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
PCEF - Invesco CEF Income Composite ETF	Q4 2024	$19.16	Open	$20.39	+6.41%	Open	History

EPAC - Enerpac Tool Group Corp	Q1 2020	$16.55	Q2 2020	$17.61	+6.40%	Closed	History

NNI - Nelnet Inc	Q3 2013	$38.46	Q1 2014	$40.92	+6.40%	Closed	History

DFIV - Dimensional International Value ETF	Q1 2026	$52.78	Open	$56.15	+6.38%	Open	History

OGS - ONE Gas, Inc.	Q2 2015	$42.61	Q3 2015	$45.33	+6.38%	Closed	History

BDC - Belden Inc.	Q4 2018	$41.77	Q1 2021	$44.43	+6.37%	Closed	History

AVD - American Vanguard Corp	Q2 2016	$15.12	Q3 2016	$16.08	+6.35%	Closed	History

EFX - Equifax Inc.	Q2 2022	$182.75	Q4 2022	$194.36	+6.35%	Closed	History

BOKF - BOK Financial Corp.	Q1 2013	$62.32	Q4 2013	$66.27	+6.34%	Closed	History

NHC - National HealthCare Corp.	Q3 2015	$60.90	Q2 2016	$64.76	+6.34%	Closed	History

NKE - NIKE, Inc.	Q2 2018	$79.67	Q3 2018	$84.72	+6.34%	Closed	History

THG - The Hanover Insurance Group, Inc.	Q2 2019	$128.56	Q4 2019	$136.70	+6.33%	Closed	History

ACA - Arcosa, Inc.	Q1 2020	$39.74	Q2 2020	$42.25	+6.32%	Closed	History

FRT - Federal Realty Investment Trust	Q3 2024	$114.97	Open	$122.24	+6.32%	Open	History

AMSG - Amsurg Corp	Q1 2014	$47.08	Q3 2014	$50.05	+6.31%	Closed	History

JBSS - Sanfilippo John B & Son Inc	Q1 2023	$96.92	Q4 2023	$103.04	+6.31%	Closed	History

MOBL - Mobileiron Inc	Q2 2019	$6.18	Q3 2019	$6.57	+6.31%	Closed	History

ICUI - ICU Medical, Inc.	Q4 2017	$216.01	Q4 2018	$229.61	+6.30%	Closed	History

ODFL - Old Dominion Freight Line, Inc.	Q1 2011	$7.79	Q2 2011	$8.28	+6.30%	Closed	History

ESE - ESCO Technologies Inc.	Q1 2014	$35.17	Q2 2015	$37.38	+6.28%	Closed	History

AD - Array Digital Infrastructure, Inc.	Q3 2017	$35.41	Q4 2017	$37.63	+6.27%	Closed	History

SIG - Signet Jewelers Ltd.	Q2 2015	$128.17	Q3 2015	$136.21	+6.27%	Closed	History

ACH - Owens & Minor Inc New	Q1 2018	$15.55	Q3 2018	$16.52	+6.24%	Closed	History

EIGI - Endurance Intl Group Hldgs I	Q1 2017	$7.85	Q2 2017	$8.34	+6.24%	Closed	History

TPC - Tutor Perini Corp.	Q2 2020	$12.18	Q4 2020	$12.94	+6.24%	Closed	History

WGL - Wgl Hldgs Inc	Q2 2015	$54.29	Q3 2015	$57.67	+6.23%	Closed	History

RDUS - Schnitzer Stl Inds	Q3 2015	$13.54	Q4 2015	$14.38	+6.20%	Closed	History

SAIA - Saia, Inc.	Q4 2017	$70.75	Q1 2018	$75.14	+6.20%	Closed	History

VSH - Vishay Intertechnology, Inc.	Q2 2021	$22.57	Q4 2023	$23.97	+6.20%	Closed	History

PEGA - Pegasystems Inc.	Q1 2016	$12.69	Q2 2016	$13.48	+6.19%	Closed	History

CCL - Carnival Corp. Ltd.	Q3 2015	$49.70	Q1 2016	$52.77	+6.18%	Closed	History

MFLX - Multi Fineline Electronix In	Q2 2015	$21.85	Q2 2016	$23.20	+6.18%	Closed	History

NI - NiSource Inc.	Q2 2020	$22.71	Q1 2021	$24.11	+6.16%	Closed	History

PFPT - Proofpoint Inc	Q1 2019	$121.43	Q3 2019	$128.91	+6.16%	Closed	History

TILE - Interface, Inc.	Q4 2016	$18.54	Q2 2017	$19.68	+6.15%	Closed	History

ISBC - Investors Bancorp Inc New	Q1 2020	$8.00	Q2 2020	$8.49	+6.13%	Closed	History

COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF	Q3 2025	$36.30	Open	$38.52	+6.12%	Open	History

TXRH - Texas Roadhouse, Inc.	Q3 2024	$176.60	Q2 2025	$187.41	+6.12%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q4 2015	$47.44	Q1 2018	$50.33	+6.11%	Closed	History

MRTN - Marten Trans Ltd	Q2 2016	$7.92	Q3 2016	$8.40	+6.11%	Closed	History

CUB - Cubic Corp	Q4 2010	$47.18	Q3 2012	$50.06	+6.10%	Closed	History

PARA - Viacomcbs Inc	Q4 2020	$37.24	Q3 2021	$39.51	+6.10%	Closed	History

ACIW - ACI Worldwide, Inc.	Q1 2017	$21.39	Q4 2017	$22.69	+6.08%	Closed	History

BRK.A - Berkshire Hathaway CL A	Q3 2024	$691,180.00	Open	$733,180.00	+6.08%	Open	History

