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
POT - Potash Corp SAsk Inc	Q3 2013	$31.28	Q2 2014	$37.96	+21.36%	Closed	History

XEL - Xcel Energy Inc.	Q3 2024	$65.30	Open	$79.25	+21.36%	Open	History

HI - Hillenbrand Inc	Q3 2011	$18.41	Q4 2011	$22.34	+21.35%	Closed	History

0CO - Civeo Corp	Q1 2015	$2.53	Q2 2015	$3.07	+21.34%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q3 2013	$27.04	Q4 2013	$32.81	+21.34%	Closed	History

LNT - Alliant Energy Corp.	Q4 2021	$61.44	Open	$74.55	+21.34%	Open	History

AMSG - Amsurg Corp	Q1 2015	$61.51	Q1 2016	$74.60	+21.28%	Closed	History

ACORGBP - Acorda Therapeutics Inc	Q2 2014	$33.71	Q4 2014	$40.87	+21.24%	Closed	History

PRU - Prudential Financial, Inc.	Q3 2023	$94.89	Open	$115.04	+21.24%	Open	History

SYKE - Sykes Enterprises Inc	Q3 2018	$30.51	Q4 2019	$36.99	+21.24%	Closed	History

TVPT - Travelport Worldwide Ltd	Q4 2015	$12.90	Q4 2018	$15.64	+21.24%	Closed	History

OC - Owens Corning	Q4 2014	$35.80	Q1 2015	$43.40	+21.23%	Closed	History

OMF - OneMain Holdings, Inc.	Q4 2021	$49.97	Open	$60.58	+21.23%	Open	History

PGEM - Ply Gem Hldgs Inc	Q4 2016	$16.25	Q1 2017	$19.70	+21.23%	Closed	History

CARG - CarGurus, Inc.	Q3 2020	$21.63	Q2 2021	$26.22	+21.22%	Closed	History

IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares	Q3 2024	$105.63	Open	$128.03	+21.21%	Open	History

SCHA - Schwab U.S. Small-Cap ETF	Q4 2025	$28.48	Open	$34.52	+21.21%	Open	History

VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	Q4 2024	$195.83	Open	$237.36	+21.21%	Open	History

BERY - Berry Global Group Inc	Q3 2021	$60.90	Q4 2021	$73.79	+21.17%	Closed	History

LSTR - Landstar System, Inc.	Q3 2011	$39.53	Q4 2011	$47.90	+21.17%	Closed	History

RSG - Republic Services, Inc.	Q4 2013	$33.20	Q4 2014	$40.23	+21.17%	Closed	History

NVST - Envista Holdings Corp.	Q4 2020	$33.74	Q1 2023	$40.88	+21.16%	Closed	History

VVC - Vectren Corp	Q2 2011	$27.89	Q2 2013	$33.79	+21.15%	Closed	History

CCK - Crown Holdings, Inc.	Q4 2023	$92.09	Open	$111.55	+21.13%	Open	History

FLNC - Fluence Energy Inc	Q1 2022	$13.11	Q4 2024	$15.88	+21.13%	Closed	History

FMER - Firstmerit Corp	Q1 2013	$16.52	Q2 2013	$20.01	+21.13%	Closed	History

BKFS - Black Knight Finl Svcs Inc	Q1 2016	$31.02	Q2 2016	$37.57	+21.12%	Closed	History

KRO - Kronos Worldwide Inc	Q3 2011	$16.10	Q4 2012	$19.50	+21.12%	Closed	History

PWR - Quanta Services, Inc.	Q2 2015	$28.82	Q4 2016	$34.90	+21.10%	Closed	History

WRK - Westrock Co	Q4 2023	$41.52	Q2 2024	$50.26	+21.05%	Closed	History

AON - Aon plc	Q1 2013	$61.51	Q3 2013	$74.44	+21.02%	Closed	History

EVLV - Evolv Technologies Holdings, Inc.	Q2 2025	$6.24	Q3 2025	$7.55	+20.99%	Closed	History

TRP - TC Energy Corp.	Q1 2016	$39.31	Q3 2016	$47.56	+20.99%	Closed	History

EGP - EastGroup Properties, Inc.	Q1 2025	$176.15	Open	$213.11	+20.98%	Open	History

