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
JPM - JPMorgan Chase & Co.	Q1 2015	$60.50	Q4 2015	$65.93	+8.98%	Closed	History

BMRN - BioMarin Pharmaceutical Inc.	Q3 2023	$88.48	Q4 2023	$96.42	+8.97%	Closed	History

FMSA - Fairmount SAntrol Hldgs Inc	Q2 2017	$3.90	Q1 2018	$4.25	+8.97%	Closed	History

NJR - New Jersey Resources Corp.	Q2 2015	$27.55	Q3 2015	$30.02	+8.97%	Closed	History

AMRC - Ameresco, Inc.	Q3 2014	$6.81	Q1 2015	$7.42	+8.96%	Closed	History

PXF - Invesco RAFI Developed Markets ex-U.S. ETF	Q1 2026	$69.90	Open	$76.16	+8.96%	Open	History

WAG - Walgreen Co	Q1 2012	$33.50	Q3 2012	$36.50	+8.96%	Closed	History

XEL - Xcel Energy Inc.	Q2 2019	$59.61	Q3 2019	$64.95	+8.96%	Closed	History

IJJ - Ishares Tr	Q2 2024	$113.46	Q3 2024	$123.62	+8.95%	Closed	History

OLN - Olin Corp.	Q4 2018	$20.11	Q2 2019	$21.91	+8.95%	Closed	History

EVC - Entravision Communications C	Q2 2013	$6.15	Q1 2014	$6.70	+8.94%	Closed	History

AUGO - Aura Minerals Inc.	Q4 2025	$50.41	Open	$54.91	+8.93%	Open	History

PTP - Platinum Underwriter Hldgs L	Q1 2013	$55.87	Q3 2014	$60.86	+8.93%	Closed	History

AME - AMETEK, Inc.	Q2 2013	$42.26	Q3 2013	$46.03	+8.92%	Closed	History

PRM - Perimeter Solutions, Inc.	Q4 2024	$12.78	Q2 2025	$13.92	+8.92%	Closed	History

ASH - Ashland Inc.	Q3 2017	$65.39	Q4 2017	$71.20	+8.89%	Closed	History

AMLP - Alerian MLP ETF	Q2 2025	$48.86	Open	$53.20	+8.88%	Open	History

BRO - Brown & Brown, Inc.	Q4 2014	$16.46	Q1 2016	$17.92	+8.87%	Closed	History

WST - West Pharmaceutical Services, Inc.	Q4 2010	$20.57	Q1 2011	$22.39	+8.87%	Closed	History

PNY - Piedmont Nat Gas Inc	Q4 2010	$27.90	Q1 2011	$30.37	+8.85%	Closed	History

FSTR - Foster L B Co	Q4 2012	$43.43	Q4 2013	$47.27	+8.84%	Closed	History

PCAR - PACCAR Inc	Q3 2020	$56.85	Q1 2021	$61.88	+8.84%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q2 2017	$241.81	Q1 2018	$263.19	+8.84%	Closed	History

GTLS - Chart Inds Inc	Q4 2022	$115.23	Q1 2023	$125.40	+8.83%	Closed	History

MTB - M&T Bank Corp.	Q2 2013	$111.56	Q1 2014	$121.40	+8.82%	Closed	History

HNI - Hni Corp	Q3 2014	$35.99	Q1 2016	$39.16	+8.81%	Closed	History

HOLX -	Q4 2013	$22.35	Q3 2014	$24.32	+8.81%	Closed	History

KMX - CarMax, Inc.	Q2 2016	$49.03	Q3 2016	$53.35	+8.81%	Closed	History

ALSN - Allison Transmission Holdings, Inc.	Q3 2021	$35.34	Q2 2022	$38.45	+8.80%	Closed	History

NN3 - Northwest Nat Gas Co	Q2 2015	$42.11	Q3 2015	$45.81	+8.79%	Closed	History

GGG - Graco Inc.	Q3 2023	$72.88	Q2 2024	$79.28	+8.78%	Closed	History

IOSP - Innospec Inc.	Q1 2019	$83.35	Q4 2020	$90.67	+8.78%	Closed	History

MXIM - Maxim Integrated Prods Inc	Q4 2010	$23.58	Q2 2012	$25.65	+8.78%	Closed	History

