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
RRD - Donnelley R R & Sons Co	Q4 2010	$17.46	Q1 2011	$18.90	+8.25%	Closed	History

AMT - American Tower Corp.	Q2 2019	$204.53	Q3 2019	$221.34	+8.22%	Closed	History

PCH - Potlatch Corp New	Q1 2014	$38.71	Q4 2014	$41.89	+8.21%	Closed	History

CTS - Cts Corp	Q4 2014	$17.83	Q2 2015	$19.29	+8.19%	Closed	History

TEX - Terex Corp.	Q4 2022	$42.72	Q4 2024	$46.22	+8.19%	Closed	History

TRP - TC Energy Corp.	Q1 2021	$45.77	Q2 2021	$49.52	+8.19%	Closed	History

CRAI - CRA International, Inc.	Q1 2025	$173.20	Q2 2025	$187.37	+8.18%	Closed	History

HDS - Hd Supply Hldgs Inc	Q3 2014	$27.26	Q4 2014	$29.49	+8.18%	Closed	History

TCX - Tucows Inc	Q1 2018	$56.03	Q2 2018	$60.61	+8.17%	Closed	History

ANGI - Angi Inc.	Q1 2020	$52.70	Q1 2022	$57.00	+8.16%	Closed	History

EQR - Equity Residential	Q1 2024	$63.11	Open	$68.26	+8.16%	Open	History

PF - Pinnacle Foods Inc Del	Q3 2014	$32.64	Q4 2014	$35.30	+8.15%	Closed	History

RJF - Raymond James Financial, Inc.	Q4 2018	$49.56	Q1 2019	$53.60	+8.15%	Closed	History

ABNB - Airbnb, Inc.	Q3 2023	$137.21	Open	$148.38	+8.14%	Open	History

WEC - WEC Energy Group, Inc.	Q2 2017	$61.39	Q4 2017	$66.39	+8.14%	Closed	History

PSB - Ps Business Pks Inc Calif	Q2 2019	$168.49	Q3 2019	$182.18	+8.13%	Closed	History

NDSN - Nordson Corp.	Q2 2018	$128.39	Q3 2018	$138.82	+8.12%	Closed	History

PAY - Paymentus Holdings, Inc.	Q3 2014	$34.38	Q4 2014	$37.17	+8.12%	Closed	History

SON - Sonoco Products Co.	Q4 2021	$57.79	Q1 2022	$62.48	+8.12%	Closed	History

MPSX - Multi Packaging Solutions In	Q2 2016	$13.34	Q3 2016	$14.42	+8.10%	Closed	History

GTI - Graftech Intl Ltd	Q3 2014	$4.58	Q2 2015	$4.95	+8.08%	Closed	History

WERN - Werner Enterprises, Inc.	Q1 2020	$36.27	Q4 2020	$39.20	+8.08%	Closed	History

EXE - Expand Energy Corp.	Q2 2022	$81.09	Open	$87.63	+8.07%	Open	History

INGN - Inogen Inc	Q3 2019	$47.82	Q1 2020	$51.67	+8.05%	Closed	History

GDI-W - Gardner Denver Hldgs Inc	Q4 2017	$33.95	Q4 2019	$36.68	+8.04%	Closed	History

KOP - Koppers Holdings Inc.	Q4 2012	$38.16	Q1 2014	$41.22	+8.02%	Closed	History

EPAM - EPAM Systems, Inc.	Q3 2023	$255.69	Q1 2024	$276.16	+8.01%	Closed	History

MKC - McCormick & Co., Inc.	Q4 2013	$34.40	Q4 2014	$37.15	+7.99%	Closed	History

RF - Regions Financial Corp.	Q1 2021	$20.64	Q1 2022	$22.29	+7.99%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2010	$17.85	Q4 2011	$19.27	+7.99%	Closed	History

ARRY - Array Technologies, Inc.	Q2 2025	$5.90	Open	$6.37	+7.97%	Open	History

AZN - AstraZeneca PLC	Q4 2011	$46.29	Q1 2013	$49.98	+7.97%	Closed	History

CVC - Cablevision Sys Corp	Q1 2012	$14.68	Q3 2012	$15.85	+7.97%	Closed	History

SLF - Sun Life Financial Inc.	Q1 2015	$30.89	Q2 2015	$33.35	+7.96%	Closed	History

