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

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

SHLD - Global X Defense Tech ETF	Q1 2025	$46.55	Open	$59.89	+28.66%	Open	History

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

CMA - Comerica Inc	Q1 2023	$43.42	Q4 2023	$55.81	+28.54%	Closed	History

AWI - Armstrong World Industries, Inc.	Q4 2017	$60.65	Q2 2020	$77.94	+28.51%	Closed	History

SAH - Sonic Automotive, Inc.	Q2 2025	$79.93	Open	$102.72	+28.51%	Open	History

AF - Astoria Finl Corp	Q3 2011	$7.65	Q1 2012	$9.83	+28.50%	Closed	History

ELNK - Earthlink Hldgs Corp	Q4 2014	$4.39	Q4 2016	$5.64	+28.47%	Closed	History

FTV - Fortive Corp.	Q2 2018	$48.62	Open	$62.45	+28.44%	Open	History

BKH - Black Hills Corp.	Q2 2018	$61.21	Q4 2019	$78.60	+28.41%	Closed	History

CELH - Celsius Holdings, Inc.	Q1 2025	$35.62	Q4 2025	$45.74	+28.41%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q4 2016	$11.34	Q1 2017	$14.56	+28.40%	Closed	History

GRMN - Garmin Ltd.	Q4 2010	$30.99	Q4 2011	$39.79	+28.40%	Closed	History

GPRE - Green Plains Inc.	Q1 2021	$27.06	Q4 2021	$34.74	+28.38%	Closed	History

ASIX - AdvanSix Inc.	Q3 2021	$39.79	Q1 2022	$51.07	+28.35%	Closed	History

LLTC - Linear Technology Corp	Q1 2014	$48.58	Q4 2016	$62.35	+28.34%	Closed	History

PGTI - Pgt Innovations Inc	Q4 2017	$16.83	Q3 2018	$21.60	+28.34%	Closed	History

PRI - Primerica, Inc.	Q2 2019	$119.76	Q3 2021	$153.69	+28.33%	Closed	History

TKN - Teekay Corporation	Q2 2016	$7.13	Q1 2017	$9.15	+28.33%	Closed	History

INFA - Informatica Corp	Q1 2014	$37.78	Q2 2015	$48.47	+28.30%	Closed	History

BKS - Barnes & Noble Inc	Q1 2018	$4.95	Q2 2018	$6.35	+28.28%	Closed	History

CROX - Crocs, Inc.	Q4 2020	$62.65	Q1 2021	$80.37	+28.28%	Closed	History

NSR - Neustar Inc	Q4 2010	$26.05	Q2 2012	$33.41	+28.25%	Closed	History

SALE - Retailmenot Inc	Q2 2016	$7.72	Q3 2016	$9.90	+28.24%	Closed	History

INFO - Ihs Markit Ltd	Q2 2020	$75.49	Q1 2021	$96.77	+28.19%	Closed	History

TDW - Tidewater Inc.	Q2 2023	$55.44	Q3 2023	$71.07	+28.19%	Closed	History

TWC - Time Warner Cable Inc	Q4 2011	$63.63	Q1 2012	$81.54	+28.15%	Closed	History

BRCM - Broadcom Corp	Q2 2013	$33.79	Q1 2015	$43.30	+28.14%	Closed	History

PLAN - Anaplan Inc	Q1 2019	$39.37	Q2 2019	$50.45	+28.14%	Closed	History

ROP - Roper Technologies, Inc.	Q2 2017	$231.11	Q3 2018	$296.13	+28.13%	Closed	History

TFII - TFI International Inc.	Q4 2022	$100.24	Q3 2023	$128.41	+28.10%	Closed	History

VTRS - Viatris Inc.	Q4 2021	$13.53	Open	$17.33	+28.09%	Open	History

HSII - Heidrick & Struggles Intl In	Q3 2024	$38.86	Q3 2025	$49.77	+28.08%	Closed	History

DB5 - Dun & Bradstreet Corp Del Ne	Q4 2010	$82.07	Q3 2015	$105.09	+28.05%	Closed	History

SGEN - Seattle Genetics Inc	Q2 2016	$40.42	Q2 2017	$51.74	+28.01%	Closed	History

MKL - Markel Group Inc.	Q1 2020	$927.90	Q2 2021	$1,187.69	+28.00%	Closed	History

NCI - Navigant Consulting Inc	Q2 2013	$480.00	Q4 2014	$614.40	+28.00%	Closed	History

SAM - The Boston Beer Co., Inc.	Q1 2019	$294.78	Q2 2019	$377.32	+28.00%	Closed	History

ITOT - iShares Core S&P Total U.S. Stock Market ETF	Q4 2024	$128.62	Open	$164.62	+27.99%	Open	History

OWW - Orbitz Worldwide Inc	Q4 2010	$5.61	Q4 2013	$7.18	+27.99%	Closed	History

PTRY - Pantry Inc	Q4 2011	$11.97	Q1 2014	$15.32	+27.99%	Closed	History

USB - U.S. Bancorp	Q2 2018	$50.01	Open	$64.01	+27.99%	Open	History

CPRT - Copart, Inc.	Q1 2011	$2.71	Q3 2012	$3.47	+27.98%	Closed	History

IPCM - Ipc The Hospitalist Co Inc	Q3 2011	$35.71	Q4 2011	$45.70	+27.98%	Closed	History

