Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · 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
HIG - The Hartford Insurance Group, Inc.	Q4 2018	$44.45	Open	$138.15	+210.80%	Open	History

STMP - Stamps Com Inc	Q1 2016	$106.22	Q3 2021	$329.88	+210.56%	Closed	History

MTRN - Materion Corp.	Q1 2025	$81.60	Open	$253.27	+210.38%	Open	History

NTRA - Natera, Inc.	Q3 2019	$32.76	Q1 2021	$101.52	+209.89%	Closed	History

FTDR - Frontdoor, Inc.	Q2 2022	$24.08	Open	$74.43	+209.09%	Open	History

PRDO - Perdoceo Education Corp.	Q2 2022	$11.77	Open	$36.32	+208.58%	Open	History

TX9 - Tronox Ltd	Q1 2016	$6.39	Q2 2018	$19.67	+207.82%	Closed	History

GFF - Griffon Corp.	Q3 2022	$29.51	Open	$90.83	+207.79%	Open	History

EFXT - Enerflex Ltd.	Q2 2025	$7.89	Open	$24.26	+207.48%	Open	History

IESC - IES Holdings, Inc.	Q4 2024	$200.96	Open	$616.15	+206.60%	Open	History

SOFI - SoFi Technologies, Inc.	Q1 2023	$6.07	Open	$18.55	+205.60%	Open	History

SNBR - Sleep Number Corp	Q1 2019	$47.05	Q1 2021	$143.52	+205.04%	Closed	History

DAL - Delta Air Lines, Inc.	Q3 2022	$28.08	Open	$85.51	+204.52%	Open	History

CHE - Chemed Corp.	Q1 2011	$66.57	Q3 2017	$202.06	+203.53%	Closed	History

NGD - New Gold Inc Cda	Q3 2024	$2.88	Q4 2025	$8.71	+202.43%	Closed	History

PRLB - Proto Labs, Inc.	Q4 2022	$25.53	Open	$76.98	+201.53%	Open	History

UNH - UnitedHealth Group Inc.	Q2 2016	$141.09	Open	$425.19	+201.36%	Open	History

MTSI - MACOM Technology Solutions Holdings, Inc.	Q1 2025	$100.38	Open	$301.76	+200.62%	Open	History

2777284Z - Dr Pepper Snapple Group Inc	Q4 2011	$39.44	Q1 2018	$118.38	+200.15%	Closed	History

MIDD - The Middleby Corp.	Q1 2020	$45.75	Q3 2021	$137.24	+199.96%	Closed	History

AM - Antero Midstream Corp.	Q4 2019	$7.59	Open	$22.76	+199.87%	Open	History

LLFLQ - Lumber Liquidators Hldgs Inc	Q4 2011	$17.68	Q4 2012	$52.84	+198.87%	Closed	History

MOH - Molina Healthcare, Inc.	Q1 2018	$81.28	Open	$241.56	+197.19%	Open	History

SKY - Champion Homes, Inc.	Q2 2019	$27.41	Open	$81.43	+197.08%	Open	History

LWI - Leap Wireless Intl Inc	Q1 2013	$5.89	Q4 2013	$17.40	+195.42%	Closed	History

ADEA - Adeia Inc.	Q4 2022	$9.48	Open	$27.94	+194.73%	Open	History

URBN - Urban Outfitters, Inc.	Q4 2022	$23.85	Open	$70.19	+194.30%	Open	History

LPX - Louisiana-Pacific Corp.	Q2 2020	$25.65	Open	$75.41	+194.00%	Open	History

ITW - Illinois Tool Works Inc.	Q4 2015	$92.70	Open	$272.28	+193.72%	Open	History

OSIS - OSI Systems, Inc.	Q3 2022	$71.98	Open	$211.07	+193.23%	Open	History

SITM - SiTime Corp.	Q2 2025	$213.08	Open	$623.83	+192.77%	Open	History

WM - Waste Management, Inc.	Q2 2013	$40.30	Q4 2020	$117.92	+192.61%	Closed	History

