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
EVRI - Everi Hldgs Inc	Q2 2019	$11.93	Q4 2019	$13.42	+12.49%	Closed	History

SPNT - SiriusPoint Ltd.	Q1 2026	$21.54	Open	$24.23	+12.49%	Open	History

NXST - Nexstar Media Group, Inc.	Q2 2022	$162.87	Open	$183.20	+12.48%	Open	History

AOSL - Alpha and Omega Semiconductor Ltd.	Q1 2025	$24.86	Q3 2025	$27.96	+12.47%	Closed	History

IBB - iShares Biotechnology ETF	Q1 2026	$168.85	Open	$189.90	+12.47%	Open	History

BTU - Peabody Energy Corp.	Q4 2024	$20.94	Open	$23.55	+12.46%	Open	History

LOPE - Grand Canyon Education, Inc.	Q1 2020	$76.24	Q4 2021	$85.73	+12.45%	Closed	History

CKK - Coca Cola Enterprises Inc Ne	Q3 2012	$31.27	Q2 2013	$35.16	+12.44%	Closed	History

SPYG - State Street SPDR Portfolio S&P 500 Growth ETF	Q4 2025	$106.70	Open	$119.97	+12.44%	Open	History

EQWL - Invesco S&P 100 Equal Weight ETF	Q1 2026	$115.24	Open	$129.56	+12.43%	Open	History

HLX - Helix Energy Solutions Group, Inc.	Q2 2020	$3.46	Q3 2021	$3.89	+12.43%	Closed	History

HPPN - Hudson Pac Pptys Inc	Q4 2021	$24.70	Q1 2022	$27.77	+12.43%	Closed	History

CSL - Carlisle Companies Inc.	Q2 2018	$108.31	Q3 2018	$121.76	+12.42%	Closed	History

EQT - EQT Corp.	Q2 2022	$34.39	Q4 2023	$38.66	+12.42%	Closed	History

ALV - Autoliv, Inc.	Q2 2017	$79.19	Q3 2017	$89.01	+12.40%	Closed	History

PSMT - PriceSmart, Inc.	Q2 2012	$67.44	Q3 2012	$75.80	+12.40%	Closed	History

WGO - Winnebago Industries, Inc.	Q2 2020	$66.63	Q4 2021	$74.89	+12.40%	Closed	History

VFC - V.F. Corp.	Q1 2024	$15.34	Open	$17.24	+12.39%	Open	History

WEX - WEX Inc.	Q4 2021	$140.48	Open	$157.88	+12.39%	Open	History

CMA - Comerica Inc	Q3 2021	$80.46	Q1 2022	$90.42	+12.38%	Closed	History

TRS - TriMas Corp.	Q1 2026	$35.94	Open	$40.39	+12.38%	Open	History

OEF - iShares S&P 100 ETF	Q3 2025	$332.84	Open	$373.90	+12.34%	Open	History

KT2 - Knight Transn Inc	Q2 2017	$36.99	Q3 2017	$41.55	+12.33%	Closed	History

HOG - Harley-Davidson, Inc.	Q2 2016	$45.30	Q4 2017	$50.88	+12.32%	Closed	History

MWV - Meadwestvaco Corp	Q4 2014	$44.39	Q1 2015	$49.86	+12.32%	Closed	History

TDY - Teledyne Technologies Inc.	Q3 2011	$48.87	Q4 2011	$54.87	+12.28%	Closed	History

AEIS - Advanced Energy Industries, Inc.	Q4 2020	$97.12	Q1 2021	$109.02	+12.25%	Closed	History

IDEV - iShares Core MSCI International Developed Markets ETF	Q3 2025	$80.17	Open	$89.99	+12.25%	Open	History

NTRS - Northern Trust Corp.	Q1 2017	$86.58	Q2 2017	$97.19	+12.25%	Closed	History

PRE - Partnerre Ltd	Q1 2015	$1,329.77	Q2 2015	$1,492.56	+12.24%	Closed	History

BHF - Brighthouse Financial, Inc.	Q1 2025	$57.99	Open	$65.08	+12.23%	Open	History

GT - The Goodyear Tire & Rubber Co.	Q1 2025	$9.24	Q2 2025	$10.37	+12.23%	Closed	History

