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
CCS - Century Communities, Inc.	Q2 2021	$66.57	Q4 2021	$81.76	+22.82%	Closed	History

DCO - Ducommun Inc.	Q2 2013	$21.26	Q2 2014	$26.11	+22.81%	Closed	History

GEO - Geo Group Inc New	Q1 2018	$20.47	Q3 2018	$25.14	+22.81%	Closed	History

TTE - TotalEnergies SE	Q4 2025	$65.42	Open	$80.34	+22.81%	Open	History

CHRD - Chord Energy Corp.	Q2 2021	$100.52	Open	$123.44	+22.80%	Open	History

ON - ON Semiconductor Corp.	Q3 2013	$7.28	Q3 2014	$8.94	+22.80%	Closed	History

EEM - iShares MSCI Emerging Markets ETF	Q3 2025	$53.40	Open	$65.57	+22.79%	Open	History

ENPH - Enphase Energy Inc	Q1 2020	$32.29	Q2 2025	$39.65	+22.79%	Closed	History

PBR.A - Petróleo Brasileiro S.A. - Petrobras CL A	Q1 2025	$13.04	Open	$16.01	+22.78%	Open	History

KFY - Korn Ferry	Q1 2017	$31.48	Q3 2019	$38.64	+22.74%	Closed	History

TEX - Terex Corp.	Q4 2025	$53.38	Open	$65.52	+22.74%	Open	History

ZNGA - Zynga Inc	Q3 2021	$7.53	Q1 2022	$9.24	+22.71%	Closed	History

PDCO - Patterson Companies Inc	Q4 2010	$30.65	Q2 2013	$37.60	+22.68%	Closed	History

TTEK - Tetra Tech, Inc.	Q3 2015	$4.86	Q1 2016	$5.96	+22.67%	Closed	History

AAP - Advance Auto Parts, Inc.	Q3 2017	$99.20	Q1 2023	$121.61	+22.59%	Closed	History

AEPI - Aep Inds Inc	Q3 2012	$60.59	Q3 2013	$74.28	+22.59%	Closed	History

SCL - Stepan Co.	Q2 2012	$47.06	Q3 2013	$57.69	+22.59%	Closed	History

IGF - iShares Global Infrastructure ETF	Q1 2025	$54.67	Open	$67.01	+22.57%	Open	History

WATS - Watson Pharmaceuticals Inc	Q1 2011	$56.00	Q2 2011	$68.62	+22.54%	Closed	History

YBA - Bancorpsouth Inc	Q1 2013	$16.29	Q3 2013	$19.96	+22.53%	Closed	History

BGFV - Big 5 Sporting Goods Corp	Q4 2012	$13.10	Q1 2014	$16.05	+22.52%	Closed	History

AZZ - AZZ Inc.	Q1 2020	$28.06	Q2 2020	$34.36	+22.45%	Closed	History

ENV - Envestnet Inc	Q4 2017	$49.81	Q3 2018	$60.99	+22.45%	Closed	History

KMT - Kennametal Inc.	Q2 2023	$28.39	Open	$34.76	+22.44%	Open	History

STZ - Constellation Brands, Inc.	Q4 2018	$160.82	Q2 2019	$196.91	+22.44%	Closed	History

VAP - Valspar Corp	Q1 2013	$62.30	Q2 2014	$76.25	+22.39%	Closed	History

IAS - Integral Ad Science Hldng Co	Q2 2025	$8.31	Q3 2025	$10.17	+22.38%	Closed	History

AMWD - American Woodmark Corp.	Q2 2023	$76.37	Q3 2024	$93.45	+22.36%	Closed	History

IAU - iShares Gold Trust	Q2 2025	$62.36	Open	$76.28	+22.32%	Open	History

OCR - Omnicare Inc	Q1 2015	$77.06	Q2 2015	$94.25	+22.31%	Closed	History

DST - Dst Sys Inc Del	Q4 2010	$22.17	Q1 2012	$27.12	+22.30%	Closed	History

UFPI - UFP Industries, Inc.	Q4 2021	$92.12	Q4 2024	$112.65	+22.29%	Closed	History