DAL - Delta Air Lines, Inc.	Q2 2014	$38.72	Q2 2018	$49.54	+27.94%	Closed	History

TIIAY - Telecom Italia S P A New	Q4 2013	$9.95	Q2 2015	$12.73	+27.94%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q1 2018	$37.69	Q3 2018	$48.21	+27.91%	Closed	History

MATW - Matthews International Corp.	Q4 2022	$30.44	Q3 2023	$38.91	+27.83%	Closed	History

KTB - Kontoor Brands, Inc.	Q4 2023	$62.42	Q3 2025	$79.77	+27.80%	Closed	History

25X - Spx Flow Inc	Q1 2016	$25.08	Q4 2016	$32.05	+27.79%	Closed	History

EQIX - Equinix, Inc.	Q3 2021	$789.66	Open	$1,009.14	+27.79%	Open	History

COIN - Coinbase Global, Inc.	Q4 2023	$173.92	Q2 2024	$222.23	+27.78%	Closed	History

EVOP - Evo Pmts Inc	Q4 2018	$24.66	Q2 2019	$31.51	+27.78%	Closed	History

SEM - Select Medical Holdings Corp	Q3 2016	$7.27	Q1 2018	$9.29	+27.78%	Closed	History

FIX - Comfort Systems USA, Inc.	Q2 2015	$22.95	Q3 2016	$29.32	+27.76%	Closed	History

AVY - Avery Dennison Corp.	Q3 2015	$56.51	Q1 2016	$72.19	+27.75%	Closed	History

ISIL - Intersil Corp	Q3 2013	$11.21	Q1 2015	$14.32	+27.74%	Closed	History

MZTI - The Marzetti Co.	Q1 2016	$110.58	Q4 2016	$141.23	+27.72%	Closed	History

UNIT - Uniti Group Inc.	Q2 2023	$7.67	Q1 2024	$9.80	+27.71%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2011	$46.21	Q1 2012	$58.99	+27.66%	Closed	History

QSR - Restaurant Brands International Inc.	Q3 2016	$44.59	Q1 2018	$56.92	+27.65%	Closed	History

CRM - Salesforce, Inc.	Q1 2018	$116.30	Q3 2019	$148.44	+27.64%	Closed	History

IWB - iShares Russell 1000 ETF	Q4 2024	$322.16	Open	$410.90	+27.55%	Open	History

PII - Polaris Inc.	Q1 2011	$43.56	Q2 2011	$55.56	+27.54%	Closed	History

RAVN - Raven Inds Inc	Q4 2012	$26.36	Q1 2013	$33.60	+27.47%	Closed	History

REGN - Regeneron Pharmaceuticals, Inc.	Q2 2014	$282.63	Q3 2014	$360.28	+27.47%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2016	$113.12	Q2 2017	$144.19	+27.46%	Closed	History

PRFT - Perficient Inc	Q4 2012	$11.77	Q3 2014	$15.00	+27.44%	Closed	History

TYC - Tyco International Ltd	Q3 2013	$34.98	Q3 2014	$44.57	+27.42%	Closed	History

ACIA - Acacia Communications Inc	Q1 2019	$57.30	Q4 2020	$73.00	+27.40%	Closed	History

WCG - Wellcare Health Plans Inc	Q3 2019	$259.20	Q4 2019	$330.23	+27.40%	Closed	History

NGVC - Natural Grocers by Vitamin Cottage, Inc.	Q1 2026	$25.85	Open	$32.93	+27.39%	Open	History

SGI - Somnigroup International Inc.	Q1 2019	$14.41	Q2 2019	$18.36	+27.39%	Closed	History

WAL - Western Alliance Bancorporation	Q2 2019	$44.78	Q4 2019	$57.04	+27.38%	Closed	History

MTOR - Meritor Inc	Q2 2018	$20.57	Q4 2019	$26.20	+27.37%	Closed	History

BW - Babcock & Wilcox Enterprises, Inc.	Q3 2015	$168.00	Q1 2016	$213.90	+27.32%	Closed	History

HROW - Harrow, Inc.	Q1 2026	$35.26	Open	$44.88	+27.28%	Open	History

LCX - L-3 Communications Hldgs Inc	Q4 2015	$119.51	Q4 2016	$152.11	+27.28%	Closed	History

WIRE - Encore Wire Corp	Q2 2012	$26.80	Q2 2013	$34.11	+27.28%	Closed	History

JWN - Nordstrom Inc	Q1 2014	$62.45	Q4 2014	$79.48	+27.27%	Closed	History

GBX - The Greenbrier Companies, Inc.	Q2 2014	$57.66	Q3 2014	$73.37	+27.25%	Closed	History

HIW - Highwoods Properties, Inc.	Q2 2024	$26.27	Open	$33.41	+27.18%	Open	History

HRI - Herc Holdings Inc.	Q4 2023	$148.89	Q4 2024	$189.33	+27.16%	Closed	History

BEAV - Be Aerospace Inc	Q3 2011	$33.08	Q3 2012	$42.06	+27.15%	Closed	History

UAL - United Airlines Holdings, Inc.	Q2 2015	$53.01	Q4 2017	$67.40	+27.15%	Closed	History

SMAR - Smartsheet Inc	Q2 2024	$44.08	Q4 2024	$56.03	+27.11%	Closed	History

AVUS - Avantis US Equity ETF	Q2 2025	$100.82	Open	$128.13	+27.09%	Open	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.