KAI - Kadant Inc.	Q2 2013	$30.16	Q1 2014	$36.48	+20.95%	Closed	History

STQ - Steris Corp	Q3 2016	$73.09	Q3 2017	$88.39	+20.93%	Closed	History

XLE - State Street Energy Select Sector SPDR ETF	Q1 2025	$46.73	Open	$56.50	+20.92%	Open	History

CVGW - Calavo Growers Inc	Q3 2012	$25.01	Q3 2013	$30.24	+20.91%	Closed	History

IDCC - InterDigital, Inc.	Q3 2019	$52.50	Q1 2021	$63.48	+20.91%	Closed	History

GRND - Grindr Inc.	Q1 2024	$10.13	Q2 2024	$12.24	+20.83%	Closed	History

IVE - iShares S&P 500 Value ETF	Q1 2025	$190.58	Open	$230.25	+20.82%	Open	History

SNPS - Synopsys, Inc.	Q1 2019	$115.22	Q4 2019	$139.21	+20.82%	Closed	History

BWXT - BWX Technologies, Inc.	Q4 2015	$31.77	Q3 2016	$38.37	+20.77%	Closed	History

TRCO - Tribune Media Co	Q2 2018	$38.27	Q2 2019	$46.22	+20.77%	Closed	History

HBI - Hanesbrands Inc	Q2 2012	$27.75	Q1 2015	$33.51	+20.76%	Closed	History

XNCR - Xencor Inc	Q2 2016	$18.98	Q3 2017	$22.92	+20.76%	Closed	History

SPEM - State Street SPDR Portfolio Emerging Markets ETF	Q2 2025	$42.74	Open	$51.61	+20.75%	Open	History

DB5 - Dun & Bradstreet Corp Del Ne	Q4 2017	$118.22	Q4 2018	$142.74	+20.74%	Closed	History

PA5 - Pall Corp	Q3 2014	$83.75	Q4 2014	$101.11	+20.73%	Closed	History

SNDL - Sundial Growers Inc	Q4 2021	$5.80	Q1 2022	$7.00	+20.69%	Closed	History

CATO - The Cato Corp.	Q3 2017	$13.21	Q4 2017	$15.94	+20.67%	Closed	History

CCL - Carnival Corp. Ltd.	Q3 2016	$48.82	Q1 2017	$58.91	+20.67%	Closed	History

STLD - Steel Dynamics, Inc.	Q2 2015	$20.71	Q3 2016	$24.99	+20.67%	Closed	History

CNI - Canadian National Railway Co.	Q1 2026	$102.77	Open	$124.00	+20.66%	Open	History

ABM - ABM Industries Inc.	Q1 2026	$38.52	Open	$46.47	+20.64%	Open	History

CWEN - Clearway Energy, Inc.	Q2 2023	$28.56	Open	$34.45	+20.62%	Open	History

BRO - Brown & Brown, Inc.	Q3 2021	$55.44	Open	$66.86	+20.60%	Open	History

HOUS - Realogy Hldgs Corp	Q2 2014	$37.71	Q1 2015	$45.48	+20.60%	Closed	History

NWL - Newell Brands Inc.	Q4 2013	$32.40	Q1 2015	$39.07	+20.59%	Closed	History

KGC - Kinross Gold Corp.	Q4 2016	$3.11	Q2 2018	$3.75	+20.58%	Closed	History

IRWD - Ironwood Pharmaceuticals, Inc.	Q2 2016	$10.95	Q3 2017	$13.21	+20.57%	Closed	History

KGC - Kinross Gold Corp.	Q4 2014	$2.82	Q1 2016	$3.40	+20.57%	Closed	History

AIZ - Assurant, Inc.	Q3 2012	$37.30	Q1 2013	$44.97	+20.56%	Closed	History

CABO - Cable One Inc	Q2 2018	$733.15	Q3 2018	$883.74	+20.54%	Closed	History

HUBB - Hubbell Inc.	Q4 2015	$101.04	Q1 2018	$121.78	+20.53%	Closed	History

MFB - Maidenform Brands Inc	Q4 2012	$19.49	Q3 2013	$23.49	+20.52%	Closed	History

MTUS - Metallus Inc.	Q1 2026	$16.34	Open	$19.69	+20.50%	Open	History

AANUSD - Aarons Inc	Q2 2015	$36.21	Q3 2017	$43.63	+20.49%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q3 2014	$113.49	Q1 2016	$136.73	+20.48%	Closed	History

