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
DVA - DaVita Inc.	Q2 2013	$60.41	Q4 2014	$75.74	+25.38%	Closed	History

RRX - Regal Rexnord Corp.	Q4 2021	$170.19	Open	$213.31	+25.34%	Open	History

DFJ - WisdomTree Japan SmallCap Dividend Fund	Q2 2025	$85.69	Open	$107.36	+25.29%	Open	History

AVUV - Avantis US Small Cap Value ETF	Q3 2025	$99.53	Open	$124.67	+25.26%	Open	History

DIA - State Street SPDR Dow Jones Industrial Average ETF Trust	Q1 2025	$419.88	Open	$525.95	+25.26%	Open	History

IILGV - Interval Leisure Group Inc	Q2 2011	$13.70	Q3 2016	$17.16	+25.26%	Closed	History

VIOO - Vanguard S&P Small-Cap 600 Index Fund ETF Shares	Q3 2024	$108.18	Open	$135.51	+25.26%	Open	History

CDMO - Avid Bioservices Inc	Q2 2022	$15.25	Q3 2022	$19.10	+25.25%	Closed	History

SAIC - Science Applications International Corp.	Q1 2016	$53.35	Q3 2017	$66.82	+25.25%	Closed	History

TOL - Toll Brothers, Inc.	Q2 2021	$57.78	Q4 2021	$72.37	+25.25%	Closed	History

CIG - Companhia Energética de Minas Gerais - CEMIG	Q4 2017	$1.58	Q1 2018	$1.98	+25.24%	Closed	History

JOSB - Jos A Bank Clothiers Inc	Q4 2010	$40.26	Q1 2012	$50.42	+25.24%	Closed	History

IFRA - iShares U.S. Infrastructure ETF	Q2 2025	$49.19	Open	$61.58	+25.19%	Open	History

VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares	Q3 2025	$155.87	Open	$195.12	+25.18%	Open	History

RCI - Rogers Communications Inc.	Q4 2013	$45.25	Q1 2022	$56.63	+25.15%	Closed	History

RAX - Rackspace Hosting Inc	Q4 2015	$25.33	Q3 2016	$31.69	+25.11%	Closed	History

ULTI - Ultimate Software Group Inc	Q2 2018	$257.44	Q3 2018	$322.07	+25.10%	Closed	History

AMWD - American Woodmark Corp.	Q2 2025	$53.37	Q3 2025	$66.76	+25.09%	Closed	History

SITM - SiTime Corp.	Q3 2024	$171.51	Q4 2024	$214.53	+25.08%	Closed	History

DRE - Duke Realty Corp	Q4 2018	$25.89	Q1 2020	$32.38	+25.07%	Closed	History

ISCA - International Speedway Corp	Q2 2011	$28.36	Q4 2013	$35.46	+25.04%	Closed	History

WOR - Worthington Inds Inc	Q4 2019	$25.99	Q3 2021	$32.49	+25.00%	Closed	History

MATV - Mativ Holdings, Inc.	Q2 2012	$34.08	Q1 2014	$42.59	+24.99%	Closed	History

MHS - Medco Health Solutions Inc	Q1 2011	$56.21	Q1 2012	$70.25	+24.98%	Closed	History

TRIN - Trinity Capital Inc.	Q2 2022	$104.13	Q1 2023	$130.12	+24.96%	Closed	History

RPV - Invesco S&P 500 Pure Value ETF	Q2 2025	$93.76	Open	$117.15	+24.95%	Open	History

TGH - Textainer Group Holdings Ltd	Q2 2023	$39.38	Q4 2023	$49.20	+24.94%	Closed	History

RWL - Invesco S&P 500 Revenue ETF	Q2 2025	$104.29	Open	$130.28	+24.92%	Open	History

NN - Nextnav Inc	Q1 2025	$12.17	Q2 2025	$15.20	+24.90%	Closed	History

SPSM - State Street SPDR Portfolio S&P 600 Small Cap ETF	Q3 2024	$45.51	Open	$56.84	+24.90%	Open	History

ANRZQ - Alpha Natural Resources Inc	Q3 2012	$6.59	Q1 2013	$8.23	+24.89%	Closed	History

