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
RGS - Regis Corp Minn	Q4 2010	$332.40	Q1 2012	$368.20	+10.77%	Closed	History

DMND - Diamond Foods Inc	Q4 2013	$25.84	Q3 2014	$28.62	+10.76%	Closed	History

REZI - Resideo Technologies, Inc.	Q2 2023	$17.66	Q2 2024	$19.56	+10.76%	Closed	History

REG - Regency Centers Corp.	Q3 2024	$72.23	Open	$79.99	+10.74%	Open	History

ALE - Allete Inc	Q2 2023	$57.97	Q3 2024	$64.19	+10.73%	Closed	History

EWJ - iShares MSCI Japan ETF	Q1 2026	$84.44	Open	$93.50	+10.73%	Open	History

EGOV - Nic Inc	Q3 2011	$11.47	Q2 2012	$12.70	+10.72%	Closed	History

MTB - M&T Bank Corp.	Q2 2022	$159.30	Q3 2022	$176.38	+10.72%	Closed	History

CSGP - CoStar Group, Inc.	Q3 2017	$26.82	Q4 2017	$29.69	+10.71%	Closed	History

KAMN - Kaman Corp	Q1 2013	$35.50	Q3 2014	$39.30	+10.70%	Closed	History

IJS - iShares S&P Small-Cap 600 Value ETF	Q2 2024	$97.27	Q3 2024	$107.66	+10.68%	Closed	History

FSS - Federal Signal Corp.	Q2 2025	$106.42	Open	$117.78	+10.67%	Open	History

THI - Tim Hortons Inc	Q4 2012	$49.13	Q1 2013	$54.37	+10.67%	Closed	History

VOYA - Voya Financial, Inc.	Q1 2019	$49.94	Q2 2019	$55.27	+10.67%	Closed	History

SBGI - Sinclair, Inc.	Q4 2022	$15.51	Q1 2023	$17.16	+10.64%	Closed	History

FITB - Fifth Third Bancorp	Q1 2015	$18.82	Q2 2015	$20.82	+10.63%	Closed	History

PLOW - Douglas Dynamics, Inc.	Q1 2018	$43.37	Q2 2018	$47.98	+10.63%	Closed	History

WM3 - Wright Med Group Inc	Q1 2012	$19.29	Q2 2012	$21.34	+10.63%	Closed	History

VLTO - Veralto Corp.	Q4 2023	$82.26	Open	$91.00	+10.62%	Open	History

WWE - World Wrestling Entmt Inc	Q2 2020	$43.44	Q4 2020	$48.05	+10.61%	Closed	History

MTX - Minerals Technologies Inc.	Q2 2015	$68.14	Q2 2018	$75.36	+10.60%	Closed	History

TL1 - Thoratec Corp	Q4 2010	$28.31	Q2 2013	$31.31	+10.60%	Closed	History

CLGX - Corelogic Inc	Q4 2016	$36.82	Q1 2017	$40.72	+10.59%	Closed	History

ESNT - Essent Group Ltd	Q2 2019	$46.98	Q4 2019	$51.95	+10.58%	Closed	History

DLPH - Delphi Automotive Plc	Q1 2014	$67.86	Q1 2016	$75.02	+10.55%	Closed	History

HAIN - Hain Celestial Group Inc	Q3 2019	$21.47	Q2 2022	$23.73	+10.53%	Closed	History

CHDN - Churchill Downs Inc.	Q3 2015	$22.30	Q1 2016	$24.65	+10.51%	Closed	History

JEPQ - JPMorgan Nasdaq Equity Premium Income ETF	Q2 2025	$54.40	Open	$60.12	+10.51%	Open	History

CAG - Conagra Brands, Inc.	Q1 2011	$18.48	Q1 2012	$20.42	+10.48%	Closed	History

PPG - PPG Industries, Inc.	Q4 2018	$102.16	Q1 2019	$112.86	+10.47%	Closed	History

AFG - American Financial Group, Inc.	Q2 2021	$124.82	Open	$137.88	+10.46%	Open	History

MLKN - MillerKnoll, Inc.	Q1 2023	$20.45	Q4 2024	$22.59	+10.46%	Closed	History

FHN - First Horizon Natl Corp	Q2 2016	$13.78	Q3 2016	$15.22	+10.45%	Closed	History

