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
TER - Teradyne, Inc.	Q1 2015	$18.85	Q1 2016	$21.59	+14.54%	Closed	History

GIFI - Gulf Island Fabrication Inc	Q4 2010	$28.17	Q2 2011	$32.26	+14.52%	Closed	History

KAI - Kadant Inc.	Q3 2012	$23.18	Q4 2012	$26.54	+14.50%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q3 2013	$25.05	Q3 2016	$28.68	+14.49%	Closed	History

CZM - Cytec Inds Inc	Q3 2013	$81.35	Q4 2013	$93.14	+14.49%	Closed	History

ENOV - Enovis Corp.	Q3 2022	$46.06	Q3 2023	$52.73	+14.48%	Closed	History

FLWS - 1 800 Flowers Com	Q1 2016	$7.88	Q2 2016	$9.02	+14.47%	Closed	History

CRC - California Resources Corp.	Q2 2025	$45.67	Open	$52.27	+14.45%	Open	History

SRE - Sempra	Q4 2021	$66.04	Q1 2023	$75.58	+14.45%	Closed	History

CACI - CACI International Inc	Q1 2011	$61.34	Q2 2014	$70.20	+14.44%	Closed	History

HSIC - Henry Schein, Inc.	Q3 2021	$76.16	Open	$87.16	+14.44%	Open	History

MRO - Marathon Oil Corp	Q2 2017	$11.85	Q3 2017	$13.56	+14.43%	Closed	History

GEO - Geo Group Inc New	Q3 2014	$25.48	Q1 2015	$29.15	+14.42%	Closed	History

ANSS - Ansys Inc	Q1 2014	$77.02	Q3 2015	$88.12	+14.41%	Closed	History

RS - Reliance, Inc.	Q2 2015	$60.48	Q1 2016	$69.19	+14.40%	Closed	History

RDN - Radian Group Inc.	Q3 2022	$19.32	Q1 2023	$22.10	+14.39%	Closed	History

UEIC - Universal Electronics Inc.	Q2 2019	$40.99	Q2 2020	$46.89	+14.39%	Closed	History

DG - Dollar General Corp.	Q4 2012	$44.08	Q2 2013	$50.42	+14.38%	Closed	History

NUVA - Nuvasive Inc	Q4 2018	$49.64	Q1 2019	$56.78	+14.38%	Closed	History

TOWR - Tower Intl Inc	Q1 2018	$27.75	Q2 2018	$31.74	+14.38%	Closed	History

APD - Air Products and Chemicals, Inc.	Q3 2016	$139.08	Q1 2018	$159.07	+14.37%	Closed	History

MAR - Marriott International, Inc.	Q1 2014	$56.04	Q2 2014	$64.08	+14.35%	Closed	History

SLAB - Silicon Laboratories Inc.	Q2 2012	$37.84	Q4 2013	$43.27	+14.35%	Closed	History

GHC - Graham Holdings Co.	Q1 2025	$960.86	Q4 2025	$1,098.60	+14.34%	Closed	History

LYG - Lloyds Banking Group plc	Q4 2025	$5.30	Open	$6.06	+14.34%	Open	History

SHFL - Shfl Entmt Inc	Q4 2012	$14.50	Q1 2013	$16.58	+14.34%	Closed	History

BMS - Bemis Inc	Q2 2015	$45.04	Q2 2016	$51.49	+14.32%	Closed	History

ITRI - Itron, Inc.	Q2 2017	$67.74	Q3 2017	$77.44	+14.32%	Closed	History

SAIA - Saia, Inc.	Q3 2023	$398.65	Q4 2024	$455.73	+14.32%	Closed	History

YDNT - Young Innovations Inc	Q2 2012	$34.49	Q4 2012	$39.43	+14.32%	Closed	History

BOBE - Bob Evans Farms Inc	Q4 2010	$32.99	Q1 2012	$37.71	+14.31%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q3 2018	$44.75	Open	$51.15	+14.30%	Open	History

SXT - Sensient Technologies Corp	Q2 2019	$73.47	Q1 2022	$83.97	+14.29%	Closed	History

ESGR - Enstar Group Limited	Q4 2023	$294.35	Q2 2025	$336.36	+14.27%	Closed	History