VSM - Versum Matls Inc	Q4 2016	$28.09	Q1 2017	$30.55	+8.76%	Closed	History

OCR - Omnicare Inc	Q2 2012	$31.23	Q3 2012	$33.96	+8.74%	Closed	History

FRO - Frontline plc	Q1 2026	$34.86	Open	$37.90	+8.72%	Open	History

SBUX - Starbucks Corp.	Q3 2014	$37.73	Q4 2014	$41.02	+8.72%	Closed	History

MAT - Mattel, Inc.	Q1 2013	$43.77	Q4 2013	$47.58	+8.70%	Closed	History

MCS - Marcus Corp	Q3 2013	$14.54	Q3 2014	$15.80	+8.67%	Closed	History

PHH - Phh Corp	Q3 2013	$23.76	Q1 2014	$25.82	+8.67%	Closed	History

EL - The Estée Lauder Companies Inc.	Q2 2019	$183.11	Q3 2019	$198.95	+8.65%	Closed	History

CIGI - Colliers International Group Inc.	Q2 2024	$111.65	Q1 2025	$121.30	+8.64%	Closed	History

ABCB - Ameris Bancorp	Q2 2019	$39.17	Q4 2019	$42.54	+8.60%	Closed	History

PARR - Par Pacific Holdings, Inc.	Q4 2022	$23.25	Q2 2024	$25.25	+8.60%	Closed	History

BFR - Bio-Reference Labs Inc	Q1 2012	$23.52	Q4 2013	$25.54	+8.59%	Closed	History

POOL - Pool Corp.	Q4 2015	$80.78	Q1 2016	$87.72	+8.59%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2017	$110.59	Q3 2017	$120.09	+8.59%	Closed	History

KRA - Kraton Corporation	Q4 2016	$28.48	Q1 2017	$30.92	+8.57%	Closed	History

FLS - Flowserve Corp.	Q1 2016	$44.41	Q3 2016	$48.21	+8.56%	Closed	History

XLK - State Street Technology Select Sector SPDR ETF	Q1 2023	$75.51	Q3 2023	$81.97	+8.56%	Closed	History

SWAV - Shockwave Med Inc	Q2 2021	$189.62	Q3 2021	$205.83	+8.55%	Closed	History

CHDN - Churchill Downs Inc.	Q3 2016	$24.39	Q1 2017	$26.47	+8.54%	Closed	History

NLOK - Symantec Corp	Q2 2019	$21.77	Q3 2019	$23.63	+8.54%	Closed	History

TWI - Titan International, Inc.	Q2 2023	$11.48	Q1 2024	$12.46	+8.54%	Closed	History

ACORGBP - Acorda Therapeutics Inc	Q2 2012	$23.58	Q3 2012	$25.59	+8.52%	Closed	History

ATKR - Atkore Inc.	Q1 2018	$19.84	Q1 2019	$21.53	+8.52%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q1 2016	$75.94	Q2 2016	$82.41	+8.52%	Closed	History

MYL - Mylan N V	Q1 2017	$38.99	Q4 2017	$42.31	+8.52%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q2 2020	$58.70	Q4 2020	$63.70	+8.52%	Closed	History

EPEGQ - Ep Energy Corp	Q3 2016	$4.35	Q1 2017	$4.72	+8.51%	Closed	History

CSS - Css Inds Inc	Q2 2013	$24.93	Q1 2014	$27.05	+8.50%	Closed	History

SBGI - Sinclair, Inc.	Q3 2016	$28.82	Q1 2018	$31.27	+8.50%	Closed	History

BBH - VanEck Biotech ETF	Q1 2026	$188.02	Open	$203.99	+8.49%	Open	History

FLIR - Flir Sys Inc	Q4 2019	$52.09	Q1 2021	$56.51	+8.49%	Closed	History

FROG - JFrog Ltd.	Q4 2023	$34.61	Q2 2024	$37.55	+8.49%	Closed	History

SXI - Standex International Corp.	Q2 2019	$73.21	Q4 2019	$79.42	+8.48%	Closed	History

