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
MTDR - Matador Resources Co.	Q4 2025	$42.44	Open	$52.64	+24.03%	Open	History

MPC - Marathon Petroleum Corp.	Q3 2016	$40.59	Q4 2016	$50.34	+24.02%	Closed	History

VIS - Vanguard Industrials Index Fund ETF Shares	Q2 2025	$280.07	Open	$347.35	+24.02%	Open	History

AWK - American Water Works Co., Inc.	Q1 2019	$104.20	Open	$129.21	+24.00%	Open	History

EBIXQ - Ebix Inc	Q2 2011	$19.04	Q3 2012	$23.61	+24.00%	Closed	History

NSP - Insperity, Inc.	Q2 2017	$35.50	Q3 2017	$44.02	+24.00%	Closed	History

CATMEUR - Cardtronics Inc	Q1 2016	$35.98	Q3 2016	$44.61	+23.99%	Closed	History

DRI - Darden Restaurants, Inc.	Q2 2015	$63.54	Q3 2017	$78.77	+23.97%	Closed	History

BOOT - Boot Barn Holdings, Inc.	Q4 2023	$76.76	Q1 2024	$95.15	+23.96%	Closed	History

IPHS - Innophos Holdings Inc	Q3 2015	$39.67	Q3 2017	$49.17	+23.95%	Closed	History

WGO - Winnebago Industries, Inc.	Q2 2012	$10.19	Q3 2012	$12.63	+23.95%	Closed	History

ALC - Alcon Inc.	Q2 2021	$70.30	Q4 2021	$87.12	+23.93%	Closed	History

BXP - BXP, Inc.	Q1 2013	$38.65	Q2 2015	$47.89	+23.91%	Closed	History

DOO - BRP Inc.	Q2 2025	$48.47	Open	$60.06	+23.91%	Open	History

SCS - Steelcase Inc	Q1 2023	$8.42	Q2 2025	$10.43	+23.87%	Closed	History

LEVI - Levi Strauss & Co.	Q2 2024	$19.28	Open	$23.88	+23.86%	Open	History

PLD - Prologis, Inc.	Q1 2019	$71.97	Q4 2019	$89.14	+23.86%	Closed	History

POLY - Plantronics Inc New	Q4 2010	$37.22	Q3 2013	$46.10	+23.86%	Closed	History

EVR - Evercore Inc.	Q2 2017	$70.45	Q1 2018	$87.25	+23.85%	Closed	History

PF - Pinnacle Foods Inc Del	Q2 2013	$24.15	Q1 2014	$29.91	+23.85%	Closed	History

CCOI - Cogent Communications Hldgs	Q1 2017	$43.08	Q2 2018	$53.35	+23.84%	Closed	History

CUZ - Cousins Properties Inc.	Q4 2022	$25.29	Open	$31.32	+23.84%	Open	History

AMN - AMN Healthcare Services, Inc.	Q1 2013	$15.83	Q4 2014	$19.60	+23.82%	Closed	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2015	$61.03	Q3 2017	$75.56	+23.81%	Closed	History

EME - EMCOR Group, Inc.	Q1 2017	$62.95	Q1 2018	$77.93	+23.80%	Closed	History

CALY - Callaway Golf Co.	Q4 2014	$7.70	Q1 2015	$9.53	+23.77%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2018	$221.77	Q3 2018	$274.42	+23.74%	Closed	History

KBR - KBR, Inc.	Q4 2010	$30.47	Q2 2011	$37.70	+23.73%	Closed	History

SHOO - Steven Madden, Ltd.	Q2 2019	$33.95	Q4 2023	$42.00	+23.71%	Closed	History

MPLN - Multiplan Corporation	Q4 2021	$4.43	Q2 2022	$5.48	+23.70%	Closed	History

SNDR - Schneider National, Inc.	Q2 2022	$22.39	Q3 2023	$27.69	+23.67%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2022	$88.66	Q1 2023	$109.64	+23.66%	Closed	History

GPI - Group 1 Automotive, Inc.	Q1 2021	$157.74	Q4 2021	$195.05	+23.65%	Closed	History

POOL - Pool Corp.	Q4 2012	$42.32	Q2 2013	$52.33	+23.65%	Closed	History

DISCA - Discovery Communicatns New	Q4 2011	$40.97	Q1 2012	$50.65	+23.63%	Closed	History

