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
FELE - Franklin Elec Inc	Q4 2010	$19.45	Q1 2011	$23.11	+18.85%	Closed	History

HBAN - Huntington Bancshares Inc.	Q1 2019	$12.69	Q4 2019	$15.08	+18.83%	Closed	History

SPLK - Splunk Inc	Q4 2018	$104.88	Q1 2019	$124.63	+18.83%	Closed	History

DRVN - Driven Brands Holdings Inc.	Q3 2023	$12.59	Open	$14.96	+18.82%	Open	History

XOM - ExxonMobil Holdings Corp.	Q4 2011	$84.76	Q2 2014	$100.71	+18.82%	Closed	History

SJM - The J. M. Smucker Co.	Q3 2015	$114.10	Q3 2016	$135.54	+18.79%	Closed	History

FCN - FTI Consulting, Inc.	Q4 2015	$34.66	Q1 2017	$41.17	+18.78%	Closed	History

MDRX - Allscripts Healthcare Solutn	Q2 2018	$12.00	Q3 2018	$14.25	+18.75%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2023	$77.04	Open	$91.47	+18.73%	Open	History

ABR - Arbor Realty Trust, Inc.	Q2 2019	$12.08	Q4 2019	$14.34	+18.71%	Closed	History

FQX - Forest Labs Inc	Q4 2010	$31.98	Q1 2013	$37.96	+18.70%	Closed	History

CAVA - CAVA Group, Inc.	Q4 2025	$58.69	Open	$69.65	+18.67%	Open	History

TBI - TrueBlue, Inc.	Q2 2016	$18.92	Q3 2017	$22.45	+18.66%	Closed	History

BHC - Bausch Health Companies Inc.	Q2 2019	$25.22	Q4 2019	$29.92	+18.64%	Closed	History

FCX - Freeport-McMoRan Inc.	Q3 2016	$10.85	Q1 2019	$12.87	+18.62%	Closed	History

HMN - Horace Mann Educators Corp.	Q2 2025	$42.97	Open	$50.97	+18.62%	Open	History

IXYS - Ixys Corp	Q3 2011	$10.90	Q4 2013	$12.93	+18.62%	Closed	History

KEX - Kirby Corp.	Q4 2015	$52.62	Q2 2016	$62.42	+18.62%	Closed	History

TW6 - Towers Watson & Co	Q1 2011	$55.42	Q2 2011	$65.74	+18.62%	Closed	History

LH - Labcorp Holdings Inc.	Q4 2024	$229.32	Open	$271.99	+18.61%	Open	History

SUI - Sun Communities, Inc.	Q1 2019	$118.66	Q3 2020	$140.72	+18.59%	Closed	History

USLM - United States Lime & Minerals, Inc.	Q1 2025	$88.38	Open	$104.78	+18.56%	Open	History

HSY - The Hershey Co.	Q1 2016	$92.09	Q3 2017	$109.16	+18.54%	Closed	History

TKR - The Timken Co.	Q1 2016	$33.49	Q4 2016	$39.70	+18.54%	Closed	History

NVRO - Nevro Corp	Q4 2019	$117.59	Q3 2020	$139.38	+18.53%	Closed	History

PAVE - Global X U.S. Infrastructure Development ETF	Q4 2025	$47.79	Open	$56.64	+18.52%	Open	History

IRM* - Iron Mtn Inc	Q1 2012	$28.79	Q3 2012	$34.12	+18.51%	Closed	History

SSB - SouthState Bank Corp.	Q1 2023	$71.26	Q4 2023	$84.45	+18.51%	Closed	History

XLY - State Street Consumer Discretionary Select Sector SPDR ETF	Q1 2025	$98.73	Open	$117.00	+18.51%	Open	History

FRO - Frontline plc	Q1 2015	$11.35	Q3 2015	$13.45	+18.50%	Closed	History

IBP - Installed Building Products, Inc.	Q4 2018	$33.68	Q1 2020	$39.91	+18.50%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q4 2012	$83.94	Q1 2013	$99.47	+18.50%	Closed	History