20A - Arris Group Inc New	Q3 2014	$28.35	Q2 2015	$30.60	+7.94%	Closed	History

BFXXQ - Nautilus Inc	Q2 2014	$11.08	Q3 2014	$11.96	+7.94%	Closed	History

KT2 - Knight Transn Inc	Q2 2016	$26.57	Q3 2016	$28.68	+7.94%	Closed	History

MEI - Methode Electrs Inc	Q2 2014	$38.19	Q2 2017	$41.22	+7.93%	Closed	History

WP - Worldpay Inc	Q1 2019	$113.49	Q2 2019	$122.49	+7.93%	Closed	History

NANR - Spdr Index Shs Fds	Q3 2022	$47.73	Q2 2023	$51.51	+7.92%	Closed	History

ENS - EnerSys	Q1 2021	$90.61	Q2 2021	$97.75	+7.88%	Closed	History

PARA - Paramount Global	Q1 2025	$11.96	Q2 2025	$12.90	+7.86%	Closed	History

AGO - Assured Guaranty Ltd.	Q4 2013	$23.57	Q2 2016	$25.42	+7.85%	Closed	History

ACH - Owens & Minor Inc New	Q1 2023	$14.55	Q3 2024	$15.69	+7.84%	Closed	History

PY9 - Polyone Corp	Q3 2011	$10.71	Q4 2011	$11.55	+7.84%	Closed	History

FHN - First Horizon Natl Corp	Q1 2017	$18.51	Q4 2017	$19.96	+7.83%	Closed	History

SAFM - Sanderson Farms Inc	Q3 2016	$96.33	Q1 2017	$103.86	+7.82%	Closed	History

TXNM - TXNM Energy, Inc.	Q2 2012	$19.53	Q3 2012	$21.05	+7.78%	Closed	History

VTLE - Laredo Petroleum Inc	Q4 2022	$51.42	Q3 2023	$55.42	+7.78%	Closed	History

BCO - The Brink's Co.	Q1 2019	$75.41	Q2 2019	$81.27	+7.77%	Closed	History

KMT - Kennametal Inc.	Q2 2017	$37.43	Q3 2017	$40.34	+7.77%	Closed	History

WSO - Watsco, Inc.	Q4 2010	$63.07	Q2 2011	$67.97	+7.77%	Closed	History

1624831D - Everbank Finl Corp	Q4 2013	$18.34	Q1 2014	$19.76	+7.74%	Closed	History

GT - The Goodyear Tire & Rubber Co.	Q4 2016	$30.87	Q3 2017	$33.26	+7.74%	Closed	History

STL - Sterling Bancorp Del	Q1 2019	$18.61	Q3 2019	$20.05	+7.74%	Closed	History

AROC - Archrock, Inc.	Q1 2026	$34.80	Open	$37.49	+7.73%	Open	History

BLKB - Blackbaud, Inc.	Q3 2017	$87.71	Q4 2017	$94.49	+7.73%	Closed	History

PBA - Pembina Pipeline Corp.	Q4 2023	$34.42	Q2 2024	$37.08	+7.73%	Closed	History

SIVBQ - Svb Finl Group	Q2 2018	$288.51	Q3 2018	$310.81	+7.73%	Closed	History

CTLT - Catalent Inc	Q2 2024	$56.23	Q3 2024	$60.57	+7.72%	Closed	History

EVRI - Everi Hldgs Inc	Q3 2023	$13.22	Q2 2025	$14.24	+7.72%	Closed	History

SUPX - Supertex Inc	Q1 2013	$22.18	Q2 2013	$23.89	+7.71%	Closed	History

TNL - Travel + Leisure Co.	Q3 2022	$34.10	Q3 2023	$36.73	+7.71%	Closed	History

LLTC - Linear Technology Corp	Q2 2013	$36.87	Q3 2013	$39.71	+7.70%	Closed	History

PZZA - Papa Johns Intl Inc	Q3 2020	$82.29	Q1 2021	$88.63	+7.70%	Closed	History

S - SentinelOne, Inc.	Q1 2025	$18.18	Open	$19.58	+7.70%	Open	History

CRWV - CoreWeave, Inc.	Q4 2025	$71.61	Open	$77.12	+7.69%	Open	History

PCG - PG&E Corp.	Q4 2022	$16.26	Open	$17.51	+7.69%	Open	History

SSNC - SS&C Technologies Holdings, Inc.	Q1 2019	$63.69	Open	$68.59	+7.69%	Open	History

