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
ABX - Barrick Gold Corporation	Q2 2019	$15.77	Q2 2023	$16.93	+7.36%	Closed	History

AZTA - Azenta, Inc.	Q2 2021	$95.27	Q3 2021	$102.28	+7.36%	Closed	History

MFSI - MFS Active International ETF	Q4 2025	$30.45	Open	$32.69	+7.36%	Open	History

MTH - Meritage Homes Corp.	Q4 2015	$16.99	Q1 2016	$18.24	+7.33%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q3 2019	$62.07	Q4 2021	$66.62	+7.33%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q4 2015	$101.82	Q1 2016	$109.26	+7.31%	Closed	History

PSMT - PriceSmart, Inc.	Q3 2015	$77.34	Q4 2015	$82.99	+7.31%	Closed	History

SEDG - Solaredge Technologies Inc	Q4 2022	$283.27	Q1 2023	$303.95	+7.30%	Closed	History

JACK - Jack In The Box Inc	Q1 2016	$63.86	Q1 2024	$68.48	+7.23%	Closed	History

RRR - Red Rock Resorts, Inc.	Q2 2016	$21.98	Q3 2016	$23.57	+7.23%	Closed	History

ZION - Zions Bancorporation, National Association	Q2 2013	$28.94	Q1 2014	$31.03	+7.22%	Closed	History

DNOW - DNOW Inc.	Q4 2015	$15.82	Q1 2017	$16.96	+7.21%	Closed	History

BORR - Borr Drilling Ltd.	Q4 2025	$4.03	Open	$4.32	+7.20%	Open	History

FAF - First American Financial Corp.	Q4 2016	$36.66	Q1 2017	$39.30	+7.20%	Closed	History

MSA - MSA Safety Inc.	Q3 2023	$157.65	Open	$169.00	+7.20%	Open	History

BTI - British American Tobacco p.l.c.	Q2 2014	$59.54	Q3 2016	$63.82	+7.19%	Closed	History

URS - Urs Corp New	Q3 2013	$53.75	Q3 2014	$57.61	+7.18%	Closed	History

OC - Owens Corning	Q4 2018	$43.98	Q1 2019	$47.13	+7.16%	Closed	History

SIVBQ - Svb Finl Group	Q4 2013	$104.82	Q3 2014	$112.32	+7.16%	Closed	History

ARR - Armour Residential Reit Inc	Q3 2022	$24.50	Q1 2023	$26.25	+7.14%	Closed	History

LZB - La-Z-Boy Inc.	Q4 2025	$37.27	Open	$39.93	+7.14%	Open	History

WDR - Waddell & Reed Finl Inc	Q1 2011	$40.61	Q2 2013	$43.51	+7.14%	Closed	History

CHE - Chemed Corp.	Q1 2021	$459.91	Open	$492.65	+7.12%	Open	History

HAE - Haemonetics Corp.	Q1 2014	$32.59	Q3 2014	$34.91	+7.12%	Closed	History

CHEF - The Chefs' Warehouse, Inc.	Q1 2025	$54.46	Q3 2025	$58.33	+7.11%	Closed	History

IIIN - Insteel Industries Inc.	Q1 2013	$16.32	Q2 2013	$17.48	+7.11%	Closed	History

TTEK - Tetra Tech, Inc.	Q1 2025	$29.25	Open	$31.33	+7.11%	Open	History

POLY - Plantronics Inc New	Q2 2015	$56.31	Q3 2018	$60.30	+7.09%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2017	$29.68	Q2 2017	$31.78	+7.08%	Closed	History

ZTS - Zoetis Inc.	Q1 2016	$44.33	Q2 2016	$47.47	+7.08%	Closed	History

ACIW - ACI Worldwide, Inc.	Q1 2020	$24.18	Q2 2022	$25.89	+7.07%	Closed	History

OMCL - Omnicell Inc	Q4 2013	$25.53	Q3 2014	$27.33	+7.05%	Closed	History

CEIXN - Consol Energy Inc New	Q4 2017	$14.64	Q3 2019	$15.67	+7.04%	Closed	History

NCMI - National CineMedia, Inc.	Q1 2013	$157.80	Q2 2013	$168.90	+7.03%	Closed	History