LDOS - Leidos Holdings, Inc.	Q3 2017	$59.22	Q1 2018	$65.40	+10.44%	Closed	History

OC - Owens Corning	Q2 2013	$39.09	Q1 2014	$43.17	+10.44%	Closed	History

BU3 - Bunge Limited	Q1 2014	$79.51	Q2 2015	$87.80	+10.43%	Closed	History

AIG - American International Group, Inc.	Q4 2014	$56.01	Q2 2015	$61.84	+10.41%	Closed	History

SLF - Sun Life Financial Inc.	Q4 2023	$51.86	Q1 2025	$57.26	+10.41%	Closed	History

RWT - Redwood Tr Inc	Q3 2022	$5.77	Q1 2024	$6.37	+10.40%	Closed	History

SYK - Stryker Corp.	Q1 2018	$160.93	Q3 2018	$177.66	+10.40%	Closed	History

FDS - FactSet Research Systems Inc.	Q3 2019	$242.94	Q4 2019	$268.17	+10.39%	Closed	History

PYD - Pre Paid Legal Svcs Inc	Q4 2010	$60.24	Q2 2011	$66.49	+10.38%	Closed	History

BNS - The Bank of Nova Scotia	Q2 2021	$65.08	Q1 2022	$71.83	+10.37%	Closed	History

SLB - Slb N.V.	Q2 2013	$71.67	Q2 2016	$79.10	+10.37%	Closed	History

PRGO - Perrigo Co. plc	Q2 2017	$75.52	Q1 2018	$83.34	+10.35%	Closed	History

RPM - RPM International Inc.	Q1 2014	$41.83	Q2 2014	$46.15	+10.33%	Closed	History

VNQ - Vanguard Real Estate Index Fund ETF Shares	Q1 2026	$88.70	Open	$97.86	+10.33%	Open	History

HRS - Harris Corp Del	Q2 2019	$189.13	Q3 2019	$208.64	+10.32%	Closed	History

WMG - Warner Music Group Corp.	Q1 2021	$34.32	Q1 2022	$37.86	+10.31%	Closed	History

MED - Medifast Inc	Q2 2011	$23.71	Q3 2012	$26.15	+10.29%	Closed	History

SAH - Sonic Automotive, Inc.	Q4 2022	$49.27	Q1 2023	$54.34	+10.29%	Closed	History

PNW - Pinnacle West Capital Corp.	Q4 2018	$85.19	Q2 2019	$93.93	+10.26%	Closed	History

AYI - Acuity Inc.	Q1 2012	$62.86	Q1 2013	$69.30	+10.24%	Closed	History

URI - United Rentals, Inc.	Q1 2014	$94.91	Q2 2014	$104.61	+10.22%	Closed	History

MWA - Mueller Water Products, Inc.	Q4 2018	$9.11	Q1 2019	$10.04	+10.21%	Closed	History

RPM - RPM International Inc.	Q2 2016	$49.95	Q1 2017	$55.05	+10.21%	Closed	History

SOA - Solutia Inc	Q4 2010	$23.05	Q1 2011	$25.40	+10.20%	Closed	History

RDN - Radian Group Inc.	Q2 2019	$22.86	Q4 2019	$25.19	+10.19%	Closed	History

RGC - Regal Entmt Group	Q3 2015	$0.49	Q4 2016	$0.54	+10.17%	Closed	History

MLI - Mueller Industries, Inc.	Q3 2012	$5.68	Q4 2012	$6.26	+10.16%	Closed	History

BUFR - FT Vest Laddered Buffer ETF	Q3 2025	$33.42	Open	$36.81	+10.14%	Open	History

B - Barrick Mining Corp.	Q3 2013	$34.93	Q1 2014	$38.47	+10.13%	Closed	History

GRC - The Gorman-Rupp Co.	Q3 2013	$32.12	Q2 2014	$35.37	+10.12%	Closed	History

FCN - FTI Consulting, Inc.	Q1 2015	$37.46	Q2 2015	$41.24	+10.09%	Closed	History

FAF - First American Financial Corp.	Q4 2012	$24.11	Q1 2014	$26.54	+10.08%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2015	$118.19	Q2 2016	$130.09	+10.06%	Closed	History

