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
CB - Chubb Ltd.	Q3 2016	$125.49	Q3 2017	$142.55	+13.59%	Closed	History

OHI - Omega Healthcare Investors, Inc.	Q2 2019	$36.80	Q3 2019	$41.80	+13.59%	Closed	History

HIBB - Hibbett Inc	Q1 2024	$76.81	Q2 2024	$87.21	+13.54%	Closed	History

BAX - Baxter International Inc.	Q3 2018	$77.08	Q3 2019	$87.49	+13.51%	Closed	History

TREX - Trex Co., Inc.	Q4 2017	$27.10	Q1 2019	$30.76	+13.50%	Closed	History

PK - Park Hotels & Resorts Inc.	Q2 2023	$12.82	Open	$14.55	+13.49%	Open	History

TD - The Toronto-Dominion Bank	Q1 2017	$50.04	Q1 2018	$56.79	+13.49%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q1 2017	$153.61	Q2 2017	$174.33	+13.49%	Closed	History

IDT - IDT Corp.	Q4 2013	$17.88	Q4 2014	$20.29	+13.48%	Closed	History

SR - Spire Inc.	Q3 2018	$73.56	Q4 2019	$83.47	+13.47%	Closed	History

GTIV - Gentiva Health Services Inc	Q3 2014	$16.79	Q4 2014	$19.05	+13.46%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2014	$197.02	Q4 2016	$223.53	+13.46%	Closed	History

CALY - Callaway Golf Co.	Q3 2017	$14.42	Q1 2018	$16.36	+13.45%	Closed	History

AZZ - AZZ Inc.	Q2 2025	$94.48	Q4 2025	$107.18	+13.44%	Closed	History

OA - Orbital Atk Inc	Q1 2015	$76.63	Q1 2016	$86.93	+13.44%	Closed	History

THS - Treehouse Foods Inc	Q2 2011	$54.59	Q3 2011	$61.92	+13.43%	Closed	History

TU - TELUS Corp.	Q2 2013	$14.60	Q3 2013	$16.56	+13.43%	Closed	History

WM3 - Wright Med Group Inc	Q4 2012	$20.99	Q1 2013	$23.81	+13.43%	Closed	History

DLB - Dolby Laboratories, Inc.	Q2 2018	$61.69	Q3 2018	$69.97	+13.42%	Closed	History

RRX - Regal Rexnord Corp.	Q4 2012	$70.47	Q1 2015	$79.93	+13.42%	Closed	History

LEA - Lear Corp.	Q4 2015	$122.83	Q2 2019	$139.26	+13.38%	Closed	History

RF - Regions Financial Corp.	Q1 2023	$18.56	Q1 2024	$21.04	+13.36%	Closed	History

CCK - Crown Holdings, Inc.	Q4 2021	$110.61	Q1 2022	$125.38	+13.35%	Closed	History

FAF - First American Financial Corp.	Q1 2020	$42.46	Q2 2020	$48.12	+13.33%	Closed	History

NGD - New Gold Inc Cda	Q4 2021	$1.50	Q1 2024	$1.70	+13.33%	Closed	History

HQY - HealthEquity, Inc.	Q2 2019	$65.39	Q4 2019	$74.10	+13.32%	Closed	History

FREDQ - Freds Inc	Q1 2013	$13.68	Q2 2013	$15.50	+13.30%	Closed	History

PM - Philip Morris International Inc.	Q2 2013	$86.60	Q1 2016	$98.11	+13.29%	Closed	History

WY - Weyerhaeuser Co.	Q3 2015	$27.34	Q1 2016	$30.97	+13.28%	Closed	History

CBB - Cincinnati Bell Inc New	Q1 2018	$13.87	Q2 2018	$15.71	+13.27%	Closed	History

FIS - Fidelity National Information Services, Inc.	Q1 2018	$96.30	Q3 2018	$109.07	+13.26%	Closed	History

HTLD - Heartland Express, Inc.	Q2 2018	$18.55	Q4 2019	$21.01	+13.26%	Closed	History

