Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22% · 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
UIS - Unisys Corp	Q2 2011	$25.71	Q4 2013	$33.62	+30.77%	Closed	History

GNR - State Street SPDR S&P Global Natural Resources ETF	Q1 2025	$53.25	Open	$69.62	+30.74%	Open	History

CBM - Cambrex Corp	Q1 2018	$52.30	Q3 2018	$68.36	+30.71%	Closed	History

NDAQ - Nasdaq, Inc.	Q4 2011	$8.19	Q3 2013	$10.70	+30.70%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q3 2011	$16.49	Q4 2011	$21.55	+30.69%	Closed	History

VSI - Vitamin Shoppe Inc	Q1 2011	$33.83	Q1 2012	$44.21	+30.68%	Closed	History

FTDR - Frontdoor, Inc.	Q4 2018	$26.61	Q1 2020	$34.77	+30.67%	Closed	History

HSNI - Hsn Inc	Q2 2013	$53.74	Q2 2015	$70.20	+30.63%	Closed	History

SXI - Standex International Corp.	Q4 2013	$62.88	Q1 2015	$82.14	+30.63%	Closed	History

MKL - Markel Group Inc.	Q3 2023	$1,472.49	Open	$1,922.77	+30.58%	Open	History

TDG - TransDigm Group Inc.	Q2 2014	$167.53	Q1 2015	$218.72	+30.56%	Closed	History

HIMS - Hims & Hers Health, Inc.	Q1 2024	$15.47	Q2 2024	$20.19	+30.51%	Closed	History

YOU - Clear Secure, Inc.	Q1 2024	$21.27	Q2 2025	$27.76	+30.51%	Closed	History

TERN - Terns Pharmaceuticals, Inc.	Q4 2025	$40.40	Open	$52.72	+30.50%	Open	History

WST - West Pharmaceutical Services, Inc.	Q4 2025	$275.14	Open	$359.00	+30.48%	Open	History

SNV - Synovus Finl Corp	Q3 2014	$23.63	Q2 2015	$30.83	+30.47%	Closed	History

WRK - Westrock Co	Q3 2016	$48.48	Q4 2017	$63.23	+30.42%	Closed	History

CNC - Centene Corp.	Q3 2011	$7.17	Q3 2012	$9.35	+30.40%	Closed	History

DRI - Darden Restaurants, Inc.	Q1 2018	$85.27	Q3 2018	$111.19	+30.40%	Closed	History

FVI - First Trust Total US Market AlphaDEX ETF	Q4 2022	$3.75	Q2 2024	$4.89	+30.40%	Closed	History

SANM - Sanmina Corporation	Q3 2025	$115.11	Q4 2025	$150.07	+30.37%	Closed	History

MTD - Mettler-Toledo International Inc.	Q3 2018	$608.97	Q4 2019	$793.63	+30.32%	Closed	History

SEM - Select Medical Holdings Corp	Q3 2018	$9.92	Q1 2022	$12.93	+30.31%	Closed	History

KOP - Koppers Holdings Inc.	Q2 2019	$29.34	Q4 2019	$38.23	+30.30%	Closed	History

AOS - A. O. Smith Corp.	Q2 2013	$18.15	Q3 2014	$23.64	+30.28%	Closed	History

FCS - Fairchild Semiconductor Intl	Q4 2013	$13.34	Q2 2015	$17.38	+30.28%	Closed	History

SHW - The Sherwin-Williams Co.	Q3 2023	$255.05	Open	$332.29	+30.28%	Open	History

ACETQ - Aceto Corp	Q2 2013	$13.93	Q2 2014	$18.14	+30.22%	Closed	History

MLI - Mueller Industries, Inc.	Q4 2019	$7.94	Q1 2021	$10.34	+30.16%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q2 2014	$47.36	Q1 2016	$61.63	+30.13%	Closed	History

MTUM - iShares MSCI USA Momentum Factor ETF	Q2 2025	$240.32	Open	$312.67	+30.11%	Open	History

WKC - World Kinect Corp.	Q1 2025	$28.36	Open	$36.90	+30.11%	Open	History

AMX - America Movil SAb De Cv	Q3 2016	$11.41	Q3 2019	$14.84	+30.06%	Closed	History