ZEP - Zep Inc	Q3 2013	$16.27	Q2 2014	$17.65	+8.48%	Closed	History

EXI - iShares Global Industrials ETF	Q1 2026	$181.01	Open	$196.35	+8.47%	Open	History

SPG - Simon Property Group, Inc.	Q4 2018	$167.96	Q1 2019	$182.19	+8.47%	Closed	History

SR - Spire Inc.	Q3 2023	$56.58	Q1 2024	$61.37	+8.47%	Closed	History

FIP - FTAI Infrastructure Inc.	Q2 2024	$8.63	Q3 2024	$9.36	+8.46%	Closed	History

WAT - Waters Corp.	Q2 2020	$180.38	Q3 2020	$195.64	+8.46%	Closed	History

MRP - Millrose Properties, Inc.	Q1 2025	$26.51	Open	$28.75	+8.45%	Open	History

SVMKUSD - Svmk Inc	Q2 2020	$23.55	Q4 2020	$25.54	+8.45%	Closed	History

ICUI - ICU Medical, Inc.	Q1 2021	$205.28	Q1 2022	$222.61	+8.44%	Closed	History

PACR - Pacer Intl Inc Tenn	Q4 2013	$8.29	Q1 2014	$8.99	+8.44%	Closed	History

YUM - Yum! Brands, Inc.	Q4 2012	$47.72	Q3 2014	$51.75	+8.44%	Closed	History

ES - Eversource Energy	Q3 2024	$68.05	Open	$73.79	+8.43%	Open	History

THR - Thermon Group Holdings, Inc.	Q1 2013	$22.20	Q2 2015	$24.07	+8.42%	Closed	History

4NF - Solarwinds Inc	Q2 2013	$38.76	Q3 2014	$42.02	+8.41%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q1 2013	$92.03	Q1 2015	$99.77	+8.41%	Closed	History

XLV - State Street Health Care Select Sector SPDR ETF	Q1 2025	$146.01	Open	$158.29	+8.41%	Open	History

LZ - LegalZoom.com, Inc.	Q4 2022	$7.74	Q2 2024	$8.39	+8.40%	Closed	History

MKL - Markel Group Inc.	Q2 2019	$1,089.74	Q3 2019	$1,181.27	+8.40%	Closed	History

CW - Curtiss-Wright Corp.	Q4 2021	$138.62	Q1 2022	$150.25	+8.39%	Closed	History

EAT - Brinker International, Inc.	Q2 2019	$39.34	Q3 2019	$42.64	+8.39%	Closed	History

IYH - iShares U.S. Healthcare ETF	Q1 2026	$61.64	Open	$66.81	+8.39%	Open	History

PAYX - Paychex, Inc.	Q1 2014	$42.60	Q4 2014	$46.17	+8.38%	Closed	History

ABEV - Ambev S.A.	Q1 2019	$4.30	Q4 2019	$4.66	+8.37%	Closed	History

TTC - The Toro Co.	Q3 2024	$86.73	Open	$93.99	+8.37%	Open	History

KNX - Knight-Swift Transportation Holdings Inc.	Q2 2022	$46.28	Q3 2023	$50.15	+8.36%	Closed	History

BC - Brunswick Corp.	Q4 2018	$46.45	Q1 2019	$50.33	+8.35%	Closed	History

LNCE - Snyders-Lance Inc	Q1 2014	$28.19	Q4 2014	$30.54	+8.34%	Closed	History

CM - Canadian Imperial Bank of Commerce	Q4 2016	$40.78	Q1 2018	$44.18	+8.33%	Closed	History

VL2 - Nustar Gp Holdings LLC	Q3 2011	$30.69	Q4 2011	$33.24	+8.31%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q4 2018	$17.58	Q4 2019	$19.04	+8.30%	Closed	History

BA - The Boeing Co.	Q4 2021	$201.42	Open	$218.12	+8.29%	Open	History

BA - The Boeing Co.	Q3 2013	$117.50	Q2 2014	$127.23	+8.28%	Closed	History

SON - Sonoco Products Co.	Q4 2019	$61.71	Q2 2021	$66.81	+8.26%	Closed	History

DLB - Dolby Laboratories, Inc.	Q3 2021	$87.98	Q4 2021	$95.24	+8.25%	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.