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
OTTR - Otter Tail Corp.	Q4 2025	$80.81	Open	$90.18	+11.60%	Open	History

TTGT - Techtarget Inc	Q1 2021	$69.40	Q2 2021	$77.45	+11.60%	Closed	History

WPX - Wpx Energy Inc	Q2 2018	$18.02	Q3 2018	$20.11	+11.60%	Closed	History

WD - Walker & Dunlop Inc	Q4 2020	$92.11	Q1 2021	$102.79	+11.59%	Closed	History

CLX - The Clorox Co.	Q2 2017	$133.32	Q4 2017	$148.74	+11.57%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2024	$48.56	Q2 2025	$54.18	+11.57%	Closed	History

ABAX - Abaxis Inc	Q2 2016	$47.24	Q4 2016	$52.70	+11.56%	Closed	History

INFA - Informatica Corp	Q2 2013	$34.95	Q3 2013	$38.99	+11.56%	Closed	History

OUST - Ouster Inc	Q2 2025	$24.25	Q3 2025	$27.05	+11.55%	Closed	History

ZTS - Zoetis Inc.	Q1 2014	$28.93	Q2 2014	$32.27	+11.55%	Closed	History

GDEN - Golden Entmt Inc	Q1 2025	$26.39	Q2 2025	$29.43	+11.52%	Closed	History

VOOV - Vanguard S&P 500 Value Index Fund ETF Shares	Q3 2025	$199.47	Open	$222.42	+11.51%	Open	History

LNCE - Snyders-Lance Inc	Q1 2012	$25.85	Q3 2013	$28.82	+11.49%	Closed	History

PTN - Palatin Technologies Inc	Q4 2017	$1,087.50	Q2 2018	$1,212.50	+11.49%	Closed	History

FARO - Faro Technologies Inc	Q1 2016	$32.24	Q3 2016	$35.94	+11.48%	Closed	History

AP47 - Glaxosmithkline Plc	Q1 2021	$35.68	Q2 2021	$39.77	+11.46%	Closed	History

A - Agilent Technologies, Inc.	Q3 2019	$76.62	Q4 2019	$85.39	+11.45%	Closed	History

HOT - Starwood Hotels&resorts Wrld	Q3 2015	$66.35	Q2 2016	$73.95	+11.45%	Closed	History

BNY - The Bank of New York Mellon Cor	Q3 2019	$45.16	Q4 2019	$50.32	+11.43%	Closed	History

CLS - Celestica Inc.	Q2 2012	$7.26	Q1 2013	$8.09	+11.43%	Closed	History

DXJ - WisdomTree Japan Hedged Equity Fund	Q1 2026	$158.58	Open	$176.71	+11.43%	Open	History

EXPE - Expedia Group, Inc.	Q4 2016	$113.27	Q1 2017	$126.21	+11.42%	Closed	History

CLGX - Corelogic Inc	Q4 2018	$33.43	Q1 2019	$37.23	+11.37%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q1 2023	$38.26	Q3 2023	$42.61	+11.37%	Closed	History

NOW - ServiceNow, Inc.	Q1 2019	$49.32	Q2 2019	$54.92	+11.35%	Closed	History

IVCRQ - Invacare Corp	Q1 2015	$19.40	Q2 2015	$21.60	+11.34%	Closed	History

POOL - Pool Corp.	Q3 2020	$334.44	Q4 2020	$372.35	+11.34%	Closed	History

POST - Post Holdings, Inc.	Q3 2018	$64.13	Q4 2019	$71.40	+11.34%	Closed	History

AVY - Avery Dennison Corp.	Q3 2022	$162.60	Q4 2022	$181.00	+11.32%	Closed	History

LFUS - Littelfuse, Inc.	Q3 2014	$85.24	Q2 2015	$94.89	+11.32%	Closed	History

WAIR - Wesco Aircraft Hldgs Inc	Q3 2016	$13.43	Q4 2016	$14.95	+11.32%	Closed	History

AVAV - Aerovironment Inc	Q1 2013	$18.13	Q2 2013	$20.18	+11.31%	Closed	History

QSR - Restaurant Brands International Inc.	Q1 2025	$66.64	Open	$74.18	+11.31%	Open	History

