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
1627457D - Pep Boys Manny Moe & Jack	Q4 2012	$9.83	Q1 2013	$11.79	+19.94%	Closed	History

TLRYN - Tilray Inc	Q1 2020	$6.88	Q4 2020	$8.25	+19.91%	Closed	History

BKI - Black Knight Inc	Q2 2020	$72.59	Q3 2020	$87.03	+19.89%	Closed	History

MMSI - Merit Medical Systems, Inc.	Q4 2020	$55.50	Q1 2022	$66.54	+19.89%	Closed	History

SEM - Select Medical Holdings Corp	Q4 2023	$12.66	Q2 2025	$15.18	+19.89%	Closed	History

CZR - Caesars Entertainment, Inc.	Q1 2013	$15.86	Q1 2014	$19.01	+19.86%	Closed	History

VC - Visteon Corp.	Q2 2013	$63.12	Q3 2013	$75.64	+19.84%	Closed	History

SKX - Skechers U S A Inc	Q3 2016	$22.90	Q1 2017	$27.44	+19.83%	Closed	History

STLA - Stellantis N.V.	Q3 2022	$11.85	Q4 2022	$14.20	+19.83%	Closed	History

SHOO - Steven Madden, Ltd.	Q1 2011	$13.90	Q2 2011	$16.65	+19.81%	Closed	History

PAYA - Paya Holdings Inc	Q2 2022	$6.57	Q4 2022	$7.87	+19.79%	Closed	History

KTB - Kontoor Brands, Inc.	Q1 2026	$70.29	Open	$84.19	+19.78%	Open	History

YHOO - Yahoo Inc	Q4 2016	$38.73	Q1 2017	$46.39	+19.78%	Closed	History

ADBE - Adobe Inc.	Q2 2011	$31.46	Q4 2012	$37.67	+19.74%	Closed	History

COLM - Columbia Sportswear Co.	Q1 2018	$76.42	Q2 2018	$91.47	+19.69%	Closed	History

PRGS - Progress Software Corp.	Q2 2013	$22.98	Q2 2015	$27.50	+19.67%	Closed	History

AKS - Ak Stl Hldg Corp	Q1 2019	$2.75	Q4 2019	$3.29	+19.64%	Closed	History

VC - Visteon Corp.	Q4 2019	$86.60	Q2 2022	$103.61	+19.64%	Closed	History

WGO - Winnebago Industries, Inc.	Q2 2022	$48.57	Q3 2024	$58.11	+19.64%	Closed	History

DOCU - DocuSign, Inc.	Q3 2020	$215.26	Q3 2021	$257.39	+19.57%	Closed	History

CLX - The Clorox Co.	Q3 2018	$150.41	Q2 2021	$179.83	+19.56%	Closed	History

VIAV - Viavi Solutions Inc.	Q1 2016	$6.86	Q4 2016	$8.20	+19.53%	Closed	History

ACIW - ACI Worldwide, Inc.	Q2 2011	$11.24	Q1 2012	$13.43	+19.52%	Closed	History

ARLO - Arlo Technologies, Inc.	Q2 2023	$10.91	Q2 2024	$13.04	+19.52%	Closed	History

LMX - Luminex Corp Del	Q3 2015	$16.91	Q2 2016	$20.21	+19.52%	Closed	History

NOVT - Novanta Inc	Q1 2018	$52.11	Q2 2018	$62.28	+19.52%	Closed	History

SYK - Stryker Corp.	Q1 2020	$166.43	Q2 2022	$198.91	+19.52%	Closed	History

EVRI - Everi Hldgs Inc	Q4 2022	$14.35	Q1 2023	$17.15	+19.51%	Closed	History

ROL - Rollins, Inc.	Q4 2022	$36.54	Q4 2023	$43.67	+19.51%	Closed	History

TEX - Terex Corp.	Q4 2012	$28.12	Q3 2013	$33.60	+19.49%	Closed	History

MTB - M&T Bank Corp.	Q4 2020	$127.12	Q1 2021	$151.88	+19.48%	Closed	History

SCHG - Schwab U.S. Large-Cap Growth ETF	Q2 2025	$29.21	Open	$34.90	+19.48%	Open	History

