - Aecom	Q3 2015	$27.54	Q4 2016	$36.36	+32.03%	Closed	History

GMED - Globus Medical, Inc.	Q1 2020	$42.52	Q2 2022	$56.14	+32.03%	Closed	History

TCBI - Texas Cap Bancshares Inc	Q1 2023	$48.96	Q4 2023	$64.63	+32.01%	Closed	History

LNC - Lincoln National Corp.	Q2 2024	$31.10	Open	$41.05	+31.98%	Open	History

UTI - Universal Technical Institute, Inc.	Q1 2025	$25.68	Q2 2025	$33.89	+31.97%	Closed	History

MOD - Modine Manufacturing Co.	Q4 2018	$10.83	Q2 2019	$14.29	+31.95%	Closed	History

SAIC - Science Applications International Corp.	Q3 2019	$87.52	Open	$115.49	+31.95%	Open	History

TMS - Tms Intl Corp	Q1 2013	$13.21	Q3 2013	$17.43	+31.95%	Closed	History

WMAR - West Marine Inc	Q4 2012	$10.77	Q4 2013	$14.21	+31.94%	Closed	History

INTU - Intuit Inc.	Q2 2013	$61.05	Q2 2014	$80.53	+31.91%	Closed	History

NBL - Noble Energy Inc	Q4 2018	$18.74	Q1 2019	$24.72	+31.91%	Closed	History

TWIN - Twin Disc Inc	Q1 2013	$25.07	Q2 2014	$33.07	+31.91%	Closed	History

CRK - Comstock Resources, Inc.	Q2 2021	$6.71	Q4 2023	$8.85	+31.89%	Closed	History

AFL - Aflac Inc.	Q3 2012	$23.90	Q1 2014	$31.52	+31.86%	Closed	History

DGRO - iShares Core Dividend Growth ETF	Q1 2024	$58.06	Open	$76.56	+31.86%	Open	History

JBTM - JBT Marel Corp.	Q1 2019	$91.86	Q2 2019	$121.12	+31.85%	Closed	History

RT - Ruby Tuesday Inc	Q3 2016	$2.48	Q4 2016	$3.27	+31.85%	Closed	History

EVR - Evercore Inc.	Q2 2013	$39.26	Q1 2016	$51.75	+31.81%	Closed	History

CTSH - Cognizant Technology Solutions Corp.	Q1 2013	$38.32	Q4 2013	$50.50	+31.79%	Closed	History

RH - Rh	Q3 2023	$264.36	Q1 2024	$348.26	+31.74%	Closed	History

HCA - HCA Healthcare, Inc.	Q2 2018	$102.60	Q2 2019	$135.14	+31.72%	Closed	History

FORR - Forrester Resh Inc	Q3 2012	$28.77	Q2 2014	$37.89	+31.70%	Closed	History

WAT - Waters Corp.	Q1 2021	$284.17	Open	$374.19	+31.68%	Open	History

BCO - The Brink's Co.	Q2 2023	$67.83	Q2 2025	$89.29	+31.64%	Closed	History

CACI - CACI International Inc	Q2 2019	$204.60	Q4 2021	$269.30	+31.62%	Closed	History

DK - Delek US Holdings, Inc.	Q1 2026	$45.07	Open	$59.31	+31.58%	Open	History

8DEA - Draftkings Inc	Q4 2020	$46.59	Q1 2021	$61.30	+31.57%	Closed	History

CORT - Corcept Therapeutics Inc.	Q3 2015	$3.77	Q4 2015	$4.96	+31.56%	Closed	History

DLX - Deluxe Corp.	Q3 2025	$19.36	Open	$25.47	+31.56%	Open	History

WTFC - Wintrust Financial Corp.	Q1 2013	$37.03	Q1 2014	$48.71	+31.54%	Closed	History

CE - Celanese Corp.	Q3 2018	$114.00	Q1 2021	$149.88	+31.47%	Closed	History

LHX - L3Harris Technologies, Inc.	Q4 2020	$189.01	Q1 2022	$248.49	+31.47%	Closed	History

BGCP - Bgc Partners Inc	Q2 2022	$3.37	Q2 2023	$4.43	+31.45%	Closed	History

SPYM - State Street SPDR Portfolio S&P 500 ETF	Q3 2024	$67.51	Open	$88.74	+31.44%	Open	History

SMP - Standard Mtr Prods Inc	Q3 2013	$32.16	Q1 2015	$42.26	+31.41%	Closed	History

CHD - Church & Dwight Co., Inc.	Q3 2013	$29.98	Q4 2014	$39.40	+31.40%	Closed	History

41IS - Unilever Plc	Q4 2013	$41.20	Q2 2017	$54.12	+31.36%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q1 2025	$188.16	Open	$247.11	+31.33%	Open	History

PAYX - Paychex, Inc.	Q1 2012	$30.98	Q3 2013	$40.68	+31.31%	Closed	History

FICO - Fair Isaac Corp.	Q3 2014	$55.09	Q4 2014	$72.30	+31.24%	Closed	History

THS - Treehouse Foods Inc	Q3 2012	$52.51	Q4 2013	$68.90	+31.21%	Closed	History

PRCT - Procept Biorobotics Corp	Q2 2024	$61.09	Q3 2024	$80.12	+31.15%	Closed	History

MDVN - Medivation Inc	Q1 2016	$45.98	Q2 2016	$60.30	+31.14%	Closed	History

RRX - Regal Rexnord Corp.	Q4 2015	$58.44	Q4 2017	$76.63	+31.13%	Closed	History

CDK - Cdk Global Inc	Q4 2021	$41.76	Q2 2022	$54.75	+31.11%	Closed	History

DRH - DiamondRock Hospitality Co.	Q1 2026	$9.37	Open	$12.29	+31.11%	Open	History

DRE - Duke Realty Corp	Q1 2021	$41.92	Q2 2022	$54.95	+31.08%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2011	$56.07	Q4 2011	$73.49	+31.07%	Closed	History

VA71 - Ancestry Com Inc	Q4 2011	$22.95	Q3 2012	$30.08	+31.07%	Closed	History

FN - Fabrinet	Q1 2021	$90.29	Q4 2021	$118.31	+31.03%	Closed	History

SANM - Sanmina Corporation	Q3 2022	$46.02	Q2 2023	$60.27	+30.96%	Closed	History

PEGA - Pegasystems Inc.	Q2 2022	$23.92	Open	$31.32	+30.94%	Open	History

EFA - iShares MSCI EAFE ETF	Q1 2024	$79.86	Open	$104.55	+30.91%	Open	History

UPWK - Upwork Inc.	Q3 2023	$11.36	Q4 2023	$14.87	+30.90%	Closed	History

SVC - Service Pptys Tr	Q3 2022	$25.90	Q1 2024	$33.90	+30.89%	Closed	History

SWKS - Skyworks Solutions, Inc.	Q3 2011	$18.01	Q3 2012	$23.57	+30.87%	Closed	History

MCO - Moody's Corp.	Q1 2014	$79.26	Q1 2015	$103.72	+30.86%	Closed	History

MKL - Markel Group Inc.	Q3 2023	$1,472.49	Open	$1,926.86	+30.86%	Open	History

DECK - Deckers Outdoor Corp.	Q1 2013	$9.28	Q1 2015	$12.15	+30.85%	Closed	History

DKEUR - Delek Us Hldgs Inc	Q4 2012	$25.32	Q3 2014	$33.13	+30.85%	Closed	History

JEG - Jacobs Engr Group Inc Del	Q4 2014	$44.69	Q4 2018	$58.46	+30.81%	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.