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
CMP - Compass Minerals International, Inc.	Q2 2020	$48.74	Q4 2020	$61.72	+26.63%	Closed	History

LNCR - Lincare Hldgs Inc	Q4 2010	$26.86	Q2 2012	$34.01	+26.62%	Closed	History

AOL - Aol Inc	Q3 2013	$34.58	Q1 2014	$43.78	+26.60%	Closed	History

KNL - Knoll Inc	Q4 2015	$18.80	Q1 2017	$23.80	+26.60%	Closed	History

TEM - Tempus AI, Inc.	Q1 2026	$45.22	Open	$57.25	+26.60%	Open	History

BMC - Bmc Software Inc	Q4 2011	$32.78	Q3 2012	$41.49	+26.57%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q3 2023	$149.81	Open	$189.61	+26.57%	Open	History

ATR - AptarGroup, Inc.	Q4 2023	$123.62	Q2 2025	$156.43	+26.54%	Closed	History

CHH - Choice Hotels International, Inc.	Q2 2011	$33.42	Q1 2013	$42.29	+26.54%	Closed	History

VBK - Vanguard Small-Cap Growth Index Fund ETF Shares	Q2 2025	$276.94	Open	$350.45	+26.54%	Open	History

ROST - Ross Stores, Inc.	Q4 2010	$15.82	Q2 2011	$20.02	+26.53%	Closed	History

FIVN - Five9, Inc.	Q2 2018	$34.52	Q3 2018	$43.67	+26.51%	Closed	History

GLDD -	Q1 2019	$8.95	Q4 2019	$11.32	+26.48%	Closed	History

SSNC - SS&C Technologies Holdings, Inc.	Q3 2011	$7.14	Q4 2011	$9.03	+26.47%	Closed	History

OPLN - OPENLANE, Inc.	Q1 2023	$13.68	Q1 2024	$17.30	+26.46%	Closed	History

AMWD - American Woodmark Corp.	Q1 2019	$82.60	Q4 2019	$104.45	+26.45%	Closed	History

ENV - Envestnet Inc	Q4 2023	$49.52	Q3 2024	$62.62	+26.45%	Closed	History

VRTX - Vertex Pharmaceuticals Inc.	Q2 2017	$128.87	Q1 2018	$162.95	+26.45%	Closed	History

RBC - RBC Bearings Inc.	Q3 2014	$56.75	Q2 2015	$71.75	+26.43%	Closed	History

ONDS - Ondas Hldgs Inc	Q3 2025	$7.72	Q4 2025	$9.76	+26.42%	Closed	History

FULT - Fulton Financial Corp.	Q2 2012	$9.96	Q1 2014	$12.59	+26.41%	Closed	History

RAH - Ralcorp Hldgs Inc New	Q1 2011	$68.43	Q2 2011	$86.50	+26.41%	Closed	History

3164852Z - Avg Technologies N V	Q4 2013	$17.21	Q3 2015	$21.75	+26.38%	Closed	History

AWR - American States Water Co.	Q4 2018	$66.97	Open	$84.63	+26.37%	Open	History

DRI - Darden Restaurants, Inc.	Q1 2023	$155.16	Open	$196.06	+26.36%	Open	History

NXGN - Nextgen Healthcare Inc	Q4 2022	$18.78	Q3 2023	$23.73	+26.36%	Closed	History

FORM - FormFactor, Inc.	Q2 2017	$12.37	Q4 2017	$15.63	+26.35%	Closed	History

SBRA - Sabra Health Care REIT, Inc.	Q1 2020	$10.89	Q3 2020	$13.76	+26.35%	Closed	History

AAOI - Applied Optoelectronics, Inc.	Q3 2023	$10.97	Q1 2024	$13.86	+26.34%	Closed	History

CME - CME Group Inc.	Q4 2011	$48.62	Q1 2013	$61.41	+26.32%	Closed	History

CCMP - Cabot Microelectronics Corp	Q4 2010	$41.43	Q1 2011	$52.33	+26.31%	Closed	History

FLTX - Fleetmatics Group Plc	Q4 2014	$35.50	Q1 2015	$44.84	+26.31%	Closed	History