TCN - Tricon Residential Inc	Q4 2022	$7.71	Q2 2023	$8.81	+14.27%	Closed	History

NCI - Navigant Consulting Inc	Q4 2010	$368.00	Q2 2011	$420.40	+14.24%	Closed	History

RBN - Robbins & Myers Inc	Q1 2012	$52.04	Q4 2012	$59.45	+14.24%	Closed	History

UHS - Universal Health Services, Inc.	Q4 2021	$129.57	Open	$148.02	+14.24%	Open	History

KFY - Korn Ferry	Q1 2024	$65.76	Open	$75.12	+14.23%	Open	History

OPLN - OPENLANE, Inc.	Q1 2014	$11.49	Q4 2014	$13.12	+14.23%	Closed	History

CQB - Chiquita Brands Intl Inc	Q3 2013	$12.66	Q4 2014	$14.46	+14.22%	Closed	History

CVG - Convergys Corp	Q1 2011	$14.26	Q4 2012	$16.28	+14.20%	Closed	History

STEI - Stewart Enterprises Inc	Q4 2010	$6.69	Q4 2012	$7.64	+14.20%	Closed	History

GWRE - Guidewire Software, Inc.	Q3 2014	$44.34	Q4 2014	$50.63	+14.19%	Closed	History

WPM - Wheaton Precious Metals Corp.	Q3 2021	$37.58	Q4 2021	$42.91	+14.18%	Closed	History

IQV - IQVIA Holdings Inc.	Q3 2022	$181.14	Open	$206.81	+14.17%	Open	History

LOPE - Grand Canyon Education, Inc.	Q2 2017	$78.39	Q4 2017	$89.50	+14.17%	Closed	History

ABM - ABM Industries Inc.	Q4 2023	$44.83	Q4 2024	$51.18	+14.16%	Closed	History

BMS - Bemis Inc	Q3 2018	$48.60	Q1 2019	$55.48	+14.16%	Closed	History

ORI - Old Republic International Corp.	Q1 2021	$21.85	Q2 2021	$24.94	+14.14%	Closed	History

BEAT - Biotelemetry Inc	Q2 2016	$16.28	Q3 2016	$18.58	+14.13%	Closed	History

MORN - Morningstar, Inc.	Q1 2021	$225.26	Q2 2021	$257.09	+14.13%	Closed	History

COPX - Global X Copper Miners ETF	Q3 2023	$179.97	Q4 2023	$205.38	+14.12%	Closed	History

UNM - Unum Group	Q4 2018	$29.39	Q2 2019	$33.54	+14.12%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 2017	$54.37	Q4 2020	$62.03	+14.09%	Closed	History

MRTN - Marten Trans Ltd	Q2 2022	$16.79	Q3 2022	$19.15	+14.06%	Closed	History

ANF - Abercrombie & Fitch Co.	Q1 2011	$58.69	Q2 2011	$66.93	+14.04%	Closed	History

LMAT - LeMaitre Vascular, Inc.	Q3 2025	$87.51	Open	$99.79	+14.03%	Open	History

CLDR - Cloudera Inc	Q4 2020	$13.91	Q2 2021	$15.86	+14.02%	Closed	History

CMTL - Comtech Telecommunications C	Q2 2018	$31.86	Q3 2018	$36.32	+14.00%	Closed	History

CTVA - Corteva, Inc.	Q1 2020	$23.50	Q2 2020	$26.79	+14.00%	Closed	History

FIVE - Five Below, Inc.	Q1 2017	$43.31	Q2 2017	$49.37	+13.99%	Closed	History

IPGP - IPG Photonics Corp.	Q4 2022	$94.67	Open	$107.91	+13.99%	Open	History

FLG - Flagstar Bank, National Association	Q1 2026	$13.17	Open	$15.01	+13.97%	Open	History

IRWD - Ironwood Pharmaceuticals, Inc.	Q1 2026	$3.51	Open	$4.00	+13.96%	Open	History

JQUA - JPMorgan U.S. Quality Factor ETF	Q4 2025	$63.18	Open	$72.00	+13.96%	Open	History