ELAN - Elanco Animal Health Inc.	Q2 2020	$21.48	Q3 2020	$27.93	+30.03%	Closed	History

TOL - Toll Brothers, Inc.	Q2 2023	$79.07	Q4 2023	$102.79	+30.00%	Closed	History

STX - Seagate Technology Holdings plc	Q1 2013	$36.55	Q2 2015	$47.50	+29.96%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2023	$85.81	Open	$111.51	+29.95%	Open	History

RYZ - Ryerson Hldg Corp	Q3 2022	$25.79	Q1 2024	$33.50	+29.90%	Closed	History

OPTU - Optimum Communications, Inc.	Q4 2018	$16.54	Q1 2019	$21.48	+29.87%	Closed	History

STJ - St Jude Med Inc	Q2 2011	$47.71	Q4 2013	$61.93	+29.81%	Closed	History

SFM - Sprouts Farmers Market, Inc.	Q3 2017	$18.78	Q4 2017	$24.36	+29.71%	Closed	History

CMD - Cantel Medical Corp	Q2 2014	$36.60	Q1 2015	$47.45	+29.64%	Closed	History

PZJ - Par Pharmaceutical Cos Inc	Q4 2010	$38.56	Q3 2012	$49.98	+29.62%	Closed	History

EVGO - Evgo Inc	Q2 2025	$3.65	Q3 2025	$4.73	+29.59%	Closed	History

CBZ - CBIZ, Inc.	Q3 2021	$32.40	Q1 2022	$41.97	+29.54%	Closed	History

VZLA - Vizsla Silver Corp.	Q1 2025	$2.27	Q2 2025	$2.94	+29.52%	Closed	History

EQIX - Equinix, Inc.	Q3 2021	$789.66	Open	$1,022.60	+29.50%	Open	History

SUU - Suntrust Bks Inc	Q3 2016	$43.76	Q2 2017	$56.67	+29.50%	Closed	History

PEN - Penumbra, Inc.	Q1 2018	$115.61	Q3 2018	$149.70	+29.49%	Closed	History

LPX - Louisiana-Pacific Corp.	Q3 2016	$18.83	Q1 2019	$24.38	+29.47%	Closed	History

SHLD - Global X Defense Tech ETF	Q1 2025	$46.55	Open	$60.26	+29.45%	Open	History

SYK - Stryker Corp.	Q4 2022	$244.49	Open	$316.44	+29.43%	Open	History

PSMT - PriceSmart, Inc.	Q3 2022	$57.55	Q3 2023	$74.43	+29.33%	Closed	History

ENDPQ - Endo Intl Plc	Q2 2016	$15.59	Q3 2016	$20.16	+29.31%	Closed	History

OPLN - OPENLANE, Inc.	Q3 2020	$14.40	Q4 2020	$18.62	+29.31%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q2 2025	$22.40	Q4 2025	$28.96	+29.29%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q2 2013	$41.03	Q4 2013	$53.04	+29.27%	Closed	History

AMP - Ameriprise Financial, Inc.	Q1 2021	$232.54	Q1 2022	$300.58	+29.26%	Closed	History

HEI - HEICO Corp.	Q3 2014	$23.91	Q4 2014	$30.89	+29.24%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q1 2025	$533.48	Open	$689.49	+29.24%	Open	History

SNCR - Synchronoss Technologies Inc	Q2 2016	$31.86	Q3 2016	$41.17	+29.22%	Closed	History

SPSC - SPS Commerce, Inc.	Q3 2018	$49.62	Open	$64.11	+29.20%	Open	History

SWS - American Outdoor Brands Corp	Q2 2018	$12.02	Q3 2018	$15.53	+29.20%	Closed	History

TEL - TE Connectivity plc	Q2 2015	$64.30	Q3 2017	$83.06	+29.18%	Closed	History

HUBG - Hub Group, Inc.	Q3 2022	$34.50	Q4 2024	$44.56	+29.16%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q3 2021	$91.15	Q1 2022	$117.66	+29.08%	Closed	History

MNST - Monster Beverage Corp.	Q4 2018	$24.61	Q4 2019	$31.76	+29.08%	Closed	History