SON - Sonoco Products Co.	Q1 2013	$34.99	Q4 2014	$43.70	+24.89%	Closed	History

MAT - Mattel, Inc.	Q1 2018	$13.15	Q2 2018	$16.42	+24.87%	Closed	History

WKC - World Kinect Corp.	Q3 2020	$21.20	Q4 2021	$26.47	+24.86%	Closed	History

RBLX - Roblox Corp.	Q4 2023	$45.72	Open	$57.07	+24.83%	Open	History

APOL - Apollo Ed Group Inc	Q3 2016	$7.94	Q4 2016	$9.91	+24.81%	Closed	History

DOCU - DocuSign, Inc.	Q4 2019	$74.08	Q1 2020	$92.45	+24.80%	Closed	History

TNET - Trinet Group Inc	Q4 2021	$95.30	Q4 2023	$118.93	+24.80%	Closed	History

AANUSD - Aarons Inc	Q2 2020	$45.40	Q3 2020	$56.65	+24.78%	Closed	History

PLUS - Eplus Inc	Q2 2017	$37.04	Q3 2017	$46.22	+24.78%	Closed	History

SAH - Sonic Automotive, Inc.	Q2 2025	$79.93	Open	$99.73	+24.77%	Open	History

DEN - Denbury Inc	Q3 2021	$70.26	Q1 2023	$87.63	+24.72%	Closed	History

ESL - Esterline Technologies Corp	Q3 2016	$75.94	Q2 2017	$94.71	+24.72%	Closed	History

IXC - iShares Global Energy ETF	Q1 2025	$42.07	Open	$52.47	+24.72%	Open	History

MCRS - Micros Sys Inc	Q4 2012	$42.44	Q1 2014	$52.93	+24.72%	Closed	History

HAS - Hasbro, Inc.	Q1 2018	$84.30	Q3 2018	$105.12	+24.70%	Closed	History

SON - Sonoco Products Co.	Q3 2025	$43.09	Open	$53.73	+24.69%	Open	History

KALU - Kaiser Aluminum Corp.	Q4 2012	$61.68	Q1 2015	$76.90	+24.68%	Closed	History

FWRD - Forward Air Corp	Q1 2011	$30.67	Q2 2013	$38.23	+24.65%	Closed	History

6683 - General Electric Co	Q4 2020	$10.80	Q2 2021	$13.46	+24.63%	Closed	History

NVS - Novartis AG	Q2 2025	$121.01	Open	$150.80	+24.62%	Open	History

IBN - ICICI Bank Ltd.	Q3 2023	$23.12	Q2 2024	$28.81	+24.61%	Closed	History

BJRI - BJ's Restaurants, Inc.	Q3 2017	$30.47	Q4 2019	$37.96	+24.58%	Closed	History

UFPI - UFP Industries, Inc.	Q3 2014	$14.24	Q4 2014	$17.74	+24.58%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q1 2022	$1,135.38	Q4 2022	$1,414.33	+24.57%	Closed	History

OTTR - Otter Tail Corp.	Q4 2012	$25.00	Q1 2013	$31.14	+24.56%	Closed	History

PGTI - Pgt Innovations Inc	Q1 2019	$13.85	Q3 2019	$17.25	+24.55%	Closed	History

SSTK - Shutterstock Inc	Q1 2016	$36.78	Q2 2016	$45.80	+24.52%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q1 2024	$60.74	Open	$75.63	+24.51%	Open	History

MMSI - Merit Medical Systems, Inc.	Q1 2015	$19.22	Q3 2015	$23.93	+24.51%	Closed	History

ST - Sensata Technologies Holdings plc	Q3 2024	$35.86	Open	$44.65	+24.51%	Open	History

XLG - Invesco S&P 500 Top 50 ETF	Q4 2024	$49.96	Open	$62.20	+24.50%	Open	History

CATO - The Cato Corp.	Q1 2011	$24.50	Q2 2012	$30.50	+24.49%	Closed	History

EVRG - Evergy, Inc.	Q4 2021	$68.62	Open	$85.42	+24.48%	Open	History

FTV - Fortive Corp.	Q2 2018	$48.62	Open	$60.52	+24.48%	Open	History

FIZZ - National Beverage Corp.	Q1 2013	$7.03	Q2 2013	$8.75	+24.47%	Closed	History