SCHH - Schwab U.S. REIT ETF	Q3 2025	$21.57	Open	$24.01	+11.31%	Open	History

VR - Validus Holdings Ltd	Q1 2014	$37.75	Q1 2015	$42.02	+11.31%	Closed	History

EVH - Evolent Health, Inc.	Q1 2022	$32.29	Q3 2022	$35.94	+11.30%	Closed	History

SANM - Sanmina Corporation	Q3 2024	$68.45	Q1 2025	$76.18	+11.29%	Closed	History

AHCO - Adapthealth Corp	Q3 2025	$8.95	Q4 2025	$9.96	+11.28%	Closed	History

ENB - Enbridge Inc.	Q3 2025	$50.46	Open	$56.15	+11.28%	Open	History

STNR - Steiner Leisure Ltd	Q3 2011	$40.78	Q4 2011	$45.38	+11.28%	Closed	History

ESL - Esterline Technologies Corp	Q4 2010	$68.73	Q2 2011	$76.47	+11.26%	Closed	History

9ST - Sensata Technologies Hldg NV	Q2 2016	$34.85	Q3 2016	$38.77	+11.25%	Closed	History

BWXT - BWX Technologies, Inc.	Q3 2017	$56.02	Q2 2018	$62.32	+11.25%	Closed	History

PPL - PPL Corp.	Q2 2018	$28.53	Q1 2019	$31.74	+11.25%	Closed	History

ITRI - Itron, Inc.	Q4 2023	$75.51	Open	$83.99	+11.23%	Open	History

SARO - StandardAero, Inc.	Q4 2024	$24.76	Open	$27.54	+11.23%	Open	History

WDC - Western Digital Corp.	Q4 2012	$32.12	Q2 2016	$35.72	+11.23%	Closed	History

CCK - Crown Holdings, Inc.	Q1 2014	$44.74	Q2 2014	$49.76	+11.22%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q2 2014	$46.55	Q2 2015	$51.77	+11.21%	Closed	History

RARE - Ultragenyx Pharmaceutical In	Q3 2022	$41.48	Q2 2023	$46.13	+11.21%	Closed	History

RDC - Rowan Companies Plc	Q4 2015	$16.95	Q3 2018	$18.85	+11.21%	Closed	History

JWN - Nordstrom Inc	Q4 2011	$49.67	Q1 2013	$55.23	+11.19%	Closed	History

NNN - NNN REIT, Inc.	Q1 2025	$42.65	Open	$47.42	+11.18%	Open	History

WWW - Wolverine World Wide, Inc.	Q1 2026	$16.32	Open	$18.14	+11.15%	Open	History

ICE - Intercontinental Exchange, Inc.	Q3 2016	$53.86	Q1 2017	$59.86	+11.14%	Closed	History

FIVE - Five Below, Inc.	Q1 2015	$35.57	Q2 2015	$39.53	+11.13%	Closed	History

KN - Knowles Corp.	Q1 2020	$13.39	Q3 2020	$14.88	+11.13%	Closed	History

SCL - Stepan Co.	Q4 2015	$49.76	Q1 2016	$55.30	+11.13%	Closed	History

XLI - State Street Industrial Select Sector SPDR ETF	Q2 2024	$121.87	Q3 2024	$135.44	+11.13%	Closed	History

AIRM - Air Methods Corp	Q1 2011	$67.24	Q2 2011	$74.72	+11.12%	Closed	History

ONEV - State Street SPDR Russell 1000 Low Volatility Focus ETF	Q3 2024	$129.79	Open	$144.20	+11.10%	Open	History

LII - Lennox International Inc.	Q4 2018	$218.91	Q3 2019	$243.18	+11.09%	Closed	History

SWX - Southwest Gas Holdings, Inc.	Q2 2023	$63.65	Q4 2024	$70.71	+11.09%	Closed	History

VFC - V.F. Corp.	Q4 2012	$35.54	Q1 2013	$39.48	+11.08%	Closed	History

BAC - Bank of America Corp.	Q2 2014	$15.35	Q3 2014	$17.05	+11.07%	Closed	History

CHTR - Charter Communications, Inc.	Q1 2017	$327.31	Q3 2017	$363.54	+11.07%	Closed	History