HVT - Haverty Furniture Companies, Inc.	Q1 2013	$20.57	Q4 2014	$22.01	+7.00%	Closed	History

IXP - iShares Global Comm Services ETF	Q2 2025	$112.32	Open	$120.16	+6.98%	Open	History

NTGR - NETGEAR, Inc.	Q4 2017	$36.45	Q3 2018	$38.99	+6.98%	Closed	History

CVE - Cenovus Energy Inc.	Q4 2018	$7.03	Q1 2021	$7.52	+6.97%	Closed	History

DUF - Duff & Phelps Corp New	Q2 2012	$14.50	Q1 2013	$15.51	+6.97%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q3 2013	$72.48	Q4 2013	$77.53	+6.97%	Closed	History

CHD - Church & Dwight Co., Inc.	Q1 2023	$88.41	Q4 2023	$94.56	+6.96%	Closed	History

PRKS - United Parks & Resorts Inc.	Q4 2015	$19.69	Q1 2016	$21.06	+6.96%	Closed	History

KEY - KeyCorp	Q4 2016	$18.28	Q1 2018	$19.55	+6.95%	Closed	History

ALLY - Ally Financial Inc.	Q2 2019	$31.00	Q3 2019	$33.15	+6.94%	Closed	History

AZZ - AZZ Inc.	Q2 2024	$77.25	Q3 2024	$82.61	+6.94%	Closed	History

CNC - Centene Corp.	Q3 2021	$62.29	Open	$66.61	+6.94%	Open	History

PCAR - PACCAR Inc	Q4 2018	$38.11	Q1 2020	$40.75	+6.93%	Closed	History

COLD - Americold Realty Trust, Inc.	Q4 2022	$28.31	Q4 2023	$30.27	+6.92%	Closed	History

ALG - Alamo Group Inc.	Q4 2015	$52.10	Q1 2016	$55.70	+6.91%	Closed	History

LOW - Lowe's Companies, Inc.	Q4 2012	$35.46	Q1 2013	$37.91	+6.91%	Closed	History

MFW - M & F Worldwide Corp	Q4 2010	$23.04	Q3 2011	$24.63	+6.90%	Closed	History

HRMY - Harmony Biosciences Holdings, Inc.	Q1 2023	$32.65	Open	$34.90	+6.89%	Open	History

MSM - MSC Industrial Direct Co., Inc.	Q4 2020	$84.43	Q1 2021	$90.24	+6.88%	Closed	History

COO - The Cooper Companies, Inc.	Q3 2018	$69.29	Q1 2019	$74.04	+6.87%	Closed	History

MRC - Mrc Global Inc	Q2 2015	$15.44	Q2 2017	$16.50	+6.87%	Closed	History

VTR - Ventas, Inc.	Q1 2017	$64.97	Q2 2017	$69.42	+6.85%	Closed	History

FTDCQ - Ftd Cos Inc	Q4 2013	$32.58	Q4 2014	$34.81	+6.84%	Closed	History

JCI - Johnson Controls International plc	Q4 2017	$38.11	Q4 2019	$40.71	+6.82%	Closed	History

DAN - Dana Inc.	Q3 2018	$18.67	Q2 2019	$19.94	+6.80%	Closed	History

KRA - Kraton Performance Polymers	Q2 2012	$21.91	Q1 2013	$23.40	+6.80%	Closed	History

HIBB - Hibbett Sports Inc	Q4 2012	$52.70	Q1 2013	$56.28	+6.79%	Closed	History

ADP - Automatic Data Processing, Inc.	Q1 2017	$102.38	Q3 2017	$109.32	+6.78%	Closed	History

CSH - Cash Amer Intl Inc	Q2 2015	$26.19	Q3 2015	$27.96	+6.76%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2014	$60.02	Q4 2014	$64.07	+6.75%	Closed	History

AKAM - Akamai Technologies, Inc.	Q2 2016	$55.93	Q1 2017	$59.70	+6.74%	Closed	History