BX - Blackstone Inc.	Q1 2021	$74.54	Q3 2022	$83.65	+12.22%	Closed	History

JAVA - JPMorgan Active Value ETF	Q1 2026	$71.75	Open	$80.51	+12.21%	Open	History

NCMI - National CineMedia, Inc.	Q4 2018	$64.70	Q4 2019	$72.60	+12.21%	Closed	History

POST - Post Holdings, Inc.	Q1 2016	$45.01	Q3 2016	$50.50	+12.21%	Closed	History

OCR - Omnicare Inc	Q3 2013	$55.49	Q3 2014	$62.26	+12.20%	Closed	History

NUE - Nucor Corp.	Q2 2015	$44.07	Q3 2016	$49.44	+12.19%	Closed	History

WIRE - Encore Wire Corp	Q4 2018	$50.16	Q3 2019	$56.27	+12.18%	Closed	History

NUVA - Nuvasive Inc	Q3 2015	$48.22	Q4 2015	$54.09	+12.17%	Closed	History

RKUS - Ruckus Wireless Inc	Q2 2014	$11.91	Q3 2014	$13.36	+12.17%	Closed	History

RUSHA - Rush Enterprises, Inc.	Q1 2023	$36.40	Q3 2023	$40.83	+12.17%	Closed	History

MGEE - Mge Energy Inc	Q2 2014	$39.53	Q1 2015	$44.33	+12.14%	Closed	History

CRS - Carpenter Technology Corp.	Q2 2018	$52.53	Q3 2018	$58.90	+12.13%	Closed	History

MOG.A - Moog Inc	Q4 2018	$77.57	Q1 2019	$86.98	+12.13%	Closed	History

LSTR - Landstar System, Inc.	Q1 2013	$57.08	Q2 2014	$64.00	+12.12%	Closed	History

SHEL - Shell plc	Q3 2023	$64.38	Q2 2024	$72.18	+12.12%	Closed	History

UTX - United Technologies Corp	Q1 2016	$100.10	Q1 2017	$112.22	+12.11%	Closed	History

AVY - Avery Dennison Corp.	Q4 2020	$155.12	Q1 2022	$173.89	+12.10%	Closed	History

VMW - Vmware Inc	Q3 2021	$148.51	Q3 2023	$166.48	+12.10%	Closed	History

INGN - Inogen Inc	Q4 2015	$40.10	Q1 2016	$44.95	+12.09%	Closed	History

ATR - AptarGroup, Inc.	Q1 2017	$76.98	Q3 2017	$86.28	+12.08%	Closed	History

STQ - Steris Corp	Q1 2014	$47.73	Q2 2014	$53.49	+12.07%	Closed	History

SFBS - Servisfirst Bancshares Inc	Q4 2021	$85.04	Q1 2022	$95.30	+12.06%	Closed	History

PRO - Pros Holdings Inc	Q3 2023	$34.62	Q4 2023	$38.79	+12.05%	Closed	History

HSIC - Henry Schein, Inc.	Q4 2016	$59.49	Q1 2017	$66.66	+12.04%	Closed	History

LPG - Dorian LPG Ltd.	Q1 2023	$19.94	Q1 2025	$22.34	+12.04%	Closed	History

HITK - Hi-Tech Pharmacal Inc	Q2 2011	$28.92	Q2 2012	$32.40	+12.03%	Closed	History

LSTR - Landstar System, Inc.	Q2 2017	$85.60	Q1 2020	$95.86	+11.99%	Closed	History

OGS - ONE Gas, Inc.	Q2 2018	$74.71	Q1 2020	$83.67	+11.99%	Closed	History

AGCO - AGCO Corp.	Q1 2017	$60.18	Q2 2017	$67.39	+11.98%	Closed	History

CNW - Con-Way Inc	Q4 2011	$29.13	Q1 2012	$32.62	+11.98%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q3 2013	$158.18	Q4 2013	$177.13	+11.98%	Closed	History

LLY - Eli Lilly and Co.	Q4 2016	$73.54	Q2 2017	$82.34	+11.97%	Closed	History

HUBG - Hub Group, Inc.	Q3 2015	$18.21	Q3 2016	$20.38	+11.95%	Closed	History

HNIB - Iac Interactivecorp	Q4 2011	$42.55	Q2 2013	$47.63	+11.94%	Closed	History

KS - Kapstone Paper & Packaging C	Q4 2014	$293.20	Q1 2015	$328.20	+11.94%	Closed	History