FOLD -	Q3 2021	$9.57	Q4 2021	$11.53	+20.48%	Closed	History

STLD - Steel Dynamics, Inc.	Q2 2017	$35.81	Q4 2017	$43.13	+20.44%	Closed	History

EXTR - Extreme Networks, Inc.	Q2 2021	$11.17	Q2 2024	$13.45	+20.41%	Closed	History

CL - Colgate-Palmolive Co.	Q4 2016	$65.44	Q4 2022	$78.79	+20.40%	Closed	History

FSS - Federal Signal Corp.	Q4 2023	$76.74	Q4 2024	$92.39	+20.39%	Closed	History

ALL - The Allstate Corp.	Q1 2021	$115.05	Q1 2022	$138.49	+20.37%	Closed	History

CASY - Casey's General Stores, Inc.	Q3 2022	$202.63	Q2 2023	$243.88	+20.36%	Closed	History

JJSF - J&J Snack Foods Corp.	Q2 2013	$77.76	Q3 2014	$93.59	+20.36%	Closed	History

OTIS - Otis Worldwide Corp.	Q2 2020	$56.85	Q1 2021	$68.41	+20.33%	Closed	History

BERY - Berry Plastics Group Inc	Q3 2015	$30.08	Q4 2015	$36.18	+20.28%	Closed	History

OPLN - OPENLANE, Inc.	Q2 2017	$15.89	Q4 2017	$19.11	+20.28%	Closed	History

PF - Pinnacle Foods Inc Del	Q1 2018	$54.10	Q2 2018	$65.07	+20.28%	Closed	History

AIMC - Altra Indl Motion Corp	Q1 2018	$46.02	Q1 2021	$55.35	+20.27%	Closed	History

EVER - EverQuote, Inc.	Q3 2024	$21.09	Open	$25.36	+20.25%	Open	History

BV - Brightview Hldgs Inc	Q2 2024	$13.30	Q4 2024	$15.99	+20.23%	Closed	History

QUAL - iShares MSCI USA Quality Factor ETF	Q2 2025	$182.82	Open	$219.80	+20.23%	Open	History

CE - Celanese Corp.	Q1 2016	$65.50	Q4 2016	$78.74	+20.21%	Closed	History

CUB - Cubic Corp	Q4 2020	$62.06	Q1 2021	$74.60	+20.21%	Closed	History

VTWO - Vanguard Russell 2000 Index Fund ETF Shares	Q4 2025	$99.52	Open	$119.58	+20.16%	Open	History

MEOH - Methanex Corp.	Q2 2025	$33.10	Q3 2025	$39.76	+20.12%	Closed	History

CNK - Cinemark Holdings, Inc.	Q4 2010	$17.26	Q2 2011	$20.73	+20.10%	Closed	History

CRUS - Cirrus Logic, Inc.	Q2 2013	$17.36	Q3 2014	$20.85	+20.10%	Closed	History

ROST - Ross Stores, Inc.	Q2 2012	$31.21	Q4 2013	$37.48	+20.09%	Closed	History

DG - Dollar General Corp.	Q4 2013	$60.32	Q3 2015	$72.43	+20.08%	Closed	History

WAT - Waters Corp.	Q3 2012	$83.30	Q4 2013	$100.01	+20.06%	Closed	History

WSO - Watsco, Inc.	Q4 2015	$117.15	Q2 2016	$140.65	+20.06%	Closed	History

CNO - CNO Financial Group, Inc.	Q1 2012	$7.79	Q4 2012	$9.35	+20.03%	Closed	History

RCL - Royal Caribbean Cruises Ltd.	Q1 2017	$98.11	Q1 2018	$117.75	+20.02%	Closed	History

CSL - Carlisle Companies Inc.	Q4 2015	$88.69	Q1 2017	$106.41	+19.98%	Closed	History

ECHO - Echo Global Logistics Inc	Q1 2018	$22.36	Q4 2020	$26.82	+19.96%	Closed	History

FNB - Fnb Corp Pa	Q1 2019	$10.57	Q4 2019	$12.68	+19.96%	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.