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
AZN - AstraZeneca PLC	Q3 2025	$153.50	Open	$168.37	+9.69%	Open	History

ANIP - ANI Pharmaceuticals, Inc.	Q3 2023	$58.06	Q2 2024	$63.68	+9.68%	Closed	History

COKE - Coca-Cola Consolidated, Inc.	Q3 2012	$6.81	Q3 2014	$7.47	+9.68%	Closed	History

KMPR - Kemper Corp.	Q3 2013	$33.58	Q2 2014	$36.83	+9.68%	Closed	History

BECN - Beacon Roofing Supply Inc	Q1 2021	$52.32	Q4 2021	$57.38	+9.67%	Closed	History

BOBE - Bob Evans Farms Inc	Q2 2017	$71.84	Q4 2017	$78.79	+9.67%	Closed	History

QLGC - Qlogic Corp	Q1 2016	$13.44	Q2 2016	$14.74	+9.67%	Closed	History

AXTI - AXT, Inc.	Q1 2017	$5.80	Q2 2017	$6.36	+9.66%	Closed	History

KBH - Kb Home	Q2 2020	$30.64	Q4 2020	$33.60	+9.66%	Closed	History

SWX - Southwest Gas Holdings, Inc.	Q2 2015	$53.21	Q3 2015	$58.35	+9.66%	Closed	History

VICI - VICI Properties Inc.	Q1 2021	$28.26	Q2 2021	$30.99	+9.66%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q4 2018	$126.52	Q1 2019	$138.72	+9.64%	Closed	History

GTIV - Gentiva Health Services Inc	Q3 2012	$11.32	Q4 2013	$12.41	+9.63%	Closed	History

NDSN - Nordson Corp.	Q4 2016	$112.05	Q1 2017	$122.84	+9.63%	Closed	History

EXC - Exelon Corp.	Q3 2018	$31.15	Q2 2019	$34.14	+9.62%	Closed	History

SEIC - SEI Investments Co.	Q1 2020	$46.37	Q3 2020	$50.82	+9.60%	Closed	History

AG - First Majestic Silver Corp.	Q3 2022	$7.61	Q4 2022	$8.34	+9.59%	Closed	History

GOLF - Acushnet Holdings Corp.	Q4 2017	$21.08	Q1 2018	$23.10	+9.58%	Closed	History

TPICQ - Tpi Composites Inc	Q4 2017	$20.46	Q1 2018	$22.42	+9.58%	Closed	History

CEO - Cnooc Ltd	Q4 2011	$174.74	Q1 2013	$191.47	+9.57%	Closed	History

GLW - Corning Inc.	Q4 2018	$30.21	Q1 2019	$33.10	+9.57%	Closed	History

GOGO - Gogo Inc.	Q1 2024	$8.78	Q2 2024	$9.62	+9.57%	Closed	History

MATX - Matson, Inc.	Q2 2016	$32.29	Q4 2016	$35.38	+9.57%	Closed	History

NOBL - ProShares S&P 500 Dividend Aristocrats ETF	Q1 2025	$51.09	Open	$55.98	+9.57%	Open	History

ABG - Asbury Automotive Group, Inc.	Q1 2023	$210.00	Q3 2023	$230.07	+9.56%	Closed	History

ALGN - Align Technology, Inc.	Q1 2014	$51.79	Q3 2015	$56.74	+9.56%	Closed	History

LOG - Lsi Corporation	Q2 2013	$7.14	Q3 2013	$7.82	+9.52%	Closed	History

LZB - La-Z-Boy Inc.	Q2 2019	$30.67	Q3 2019	$33.59	+9.52%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q4 2010	$3.89	Q4 2011	$4.26	+9.51%	Closed	History

NLY - Annaly Capital Management, Inc.	Q1 2026	$21.15	Open	$23.16	+9.50%	Open	History

ASTE - Astec Industries, Inc.	Q2 2016	$56.15	Q1 2017	$61.48	+9.49%	Closed	History

MOAT - VanEck Morningstar Wide Moat ETF	Q3 2024	$96.95	Open	$106.15	+9.49%	Open	History

