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
HAE - Haemonetics Corp.	Q2 2022	$65.12	Open	$76.68	+17.75%	Open	History

MSI - Motorola Solutions, Inc.	Q1 2014	$64.29	Q1 2016	$75.70	+17.75%	Closed	History

PZZA - Papa Johns Intl Inc	Q3 2022	$69.90	Q4 2022	$82.31	+17.75%	Closed	History

VOT - Vanguard Mid-Cap Growth Index Fund ETF Shares	Q4 2024	$253.75	Open	$298.79	+17.75%	Open	History

KIM - Kimco Realty Corp.	Q4 2023	$21.31	Open	$25.09	+17.74%	Open	History

FELC - Fidelity Enhanced Large Cap Core ETF	Q1 2026	$36.27	Open	$42.70	+17.73%	Open	History

NP - Neenah Paper Inc	Q2 2014	$53.15	Q1 2015	$62.57	+17.72%	Closed	History

CFG - Citizens Financial Group, Inc.	Q4 2016	$35.68	Q1 2018	$42.00	+17.71%	Closed	History

EPRT - Essential Properties Realty Trust, Inc.	Q2 2023	$23.54	Q2 2024	$27.71	+17.71%	Closed	History

CPAY - Corpay, Inc.	Q1 2024	$308.54	Open	$363.16	+17.70%	Open	History

PVH - PVH Corp.	Q2 2014	$116.59	Q4 2017	$137.22	+17.69%	Closed	History

VSTO - Vista Outdoor Inc	Q4 2019	$7.46	Q1 2020	$8.78	+17.69%	Closed	History

DIS - The Walt Disney Co.	Q1 2014	$80.07	Q4 2014	$94.23	+17.68%	Closed	History

HCA - HCA Healthcare, Inc.	Q4 2015	$67.63	Q3 2017	$79.59	+17.68%	Closed	History

KT2 - Knight Transn Inc	Q3 2011	$13.29	Q4 2011	$15.64	+17.68%	Closed	History

AEE - Ameren Corp.	Q4 2018	$65.24	Q4 2019	$76.77	+17.67%	Closed	History

AMPH - Amphastar Pharmaceuticals In	Q2 2016	$16.14	Q3 2016	$18.99	+17.66%	Closed	History

CRWN - Crown Media Hldgs Inc	Q2 2015	$4.53	Q3 2015	$5.33	+17.66%	Closed	History

LABL - Multi Color Corp	Q3 2016	$66.03	Q4 2016	$77.69	+17.66%	Closed	History

UAA - Under Armour, Inc.	Q1 2019	$18.87	Q2 2019	$22.20	+17.65%	Closed	History

ERIE - Erie Indemnity Co.	Q3 2021	$178.67	Open	$210.19	+17.64%	Open	History

MLI - Mueller Industries, Inc.	Q4 2015	$6.78	Q2 2016	$7.97	+17.64%	Closed	History

IIVI - Ii Vi Inc	Q1 2015	$18.46	Q1 2016	$21.71	+17.61%	Closed	History

JBLU - JetBlue Airways Corp.	Q3 2011	$4.09	Q3 2012	$4.81	+17.60%	Closed	History

CSX - CSX Corp.	Q1 2013	$8.21	Q1 2014	$9.65	+17.59%	Closed	History

KEY - KeyCorp	Q1 2021	$20.01	Open	$23.53	+17.59%	Open	History

LSTR - Landstar System, Inc.	Q4 2014	$72.53	Q4 2016	$85.29	+17.59%	Closed	History

TER - Teradyne, Inc.	Q4 2010	$14.04	Q3 2013	$16.51	+17.59%	Closed	History

DLR - Digital Realty Trust, Inc.	Q2 2021	$150.36	Q4 2021	$176.76	+17.56%	Closed	History

MERC - Mercer Intl Inc	Q4 2011	$6.10	Q4 2012	$7.17	+17.54%	Closed	History

NTRS - Northern Trust Corp.	Q1 2019	$90.41	Q4 2019	$106.27	+17.54%	Closed	History

RRD - Donnelley R R & Sons Co	Q4 2011	$14.44	Q2 2014	$16.97	+17.52%	Closed	History

