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
IIVI - Ii Vi Inc	Q2 2013	$16.27	Q3 2013	$18.80	+15.55%	Closed	History

MDVN - Medivation Inc	Q3 2014	$98.85	Q2 2015	$114.20	+15.53%	Closed	History

LOAN - Manhattan Brdg Cap Inc	Q3 2024	$74.59	Q2 2025	$86.17	+15.52%	Closed	History

SIGI - Selective Insurance Group, Inc.	Q3 2025	$81.07	Open	$93.65	+15.52%	Open	History

GMED - Globus Medical, Inc.	Q1 2013	$14.64	Q2 2013	$16.91	+15.51%	Closed	History

CYNO - Cynosure Inc	Q1 2016	$44.12	Q3 2016	$50.96	+15.50%	Closed	History

SHEL - Shell plc	Q1 2025	$73.28	Open	$84.64	+15.50%	Open	History

BMI - Badger Meter, Inc.	Q4 2011	$14.72	Q1 2012	$17.00	+15.49%	Closed	History

DRS - Leonardo DRS, Inc.	Q1 2024	$22.09	Q2 2024	$25.51	+15.48%	Closed	History

SWY - Safeway Inc	Q3 2013	$31.99	Q1 2014	$36.94	+15.47%	Closed	History

WMK - Weis Markets, Inc.	Q4 2017	$41.38	Q4 2018	$47.78	+15.47%	Closed	History

ASTE - Astec Industries, Inc.	Q2 2025	$41.69	Q3 2025	$48.13	+15.45%	Closed	History

PYCR - Paycor Hcm Inc	Q1 2024	$19.44	Q1 2025	$22.44	+15.43%	Closed	History

AD - Array Digital Infrastructure, Inc.	Q3 2015	$35.35	Q4 2015	$40.80	+15.42%	Closed	History

HHGC - Hhg Capital Corporation	Q3 2023	$74.13	Q4 2023	$85.55	+15.41%	Closed	History

SFBS - Servisfirst Bancshares Inc	Q1 2025	$20.39	Q2 2025	$23.53	+15.40%	Closed	History

IXYS - Ixys Corp	Q4 2010	$11.63	Q1 2011	$13.42	+15.39%	Closed	History

MTRN - Materion Corp.	Q2 2023	$114.20	Q1 2024	$131.75	+15.37%	Closed	History

CME - CME Group Inc.	Q2 2021	$212.55	Open	$245.18	+15.35%	Open	History

EXPO - Exponent, Inc.	Q4 2013	$19.32	Q3 2015	$22.28	+15.35%	Closed	History

LLL - L3 Technologies Inc	Q3 2018	$212.57	Q2 2019	$245.17	+15.34%	Closed	History

OPTU - Optimum Communications, Inc.	Q2 2020	$22.56	Q3 2020	$26.02	+15.34%	Closed	History

IPAR - Interparfums, Inc.	Q1 2025	$113.87	Q2 2025	$131.31	+15.32%	Closed	History

RSTI - Rofin Sinar Technologies Inc	Q2 2013	$24.95	Q4 2014	$28.77	+15.31%	Closed	History

ASEI - American Science & Engr Inc	Q3 2013	$60.32	Q2 2014	$69.55	+15.30%	Closed	History

ILE - Ilg Inc	Q4 2016	$18.18	Q1 2017	$20.96	+15.29%	Closed	History

LSPD - Lightspeed Pos Inc	Q2 2021	$83.65	Q3 2021	$96.44	+15.29%	Closed	History

GOLF - Acushnet Holdings Corp.	Q4 2023	$63.17	Q2 2025	$72.82	+15.28%	Closed	History

LOG - Lsi Corporation	Q3 2011	$5.17	Q4 2011	$5.96	+15.28%	Closed	History

SXI - Standex International Corp.	Q3 2012	$44.44	Q4 2012	$51.23	+15.28%	Closed	History

CPT - Camden Property Trust	Q1 2020	$79.21	Q2 2020	$91.30	+15.26%	Closed	History

CLH - Clean Harbors, Inc.	Q4 2015	$41.65	Q3 2016	$48.00	+15.25%	Closed	History

IRTC - Irhythm Technologies Inc	Q2 2025	$153.96	Q4 2025	$177.44	+15.25%	Closed	History