CLC - Clarcor Inc	Q1 2012	$49.05	Q3 2013	$55.55	+13.25%	Closed	History

ILMN - Illumina, Inc.	Q3 2014	$159.45	Q1 2015	$180.57	+13.25%	Closed	History

WFG - West Fraser Timber Co Ltd	Q3 2021	$84.21	Q4 2021	$95.37	+13.25%	Closed	History

FF - Futurefuel Corporation	Q2 2012	$10.51	Q3 2014	$11.90	+13.23%	Closed	History

HUB - Chubb Corp	Q3 2014	$91.25	Q4 2014	$103.31	+13.22%	Closed	History

MLI - Mueller Industries, Inc.	Q3 2013	$6.96	Q4 2013	$7.88	+13.21%	Closed	History

MTZ - MasTec, Inc.	Q1 2021	$93.69	Q2 2021	$106.07	+13.21%	Closed	History

KO - The Coca-Cola Co.	Q3 2012	$37.95	Q4 2015	$42.96	+13.20%	Closed	History

SCS - Steelcase Inc	Q4 2013	$15.86	Q4 2014	$17.95	+13.18%	Closed	History

CHMT - Chemtura Corp	Q3 2011	$10.02	Q4 2011	$11.34	+13.17%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2016	$103.52	Q4 2017	$117.16	+13.17%	Closed	History

PBCT - Peoples United Financial Inc	Q1 2013	$13.39	Q4 2013	$15.15	+13.14%	Closed	History

MIDD - The Middleby Corp.	Q4 2023	$118.40	Open	$133.94	+13.13%	Open	History

MSTR - Strategy Inc	Q4 2013	$12.43	Q2 2014	$14.06	+13.12%	Closed	History

AKRXQ - Akorn Inc	Q2 2016	$28.48	Q4 2017	$32.21	+13.10%	Closed	History

BGCP - Bgc Partners Inc	Q1 2016	$9.05	Q4 2016	$10.23	+13.04%	Closed	History

BLKB - Blackbaud, Inc.	Q4 2018	$62.90	Q1 2021	$71.09	+13.02%	Closed	History

CGX - Consolidated Graphics Inc	Q4 2010	$48.38	Q1 2011	$54.68	+13.02%	Closed	History

IT - Gartner, Inc.	Q1 2018	$117.66	Q2 2018	$132.94	+12.99%	Closed	History

OIL - Owens Ill Inc	Q2 2016	$18.04	Q1 2017	$20.38	+12.97%	Closed	History

ROP - Roper Technologies, Inc.	Q4 2013	$138.67	Q3 2015	$156.66	+12.97%	Closed	History

FRME - First Merchants Corp.	Q1 2026	$38.73	Open	$43.75	+12.96%	Open	History

HHC - Howard Hughes Corp	Q1 2019	$109.79	Q2 2019	$124.02	+12.96%	Closed	History

PPG - PPG Industries, Inc.	Q4 2015	$98.80	Q1 2018	$111.60	+12.96%	Closed	History

A4L - Alamos Gold Inc	Q1 2013	$13.75	Q3 2013	$15.53	+12.95%	Closed	History

TAP - Molson Coors Beverage Co.	Q3 2015	$83.15	Q4 2015	$93.92	+12.95%	Closed	History

NEWP - Newport Corp	Q1 2013	$16.92	Q4 2014	$19.11	+12.94%	Closed	History

ALC - Alcon Inc.	Q1 2020	$50.81	Q2 2020	$57.38	+12.93%	Closed	History

CPB - The Campbell's Co.	Q1 2014	$44.88	Q3 2015	$50.68	+12.92%	Closed	History

GDRX - GoodRx Holdings, Inc.	Q4 2025	$2.71	Open	$3.06	+12.92%	Open	History

SMPL - The Simply Good Foods Co.	Q3 2023	$34.52	Q4 2024	$38.98	+12.92%	Closed	History

SR - Spire Inc.	Q4 2020	$64.03	Q2 2021	$72.30	+12.92%	Closed	History

FHI - Federated Invs Inc Pa	Q3 2016	$29.58	Q1 2018	$33.40	+12.91%	Closed	History

HDV - iShares Core High Dividend ETF	Q3 2025	$24.49	Open	$27.65	+12.90%	Open	History