MODN - Model N Inc	Q3 2019	$27.78	Q4 2019	$35.09	+26.31%	Closed	History

NOVT - Novanta Inc	Q4 2016	$21.02	Q1 2017	$26.55	+26.31%	Closed	History

FLT - Fleetcor Technologies Inc	Q4 2021	$223.82	Q4 2023	$282.61	+26.27%	Closed	History

GTN - Gray Media, Inc.	Q4 2016	$10.85	Q2 2017	$13.70	+26.27%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q4 2020	$20.08	Q4 2021	$25.35	+26.25%	Closed	History

CPRT - Copart, Inc.	Q2 2020	$20.82	Q3 2020	$26.28	+26.24%	Closed	History

DISCA - Discovery Communicatns New	Q4 2014	$34.45	Q1 2021	$43.49	+26.24%	Closed	History

MCHP - Microchip Technology Inc.	Q1 2019	$41.48	Q4 2019	$52.36	+26.23%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q2 2022	$63.28	Open	$79.88	+26.23%	Open	History

EFG - iShares MSCI EAFE Growth ETF	Q4 2024	$96.83	Open	$122.22	+26.22%	Open	History

MDP - Meredith Corp	Q1 2011	$33.94	Q3 2014	$42.84	+26.22%	Closed	History

OKTA - Okta, Inc.	Q4 2022	$68.33	Q1 2023	$86.24	+26.21%	Closed	History

TREX - Trex Co., Inc.	Q4 2015	$9.49	Q1 2016	$11.98	+26.20%	Closed	History

QSR - Restaurant Brands International Inc.	Q3 2022	$53.21	Q1 2023	$67.14	+26.18%	Closed	History

EPAC - Actuant Corp	Q1 2012	$29.02	Q4 2013	$36.61	+26.15%	Closed	History

MOS - The Mosaic Co.	Q3 2020	$18.27	Open	$23.04	+26.11%	Open	History

EWH - iShares MSCI Hong Kong ETF	Q1 2025	$17.51	Open	$22.08	+26.10%	Open	History

USB - U.S. Bancorp	Q1 2013	$33.98	Q1 2014	$42.85	+26.10%	Closed	History

NVCR - Novocure Ltd	Q2 2017	$17.29	Q1 2018	$21.80	+26.08%	Closed	History

APLS - Apellis Pharmaceuticals, Inc.	Q4 2024	$31.91	Open	$40.23	+26.07%	Open	History

VFC - V.F. Corp.	Q1 2018	$69.79	Q3 2018	$87.98	+26.07%	Closed	History

CSGS - CSG Systems International, Inc.	Q2 2012	$17.28	Q2 2013	$21.78	+26.04%	Closed	History

CBRE - CBRE Group, Inc.	Q3 2017	$37.89	Q2 2018	$47.74	+26.00%	Closed	History

DRC - Dresser-Rand Group Inc	Q4 2010	$42.65	Q2 2011	$53.74	+26.00%	Closed	History

ABR - Arbor Realty Trust, Inc.	Q4 2020	$14.16	Q2 2021	$17.84	+25.99%	Closed	History

USB - U.S. Bancorp	Q2 2018	$50.01	Open	$63.01	+25.99%	Open	History

FNV - Franco-Nevada Corp.	Q1 2020	$99.49	Q1 2021	$125.34	+25.98%	Closed	History

DRC - Dresser-Rand Group Inc	Q2 2014	$63.75	Q1 2015	$80.30	+25.96%	Closed	History

RVTY - Revvity, Inc.	Q1 2017	$58.06	Q4 2017	$73.12	+25.94%	Closed	History

IBRX - ImmunityBio, Inc.	Q4 2023	$5.02	Q2 2024	$6.32	+25.90%	Closed	History

ALOG - Analogic Corp	Q2 2012	$62.01	Q3 2012	$78.06	+25.88%	Closed	History

CHEF - The Chefs' Warehouse, Inc.	Q4 2018	$31.98	Q3 2019	$40.25	+25.86%	Closed	History

EPC - Edgewell Personal Care Co.	Q3 2021	$36.31	Q4 2021	$45.70	+25.86%	Closed	History

LLL - L3 Technologies Inc	Q1 2017	$165.29	Q1 2018	$208.00	+25.84%	Closed	History

SPWH - Sportsmans Whse Hldgs Inc	Q1 2018	$4.07	Q2 2018	$5.12	+25.80%	Closed	History