DST - Dst Sys Inc Del	Q4 2016	$53.58	Q2 2017	$61.74	+15.24%	Closed	History

MMM - 3M Co.	Q1 2016	$139.31	Open	$160.53	+15.23%	Open	History

UHS - Universal Health Services, Inc.	Q3 2017	$110.94	Q3 2018	$127.83	+15.22%	Closed	History

CHH - Choice Hotels International, Inc.	Q2 2014	$47.11	Q2 2015	$54.27	+15.20%	Closed	History

GHC - Graham Holdings Co.	Q3 2015	$577.00	Q3 2019	$664.69	+15.20%	Closed	History

RCL - Royal Caribbean Cruises Ltd.	Q3 2020	$64.75	Q4 2020	$74.59	+15.20%	Closed	History

APH - Amphenol Corp.	Q3 2013	$9.68	Q4 2013	$11.15	+15.18%	Closed	History

CATMEUR - Cardtronics Inc	Q1 2011	$20.35	Q2 2011	$23.44	+15.18%	Closed	History

AAOI - Applied Optoelectronics, Inc.	Q1 2017	$56.15	Q3 2017	$64.66	+15.16%	Closed	History

LKQ - LKQ Corp.	Q2 2017	$32.95	Q1 2018	$37.94	+15.14%	Closed	History

INFN - Infinera Corp	Q4 2022	$6.74	Q1 2023	$7.76	+15.13%	Closed	History

TTMI - TTM Technologies, Inc.	Q3 2011	$9.52	Q4 2011	$10.96	+15.13%	Closed	History

NWSA - News Corp.	Q4 2016	$11.46	Q3 2018	$13.19	+15.10%	Closed	History

SLH - Solera Holdings Inc	Q1 2012	$45.93	Q3 2013	$52.86	+15.09%	Closed	History

DAR - Darling Ingredients Inc.	Q3 2015	$11.24	Q4 2016	$12.93	+15.04%	Closed	History

NCJ - C&j Energy Svcs Inc	Q3 2013	$20.08	Q4 2013	$23.10	+15.04%	Closed	History

PLAN - Anaplan Inc	Q3 2020	$62.58	Q4 2020	$71.99	+15.04%	Closed	History

CTRX - Catamaran Corp	Q4 2014	$51.77	Q1 2015	$59.55	+15.03%	Closed	History

OMF - OneMain Holdings, Inc.	Q4 2017	$26.01	Q1 2018	$29.92	+15.03%	Closed	History

EUSA - iShares MSCI USA Equal Weighted ETF	Q2 2025	$99.12	Open	$114.01	+15.02%	Open	History

CP - Canadian Pacific Kansas City Ltd.	Q1 2026	$78.66	Open	$90.47	+15.01%	Open	History

LFUS - Littelfuse, Inc.	Q4 2015	$107.01	Q1 2016	$123.07	+15.01%	Closed	History

CERN - Cerner Corp	Q2 2016	$58.60	Q4 2017	$67.39	+15.00%	Closed	History

CKK - Coca Cola Enterprises Inc Ne	Q3 2011	$24.86	Q1 2012	$28.59	+15.00%	Closed	History

SPHR - Sphere Entertainment Co.	Q2 2024	$35.06	Q4 2024	$40.32	+15.00%	Closed	History

PX - Praxair Inc	Q3 2017	$139.79	Q3 2018	$160.74	+14.99%	Closed	History

AVAV - Aerovironment Inc	Q4 2020	$87.06	Q2 2021	$100.10	+14.98%	Closed	History

ARES - Ares Management Corp.	Q3 2019	$26.87	Q1 2020	$30.89	+14.96%	Closed	History

SRPT - Sarepta Therapeutics, Inc.	Q2 2018	$132.20	Q2 2019	$151.98	+14.96%	Closed	History

DCH - Dauch Corp.	Q4 2018	$11.10	Q2 2019	$12.76	+14.95%	Closed	History

TDY - Teledyne Technologies Inc.	Q4 2013	$91.81	Q2 2015	$105.53	+14.94%	Closed	History

DAR - Darling Ingredients Inc.	Q1 2012	$17.42	Q1 2014	$20.02	+14.93%	Closed	History

USFD - US Foods Holdings Corp.	Q2 2019	$35.76	Q3 2019	$41.10	+14.93%	Closed	History