LIOX - Lionbridge Technologies Inc	Q4 2012	$4.02	Q3 2014	$4.50	+11.94%	Closed	History

QLYS - Qualys, Inc.	Q1 2022	$142.34	Open	$159.32	+11.93%	Open	History

SPMD - State Street SPDR Portfolio S&P 400 Mid Cap ETF	Q1 2026	$59.22	Open	$66.28	+11.92%	Open	History

RGS - Regis Corp Minn	Q1 2018	$302.80	Q4 2018	$338.80	+11.89%	Closed	History

MAA - Mid-America Apartment Communities, Inc.	Q2 2019	$117.78	Open	$131.77	+11.88%	Open	History

RTN - Raytheon Co	Q3 2016	$136.31	Q1 2017	$152.50	+11.88%	Closed	History

SVW - Servicemaster Global Hldgs I	Q3 2016	$33.68	Q4 2016	$37.67	+11.85%	Closed	History

CNR - Core Natural Resources, Inc.	Q1 2025	$77.10	Open	$86.21	+11.82%	Open	History

SMIG - Bahl & Gaynor Small/Mid Cap Income Growth ETF	Q3 2025	$29.62	Open	$33.12	+11.82%	Open	History

SUU - Suntrust Bks Inc	Q3 2015	$38.31	Q4 2015	$42.84	+11.82%	Closed	History

WRB - W. R. Berkley Corp.	Q2 2014	$13.74	Q2 2015	$15.36	+11.79%	Closed	History

AES - The AES Corp.	Q1 2022	$25.73	Q4 2022	$28.76	+11.78%	Closed	History

ARW - Arrow Electronics, Inc.	Q4 2018	$68.94	Q1 2019	$77.06	+11.78%	Closed	History

MSA - MSA Safety Inc.	Q4 2018	$94.28	Q2 2019	$105.39	+11.78%	Closed	History

BALL - Ball Corp.	Q1 2019	$57.86	Q4 2019	$64.67	+11.77%	Closed	History

BRC - Brady Corp.	Q2 2017	$33.89	Q4 2017	$37.88	+11.77%	Closed	History

CHG - Ch Energy Group Inc	Q4 2011	$58.36	Q4 2012	$65.23	+11.77%	Closed	History

SCI - Service Corp. International	Q1 2017	$30.88	Q3 2017	$34.51	+11.76%	Closed	History

SWX - Southwest Gas Holdings, Inc.	Q3 2013	$50.00	Q4 2013	$55.88	+11.76%	Closed	History

VYX - NCR Voyix Corp.	Q1 2014	$22.42	Q2 2017	$25.06	+11.74%	Closed	History

BFAM - Bright Horizons Family Solutions Inc.	Q3 2014	$42.04	Q4 2014	$46.97	+11.73%	Closed	History

MSI - Motorola Solutions, Inc.	Q2 2021	$216.80	Q1 2022	$242.21	+11.72%	Closed	History

DORM - Dorman Products, Inc.	Q3 2011	$16.55	Q4 2011	$18.48	+11.70%	Closed	History

MRC - Mrc Global Inc	Q2 2024	$12.91	Q3 2025	$14.42	+11.70%	Closed	History

SYK - Stryker Corp.	Q1 2016	$107.28	Q2 2016	$119.83	+11.70%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2020	$29.02	Q2 2020	$32.41	+11.68%	Closed	History

VGK - Vanguard FTSE Europe ETF	Q3 2025	$79.80	Open	$89.12	+11.68%	Open	History

EPAC - Actuant Corp	Q3 2016	$23.23	Q4 2016	$25.94	+11.67%	Closed	History

EGP - EastGroup Properties, Inc.	Q4 2022	$148.06	Q1 2023	$165.32	+11.66%	Closed	History

VBR - Vanguard Small-Cap Value Index Fund ETF Shares	Q1 2026	$217.25	Open	$242.52	+11.63%	Open	History

IOSP - Innospec Inc.	Q1 2018	$68.58	Q2 2018	$76.55	+11.62%	Closed	History

XM - Qualtrics Intl Inc	Q2 2021	$38.30	Q3 2021	$42.75	+11.62%	Closed	History

KALU - Kaiser Aluminum Corp.	Q3 2019	$99.02	Q1 2021	$110.52	+11.61%	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.