AZEK - Azek Co Inc	Q2 2022	$16.72	Q1 2025	$48.89	+192.40%	Closed	History

AIZ - Assurant, Inc.	Q1 2019	$94.77	Open	$276.98	+192.27%	Open	History

UFPI - UFP Industries, Inc.	Q4 2018	$25.95	Q1 2021	$75.81	+192.14%	Closed	History

ORLA - Orla Mining Ltd.	Q4 2023	$3.25	Open	$9.49	+192.00%	Open	History

EMR - Emerson Electric Co.	Q4 2011	$46.62	Open	$136.09	+191.91%	Open	History

UBER - Uber Technologies, Inc.	Q4 2022	$24.73	Open	$72.08	+191.47%	Open	History

VET - Vermilion Energy Inc.	Q4 2020	$4.45	Q1 2023	$12.97	+191.46%	Closed	History

BB - BlackBerry Ltd.	Q4 2024	$3.78	Open	$11.01	+191.27%	Open	History

AGI - Alamos Gold Inc.	Q4 2022	$10.11	Open	$29.37	+190.50%	Open	History

MDP - Meredith Corp	Q4 2020	$19.19	Q3 2021	$55.70	+190.26%	Closed	History

IRM - Iron Mountain Inc.	Q2 2021	$42.31	Open	$122.66	+189.91%	Open	History

GIL - Gildan Activewear Inc.	Q1 2020	$12.75	Q2 2021	$36.91	+189.49%	Closed	History

OSCR - Oscar Health, Inc.	Q1 2023	$6.54	Q3 2025	$18.93	+189.45%	Closed	History

BRCD - Brocade Communications Sys I	Q3 2011	$4.32	Q1 2017	$12.50	+189.35%	Closed	History

COCO - The Vita Coco Co., Inc.	Q4 2023	$25.65	Open	$74.03	+188.62%	Open	History

ADPT - Adaptive Biotechnologies Corp.	Q1 2025	$7.43	Open	$21.43	+188.43%	Open	History

PSX - Phillips 66	Q3 2021	$69.91	Open	$201.45	+188.16%	Open	History

NYMT - New York Mtg Tr Inc	Q1 2020	$1.57	Q1 2021	$4.50	+186.62%	Closed	History

MO - Altria Group, Inc.	Q4 2010	$24.61	Open	$70.16	+185.09%	Open	History

VCYT - Veracyte, Inc.	Q2 2022	$19.89	Open	$56.62	+184.67%	Open	History

DHI - D.R. Horton, Inc.	Q4 2019	$52.74	Open	$149.99	+184.40%	Open	History

IMO - Imperial Oil Ltd.	Q2 2021	$30.36	Q4 2025	$86.31	+184.29%	Closed	History

TVTY - Tivity Health Inc	Q2 2020	$11.32	Q1 2022	$32.17	+184.19%	Closed	History

CEIXN - Consol Energy Inc New	Q1 2022	$37.57	Q4 2024	$106.68	+183.95%	Closed	History

MNST - Monster Beverage Corp.	Q2 2020	$34.68	Open	$98.01	+182.64%	Open	History

CMI - Cummins Inc.	Q4 2023	$239.57	Open	$675.54	+181.98%	Open	History

TRV - The Travelers Companies, Inc.	Q4 2018	$119.80	Open	$336.83	+181.16%	Open	History

LUMN - Lumen Technologies, Inc.	Q1 2024	$1.56	Q2 2025	$4.38	+180.77%	Closed	History

AUPH - Aurinia Pharmaceuticals Inc.	Q2 2024	$5.71	Open	$15.98	+179.86%	Open	History

BITF -	Q2 2025	$0.84	Q4 2025	$2.35	+179.76%	Closed	History

AFL - Aflac Inc.	Q1 2018	$43.77	Open	$122.05	+178.84%	Open	History

CTAS - Cintas Corp.	Q3 2012	$10.36	Q4 2016	$28.89	+178.84%	Closed	History

PARR - Par Pacific Holdings, Inc.	Q2 2025	$26.53	Open	$73.55	+177.23%	Open	History