VB - Vanguard Small-Cap Index Fund ETF Shares	Q4 2024	$240.28	Open	$297.01	+23.61%	Open	History

UTEK - Ultratech Inc	Q4 2016	$23.95	Q1 2017	$29.60	+23.59%	Closed	History

HNIB - Iac Interactivecorp	Q1 2011	$30.88	Q2 2011	$38.16	+23.58%	Closed	History

LFUS - Littelfuse, Inc.	Q1 2017	$160.06	Q4 2017	$197.81	+23.58%	Closed	History

STAG - STAG Industrial, Inc.	Q4 2022	$32.31	Open	$39.92	+23.55%	Open	History

IEX - IDEX Corp.	Q1 2025	$180.97	Open	$223.57	+23.54%	Open	History

WHR - Whirlpool Corp.	Q4 2013	$156.86	Q4 2014	$193.79	+23.54%	Closed	History

SKYW - SkyWest, Inc.	Q3 2012	$10.33	Q1 2014	$12.76	+23.52%	Closed	History

BWLD - Buffalo Wild Wings Inc	Q2 2017	$126.69	Q4 2017	$156.48	+23.51%	Closed	History

DBI - Designer Brands Inc.	Q4 2023	$8.85	Q1 2024	$10.93	+23.50%	Closed	History

GOGO - Gogo Inc.	Q1 2021	$9.66	Q3 2023	$11.93	+23.50%	Closed	History

PGRE - Paramount Group Inc	Q4 2024	$4.94	Q2 2025	$6.10	+23.48%	Closed	History

AAL - American Airlines Group Inc.	Q2 2022	$12.66	Open	$15.63	+23.46%	Open	History

PEN - Penumbra, Inc.	Q1 2023	$278.69	Q2 2023	$344.06	+23.46%	Closed	History

GPN - Global Payments Inc.	Q2 2017	$90.32	Q1 2018	$111.50	+23.45%	Closed	History

WOR - Worthington Inds Inc	Q1 2013	$19.10	Q1 2014	$23.58	+23.43%	Closed	History

ADI - Analog Devices, Inc.	Q4 2010	$37.67	Q1 2013	$46.49	+23.41%	Closed	History

IPHI - Inphi Corp	Q4 2015	$27.02	Q1 2016	$33.34	+23.39%	Closed	History

FPRX - Five Prime Therapeutics Inc	Q1 2016	$40.63	Q4 2016	$50.13	+23.38%	Closed	History

CIR - Circor Intl Inc	Q3 2019	$37.52	Q4 2019	$46.29	+23.37%	Closed	History

DTE - DTE Energy Co.	Q2 2018	$88.23	Q2 2019	$108.84	+23.36%	Closed	History

HFC - Hollyfrontier Corp	Q2 2012	$35.42	Q3 2014	$43.68	+23.32%	Closed	History

CATMEUR - Cardtronics Inc	Q2 2013	$27.63	Q2 2014	$34.07	+23.31%	Closed	History

BRKR - Bruker Corp.	Q3 2012	$13.09	Q2 2013	$16.14	+23.30%	Closed	History

MRTN - Marten Trans Ltd	Q3 2011	$4.60	Q2 2012	$5.67	+23.30%	Closed	History

VTRS - Viatris Inc.	Q4 2021	$13.53	Open	$16.68	+23.28%	Open	History

GLUU - Glu Mobile Inc	Q1 2015	$5.03	Q2 2015	$6.20	+23.26%	Closed	History

EL - The Estée Lauder Companies Inc.	Q1 2020	$159.36	Q2 2023	$196.38	+23.23%	Closed	History

TPH - Tri Pointe Homes, Inc.	Q2 2020	$14.70	Q3 2020	$18.11	+23.20%	Closed	History

UNM - Unum Group	Q1 2013	$28.27	Q4 2014	$34.83	+23.20%	Closed	History

HIW - Highwoods Properties, Inc.	Q2 2024	$26.27	Open	$32.36	+23.18%	Open	History

HNGR - Hanger Inc	Q4 2012	$27.35	Q1 2014	$33.68	+23.14%	Closed	History

SPYV - State Street SPDR Portfolio S&P 500 Value ETF	Q1 2024	$50.10	Open	$61.69	+23.13%	Open	History