BQK - Arthrocare Corp	Q1 2011	$33.34	Q3 2013	$35.58	+6.72%	Closed	History

KEYW - Keyw Hldg Corp	Q3 2016	$11.03	Q4 2016	$11.77	+6.71%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2024	$24.92	Open	$26.59	+6.70%	Open	History

VIGI - Vanguard International Dividend Appreciation Index Fund ETF Shares	Q3 2025	$89.57	Open	$95.57	+6.70%	Open	History

CALY - Callaway Golf Co.	Q4 2023	$14.34	Q2 2024	$15.30	+6.69%	Closed	History

NI - NiSource Inc.	Q1 2017	$23.77	Q2 2017	$25.36	+6.69%	Closed	History

CNO - CNO Financial Group, Inc.	Q1 2023	$22.19	Q2 2023	$23.67	+6.67%	Closed	History

AAWW - Atlas Air Worldwide Hldgs In	Q4 2010	$55.83	Q2 2011	$59.55	+6.66%	Closed	History

HF - Hff Inc	Q1 2014	$33.64	Q4 2014	$35.88	+6.66%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q4 2014	$41.60	Q2 2016	$44.37	+6.66%	Closed	History

VCR - Vanguard World Fds	Q1 2023	$252.55	Q3 2023	$269.37	+6.66%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q1 2014	$118.50	Q2 2014	$126.38	+6.65%	Closed	History

AVB - AvalonBay Communities, Inc.	Q4 2017	$178.44	Open	$190.29	+6.64%	Open	History

ES - Eversource Energy	Q4 2016	$55.15	Q1 2017	$58.81	+6.64%	Closed	History

TRNO - Terreno Realty Corp.	Q4 2023	$62.67	Q3 2024	$66.83	+6.64%	Closed	History

EVC - Entravision Communications C	Q1 2017	$6.21	Q2 2017	$6.62	+6.60%	Closed	History

ALC - Alcon Inc.	Q2 2024	$89.08	Q1 2025	$94.93	+6.57%	Closed	History

GXP - Great Plains Energy Inc	Q3 2017	$30.28	Q4 2017	$32.27	+6.57%	Closed	History

GOGO - Gogo Inc.	Q4 2024	$8.09	Q1 2025	$8.62	+6.55%	Closed	History

NBL - Noble Energy Inc	Q3 2016	$35.74	Q4 2016	$38.08	+6.55%	Closed	History

CRUS - Cirrus Logic, Inc.	Q1 2016	$36.41	Q2 2016	$38.79	+6.54%	Closed	History

MFC - Manulife Financial Corp.	Q1 2024	$24.99	Q2 2024	$26.62	+6.52%	Closed	History

FDP - Del Monte Corp.	Q3 2015	$39.51	Q1 2016	$42.08	+6.50%	Closed	History

ACCO - ACCO Brands Corp.	Q3 2013	$6.64	Q3 2015	$7.07	+6.48%	Closed	History

AZZ - AZZ Inc.	Q1 2019	$40.91	Q3 2019	$43.56	+6.48%	Closed	History

ENV - Envestnet Inc	Q3 2020	$77.22	Q4 2020	$82.22	+6.48%	Closed	History

JEG - Jacobs Engr Group Inc	Q2 2019	$84.36	Q4 2019	$89.83	+6.48%	Closed	History

JBTM - JBT Marel Corp.	Q1 2014	$30.90	Q4 2014	$32.90	+6.47%	Closed	History

SF - Stifel Finl Corp	Q1 2021	$42.63	Q3 2021	$45.38	+6.46%	Closed	History

FWRD - Forward Air Corp	Q1 2017	$47.57	Q1 2020	$50.64	+6.45%	Closed	History

CALF - Pacer US Small Cap Cash Cows 100 ETF	Q1 2024	$49.16	Open	$52.32	+6.43%	Open	History

BAX - Baxter International Inc.	Q4 2010	$27.49	Q1 2011	$29.25	+6.42%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2016	$107.72	Q4 2016	$114.64	+6.42%	Closed	History

WSO - Watsco, Inc.	Q4 2017	$170.04	Q1 2018	$180.96	+6.42%	Closed	History

DUK - Duke Energy Corp.	Q1 2019	$89.99	Q3 2019	$95.76	+6.41%	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.