APG - APi Group Corp.	Q1 2023	$14.99	Open	$41.51	+176.98%	Open	History

ATH - Athene Hldg Ltd	Q1 2020	$24.83	Q3 2021	$68.77	+176.96%	Closed	History

BMCH - Bmc Stk Hldgs Inc	Q4 2018	$15.48	Q3 2020	$42.85	+176.81%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q4 2022	$41.60	Open	$115.06	+176.59%	Open	History

TDOC - Teladoc Health Inc	Q2 2019	$66.33	Q1 2021	$181.74	+173.99%	Closed	History

CPG - Crescent Pt Energy Corp	Q4 2018	$3.00	Q1 2024	$8.19	+173.00%	Closed	History

XLNX - Xilinx Inc	Q1 2020	$77.99	Q4 2021	$212.03	+171.87%	Closed	History

RMBS - Rambus Inc.	Q1 2021	$19.46	Q4 2024	$52.86	+171.63%	Closed	History

MCD - McDonald's Corp.	Q2 2013	$99.08	Open	$268.94	+171.44%	Open	History

PTGX - Protagonist Therapeutics, Inc.	Q1 2025	$48.36	Open	$131.27	+171.44%	Open	History

OSCR - Oscar Health, Inc.	Q1 2026	$11.47	Open	$31.07	+170.88%	Open	History

ICUI - ICU Medical, Inc.	Q4 2013	$63.71	Q2 2017	$172.47	+170.71%	Closed	History

KR - The Kroger Co.	Q2 2019	$21.71	Open	$58.74	+170.57%	Open	History

GILD - Gilead Sciences, Inc.	Q4 2010	$18.12	Q1 2013	$48.96	+170.27%	Closed	History

FTKN - Flotek Inds Inc Del	Q2 2011	$8.52	Q3 2013	$23.00	+169.95%	Closed	History

W - Wayfair Inc.	Q4 2022	$32.89	Open	$88.74	+169.81%	Open	History

XLS - Exelis Inc	Q4 2011	$9.05	Q1 2015	$24.37	+169.28%	Closed	History

CBRE - CBRE Group, Inc.	Q1 2019	$49.45	Open	$133.13	+169.22%	Open	History

YUM - Yum! Brands, Inc.	Q1 2016	$58.86	Open	$158.18	+168.72%	Open	History

ADBE - Adobe Inc.	Q3 2015	$82.21	Open	$220.78	+168.56%	Open	History

HUBB - Hubbell Inc.	Q3 2021	$180.37	Open	$483.89	+168.28%	Open	History

ROM - ProShares Ultra Technology	Q1 2025	$53.43	Open	$143.25	+168.11%	Open	History

DRI - Darden Restaurants, Inc.	Q1 2020	$54.46	Q2 2021	$145.95	+167.99%	Closed	History

GAP - The Gap, Inc.	Q2 2023	$8.93	Q2 2024	$23.89	+167.53%	Closed	History

ULTA - Ulta Beauty, Inc.	Q1 2020	$175.71	Open	$469.12	+166.99%	Open	History

SMR - NuScale Power Corp.	Q1 2024	$5.31	Q4 2025	$14.17	+166.85%	Closed	History

PAAS - Pan American Silver Corp.	Q4 2023	$16.33	Open	$43.51	+166.44%	Open	History

NTNX - Nutanix, Inc.	Q3 2022	$20.83	Open	$55.47	+166.30%	Open	History

CNQ - Canadian Natural Resources Ltd.	Q4 2018	$11.81	Q2 2025	$31.40	+165.94%	Closed	History

CROX - Crocs, Inc.	Q3 2017	$9.70	Q1 2019	$25.75	+165.46%	Closed	History

HD - The Home Depot, Inc.	Q2 2016	$127.69	Open	$337.74	+164.50%	Open	History

MR4 - Meridian Bioscience Inc	Q1 2020	$8.39	Q2 2021	$22.18	+164.36%	Closed	History

EXEL - Exelixis, Inc.	Q3 2021	$21.12	Open	$55.77	+164.06%	Open	History

ASTS - AST SpaceMobile, Inc.	Q3 2024	$26.15	Open	$68.82	+163.17%	Open	History

DOV - Dover Corp.	Q4 2017	$81.57	Open	$214.15	+162.54%	Open	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.