STZ - Constellation Brands, Inc.	Q1 2016	$151.07	Q2 2016	$165.41	+9.49%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2019	$103.15	Open	$112.94	+9.49%	Open	History

ECL - Ecolab Inc.	Q4 2014	$104.51	Q1 2015	$114.42	+9.48%	Closed	History

VCA - Vca Inc	Q3 2015	$52.65	Q1 2016	$57.64	+9.48%	Closed	History

ORI - Old Republic International Corp.	Q3 2014	$14.27	Q3 2015	$15.62	+9.46%	Closed	History

UHS - Universal Health Services, Inc.	Q1 2019	$133.66	Q2 2021	$146.31	+9.46%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2021	$186.50	Q1 2022	$204.13	+9.45%	Closed	History

SAIA - Saia, Inc.	Q4 2018	$55.81	Q1 2019	$61.08	+9.44%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q4 2012	$73.98	Q1 2013	$80.96	+9.43%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2016	$40.12	Q3 2016	$43.90	+9.42%	Closed	History

SRC - Spirit Rlty Cap Inc New	Q4 2022	$39.93	Q4 2023	$43.69	+9.42%	Closed	History

XLNX - Xilinx Inc	Q1 2011	$32.79	Q4 2012	$35.88	+9.42%	Closed	History

CTRE - CareTrust REIT, Inc.	Q1 2026	$36.65	Open	$40.10	+9.41%	Open	History

POWL - Powell Industries, Inc.	Q3 2013	$20.41	Q4 2013	$22.33	+9.41%	Closed	History

TUMI - Tumi Hldgs Inc	Q1 2015	$24.45	Q2 2016	$26.75	+9.41%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q4 2011	$96.02	Q4 2012	$105.04	+9.39%	Closed	History

BWLD - Buffalo Wild Wings Inc	Q2 2014	$165.68	Q1 2015	$181.20	+9.37%	Closed	History

EOG - EOG Resources, Inc.	Q4 2018	$87.10	Q1 2019	$95.24	+9.35%	Closed	History

FELE - Franklin Elec Inc	Q1 2023	$94.10	Q2 2023	$102.90	+9.35%	Closed	History

FHN - First Horizon Corporation	Q3 2021	$16.26	Q1 2023	$17.78	+9.35%	Closed	History

IDU - iShares U.S. Utilities ETF	Q1 2025	$101.42	Q3 2025	$110.90	+9.35%	Closed	History

VOD - Vodafone Group Public Ltd. Co.	Q1 2019	$18.19	Q3 2019	$19.89	+9.35%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2016	$67.58	Q1 2017	$73.89	+9.34%	Closed	History

THR - Thermon Group Holdings, Inc.	Q1 2016	$17.57	Q2 2016	$19.21	+9.33%	Closed	History

VCA - Vca Antech Inc	Q2 2011	$21.22	Q1 2012	$23.20	+9.33%	Closed	History

ATSG - Air Transport Services Grp I	Q1 2014	$7.84	Q3 2015	$8.57	+9.31%	Closed	History

UPST - Upstart Hldgs Inc	Q3 2024	$40.01	Q4 2025	$43.73	+9.30%	Closed	History

PGNY - Progyny, Inc.	Q3 2023	$34.02	Q4 2023	$37.18	+9.29%	Closed	History

SLG - Sl Green Rlty Corp	Q2 2024	$56.64	Q2 2025	$61.90	+9.29%	Closed	History

O - Realty Income Corp.	Q3 2018	$55.13	Q4 2020	$60.24	+9.28%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q3 2014	$24.82	Q4 2014	$27.12	+9.27%	Closed	History

FVD - First Trust Value Line Dividend Index Fund	Q2 2025	$44.70	Open	$48.84	+9.26%	Open	History

FEIC - Fei Co	Q3 2015	$73.04	Q4 2015	$79.79	+9.24%	Closed	History

RAVN - Raven Inds Inc	Q3 2016	$23.04	Q4 2016	$25.17	+9.24%	Closed	History

SPOK - Spok Hldgs Inc	Q1 2016	$17.54	Q2 2016	$19.16	+9.24%	Closed	History

2537334D - Thomson Reuters Corp	Q4 2011	$26.64	Q4 2012	$29.10	+9.23%	Closed	History