RMD - ResMed Inc.	Q1 2016	$57.82	Q1 2017	$71.95	+24.44%	Closed	History

PBA - Pembina Pipeline Corp.	Q3 2025	$40.46	Open	$50.33	+24.39%	Open	History

WSM - Williams-Sonoma, Inc.	Q1 2018	$26.38	Q3 2018	$32.82	+24.39%	Closed	History

SFLY - Shutterfly Inc	Q1 2019	$40.64	Q2 2019	$50.55	+24.38%	Closed	History

CMS - CMS Energy Corp.	Q2 2024	$59.53	Open	$74.02	+24.34%	Open	History

TREX - Trex Co., Inc.	Q4 2025	$35.08	Open	$43.62	+24.34%	Open	History

ARC - Arc Document Solutions Inc	Q4 2013	$8.22	Q4 2014	$10.22	+24.33%	Closed	History

VOE - Vanguard Mid-Cap Value Index Fund ETF Shares	Q4 2024	$161.77	Open	$201.12	+24.32%	Open	History

JOE - The St. Joe Co.	Q3 2025	$49.48	Open	$61.51	+24.31%	Open	History

NBL - Noble Energy Inc	Q3 2017	$28.38	Q2 2018	$35.28	+24.31%	Closed	History

OIL - Owens Ill Inc	Q3 2012	$18.76	Q1 2015	$23.32	+24.31%	Closed	History

UNVR - Univar Inc	Q4 2018	$17.74	Q2 2019	$22.05	+24.30%	Closed	History

HWM - Howmet Aerospace Inc.	Q4 2016	$18.54	Q1 2018	$23.04	+24.27%	Closed	History

MMS - Maximus, Inc.	Q3 2016	$56.57	Q2 2020	$70.30	+24.27%	Closed	History

MSEX - Middlesex Wtr Co	Q1 2024	$52.50	Q3 2024	$65.24	+24.27%	Closed	History

ATR - AptarGroup, Inc.	Q3 2022	$95.12	Q1 2023	$118.19	+24.25%	Closed	History

POOL - Pool Corp.	Q3 2016	$94.56	Q2 2017	$117.49	+24.25%	Closed	History

VST - Vistra Corp.	Q2 2017	$16.79	Q1 2018	$20.86	+24.24%	Closed	History

SXT - Sensient Technologies Corp	Q4 2013	$48.55	Q4 2014	$60.31	+24.22%	Closed	History

EFX - Equifax Inc.	Q4 2010	$35.61	Q1 2012	$44.22	+24.18%	Closed	History

KOS - Kosmos Energy Ltd.	Q2 2017	$6.41	Q3 2017	$7.96	+24.18%	Closed	History

OPK - Opko Health Inc	Q1 2024	$1.20	Q3 2024	$1.49	+24.17%	Closed	History

LNCE - Snyders-Lance Inc	Q1 2017	$40.31	Q4 2017	$50.05	+24.16%	Closed	History

VYM - Vanguard High Dividend Yield Index Fund ETF Shares	Q1 2025	$128.96	Open	$160.10	+24.15%	Open	History

LZB - La-Z-Boy Inc.	Q2 2011	$9.90	Q2 2012	$12.29	+24.14%	Closed	History

BIOSEUR - Bioscrip Inc	Q4 2011	$5.47	Q1 2012	$6.79	+24.13%	Closed	History

PI - Impinj, Inc.	Q4 2022	$109.18	Q1 2023	$135.52	+24.13%	Closed	History

SLG - Sl Green Rlty Corp	Q2 2023	$30.05	Q3 2023	$37.30	+24.13%	Closed	History

MGA - Magna International Inc.	Q1 2017	$43.16	Q1 2023	$53.57	+24.12%	Closed	History

HUBS - HubSpot, Inc.	Q1 2023	$428.75	Q2 2023	$532.09	+24.10%	Closed	History

PANW - Palo Alto Networks, Inc.	Q1 2018	$30.26	Q3 2018	$37.54	+24.08%	Closed	History

PMC - Pharmerica Corp	Q1 2015	$28.21	Q4 2015	$35.00	+24.07%	Closed	History

NG - NovaGold Resources Inc.	Q1 2020	$7.40	Q2 2020	$9.18	+24.05%	Closed	History

NVRO - Nevro Corp	Q4 2014	$38.63	Q1 2015	$47.92	+24.05%	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.