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
LCII - LCI Industries	Q3 2019	$91.82	Q4 2019	$107.18	+16.73%	Closed	History

MCFE - Mcafee Corp	Q3 2021	$22.10	Q4 2021	$25.79	+16.70%	Closed	History

PGRE - Paramount Group Inc	Q2 2023	$4.43	Q4 2023	$5.17	+16.70%	Closed	History

UEC - Uranium Energy Corp.	Q3 2023	$5.15	Q2 2024	$6.01	+16.70%	Closed	History

MTZ - MasTec, Inc.	Q4 2015	$17.38	Q1 2016	$20.28	+16.69%	Closed	History

SAH - Sonic Automotive, Inc.	Q3 2019	$31.42	Q2 2022	$36.66	+16.68%	Closed	History

CHPT - Chargepoint Holdings Inc	Q1 2025	$12.00	Q2 2025	$14.00	+16.67%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q4 2022	$22.25	Q1 2025	$25.96	+16.67%	Closed	History

JEG - Jacobs Engr Group Inc	Q4 2020	$108.97	Q2 2022	$127.14	+16.67%	Closed	History

TNET - Trinet Group Inc	Q3 2019	$62.17	Q2 2021	$72.50	+16.62%	Closed	History

IONQ - IonQ, Inc.	Q1 2022	$12.76	Q3 2023	$14.88	+16.61%	Closed	History

MGEE - Mge Energy Inc	Q1 2011	$27.03	Q2 2012	$31.51	+16.60%	Closed	History

PRCH - Porch Group, Inc.	Q2 2025	$11.79	Open	$13.75	+16.58%	Open	History

WEN - The Wendy's Co.	Q3 2018	$17.14	Q3 2019	$19.98	+16.57%	Closed	History

GRND - Grindr Inc.	Q4 2025	$13.54	Open	$15.78	+16.54%	Open	History

SNI - Scripps Networks Interact In	Q2 2011	$48.87	Q2 2012	$56.95	+16.53%	Closed	History

SXI - Standex International Corp.	Q3 2015	$75.35	Q4 2016	$87.80	+16.52%	Closed	History

AZZ - AZZ Inc.	Q2 2018	$43.36	Q3 2018	$50.52	+16.51%	Closed	History

PBCT - Peoples United Financial Inc	Q4 2018	$14.43	Q2 2019	$16.81	+16.49%	Closed	History

ALGN - Align Technology, Inc.	Q2 2016	$80.57	Q3 2016	$93.85	+16.48%	Closed	History

IMPV - Imperva Inc	Q1 2017	$41.11	Q2 2017	$47.88	+16.47%	Closed	History

NVR - NVR, Inc.	Q2 2014	$1,150.65	Q2 2015	$1,340.01	+16.46%	Closed	History

WIRE - Encore Wire Corp	Q4 2017	$48.71	Q1 2018	$56.72	+16.44%	Closed	History

BCO - The Brink's Co.	Q4 2015	$28.85	Q1 2016	$33.59	+16.43%	Closed	History

MPWR - Monolithic Power Systems, Inc.	Q4 2018	$116.44	Q1 2019	$135.55	+16.41%	Closed	History

CNA - CNA Financial Corp.	Q1 2013	$18.11	Q1 2015	$21.08	+16.40%	Closed	History

CPLA - Capella Education Company	Q4 2010	$66.51	Q4 2017	$77.42	+16.40%	Closed	History

NTR - Nutrien Ltd.	Q3 2025	$58.71	Open	$68.33	+16.39%	Open	History

GK - G & K Svcs Inc	Q2 2013	$47.60	Q3 2014	$55.39	+16.37%	Closed	History

TFX - Teleflex Inc.	Q1 2020	$292.78	Q3 2020	$340.60	+16.33%	Closed	History

JNJ - Johnson & Johnson	Q4 2012	$70.11	Q1 2013	$81.55	+16.32%	Closed	History

BGS - B & G Foods Inc New	Q1 2014	$30.11	Q4 2015	$35.02	+16.31%	Closed	History

ENS - EnerSys	Q2 2016	$59.47	Q3 2017	$69.17	+16.31%	Closed	History

CALX - Calix, Inc.	Q4 2020	$29.75	Q1 2021	$34.60	+16.30%	Closed	History

PGNX - Progenics Pharmaceuticals In	Q3 2016	$6.32	Q3 2017	$7.35	+16.30%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2012	$89.81	Q3 2013	$104.44	+16.29%	Closed	History