DNRCQ - Denbury Res Inc	Q3 2019	$1.19	Q4 2019	$1.41	+18.49%	Closed	History

OPK - Opko Health Inc	Q2 2021	$4.06	Q4 2021	$4.81	+18.47%	Closed	History

SBGI - Sinclair, Inc.	Q2 2013	$29.31	Q2 2014	$34.72	+18.46%	Closed	History

SCHD - Schwab U.S. Dividend Equity ETF	Q3 2025	$27.30	Open	$32.34	+18.46%	Open	History

UNF - UniFirst Corp.	Q2 2019	$188.63	Q1 2021	$223.45	+18.46%	Closed	History

ALK - Alaska Air Group, Inc.	Q1 2011	$15.84	Q4 2011	$18.77	+18.45%	Closed	History

FARM - Farmer Bros Co	Q3 2015	$27.23	Q4 2015	$32.25	+18.44%	Closed	History

BLFS - BioLife Solutions, Inc.	Q2 2025	$21.54	Q3 2025	$25.51	+18.43%	Closed	History

BERY - Berry Global Group Inc	Q2 2022	$54.62	Q4 2024	$64.67	+18.40%	Closed	History

HOLX -	Q2 2020	$57.00	Q3 2025	$67.49	+18.40%	Closed	History

TNET - Trinet Group Inc	Q3 2016	$21.63	Q4 2016	$25.61	+18.40%	Closed	History

GPC - Genuine Parts Co.	Q2 2013	$78.06	Q1 2017	$92.41	+18.38%	Closed	History

BRSS - Global Brass & Coppr Hldgs I	Q3 2018	$36.91	Q2 2019	$43.69	+18.37%	Closed	History

IGE - iShares North American Natural Resources ETF	Q3 2025	$49.05	Open	$58.05	+18.35%	Open	History

B - Barrick Mining Corp.	Q1 2020	$41.81	Q1 2021	$49.48	+18.34%	Closed	History

DOO - BRP Inc.	Q2 2021	$78.34	Q3 2021	$92.71	+18.34%	Closed	History

INVX - Innovex International, Inc.	Q4 2025	$21.87	Open	$25.88	+18.34%	Open	History

ADT - ADT Inc.	Q1 2014	$29.95	Q3 2014	$35.44	+18.33%	Closed	History

CIVI - Civitas Resources Inc	Q1 2023	$68.34	Q3 2023	$80.87	+18.33%	Closed	History

OMCL - Omnicell Inc	Q2 2017	$43.11	Q3 2017	$51.01	+18.33%	Closed	History

BKU - Bankunited Inc	Q2 2017	$33.75	Q1 2018	$39.92	+18.28%	Closed	History

GHC - Graham Holdings Co.	Q4 2020	$533.00	Q4 2021	$630.43	+18.28%	Closed	History

MAX - Mediaalpha Inc	Q2 2025	$10.95	Q4 2025	$12.95	+18.26%	Closed	History

BMI - Badger Meter, Inc.	Q2 2013	$22.27	Q2 2014	$26.34	+18.25%	Closed	History

GM - General Motors Co.	Q2 2015	$33.33	Q2 2018	$39.40	+18.21%	Closed	History

INFO - Ihs Markit Ltd	Q2 2019	$63.71	Q4 2019	$75.31	+18.21%	Closed	History

SBH - Sally Beauty Holdings, Inc.	Q4 2022	$12.52	Open	$14.80	+18.21%	Open	History

ACHC - Acadia Healthcare Co., Inc.	Q1 2021	$57.14	Q2 2024	$67.54	+18.20%	Closed	History

GPGI - GPGI, Inc.	Q4 2024	$12.73	Open	$15.05	+18.20%	Open	History

TJX - The TJX Companies, Inc.	Q4 2010	$11.10	Q2 2011	$13.12	+18.20%	Closed	History

CRH - CRH plc	Q1 2025	$87.97	Open	$103.96	+18.18%	Open	History

SABR - Sabre Corp.	Q3 2017	$18.10	Q1 2019	$21.39	+18.18%	Closed	History

BRSL - Brightstar Lottery PLC	Q4 2022	$22.68	Q1 2023	$26.80	+18.17%	Closed	History

EDR - Endeavor Group Hldgs Inc	Q3 2022	$20.25	Q1 2023	$23.93	+18.17%	Closed	History