AFH - Us Ecology Inc	Q1 2012	$21.74	Q1 2013	$26.58	+22.26%	Closed	History

NVDA - NVIDIA Corp.	Q4 2017	$4.84	Q2 2018	$5.92	+22.23%	Closed	History

PRMW - Primo Water Corporation	Q3 2022	$12.56	Q1 2023	$15.35	+22.21%	Closed	History

GDDY - GoDaddy Inc.	Q4 2019	$67.92	Q4 2020	$82.98	+22.17%	Closed	History

PRVA - Privia Health Group, Inc.	Q2 2025	$23.00	Open	$28.10	+22.17%	Open	History

ERI - Eldorado Resorts Inc	Q3 2015	$9.03	Q4 2015	$11.03	+22.15%	Closed	History

NCI - Navigant Consulting Inc	Q4 2011	$455.60	Q1 2012	$556.40	+22.12%	Closed	History

KBH - Kb Home	Q2 2024	$70.18	Q3 2024	$85.69	+22.10%	Closed	History

WMG - Warner Music Group Corp.	Q3 2022	$23.19	Open	$28.31	+22.08%	Open	History

MZTI - The Marzetti Co.	Q2 2013	$77.96	Q1 2015	$95.16	+22.06%	Closed	History

WAFD - WaFd, Inc.	Q3 2012	$16.68	Q3 2014	$20.36	+22.06%	Closed	History

COR - Cencora, Inc.	Q1 2024	$242.99	Open	$296.57	+22.05%	Open	History

TJX - The TJX Companies, Inc.	Q1 2016	$39.18	Q1 2020	$47.81	+22.04%	Closed	History

3164852Z - Avg Technologies N V	Q1 2016	$20.75	Q4 2016	$25.32	+22.02%	Closed	History

EWBC - East West Bancorp, Inc.	Q3 2012	$21.08	Q1 2013	$25.72	+22.01%	Closed	History

MGLN - Magellan Health Inc	Q3 2019	$62.10	Q3 2020	$75.76	+22.00%	Closed	History

ANEN - Anaren Inc	Q2 2013	$22.94	Q4 2013	$27.98	+21.97%	Closed	History

PLOW - Douglas Dynamics, Inc.	Q2 2014	$17.63	Q2 2015	$21.49	+21.89%	Closed	History

BAX - Baxter International Inc.	Q4 2011	$26.88	Q3 2012	$32.75	+21.87%	Closed	History

ITGR - Integer Holdings Corp.	Q4 2025	$78.43	Open	$95.56	+21.84%	Open	History

NYT - The New York Times Co.	Q4 2010	$9.81	Q3 2016	$11.95	+21.81%	Closed	History

SBH - Sally Beauty Holdings, Inc.	Q1 2011	$14.03	Q2 2011	$17.09	+21.81%	Closed	History

ORA - Ormat Technologies, Inc.	Q3 2019	$74.28	Q4 2020	$90.47	+21.80%	Closed	History

EQL - ALPS Equal Sector Weight ETF	Q1 2025	$41.99	Open	$51.14	+21.79%	Open	History

PRM - Perimeter Solutions, Inc.	Q4 2025	$27.53	Open	$33.53	+21.79%	Open	History

FANG - Diamondback Energy, Inc.	Q4 2021	$107.87	Q2 2023	$131.36	+21.78%	Closed	History

HRL - Hormel Foods Corp.	Q2 2015	$28.19	Q1 2018	$34.32	+21.77%	Closed	History

HROW - Harrow, Inc.	Q1 2026	$35.26	Open	$42.93	+21.75%	Open	History

FLIR - Flir Sys Inc	Q1 2012	$25.30	Q2 2015	$30.80	+21.74%	Closed	History

AFSI - Amtrust Finl Svcs Inc	Q4 2013	$32.67	Q3 2014	$39.77	+21.73%	Closed	History

AVT - Avnet, Inc.	Q1 2012	$36.40	Q2 2014	$44.31	+21.73%	Closed	History

CASY - Casey's General Stores, Inc.	Q4 2018	$128.12	Q2 2019	$155.96	+21.73%	Closed	History

KRC - Kilroy Realty Corp.	Q1 2025	$32.76	Open	$39.88	+21.73%	Open	History

TOWR - Tower Intl Inc	Q4 2013	$21.40	Q2 2015	$26.05	+21.73%	Closed	History

INVH - Invitation Homes Inc.	Q1 2019	$24.32	Q3 2019	$29.60	+21.71%	Closed	History