CRUS - Cirrus Logic, Inc.	Q4 2016	$56.47	Q2 2017	$62.72	+11.07%	Closed	History

MGLN - Magellan Health Inc	Q4 2017	$96.54	Q1 2018	$107.21	+11.05%	Closed	History

PLAB - Photronics Inc	Q1 2022	$16.96	Q2 2025	$18.83	+11.03%	Closed	History

FELE - Franklin Elec Inc	Q4 2018	$42.86	Q2 2019	$47.58	+11.01%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q4 2021	$136.26	Open	$151.26	+11.01%	Open	History

CTRE - CareTrust REIT, Inc.	Q1 2024	$24.37	Q4 2024	$27.05	+11.00%	Closed	History

THS - Treehouse Foods Inc	Q1 2018	$38.27	Q4 2020	$42.48	+11.00%	Closed	History

MKSI - MKS Inc.	Q4 2010	$24.51	Q1 2013	$27.20	+10.98%	Closed	History

ELV - Elevance Health, Inc.	Q4 2014	$125.68	Q4 2015	$139.44	+10.95%	Closed	History

NPK - National Presto Inds Inc	Q4 2024	$7.67	Q2 2025	$8.51	+10.95%	Closed	History

AEE - Ameren Corp.	Q1 2025	$100.40	Open	$111.38	+10.94%	Open	History

SMTC - Semtech Corp.	Q4 2018	$45.87	Q1 2019	$50.89	+10.94%	Closed	History

CMS - CMS Energy Corp.	Q2 2015	$31.84	Q3 2015	$35.32	+10.93%	Closed	History

WLY - John Wiley & Sons, Inc.	Q2 2025	$44.63	Open	$49.51	+10.93%	Open	History

HI - Hillenbrand Inc	Q2 2016	$30.04	Q4 2019	$33.32	+10.92%	Closed	History

IEUR - iShares Core MSCI Europe ETF	Q3 2025	$68.12	Open	$75.56	+10.92%	Open	History

JBHT - J.B. Hunt Transport Services, Inc.	Q2 2017	$91.38	Q1 2019	$101.36	+10.92%	Closed	History

MIDD - The Middleby Corp.	Q3 2012	$31.01	Q4 2012	$34.39	+10.92%	Closed	History

NTK - Nortek Inc	Q4 2015	$43.55	Q1 2016	$48.30	+10.91%	Closed	History

SNI - Scripps Networks Interact In	Q4 2012	$57.93	Q1 2013	$64.23	+10.88%	Closed	History

BCO - The Brink's Co.	Q2 2012	$23.18	Q3 2012	$25.70	+10.87%	Closed	History

CINF - Cincinnati Financial Corp.	Q3 2013	$47.20	Q4 2013	$52.33	+10.87%	Closed	History

TRU - TransUnion	Q3 2019	$81.11	Q1 2021	$89.91	+10.85%	Closed	History

VMC - Vulcan Materials Co.	Q2 2025	$260.82	Open	$289.11	+10.85%	Open	History

XZO - Exzeo Group, Inc.	Q1 2026	$14.67	Open	$16.26	+10.84%	Open	History

URI - United Rentals, Inc.	Q2 2018	$147.62	Q3 2018	$163.60	+10.83%	Closed	History

VPU - Vanguard Utilities Index Fund ETF Shares	Q2 2025	$176.51	Open	$195.62	+10.83%	Open	History

KEYS - Keysight Technologies, Inc.	Q1 2021	$143.41	Q3 2024	$158.93	+10.82%	Closed	History

ARCH - Arch Resources Inc	Q1 2022	$137.38	Q2 2024	$152.23	+10.81%	Closed	History

DOW - Dow Inc.	Q2 2019	$49.31	Q3 2024	$54.63	+10.79%	Closed	History

SFLY - Shutterfly Inc	Q1 2018	$81.25	Q2 2018	$90.02	+10.79%	Closed	History

KBH - Kb Home	Q1 2016	$14.28	Q4 2016	$15.82	+10.78%	Closed	History

ARW - Arrow Electronics, Inc.	Q1 2016	$64.41	Q4 2016	$71.35	+10.77%	Closed	History

JOE - The St. Joe Co.	Q3 2023	$54.33	Q4 2023	$60.18	+10.77%	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.