NWSA - News Corp.	Q1 2021	$25.43	Open	$27.98	+10.03%	Open	History

BRC - Brady Corp.	Q1 2014	$27.15	Q2 2014	$29.87	+10.02%	Closed	History

AOS - A. O. Smith Corp.	Q4 2020	$54.82	Open	$60.31	+10.01%	Open	History

LM - Legg Mason Inc	Q2 2017	$38.18	Q4 2017	$42.00	+10.01%	Closed	History

VRTU - Virtusa Corp	Q4 2017	$44.04	Q1 2018	$48.45	+10.01%	Closed	History

ATKR - Atkore Inc.	Q4 2016	$23.89	Q1 2017	$26.28	+10.00%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2013	$59.31	Q4 2013	$65.22	+9.96%	Closed	History

ABAX - Abaxis Inc	Q4 2013	$40.01	Q3 2015	$43.99	+9.95%	Closed	History

LITE - Lumentum Holdings Inc.	Q4 2015	$22.02	Q2 2016	$24.21	+9.95%	Closed	History

MSCI - MSCI Inc.	Q1 2025	$565.50	Open	$621.77	+9.95%	Open	History

PII - Polaris Inc.	Q4 2012	$84.17	Q1 2013	$92.54	+9.94%	Closed	History

FXU - First Trust Utilities AlphaDEX Fund	Q4 2025	$45.01	Open	$49.48	+9.93%	Open	History

PGTI - Pgt Inc	Q2 2014	$8.47	Q3 2014	$9.31	+9.92%	Closed	History

ALEX - Alexander & Baldwin Inc	Q1 2012	$48.44	Q2 2012	$53.24	+9.91%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q3 2017	$97.34	Q4 2017	$106.99	+9.91%	Closed	History

FINL - Finish Line Inc	Q1 2014	$27.08	Q2 2014	$29.76	+9.90%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q1 2019	$175.62	Q3 2019	$192.93	+9.86%	Closed	History

ZS - Zscaler, Inc.	Q2 2022	$149.60	Q3 2022	$164.35	+9.86%	Closed	History

GML - Systemax Inc	Q2 2011	$14.93	Q4 2011	$16.40	+9.85%	Closed	History

USMC - Principal U.S. Mega-Cap ETF	Q3 2025	$68.17	Open	$74.88	+9.85%	Open	History

CCK - Crown Holdings, Inc.	Q3 2019	$66.04	Q4 2019	$72.54	+9.84%	Closed	History

ARES - Ares Management Corp.	Q3 2021	$73.96	Q1 2022	$81.23	+9.83%	Closed	History

SAH - Sonic Automotive, Inc.	Q2 2016	$17.11	Q3 2016	$18.79	+9.82%	Closed	History

BIIB - Biogen Inc.	Q4 2010	$66.97	Q1 2011	$73.52	+9.78%	Closed	History

ARJ - Arch Chemicals Inc	Q4 2010	$37.90	Q1 2011	$41.60	+9.76%	Closed	History

RUSHA - Rush Enterprises, Inc.	Q3 2017	$20.57	Q4 2017	$22.58	+9.76%	Closed	History

WAJ - Waste Connections Inc	Q4 2010	$27.56	Q3 2012	$30.25	+9.76%	Closed	History

WAJ - Waste Connections Inc	Q1 2014	$43.86	Q1 2015	$48.14	+9.76%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2017	$149.67	Q4 2017	$164.27	+9.75%	Closed	History

BFR - Bio-Reference Labs Inc	Q4 2014	$32.13	Q1 2015	$35.26	+9.74%	Closed	History

GLW - Corning Inc.	Q4 2019	$29.11	Q4 2022	$31.94	+9.72%	Closed	History

ODFL - Old Dominion Freight Line, Inc.	Q1 2018	$48.99	Q3 2018	$53.75	+9.72%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q4 2021	$92.11	Q1 2023	$101.06	+9.72%	Closed	History

SEM - Select Medical Holdings Corp	Q4 2025	$14.85	Open	$16.29	+9.70%	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.