GS - The Goldman Sachs Group, Inc.	Q2 2014	$167.35	Q4 2015	$180.19	+7.67%	Closed	History

XLY - State Street Consumer Discretionary Select Sector SPDR ETF	Q1 2023	$74.77	Q3 2023	$80.49	+7.65%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q1 2023	$48.18	Q3 2023	$51.86	+7.64%	Closed	History

ACH - Owens & Minor Inc New	Q1 2013	$32.56	Q1 2014	$35.03	+7.59%	Closed	History

MOO - Monsanto Co New	Q4 2016	$105.21	Q1 2017	$113.20	+7.59%	Closed	History

CSL - Carlisle Companies Inc.	Q4 2025	$319.86	Open	$344.10	+7.58%	Open	History

BBEU - JPMorgan BetaBuilders Europe ETF	Q1 2026	$72.41	Open	$77.90	+7.57%	Open	History

CHPT - Chargepoint Holdings Inc	Q2 2022	$274.60	Q3 2022	$295.40	+7.57%	Closed	History

GDDY - GoDaddy Inc.	Q4 2021	$84.85	Open	$91.27	+7.57%	Open	History

JNS - Janus Cap Group Inc	Q3 2015	$13.60	Q1 2016	$14.63	+7.57%	Closed	History

JNJ - Johnson & Johnson	Q4 2010	$61.91	Q2 2011	$66.59	+7.56%	Closed	History

TNC - Tennant Co.	Q3 2023	$74.15	Q1 2025	$79.75	+7.55%	Closed	History

CPB - The Campbell's Co.	Q3 2011	$32.39	Q4 2012	$34.83	+7.53%	Closed	History

JXN - Jackson Financial Inc.	Q4 2022	$34.79	Q1 2023	$37.41	+7.53%	Closed	History

OMCL - Omnicell Inc	Q1 2015	$35.09	Q2 2015	$37.73	+7.52%	Closed	History

UMBF - UMB Financial Corp.	Q1 2023	$57.72	Q3 2023	$62.05	+7.50%	Closed	History

DVN - Devon Energy Corp.	Q3 2018	$39.94	Open	$42.93	+7.49%	Open	History

GGG - Graco Inc.	Q3 2015	$22.34	Q4 2015	$24.02	+7.49%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q2 2017	$43.04	Q3 2017	$46.26	+7.48%	Closed	History

NJR - New Jersey Resources Corp.	Q2 2025	$44.82	Q3 2025	$48.15	+7.43%	Closed	History

ININ - Interactive Intelligence Gro	Q4 2013	$67.43	Q1 2014	$72.43	+7.42%	Closed	History

QQQI - NEOS NASDAQ-100(R) High Income ETF	Q2 2025	$52.01	Open	$55.87	+7.42%	Open	History

SNX - TD SYNNEX Corp.	Q1 2023	$96.79	Q1 2025	$103.96	+7.41%	Closed	History

FA - First Advantage Corp.	Q3 2022	$12.84	Q3 2023	$13.79	+7.40%	Closed	History

XME - Spdr Ser Tr	Q2 2024	$59.33	Q3 2024	$63.72	+7.40%	Closed	History

BALI - iShares U.S. Large Cap Premium Income Active ETF	Q4 2025	$31.68	Open	$34.02	+7.39%	Open	History

UDR - UDR, Inc.	Q1 2017	$36.27	Q2 2017	$38.95	+7.39%	Closed	History

CCL - Carnival Corp. Ltd.	Q2 2012	$34.26	Q4 2012	$36.79	+7.38%	Closed	History

HBI - Hanesbrands Inc	Q4 2016	$21.57	Q2 2017	$23.16	+7.37%	Closed	History

MSM - MSC Industrial Direct Co., Inc.	Q4 2012	$75.33	Q4 2013	$80.88	+7.37%	Closed	History

QGENN - Qiagen NV	Q3 2018	$37.88	Q1 2019	$40.67	+7.37%	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.