TRCO - Tribune Media Co	Q3 2016	$36.52	Q4 2017	$42.47	+16.29%	Closed	History

EFX - Equifax Inc.	Q3 2012	$46.56	Q4 2012	$54.14	+16.28%	Closed	History

IBOC - International Bancshares Cor	Q4 2023	$54.32	Q4 2024	$63.16	+16.27%	Closed	History

EL3 - Body Cent Corp	Q2 2012	$9.00	Q3 2012	$10.46	+16.22%	Closed	History

EMN - Eastman Chemical Co.	Q3 2015	$64.72	Q4 2016	$75.21	+16.21%	Closed	History

ALL - The Allstate Corp.	Q1 2017	$81.59	Q1 2018	$94.81	+16.20%	Closed	History

MLKN - MillerKnoll, Inc.	Q4 2014	$29.45	Q4 2016	$34.22	+16.20%	Closed	History

VIA - Viacom Inc New	Q4 2011	$45.40	Q4 2012	$52.75	+16.19%	Closed	History

GOLD - Gold.com, Inc.	Q4 2025	$34.05	Open	$39.56	+16.18%	Open	History

SWN - Southwestern Energy Co	Q3 2022	$6.12	Q3 2024	$7.11	+16.18%	Closed	History

LSTR - Landstar System, Inc.	Q4 2021	$178.93	Open	$207.81	+16.14%	Open	History

VAC - Marriott Vactins Worldwid Co	Q4 2020	$137.19	Q2 2021	$159.30	+16.12%	Closed	History

PGEM - Ply Gem Hldgs Inc	Q4 2015	$12.55	Q2 2016	$14.57	+16.10%	Closed	History

RODM - Hartford Multifactor Developed Markets (ex-US) ETF	Q3 2025	$35.53	Open	$41.25	+16.10%	Open	History

RTX - RTX Corp.	Q2 2020	$61.62	Q4 2020	$71.54	+16.10%	Closed	History

CNP - CenterPoint Energy, Inc.	Q2 2020	$18.64	Q4 2020	$21.64	+16.09%	Closed	History

FERG - Ferguson Enterprises Inc.	Q3 2024	$198.57	Open	$230.52	+16.09%	Open	History

SAIA - Saia, Inc.	Q4 2020	$180.50	Q2 2021	$209.55	+16.09%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q1 2013	$59.63	Q2 2013	$69.21	+16.07%	Closed	History

ANET - Arista Networks, Inc.	Q4 2014	$3.80	Q1 2015	$4.41	+16.06%	Closed	History

DLR - Digital Realty Trust, Inc.	Q4 2016	$98.20	Q4 2017	$113.97	+16.06%	Closed	History

ESPR - Esperion Therapeutics, Inc.	Q1 2026	$2.74	Open	$3.18	+16.06%	Open	History

GIII - G-III Apparel Group, Ltd.	Q2 2017	$24.97	Q3 2017	$28.98	+16.06%	Closed	History

HSTM - HealthStream, Inc.	Q4 2018	$24.17	Q1 2019	$28.05	+16.05%	Closed	History

SSNI - Silver Spring Networks Inc	Q2 2015	$12.40	Q4 2015	$14.39	+16.05%	Closed	History

SKE - Skeena Resources Ltd.	Q4 2025	$23.73	Open	$27.53	+16.01%	Open	History

GPI - Group 1 Automotive, Inc.	Q3 2016	$63.88	Q1 2017	$74.10	+16.00%	Closed	History

GEF - Greif Inc	Q3 2022	$59.53	Q1 2024	$69.05	+15.99%	Closed	History

KYNB - Fibrogen Inc	Q3 2019	$924.50	Q4 2019	$1,072.25	+15.98%	Closed	History

CRM - Salesforce, Inc.	Q1 2020	$144.00	Open	$167.00	+15.97%	Open	History

ANGO - AngioDynamics, Inc.	Q2 2016	$14.35	Q4 2017	$16.64	+15.96%	Closed	History

CVEO - Civeo Corp Cda	Q1 2018	$45.12	Q2 2018	$52.32	+15.96%	Closed	History

FIZZ - National Beverage Corp.	Q3 2016	$22.03	Q4 2016	$25.54	+15.94%	Closed	History