HES - Hess Corp	Q1 2018	$50.62	Q3 2019	$60.47	+19.46%	Closed	History

AVEM - Avantis Emerging Markets Equity ETF	Q4 2025	$77.02	Open	$92.00	+19.45%	Open	History

MCRI - Monarch Casino & Resort, Inc.	Q3 2025	$105.84	Open	$126.42	+19.44%	Open	History

CSGS - CSG Systems International, Inc.	Q2 2015	$31.66	Q1 2017	$37.81	+19.43%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q1 2018	$25.89	Q3 2018	$30.92	+19.43%	Closed	History

COLL - Collegium Pharmaceutical, Inc.	Q1 2023	$23.99	Q4 2024	$28.65	+19.42%	Closed	History

ICFI - ICF International, Inc.	Q1 2026	$65.29	Open	$77.96	+19.41%	Open	History

FORM - FormFactor, Inc.	Q1 2026	$96.99	Open	$115.81	+19.40%	Open	History

OZK - Bank OZK	Q3 2021	$42.97	Open	$51.30	+19.39%	Open	History

CASY - Casey's General Stores, Inc.	Q2 2020	$149.55	Q4 2020	$178.54	+19.38%	Closed	History

TWI - Titan International, Inc.	Q3 2012	$17.66	Q1 2013	$21.08	+19.37%	Closed	History

ETN - Eaton Corp. plc	Q2 2012	$39.64	Q3 2012	$47.31	+19.35%	Closed	History

GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	Q4 2025	$153.02	Open	$182.63	+19.35%	Open	History

ASIX - AdvanSix Inc.	Q3 2022	$32.07	Q1 2023	$38.27	+19.33%	Closed	History

CMPR - Cimpress N V	Q2 2019	$90.83	Q2 2021	$108.39	+19.33%	Closed	History

DAKT - Daktronics, Inc.	Q1 2013	$10.50	Q4 2014	$12.53	+19.33%	Closed	History

OXM - Oxford Inds Inc	Q2 2017	$62.48	Q1 2018	$74.55	+19.32%	Closed	History

CVA - Covanta Hldg Corp	Q1 2018	$14.50	Q3 2019	$17.30	+19.31%	Closed	History

SNY - Sanofi	Q1 2016	$40.15	Q2 2017	$47.90	+19.30%	Closed	History

HOOD - Robinhood Markets, Inc.	Q4 2022	$8.14	Q1 2023	$9.71	+19.29%	Closed	History

TCHP - T. Rowe Price Blue Chip Growth ETF	Q1 2024	$35.30	Q4 2024	$42.11	+19.29%	Closed	History

CNMD - CONMED Corp.	Q2 2011	$28.48	Q3 2013	$33.97	+19.28%	Closed	History

WAT - Waters Corp.	Q3 2014	$99.12	Q3 2015	$118.23	+19.28%	Closed	History

2777284Z - Dr Pepper Snapple Group Inc	Q4 2010	$35.15	Q2 2011	$41.92	+19.26%	Closed	History

AES - The AES Corp.	Q1 2025	$12.42	Open	$14.81	+19.24%	Open	History

WLY - John Wiley & Sons, Inc.	Q1 2011	$50.82	Q2 2014	$60.60	+19.24%	Closed	History

LB - L Brands Inc	Q2 2013	$49.25	Q2 2014	$58.72	+19.23%	Closed	History

VAR - Varian Med Sys Inc	Q3 2019	$119.04	Q4 2019	$141.92	+19.22%	Closed	History

VC - Visteon Corp.	Q2 2015	$104.97	Q4 2017	$125.14	+19.22%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q4 2018	$96.14	Q1 2019	$114.61	+19.21%	Closed	History

PPLI - People Inc.	Q2 2024	$38.43	Open	$45.81	+19.19%	Open	History

IYF - iShares U.S. Financials ETF	Q1 2025	$112.85	Open	$134.50	+19.18%	Open	History

NPO - Enpro Inc.	Q2 2013	$50.77	Q3 2014	$60.51	+19.18%	Closed	History

RDVY - First Trust Rising Dividend Achievers ETF	Q3 2025	$67.26	Open	$80.16	+19.18%	Open	History