MIK - Michaels Cos Inc	Q1 2019	$11.42	Q4 2020	$13.01	+13.92%	Closed	History

ALL - The Allstate Corp.	Q4 2018	$82.53	Q3 2020	$94.00	+13.90%	Closed	History

GPC - Genuine Parts Co.	Q4 2019	$106.23	Open	$121.00	+13.90%	Open	History

USLM - United States Lime & Minerals, Inc.	Q2 2012	$9.33	Q1 2013	$10.62	+13.90%	Closed	History

PPL - PPL Corp.	Q3 2019	$31.49	Q4 2019	$35.86	+13.88%	Closed	History

MNKKQ - Mallinckrodt Pub Ltd Co	Q1 2016	$61.28	Q3 2016	$69.78	+13.87%	Closed	History

LPTH - LightPath Technologies, Inc.	Q1 2026	$10.03	Open	$11.42	+13.86%	Open	History

ALXN - Alexion Pharmaceuticals Inc	Q1 2014	$152.21	Q1 2015	$173.29	+13.85%	Closed	History

LINE - Lineage, Inc.	Q3 2025	$38.64	Open	$43.99	+13.85%	Open	History

CMP - Compass Minerals International, Inc.	Q3 2013	$76.28	Q4 2014	$86.83	+13.83%	Closed	History

NTGR - NETGEAR, Inc.	Q4 2011	$20.79	Q3 2012	$23.66	+13.82%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2024	$258.05	Open	$293.69	+13.81%	Open	History

MTRX - Matrix Service Co.	Q3 2013	$19.62	Q4 2014	$22.33	+13.81%	Closed	History

VMI - Valmont Industries, Inc.	Q2 2015	$118.87	Q2 2016	$135.29	+13.81%	Closed	History

MWIV - Mwi Veterinary Supply Inc	Q3 2013	$149.39	Q4 2013	$170.00	+13.80%	Closed	History

TEN - Tenneco Inc	Q3 2013	$252.50	Q2 2015	$287.35	+13.80%	Closed	History

AGN - Allergan Plc	Q4 2016	$210.01	Q1 2017	$238.94	+13.78%	Closed	History

TFX - Teleflex Inc.	Q4 2010	$53.85	Q4 2011	$61.27	+13.78%	Closed	History

CWST - Casella Waste Sys Inc	Q4 2016	$12.42	Q1 2017	$14.13	+13.77%	Closed	History

BGCP - Bgc Partners Inc	Q1 2014	$6.54	Q2 2014	$7.44	+13.76%	Closed	History

MSI - Motorola Solutions, Inc.	Q1 2012	$50.77	Q2 2013	$57.75	+13.75%	Closed	History

NSIT - Insight Enterprises Inc	Q2 2018	$48.94	Q3 2019	$55.66	+13.73%	Closed	History

GTN - Gray Media, Inc.	Q2 2023	$7.88	Q4 2023	$8.96	+13.71%	Closed	History

DOOR - Masonite Intl Corp	Q4 2020	$98.23	Q2 2021	$111.68	+13.69%	Closed	History

IOSP - Innospec Inc.	Q1 2026	$73.02	Open	$83.02	+13.69%	Open	History

Y - Alleghany Corp Del	Q1 2014	$408.20	Q4 2014	$464.08	+13.69%	Closed	History

PCH - Potlatchdeltic Corporation	Q1 2021	$52.97	Q4 2021	$60.21	+13.67%	Closed	History

SBS - Companhia De SAneamento Basi	Q4 2017	$2.09	Q3 2019	$2.38	+13.67%	Closed	History

IRT - Independence Rlty Tr Inc	Q1 2023	$16.03	Q2 2023	$18.22	+13.66%	Closed	History

TNK - Teekay Tankers Ltd	Q4 2014	$40.40	Q1 2015	$45.92	+13.66%	Closed	History

SGHT - Sight Sciences Inc	Q1 2025	$59.88	Q2 2025	$68.05	+13.64%	Closed	History

ACCO - ACCO Brands Corp.	Q4 2017	$12.19	Q2 2018	$13.85	+13.62%	Closed	History

AZZ - AZZ Inc.	Q4 2011	$22.73	Q1 2012	$25.82	+13.62%	Closed	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q1 2011	$49.09	Q1 2012	$55.77	+13.61%	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.