HAIN - Hain Celestial Group Inc	Q4 2010	$13.54	Q3 2011	$15.28	+12.89%	Closed	History

SLVM - Sylvamo Corp.	Q1 2022	$33.29	Open	$37.58	+12.89%	Open	History

BG - Bunge Global SA	Q1 2024	$102.52	Open	$115.72	+12.88%	Open	History

SLF - Sun Life Financial Inc.	Q1 2017	$36.50	Q4 2017	$41.20	+12.88%	Closed	History

TX9 - Tronox Ltd	Q4 2013	$23.08	Q3 2014	$26.05	+12.87%	Closed	History

UVV - Universal Corp.	Q2 2015	$57.32	Q2 2017	$64.69	+12.86%	Closed	History

SCSC - ScanSource, Inc.	Q2 2012	$30.65	Q3 2014	$34.59	+12.85%	Closed	History

IPGP - IPG Photonics Corp.	Q2 2015	$85.16	Q1 2016	$96.09	+12.83%	Closed	History

QNST - QuinStreet, Inc.	Q3 2018	$13.57	Q4 2019	$15.31	+12.82%	Closed	History

GFF - Griffon Corp.	Q3 2015	$15.78	Q4 2015	$17.80	+12.80%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 2013	$93.95	Q2 2015	$105.97	+12.79%	Closed	History

ITRI - Itron, Inc.	Q3 2016	$55.73	Q4 2016	$62.85	+12.78%	Closed	History

ZETA - Zeta Global Holdings Corp.	Q3 2025	$19.87	Open	$22.41	+12.78%	Open	History

ARNC - Arconic Corporation	Q1 2023	$26.23	Q2 2023	$29.58	+12.77%	Closed	History

POOL - Pool Corp.	Q4 2017	$129.65	Q1 2018	$146.19	+12.76%	Closed	History

UA - Under Armour, Inc.	Q1 2018	$14.35	Q4 2018	$16.18	+12.75%	Closed	History

VWR - Vwr Corp	Q4 2016	$25.02	Q1 2017	$28.21	+12.75%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q3 2022	$126.05	Q4 2022	$142.09	+12.73%	Closed	History

GPC - Genuine Parts Co.	Q3 2018	$99.40	Q1 2019	$112.03	+12.71%	Closed	History

MPC - Marathon Petroleum Corp.	Q2 2017	$52.33	Q4 2018	$58.98	+12.71%	Closed	History

NHC - National HealthCare Corp.	Q4 2011	$41.93	Q3 2013	$47.26	+12.71%	Closed	History

IPGP - IPG Photonics Corp.	Q1 2013	$66.47	Q4 2014	$74.91	+12.70%	Closed	History

NWSA - News Corp.	Q1 2019	$12.44	Q3 2020	$14.02	+12.70%	Closed	History

HRI - Herc Holdings Inc.	Q2 2025	$131.69	Q4 2025	$148.38	+12.67%	Closed	History

CHX - Championx Corporation	Q1 2021	$21.74	Q1 2022	$24.49	+12.65%	Closed	History

EAT - Brinker International, Inc.	Q2 2011	$24.46	Q1 2012	$27.55	+12.63%	Closed	History

EVER - EverQuote, Inc.	Q4 2019	$34.35	Q3 2020	$38.69	+12.63%	Closed	History

SAM - The Boston Beer Co., Inc.	Q3 2020	$883.54	Q4 2020	$995.05	+12.62%	Closed	History

OTTR - Otter Tail Corp.	Q4 2021	$71.37	Q1 2025	$80.37	+12.61%	Closed	History

PAY - Paymentus Holdings, Inc.	Q3 2017	$20.28	Q2 2018	$22.83	+12.57%	Closed	History

BRX - Brixmor Property Group Inc.	Q3 2024	$27.86	Open	$31.36	+12.56%	Open	History

CTVA - Corteva, Inc.	Q4 2023	$47.92	Q2 2024	$53.94	+12.56%	Closed	History

RUTH - Ruths Hospitality Group Inc	Q2 2018	$28.05	Q3 2018	$31.56	+12.51%	Closed	History

TWTR - Twitter Inc	Q3 2018	$28.46	Q4 2019	$32.02	+12.51%	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.