EMBC - Embecta Corp.	Q3 2023	$15.05	Q4 2023	$18.93	+25.78%	Closed	History

GRAL - GRAIL, Inc.	Q3 2025	$59.13	Open	$74.36	+25.76%	Open	History

SHAK - Shake Shack Inc.	Q3 2024	$103.21	Q4 2024	$129.80	+25.76%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q2 2017	$134.21	Q4 2017	$168.75	+25.74%	Closed	History

RNG - RingCentral, Inc.	Q4 2019	$168.48	Q1 2020	$211.78	+25.70%	Closed	History

LNC - Lincoln National Corp.	Q4 2018	$51.34	Q2 2019	$64.52	+25.67%	Closed	History

QLTY - Quality Distr Inc Fla	Q3 2011	$8.96	Q4 2011	$11.26	+25.67%	Closed	History

TCAF - T. Rowe Price Capital Appreciation Equity ETF	Q4 2024	$33.27	Open	$41.81	+25.67%	Open	History

INST - Instructure Inc	Q4 2018	$37.53	Q1 2019	$47.16	+25.66%	Closed	History

WLBAQ - Westmoreland Coal Co	Q1 2014	$29.77	Q3 2014	$37.41	+25.66%	Closed	History

SIG - Signet Jewelers Ltd.	Q1 2017	$69.27	Open	$87.03	+25.64%	Open	History

SOLS - Solstice Advanced Materials, Inc.	Q4 2025	$48.58	Open	$61.03	+25.63%	Open	History

CG - The Carlyle Group Inc.	Q1 2021	$36.71	Open	$46.11	+25.61%	Open	History

IAA - Iaa Inc	Q3 2022	$31.85	Q4 2022	$40.00	+25.59%	Closed	History

CHDN - Churchill Downs Inc.	Q3 2012	$10.46	Q2 2013	$13.13	+25.57%	Closed	History

STT - State Street Corp.	Q4 2018	$63.07	Q4 2019	$79.19	+25.56%	Closed	History

VRRM - Verra Mobility Corp	Q2 2022	$15.71	Q2 2023	$19.72	+25.53%	Closed	History

UFPI - UFP Industries, Inc.	Q4 2015	$22.79	Q1 2016	$28.61	+25.52%	Closed	History

HAS - Hasbro, Inc.	Q4 2016	$77.82	Q3 2017	$97.67	+25.51%	Closed	History

PBA - Pembina Pipeline Corp.	Q4 2018	$29.68	Q2 2019	$37.25	+25.51%	Closed	History

BRKR - Bruker Corp.	Q4 2010	$16.59	Q1 2011	$20.82	+25.50%	Closed	History

LSCC - Lattice Semiconductor Corp.	Q4 2013	$5.49	Q4 2014	$6.89	+25.50%	Closed	History

YETI - YETI Holdings, Inc.	Q4 2024	$38.51	Open	$48.33	+25.50%	Open	History

TFC - Truist Financial Corp.	Q1 2019	$46.53	Q1 2021	$58.39	+25.49%	Closed	History

CHH - Choice Hotels International, Inc.	Q3 2017	$63.90	Q1 2018	$80.18	+25.48%	Closed	History

RSPG - Invesco S&P 500 Equal Weight Energy ETF	Q1 2025	$81.87	Open	$102.73	+25.48%	Open	History

BCRX - BioCryst Pharmaceuticals, Inc.	Q1 2025	$7.50	Open	$9.41	+25.47%	Open	History

MMS - Maximus, Inc.	Q1 2014	$44.83	Q4 2015	$56.25	+25.47%	Closed	History

NPTN - Neophotonics Corp	Q1 2020	$7.27	Q4 2020	$9.12	+25.45%	Closed	History

HLMN - Hillman Solutions Corp	Q1 2023	$8.42	Q3 2024	$10.56	+25.42%	Closed	History

FR - First Industrial Realty Trust, Inc.	Q1 2024	$52.54	Open	$65.89	+25.41%	Open	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2019	$80.24	Q2 2022	$100.63	+25.41%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q4 2018	$113.17	Q2 2019	$141.90	+25.39%	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.