TREX - Trex Co., Inc.	Q3 2016	$14.68	Q1 2017	$17.35	+18.17%	Closed	History

AGNC - AGNC Investment Corp.	Q1 2025	$9.58	Open	$11.32	+18.16%	Open	History

LPG - Dorian LPG Ltd.	Q3 2019	$10.35	Q4 2020	$12.23	+18.16%	Closed	History

HURN - Huron Consulting Group Inc.	Q4 2024	$124.26	Q3 2025	$146.77	+18.12%	Closed	History

FSS - Federal Signal Corp.	Q1 2023	$54.21	Q2 2023	$64.03	+18.11%	Closed	History

HII - Huntington Ingalls Industries, Inc.	Q4 2018	$190.30	Q2 2019	$224.76	+18.11%	Closed	History

LZB - La-Z-Boy Inc.	Q1 2016	$26.74	Q3 2018	$31.58	+18.10%	Closed	History

IMS - Ims Health Hldgs Inc	Q1 2016	$26.54	Q3 2016	$31.34	+18.09%	Closed	History

ESNT - Essent Group Ltd	Q1 2023	$40.05	Q3 2023	$47.29	+18.08%	Closed	History

ITRI - Itron, Inc.	Q4 2018	$47.29	Q1 2020	$55.84	+18.08%	Closed	History

USCR - U S Concrete Inc	Q4 2018	$35.28	Q4 2019	$41.66	+18.08%	Closed	History

TDG - TransDigm Group Inc.	Q4 2012	$136.33	Q4 2013	$160.96	+18.07%	Closed	History

INVH - Invitation Homes Inc.	Q3 2021	$38.37	Q4 2021	$45.30	+18.06%	Closed	History

LHCG - Lhc Group Inc	Q4 2018	$93.86	Q1 2019	$110.81	+18.06%	Closed	History

JBI - Janus International Group, Inc.	Q3 2023	$10.70	Q2 2024	$12.63	+18.04%	Closed	History

GLOB - Globant S.A.	Q1 2016	$30.84	Q1 2017	$36.40	+18.03%	Closed	History

CRI - Carter's, Inc.	Q4 2025	$32.43	Open	$38.27	+18.01%	Open	History

AMBA - Ambarella, Inc.	Q1 2014	$64.16	Q1 2015	$75.70	+17.99%	Closed	History

IVR - Invesco Mortgage Capital Inc	Q1 2020	$33.90	Q1 2021	$40.00	+17.99%	Closed	History

CLGX - Corelogic Inc	Q2 2020	$67.19	Q1 2021	$79.26	+17.96%	Closed	History

CVD - Covance Inc	Q4 2013	$88.05	Q4 2014	$103.84	+17.93%	Closed	History

FRSH - Freshworks Inc	Q3 2023	$19.92	Q4 2023	$23.49	+17.92%	Closed	History

WCC - WESCO International, Inc.	Q3 2012	$57.19	Q4 2012	$67.43	+17.91%	Closed	History

VBR - Vanguard Small-Cap Value Index Fund ETF Shares	Q2 2023	$165.40	Q2 2025	$195.01	+17.90%	Closed	History

AMN - AMN Healthcare Services, Inc.	Q2 2016	$39.97	Q1 2019	$47.11	+17.86%	Closed	History

GFS - GLOBALFOUNDRIES Inc.	Q1 2024	$52.11	Open	$61.41	+17.85%	Open	History

PETM - Petsmart Inc	Q3 2012	$68.99	Q4 2014	$81.30	+17.84%	Closed	History

AXE - Anixter Intl Inc	Q3 2016	$64.51	Q4 2017	$76.01	+17.83%	Closed	History

STRA - Strategic Education, Inc.	Q1 2022	$66.47	Q4 2022	$78.32	+17.83%	Closed	History

BUC - Buckeye Technologies Inc	Q1 2011	$27.21	Q3 2012	$32.06	+17.82%	Closed	History

SAN - Banco Santander, S.A.	Q4 2025	$11.73	Open	$13.82	+17.82%	Open	History

UVV - Universal Corp.	Q1 2018	$48.46	Q4 2019	$57.09	+17.81%	Closed	History

LEG - Leggett & Platt, Inc.	Q4 2018	$35.84	Q1 2019	$42.22	+17.80%	Closed	History

FE - FirstEnergy Corp.	Q3 2021	$35.61	Q4 2022	$41.94	+17.78%	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.