WAJ - Waste Connections Inc	Q3 2015	$48.58	Q4 2015	$56.32	+15.93%	Closed	History

GM - General Motors Co.	Q1 2011	$31.03	Q3 2013	$35.97	+15.92%	Closed	History

WOW - Wideopenwest Inc	Q2 2018	$9.68	Q3 2018	$11.22	+15.91%	Closed	History

MCS - Marcus Corp	Q1 2011	$10.88	Q4 2011	$12.61	+15.90%	Closed	History

VFH - Vanguard Financials Index Fund ETF Shares	Q1 2025	$119.47	Open	$138.45	+15.89%	Open	History

IWV - iShares Russell 3000 ETF	Q1 2026	$370.68	Open	$429.48	+15.86%	Open	History

IRBTQ - Irobot Corp	Q1 2017	$66.14	Q4 2017	$76.62	+15.85%	Closed	History

HRB - H&R Block, Inc.	Q2 2011	$16.04	Q4 2012	$18.58	+15.84%	Closed	History

AZTA - Azenta, Inc.	Q3 2011	$8.15	Q2 2012	$9.44	+15.83%	Closed	History

LXRX - Lexicon Pharmaceuticals Inc	Q1 2016	$11.95	Q4 2016	$13.84	+15.82%	Closed	History

CNU - Continucare Corp	Q1 2011	$5.32	Q2 2011	$6.16	+15.79%	Closed	History

CYBX - Cyberonics Inc	Q4 2012	$52.49	Q3 2015	$60.78	+15.79%	Closed	History

MTX - Minerals Technologies Inc.	Q4 2011	$28.29	Q1 2012	$32.75	+15.79%	Closed	History

LDR - Landauer Inc	Q3 2011	$49.49	Q2 2012	$57.29	+15.76%	Closed	History

MKTX - MarketAxess Holdings Inc.	Q3 2019	$327.59	Q4 2019	$379.19	+15.75%	Closed	History

RDVT - Red Violet Inc	Q2 2025	$49.20	Q4 2025	$56.95	+15.75%	Closed	History

JWN - Nordstrom Inc	Q2 2022	$21.13	Q1 2025	$24.45	+15.71%	Closed	History

LMT - Lockheed Martin Corp.	Q4 2010	$69.90	Q4 2011	$80.88	+15.71%	Closed	History

MA - Mastercard Inc.	Q1 2014	$74.68	Q1 2015	$86.41	+15.71%	Closed	History

FHN - First Horizon Natl Corp	Q1 2019	$14.01	Q3 2019	$16.21	+15.70%	Closed	History

GFS - GLOBALFOUNDRIES Inc.	Q1 2022	$62.39	Q1 2023	$72.18	+15.69%	Closed	History

ZAYO - Zayo Group Hldgs Inc	Q1 2019	$28.45	Q2 2019	$32.91	+15.68%	Closed	History

MODL - Victoryshares Westend U.S. Sector ETF	Q1 2026	$44.69	Open	$51.68	+15.64%	Open	History

RMAX - Re Max Hldgs Inc	Q2 2014	$29.60	Q4 2014	$34.23	+15.64%	Closed	History

OC - Owens Corning	Q4 2010	$31.15	Q1 2011	$36.02	+15.63%	Closed	History

ABT - Abbott Laboratories	Q4 2016	$38.41	Q1 2017	$44.41	+15.62%	Closed	History

ALV - Autoliv, Inc.	Q4 2013	$66.14	Q4 2014	$76.47	+15.62%	Closed	History

SLH - Solera Holdings Inc	Q1 2011	$51.14	Q2 2011	$59.12	+15.60%	Closed	History

AAL - American Airlines Group Inc.	Q3 2014	$35.48	Q1 2016	$41.01	+15.59%	Closed	History

WMGI - Wright Med Group N V	Q4 2018	$27.24	Q1 2019	$31.48	+15.57%	Closed	History

ILCV - iShares Morningstar Value ETF	Q3 2025	$90.02	Open	$104.03	+15.56%	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.