COO - The Cooper Companies, Inc.	Q4 2010	$14.10	Q1 2011	$17.36	+23.11%	Closed	History

QGENN - Qiagen NV	Q4 2019	$33.79	Q1 2020	$41.60	+23.11%	Closed	History

NGVC - Natural Grocers by Vitamin Cottage, Inc.	Q1 2026	$25.85	Open	$31.82	+23.09%	Open	History

QLYS - Qualys, Inc.	Q4 2014	$37.78	Q1 2015	$46.50	+23.08%	Closed	History

EFA - iShares MSCI EAFE ETF	Q3 2022	$56.00	Q3 2023	$68.92	+23.07%	Closed	History

APD - Air Products and Chemicals, Inc.	Q1 2019	$190.96	Q4 2019	$234.99	+23.06%	Closed	History

BHVN - Biohaven Pharmactl Hldg Co L	Q1 2022	$118.48	Q2 2022	$145.80	+23.06%	Closed	History

CIVI - Civitas Solutions Inc	Q4 2014	$17.04	Q1 2015	$20.97	+23.06%	Closed	History

BGC - BGC Group, Inc.	Q4 2011	$16.08	Q2 2013	$19.79	+23.03%	Closed	History

POST - Post Holdings, Inc.	Q1 2022	$69.28	Open	$85.23	+23.02%	Open	History

TJX - The TJX Companies, Inc.	Q3 2020	$55.54	Q4 2020	$68.31	+22.99%	Closed	History

VRNT - Verint Sys Inc	Q3 2011	$26.32	Q1 2012	$32.37	+22.99%	Closed	History

NDN - 99 Cents Only Stores	Q4 2010	$15.93	Q1 2011	$19.59	+22.98%	Closed	History

RBRK - Rubrik, Inc.	Q4 2024	$65.36	Open	$80.38	+22.98%	Open	History

FIS - Fidelity National Information Services, Inc.	Q1 2019	$113.08	Q4 2019	$139.05	+22.97%	Closed	History

CMP - Compass Minerals International, Inc.	Q4 2021	$51.05	Q1 2022	$62.77	+22.96%	Closed	History

FN - Fabrinet	Q4 2018	$51.31	Q3 2020	$63.09	+22.96%	Closed	History

CHWY - Chewy, Inc.	Q2 2024	$27.24	Q4 2024	$33.49	+22.94%	Closed	History

FLO - Flowers Foods, Inc.	Q4 2010	$11.95	Q2 2011	$14.69	+22.94%	Closed	History

PHR - Phreesia Inc	Q4 2023	$23.15	Q2 2025	$28.46	+22.94%	Closed	History

VIA - Viacom Inc New	Q2 2013	$68.01	Q3 2013	$83.61	+22.94%	Closed	History

CSE - Capitalsource Inc	Q3 2013	$11.86	Q1 2014	$14.58	+22.93%	Closed	History

DTE - DTE Energy Co.	Q4 2021	$119.54	Open	$146.95	+22.93%	Open	History

WWD - Woodward, Inc.	Q1 2014	$41.50	Q1 2015	$51.01	+22.92%	Closed	History

CDVIQ - Cal Dive Intl Inc Del	Q4 2010	$5.68	Q1 2011	$6.98	+22.89%	Closed	History

LPG - Dorian LPG Ltd.	Q1 2026	$34.20	Open	$42.03	+22.89%	Open	History

AWR - American States Water Co.	Q3 2014	$30.42	Q2 2015	$37.38	+22.88%	Closed	History

P - Everpure, Inc.	Q2 2025	$57.58	Open	$70.75	+22.87%	Open	History

SF - Stifel Finl Corp	Q3 2012	$14.91	Q3 2013	$18.32	+22.87%	Closed	History

MHK - Mohawk Industries, Inc.	Q4 2014	$155.36	Q1 2016	$190.87	+22.86%	Closed	History

RKT - Rocket Companies, Inc.	Q4 2010	$53.99	Q2 2011	$66.33	+22.86%	Closed	History

CE - Celanese Corp.	Q3 2014	$58.52	Q2 2015	$71.89	+22.85%	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.