LRN - Stride, Inc.	Q2 2016	$12.47	Q3 2016	$14.33	+14.92%	Closed	History

OCR - Omnicare Inc	Q1 2011	$29.97	Q4 2011	$34.44	+14.91%	Closed	History

CSGS - CSG Systems International, Inc.	Q3 2020	$41.03	Q2 2021	$47.14	+14.89%	Closed	History

AMP - Ameriprise Financial, Inc.	Q2 2019	$145.00	Q4 2019	$166.56	+14.87%	Closed	History

SHF - Schiff Nutrition Intl Inc	Q4 2011	$10.70	Q1 2012	$12.29	+14.86%	Closed	History

MDT - Medtronic plc	Q3 2015	$66.95	Q4 2015	$76.89	+14.85%	Closed	History

STLA - Stellantis N.V.	Q2 2017	$10.64	Q3 2020	$12.22	+14.85%	Closed	History

CUBE - CubeSmart	Q4 2022	$40.25	Q1 2023	$46.22	+14.83%	Closed	History

FDX - FedEx Corp.	Q2 2017	$175.12	Q4 2017	$201.08	+14.82%	Closed	History

INWK - Innerworkings Inc	Q2 2016	$8.23	Q3 2016	$9.45	+14.82%	Closed	History

BRC - Brady Corp.	Q2 2025	$67.97	Q3 2025	$78.03	+14.80%	Closed	History

CKK - Coca Cola Enterprises Inc Ne	Q1 2015	$44.20	Q1 2016	$50.74	+14.80%	Closed	History

LDL - Lydall Inc Del	Q1 2013	$15.35	Q4 2013	$17.62	+14.79%	Closed	History

PAG - Penske Automotive Group, Inc.	Q1 2014	$42.75	Q4 2014	$49.07	+14.78%	Closed	History

ARII - American Railcar Inds Inc	Q2 2016	$39.47	Q4 2016	$45.30	+14.77%	Closed	History

SAPE - Sapient Corp	Q1 2013	$12.19	Q3 2014	$13.99	+14.77%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q3 2016	$83.27	Q4 2016	$95.55	+14.75%	Closed	History

ARMK - Aramark	Q4 2016	$25.79	Q2 2017	$29.59	+14.73%	Closed	History

UMPQ - Umpqua Hldgs Corp	Q2 2016	$15.48	Q1 2017	$17.76	+14.73%	Closed	History

AVID - Avid Technology Inc	Q1 2017	$4.62	Q2 2017	$5.30	+14.72%	Closed	History

BLKB - Blackbaud, Inc.	Q4 2013	$37.71	Q4 2014	$43.26	+14.72%	Closed	History

SAFM - Sanderson Farms Inc	Q2 2021	$187.87	Q2 2022	$215.51	+14.71%	Closed	History

AMMD - American Med Sys Hldgs Inc	Q4 2010	$18.86	Q1 2011	$21.63	+14.69%	Closed	History

OXY - Occidental Petroleum Corp.	Q3 2017	$64.21	Q4 2017	$73.64	+14.69%	Closed	History

MODVQ - Modivcare Inc	Q1 2021	$148.18	Q2 2021	$169.92	+14.67%	Closed	History

IMKTA - Ingles Markets, Inc.	Q3 2023	$75.33	Q4 2023	$86.37	+14.66%	Closed	History

PAHC - Phibro Animal Health Corp.	Q1 2017	$28.10	Q4 2018	$32.22	+14.66%	Closed	History

CZM - Cytec Inds Inc	Q4 2010	$53.02	Q1 2012	$60.79	+14.65%	Closed	History

SMTC - Semtech Corp.	Q4 2011	$24.84	Q1 2012	$28.48	+14.65%	Closed	History

RYAN - Ryan Specialty Holdings, Inc.	Q2 2024	$57.91	Q3 2024	$66.39	+14.64%	Closed	History

SLM - SLM Corp.	Q4 2015	$6.50	Q3 2016	$7.45	+14.62%	Closed	History

BSX - Boston Scientific Corp.	Q4 2016	$21.63	Q4 2017	$24.79	+14.61%	Closed	History

HELO - Jpmorgan Hedged Equity Laddered Overlay ETF	Q1 2025	$59.68	Open	$68.37	+14.55%	Open	History

GTM - ZoomInfo Technologies Inc.	Q2 2021	$52.13	Q1 2022	$59.71	+14.54%	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.