FSL - Freescale Semiconductor Ltd	Q3 2014	$19.54	Q4 2014	$25.22	+29.07%	Closed	History

MRH - Montpelier Re Holdings Ltd	Q1 2014	$29.79	Q1 2015	$38.45	+29.07%	Closed	History

TXT - Textron Inc.	Q2 2021	$68.76	Open	$88.75	+29.07%	Open	History

LCC - U S Airways Group Inc	Q3 2012	$10.46	Q4 2012	$13.50	+29.06%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2016	$39.94	Q1 2018	$51.54	+29.04%	Closed	History

CLNE - Clean Energy Fuels Corp.	Q2 2016	$3.48	Q3 2016	$4.49	+29.02%	Closed	History

HCKT - The Hackett Group, Inc.	Q1 2016	$15.13	Q1 2017	$19.52	+29.02%	Closed	History

HI - Hillenbrand Inc	Q2 2012	$18.37	Q2 2013	$23.70	+29.01%	Closed	History

LYV - Live Nation Entertainment, Inc.	Q4 2018	$49.26	Q1 2019	$63.55	+29.01%	Closed	History

CATY - Cathay General Bancorp	Q4 2012	$19.54	Q1 2014	$25.20	+28.97%	Closed	History

GTLB - Gitlab Inc	Q3 2023	$45.22	Q1 2024	$58.32	+28.97%	Closed	History

CBOE - Cboe Global Markets, Inc.	Q2 2014	$49.21	Q4 2014	$63.44	+28.92%	Closed	History

INOD - Innodata Inc.	Q4 2024	$39.52	Q4 2025	$50.95	+28.92%	Closed	History

LZB - La-Z-Boy Inc.	Q2 2023	$28.64	Q4 2023	$36.92	+28.91%	Closed	History

USB - U.S. Bancorp	Q2 2016	$40.28	Q2 2017	$51.92	+28.90%	Closed	History

BOX - Box, Inc.	Q1 2026	$23.64	Open	$30.47	+28.89%	Open	History

INSP - Inspire Medical Systems, Inc.	Q4 2022	$251.88	Q2 2023	$324.64	+28.89%	Closed	History

AXGN - Axogen, Inc.	Q4 2017	$28.31	Q1 2018	$36.48	+28.86%	Closed	History

RDUS - Radius Health Inc	Q1 2019	$19.99	Q3 2019	$25.76	+28.86%	Closed	History

KEYW - Keyw Hldg Corp	Q4 2018	$6.69	Q1 2019	$8.62	+28.85%	Closed	History

WERN - Werner Enterprises, Inc.	Q2 2013	$24.17	Q4 2014	$31.14	+28.84%	Closed	History

F1E - Fidelity National Financial	Q1 2013	$25.19	Q4 2013	$32.45	+28.82%	Closed	History

ALR - Alere Inc	Q4 2016	$38.97	Q2 2017	$50.19	+28.79%	Closed	History

VO - Vanguard Mid-Cap Index Fund ETF Shares	Q1 2024	$62.47	Open	$80.45	+28.78%	Open	History

JBSS - Sanfilippo John B & Son Inc	Q1 2018	$57.86	Q2 2018	$74.50	+28.76%	Closed	History

LEA - Lear Corp.	Q2 2020	$109.03	Open	$140.39	+28.76%	Open	History

DORM - Dorman Products, Inc.	Q4 2015	$47.47	Q4 2017	$61.11	+28.73%	Closed	History

KBH - Kb Home	Q1 2023	$40.18	Q2 2023	$51.71	+28.70%	Closed	History

CME - CME Group Inc.	Q2 2016	$97.35	Q2 2017	$125.23	+28.64%	Closed	History

ITOT - iShares Core S&P Total U.S. Stock Market ETF	Q4 2024	$128.62	Open	$165.44	+28.63%	Open	History

DNKN - Dunkin Brands Group Inc	Q4 2012	$33.16	Q4 2014	$42.65	+28.62%	Closed	History

PRFT - Perficient Inc	Q3 2018	$26.64	Q2 2019	$34.26	+28.60%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q4 2018	$61.46	Q2 2022	$79.01	+28.56%	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.