DDS - Dillard's, Inc.	Q1 2018	$80.37	Q2 2018	$94.44	+17.51%	Closed	History

VCI - Valassis Communications Inc	Q1 2011	$29.15	Q4 2013	$34.25	+17.50%	Closed	History

VG - Venture Global, Inc.	Q2 2020	$10.06	Q1 2021	$11.82	+17.50%	Closed	History

ACLX - Arcellx Inc	Q4 2023	$55.50	Q4 2025	$65.20	+17.48%	Closed	History

SPHQ - Invesco S&P 500 Quality ETF	Q3 2025	$73.29	Open	$86.10	+17.48%	Open	History

ING - ING Groep N.V.	Q1 2025	$17.74	Q2 2025	$20.84	+17.47%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2026	$38.80	Open	$45.58	+17.47%	Open	History

CE - Celanese Corp.	Q3 2012	$37.91	Q4 2012	$44.53	+17.46%	Closed	History

ENS - EnerSys	Q1 2023	$86.88	Q3 2024	$102.05	+17.46%	Closed	History

DLPH - Delphi Technologies Pl	Q2 2020	$14.21	Q3 2020	$16.69	+17.45%	Closed	History

KYNB - Fibrogen Inc	Q4 2018	$1,157.50	Q1 2019	$1,359.50	+17.45%	Closed	History

ACAD - ACADIA Pharmaceuticals Inc.	Q3 2019	$36.01	Q1 2020	$42.29	+17.44%	Closed	History

ILMN - Illumina, Inc.	Q3 2011	$39.87	Q3 2012	$46.83	+17.44%	Closed	History

TBHC - Kirklands Inc	Q1 2015	$23.74	Q2 2015	$27.88	+17.44%	Closed	History

STB - Student Transn Inc	Q2 2016	$5.11	Q3 2016	$6.00	+17.42%	Closed	History

WHG - Westwood Hldgs Group Inc	Q4 2011	$36.53	Q2 2013	$42.89	+17.41%	Closed	History

VET - Vermilion Energy Inc.	Q4 2025	$8.34	Open	$9.79	+17.39%	Open	History

CZN - Crane Co	Q2 2021	$92.27	Q1 2022	$108.31	+17.38%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2016	$133.65	Q3 2016	$156.88	+17.38%	Closed	History

PRGO - Perrigo Co. plc	Q2 2019	$47.62	Q3 2019	$55.89	+17.37%	Closed	History

UAL - United Airlines Holdings, Inc.	Q4 2022	$37.70	Q1 2023	$44.25	+17.37%	Closed	History

BCRX - BioCryst Pharmaceuticals, Inc.	Q4 2021	$13.88	Q1 2022	$16.29	+17.36%	Closed	History

SEMR - Semrush Hldgs Inc	Q2 2024	$13.39	Q3 2024	$15.71	+17.33%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q2 2012	$58.54	Q2 2017	$68.68	+17.32%	Closed	History

BSX - Boston Scientific Corp.	Q2 2018	$32.70	Q1 2019	$38.36	+17.31%	Closed	History

CY - Cypress Semiconductor Corp	Q4 2018	$12.72	Q1 2019	$14.92	+17.30%	Closed	History

MSA - MSA Safety Inc.	Q2 2020	$114.48	Q3 2020	$134.27	+17.29%	Closed	History

DPL - Dpl Inc	Q4 2010	$25.73	Q3 2011	$30.17	+17.26%	Closed	History

IDA - IDACORP, Inc.	Q3 2014	$53.64	Q1 2015	$62.90	+17.26%	Closed	History

JBL - Jabil Inc.	Q1 2013	$18.48	Q3 2013	$21.67	+17.26%	Closed	History

PEP - PepsiCo, Inc.	Q2 2017	$115.49	Open	$135.40	+17.24%	Open	History

MMI - Marcus & Millichap, Inc.	Q1 2026	$26.59	Open	$31.17	+17.22%	Open	History

RJF - Raymond James Financial, Inc.	Q1 2017	$50.81	Q2 2018	$59.53	+17.18%	Closed	History