LVB - Steinway Musical Instrs Inc	Q1 2012	$25.01	Q2 2013	$30.44	+21.71%	Closed	History

DCI - Donaldson Co., Inc.	Q2 2012	$33.38	Q3 2014	$40.62	+21.69%	Closed	History

LDOS - Leidos Holdings, Inc.	Q4 2021	$88.92	Open	$108.21	+21.69%	Open	History

SAM - The Boston Beer Co., Inc.	Q3 2016	$155.40	Q1 2018	$189.10	+21.69%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q1 2022	$79.75	Open	$97.05	+21.69%	Open	History

HWC - Hancock Hldg Co	Q2 2013	$30.08	Q1 2014	$36.60	+21.68%	Closed	History

MGA - Magna International Inc.	Q1 2024	$54.48	Open	$66.29	+21.68%	Open	History

CNVR - Conversant Inc	Q1 2014	$28.15	Q3 2014	$34.25	+21.67%	Closed	History

MTX - Minerals Technologies Inc.	Q4 2022	$60.72	Open	$73.85	+21.62%	Open	History

PRSCUSD - Providence Svc Corp	Q1 2017	$44.44	Q3 2017	$54.05	+21.62%	Closed	History

POR - Portland Gen Elec Co	Q4 2018	$45.86	Q4 2019	$55.77	+21.61%	Closed	History

SAIC - Science Applications International Corp.	Q4 2013	$33.07	Q3 2015	$40.21	+21.59%	Closed	History

ACAS - American Cap Ltd	Q4 2012	$12.00	Q1 2013	$14.59	+21.58%	Closed	History

CPK - Chesapeake Utils Corp	Q4 2023	$105.63	Q1 2025	$128.43	+21.58%	Closed	History

ZD - Ziff Davis, Inc.	Q1 2016	$53.55	Q1 2020	$65.10	+21.58%	Closed	History

LLY - Eli Lilly and Co.	Q1 2013	$56.80	Q4 2014	$69.05	+21.57%	Closed	History

CVE - Cenovus Energy Inc.	Q1 2018	$8.54	Q2 2018	$10.38	+21.55%	Closed	History

VONE - Vanguard Russell 1000 Index Fund ETF Shares	Q2 2025	$280.86	Open	$341.40	+21.55%	Open	History

AB - AllianceBernstein Holdings L.P.	Q4 2020	$27.98	Q2 2021	$34.00	+21.52%	Closed	History

COO - The Cooper Companies, Inc.	Q3 2016	$44.82	Q4 2017	$54.47	+21.52%	Closed	History

PRU - Prudential Financial, Inc.	Q2 2015	$87.49	Q3 2017	$106.32	+21.52%	Closed	History

FSS - Federal Signal Corp.	Q1 2018	$22.04	Q2 2019	$26.78	+21.51%	Closed	History

GTLS - Chart Inds Inc	Q1 2024	$164.72	Q3 2025	$200.15	+21.51%	Closed	History

OM2 - Orthofix Intl N V	Q4 2010	$29.01	Q4 2011	$35.25	+21.51%	Closed	History

UHAL - U-Haul Holdings Co.	Q3 2025	$57.07	Open	$69.34	+21.50%	Open	History

BGS - B & G Foods Inc New	Q4 2010	$13.73	Q3 2011	$16.68	+21.49%	Closed	History

SUPN - Supernus Pharmaceuticals, Inc.	Q3 2021	$26.63	Q1 2022	$32.35	+21.48%	Closed	History

ATGE -	Q2 2020	$31.15	Q3 2021	$37.83	+21.44%	Closed	History

FUL - H.B. Fuller Co.	Q1 2016	$42.45	Q1 2017	$51.55	+21.44%	Closed	History

IP - International Paper Co.	Q2 2013	$41.37	Q4 2016	$50.24	+21.43%	Closed	History

ALGN - Align Technology, Inc.	Q4 2010	$19.53	Q4 2011	$23.71	+21.40%	Closed	History

ALOG - Analogic Corp	Q1 2016	$79.01	Q1 2018	$95.90	+21.38%	Closed	History

BAGL - Einstein Noah Rest Group Inc	Q4 2012	$12.21	Q1 2013	$14.82	+21.38%	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.