IPGP - IPG Photonics Corp.	Q3 2017	$185.04	Q2 2018	$220.52	+19.17%	Closed	History

PLUS - Eplus Inc	Q1 2018	$38.83	Q3 2018	$46.28	+19.17%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q2 2025	$1,795.72	Open	$2,139.73	+19.16%	Open	History

A - Agilent Technologies, Inc.	Q4 2018	$67.46	Q1 2019	$80.37	+19.14%	Closed	History

ELX - Emulex Corp	Q1 2013	$6.53	Q3 2013	$7.78	+19.14%	Closed	History

PTEN - Patterson-UTI Energy, Inc.	Q4 2024	$8.26	Open	$9.84	+19.13%	Open	History

TTC - The Toro Co.	Q3 2020	$83.90	Q4 2021	$99.95	+19.13%	Closed	History

GIL - Gildan Activewear Inc.	Q1 2024	$37.13	Q1 2025	$44.22	+19.10%	Closed	History

SR - Spire Inc.	Q3 2024	$67.29	Open	$80.14	+19.10%	Open	History

TH - Target Hospitality Corp	Q2 2025	$7.12	Q3 2025	$8.48	+19.10%	Closed	History

BPOP - Popular Inc	Q4 2013	$28.70	Q2 2014	$34.18	+19.09%	Closed	History

JBSS - Sanfilippo John B & Son Inc	Q1 2019	$71.76	Q2 2020	$85.46	+19.09%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q1 2025	$478.13	Open	$569.32	+19.07%	Open	History

MMI - Marcus & Millichap, Inc.	Q4 2018	$34.25	Q1 2019	$40.78	+19.07%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2012	$80.82	Q4 2015	$96.23	+19.07%	Closed	History

ALG - Alamo Group Inc.	Q1 2017	$76.23	Q2 2017	$90.76	+19.06%	Closed	History

AVY - Avery Dennison Corp.	Q1 2013	$43.07	Q2 2014	$51.28	+19.06%	Closed	History

FARO - Faro Technologies Inc	Q3 2012	$41.27	Q2 2014	$49.13	+19.05%	Closed	History

PLUS - Eplus Inc	Q2 2024	$73.68	Q4 2025	$87.70	+19.03%	Closed	History

FELE - Franklin Elec Inc	Q4 2015	$27.03	Q1 2016	$32.17	+19.02%	Closed	History

EXPO - Exponent, Inc.	Q4 2010	$9.37	Q1 2011	$11.15	+19.01%	Closed	History

FIZZ - National Beverage Corp.	Q2 2014	$9.45	Q2 2015	$11.25	+18.99%	Closed	History

EHC - Encompass Health Corp.	Q4 2024	$92.35	Open	$109.88	+18.98%	Open	History

ETD - Ethan Allen Interiors Inc.	Q2 2011	$21.28	Q1 2012	$25.32	+18.98%	Closed	History

GDOT - Green Dot Corp	Q2 2012	$22.13	Q3 2013	$26.33	+18.98%	Closed	History

ASB - Associated Banc-Corp	Q1 2013	$15.20	Q2 2014	$18.08	+18.95%	Closed	History

CNK - Cinemark Holdings, Inc.	Q4 2011	$18.47	Q1 2012	$21.97	+18.95%	Closed	History

UBS - UBS Group AG	Q4 2025	$46.31	Open	$55.07	+18.92%	Open	History

ECHO - Echo Global Logistics Inc	Q4 2011	$13.07	Q2 2014	$15.54	+18.91%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2017	$191.84	Q3 2017	$228.12	+18.91%	Closed	History

ALGT - Allegiant Travel Co.	Q1 2013	$88.74	Q4 2013	$105.51	+18.90%	Closed	History

PZZA - Papa Johns Intl Inc	Q1 2011	$15.84	Q1 2012	$18.83	+18.88%	Closed	History

DVY - iShares Select Dividend ETF	Q1 2025	$134.29	Open	$159.62	+18.86%	Open	History

PLNT - Planet Fitness, Inc.	Q2 2018	$43.95	Open	$52.24	+18.86%	Open	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.