CTB - Cooper Tire & Rubr Co	Q4 2015	$37.85	Q1 2017	$44.35	+17.17%	Closed	History

PARA - Paramount Global	Q3 2022	$19.04	Q1 2023	$22.31	+17.17%	Closed	History

LTF - Life Time Fitness Inc	Q2 2011	$39.92	Q4 2011	$46.77	+17.16%	Closed	History

EL - The Estée Lauder Companies Inc.	Q4 2013	$75.34	Q4 2015	$88.23	+17.11%	Closed	History

LBYYQ - Libbey Inc	Q1 2011	$16.50	Q1 2013	$19.32	+17.09%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q4 2022	$75.12	Open	$87.96	+17.09%	Open	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2015	$34.15	Q2 2016	$39.98	+17.07%	Closed	History

FIZZ - National Beverage Corp.	Q1 2011	$6.86	Q4 2011	$8.03	+17.06%	Closed	History

Y - Alleghany Corp Del	Q2 2019	$682.10	Q3 2019	$798.30	+17.04%	Closed	History

HRL - Hormel Foods Corp.	Q3 2013	$21.05	Q1 2014	$24.64	+17.03%	Closed	History

MGA - Magna International Inc.	Q4 2013	$41.03	Q3 2015	$48.01	+17.03%	Closed	History

CMPR - Cimpress Plc	Q3 2023	$70.01	Q3 2024	$81.92	+17.01%	Closed	History

VER - Vereit Inc	Q1 2019	$8.35	Q3 2019	$9.77	+17.01%	Closed	History

AER - AerCap Holdings N.V.	Q2 2023	$63.52	Q4 2023	$74.32	+17.00%	Closed	History

LPLA - LPL Financial Holdings Inc.	Q1 2019	$69.75	Q2 2019	$81.61	+17.00%	Closed	History

WCG - Wellcare Health Plans Inc	Q3 2016	$117.09	Q4 2016	$137.00	+17.00%	Closed	History

8222 - Limited Brands Inc	Q1 2011	$32.86	Q2 2011	$38.44	+16.98%	Closed	History

MITL - Mitel Networks Corp	Q2 2016	$6.30	Q3 2016	$7.37	+16.98%	Closed	History

NPO - Enpro Inc.	Q3 2018	$72.95	Q1 2021	$85.33	+16.97%	Closed	History

TRNO - Terreno Realty Corp.	Q1 2026	$61.42	Open	$71.84	+16.97%	Open	History

SSNI - Silver Spring Networks Inc	Q2 2016	$12.15	Q3 2016	$14.21	+16.95%	Closed	History

ACH - Owens & Minor Inc New	Q4 2010	$29.46	Q2 2011	$34.45	+16.94%	Closed	History

OMG - Om Group Inc	Q4 2012	$22.20	Q3 2014	$25.96	+16.94%	Closed	History

FLO - Flowers Foods, Inc.	Q3 2014	$18.38	Q4 2015	$21.49	+16.92%	Closed	History

PFZ - Pinnacle Finl Partners Inc	Q1 2019	$54.70	Q4 2019	$63.94	+16.89%	Closed	History

TRIN - Trinity Capital Inc.	Q1 2025	$15.16	Open	$17.72	+16.89%	Open	History

BROS - Dutch Bros Inc.	Q4 2024	$52.38	Q4 2025	$61.22	+16.88%	Closed	History

MBUU - Malibu Boats, Inc.	Q2 2018	$41.94	Q3 2023	$49.02	+16.88%	Closed	History

IUSV - iShares Core S&P U.S. Value ETF	Q3 2024	$95.49	Open	$111.60	+16.87%	Open	History

LNWO - Scientific Games Corp	Q4 2010	$9.97	Q1 2012	$11.65	+16.85%	Closed	History

DNN - Denison Mines Corp	Q4 2021	$1.37	Q1 2022	$1.60	+16.79%	Closed	History

M - Macy's, Inc.	Q1 2018	$29.74	Q3 2018	$34.73	+16.78%	Closed	History

BWIN - The Baldwin Insurance Group, Inc.	Q1 2026	$21.94	Open	$25.62	+16.77%	Open	History

HUBG - Hub Group, Inc.	Q4 2012	$16.80	Q3 2013	$19.61	+16.76%	Closed	History

ATMI - Atmi Inc	Q4 2010	$19.95	Q1 2012	$23.29	+16.74%	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.