DOOR - Masonite Intl Corp New	Q3 2015	$60.58	Q2 2016	$66.17	+9.23%	Closed	History

FDC - First Data Corp New	Q4 2016	$14.19	Q1 2017	$15.50	+9.23%	Closed	History

LECO - Lincoln Electric Holdings, Inc.	Q2 2020	$84.21	Q3 2020	$91.98	+9.23%	Closed	History

COL - Rockwell Collins Inc	Q4 2014	$845.00	Q4 2015	$922.90	+9.22%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q4 2010	$26.48	Q2 2011	$28.92	+9.21%	Closed	History

XYL - Xylem Inc.	Q1 2016	$40.90	Q2 2016	$44.66	+9.19%	Closed	History

XMTR - Xometry, Inc.	Q3 2025	$54.47	Q4 2025	$59.47	+9.18%	Closed	History

PEGA - Pegasystems Inc.	Q3 2013	$9.95	Q1 2015	$10.87	+9.17%	Closed	History

VSW - Avago Technologies Ltd	Q2 2015	$132.94	Q4 2015	$145.13	+9.17%	Closed	History

CHRS - Coherus Biosciences Inc	Q1 2021	$14.63	Q4 2021	$15.97	+9.16%	Closed	History

MATW - Matthews International Corp.	Q3 2015	$48.97	Q4 2015	$53.45	+9.15%	Closed	History

EXR - Extra Space Storage Inc.	Q1 2021	$132.54	Open	$144.64	+9.13%	Open	History

SXC - Suncoke Energy Inc	Q1 2023	$8.98	Q2 2024	$9.80	+9.13%	Closed	History

BERY - Berry Global Group Inc	Q4 2020	$56.25	Q1 2021	$61.38	+9.12%	Closed	History

IT - Gartner, Inc.	Q1 2016	$89.25	Q2 2016	$97.39	+9.12%	Closed	History

DHR - Danaher Corp.	Q3 2016	$69.49	Q1 2017	$75.82	+9.11%	Closed	History

KN - Knowles Corp.	Q2 2021	$19.75	Q1 2022	$21.55	+9.11%	Closed	History

RECS - Columbia Research Enhanced Core ETF	Q4 2025	$40.84	Open	$44.56	+9.11%	Open	History

UCB - United Cmnty Bks Blairsvle G	Q3 2019	$28.32	Q4 2019	$30.90	+9.11%	Closed	History

WORK - Slack Technologies Inc	Q1 2021	$40.62	Q2 2021	$44.32	+9.11%	Closed	History

ATRO - Astronics Corp.	Q2 2012	$8.35	Q3 2012	$9.11	+9.10%	Closed	History

JBLU - JetBlue Airways Corp.	Q2 2015	$20.76	Q4 2015	$22.65	+9.10%	Closed	History

ES - Eversource Energy	Q4 2018	$65.05	Q1 2019	$70.96	+9.09%	Closed	History

AGX - Argan, Inc.	Q3 2015	$34.68	Q4 2018	$37.83	+9.08%	Closed	History

NJR - New Jersey Resources Corp.	Q4 2018	$45.64	Q2 2019	$49.78	+9.07%	Closed	History

GOGL - Golden Ocean Group Ltd	Q1 2018	$7.95	Q2 2018	$8.67	+9.06%	Closed	History

PFM - Invesco Dividend Achievers ETF	Q1 2026	$51.09	Open	$55.71	+9.05%	Open	History

IEX - IDEX Corp.	Q3 2020	$182.57	Q4 2020	$199.07	+9.04%	Closed	History

PG - The Procter & Gamble Co.	Q1 2016	$82.31	Q3 2016	$89.74	+9.03%	Closed	History

UNFI - United Natural Foods, Inc.	Q4 2015	$39.36	Q1 2018	$42.91	+9.02%	Closed	History

KFT - Kraft Foods Inc	Q1 2012	$37.95	Q3 2012	$41.37	+9.01%	Closed	History

PAG - Penske Automotive Group, Inc.	Q2 2024	$149.02	Q3 2024	$162.42	+8.99%	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.