SMG - The Scotts Miracle-Gro Co.	Q3 2015	$60.82	Q4 2015	$64.51	+6.07%	Closed	History

DFODQ - Dean Foods Co New	Q2 2015	$16.17	Q4 2015	$17.15	+6.06%	Closed	History

JJSF - J&J Snack Foods Corp.	Q1 2011	$47.04	Q2 2011	$49.88	+6.04%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q2 2017	$145.49	Q3 2017	$154.28	+6.04%	Closed	History

AEPI - Aep Inds Inc	Q3 2016	$109.48	Q4 2016	$116.08	+6.03%	Closed	History

DOX - Amdocs Ltd.	Q1 2019	$54.10	Q3 2020	$57.36	+6.03%	Closed	History

ELS - Equity LifeStyle Properties, Inc.	Q1 2019	$57.22	Q2 2019	$60.67	+6.03%	Closed	History

RTEC - Rudolph Technologies Inc	Q1 2012	$11.11	Q1 2013	$11.78	+6.03%	Closed	History

GPN - Global Payments Inc.	Q2 2019	$160.05	Q2 2020	$169.63	+5.99%	Closed	History

DLCA - Dell Inc	Q4 2010	$13.55	Q1 2013	$14.36	+5.98%	Closed	History

ESTC - Elastic N.V.	Q2 2022	$67.70	Q3 2022	$71.74	+5.97%	Closed	History

LBTYA - Liberty Global Ltd.	Q1 2021	$13.21	Q2 2021	$14.00	+5.97%	Closed	History

MMSI - Merit Medical Systems, Inc.	Q1 2026	$68.93	Open	$73.04	+5.96%	Open	History

WSTC - West Corp	Q2 2013	$22.14	Q3 2017	$23.46	+5.96%	Closed	History

AAGBP - Alcoa Inc	Q1 2016	$9.58	Q3 2016	$10.15	+5.95%	Closed	History

EDE - Empire Dist Elec Co	Q1 2012	$20.35	Q3 2012	$21.56	+5.95%	Closed	History

FLS - Flowserve Corp.	Q4 2018	$38.02	Q2 2021	$40.28	+5.94%	Closed	History

HOUS - Realogy Hldgs Corp	Q4 2016	$25.74	Q1 2018	$27.27	+5.94%	Closed	History

MEET - Meet Group Inc	Q1 2020	$5.89	Q2 2020	$6.24	+5.94%	Closed	History

BC - Brunswick Corp.	Q3 2017	$55.98	Q1 2018	$59.30	+5.93%	Closed	History

DFE - WisdomTree Europe SmallCap Dividend Fund	Q2 2025	$70.12	Open	$74.23	+5.87%	Open	History

ATR - AptarGroup, Inc.	Q4 2025	$121.96	Open	$129.11	+5.86%	Open	History

DGI - Digitalglobe Inc	Q2 2017	$33.30	Q3 2017	$35.25	+5.86%	Closed	History

MANT - Mantech Intl Corp	Q4 2015	$30.23	Q1 2016	$32.00	+5.86%	Closed	History

NCMI - National CineMedia, Inc.	Q1 2015	$150.80	Q2 2015	$159.60	+5.84%	Closed	History

AGCO - AGCO Corp.	Q1 2013	$52.12	Q1 2014	$55.16	+5.83%	Closed	History

CLW - Clearwater Paper Corp.	Q2 2014	$61.74	Q1 2015	$65.34	+5.83%	Closed	History

PLCE - Childrens Pl Inc	Q4 2018	$90.10	Q2 2019	$95.35	+5.83%	Closed	History

AIN - Albany International Corp.	Q1 2011	$24.92	Q2 2011	$26.37	+5.82%	Closed	History

VEEV - Veeva Systems Inc.	Q2 2024	$183.01	Open	$193.67	+5.82%	Open	History

GMCR - Keurig Green Mtn Inc	Q1 2014	$105.59	Q1 2015	$111.73	+5.81%	Closed	History

INCY - Incyte Corp.	Q2 2015	$104.22	Q3 2015	$110.27	+5.81%	Closed	History

GVA - Granite Construction Inc.	Q1 2011	$28.12	Q2 2013	$29.75	+5.80%	Closed	History

CMI - Cummins Inc.	Q4 2013	$140.98	Q1 2014	$149.14	+5.79%	Closed	History

AGN - Allergan Plc	Q2 2019	$167.43	Q1 2020	$177.10	+5.78%	Closed	History

GH - Guardant Health, Inc.	Q2 2024	$28.88	Q4 2024	$30.55	+5.78%	Closed	History

ALB - Albemarle Corp.	Q2 2018	$94.33	Q3 2018	$99.77	+5.77%	Closed	History

XYZ - Block, Inc.	Q4 2023	$77.35	Open	$81.81	+5.77%	Open	History

HCZ - Hcc Ins Hldgs Inc	Q2 2013	$43.07	Q1 2014	$45.55	+5.76%	Closed	History

INWK - Innerworkings Inc	Q1 2014	$7.64	Q3 2014	$8.08	+5.76%	Closed	History

CNL - Cleco Corp New	Q4 2015	$52.21	Q1 2016	$55.21	+5.75%	Closed	History

CRVL - CorVel Corp.	Q4 2018	$20.54	Q1 2019	$21.72	+5.74%	Closed	History

CW - Curtiss-Wright Corp.	Q2 2012	$31.05	Q4 2012	$32.83	+5.73%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q2 2023	$28.28	Q3 2023	$29.90	+5.73%	Closed	History

BFXXQ - Nautilus Inc	Q3 2020	$17.15	Q4 2020	$18.13	+5.71%	Closed	History

JXN - Jackson Financial Inc.	Q4 2021	$41.89	Q1 2022	$44.28	+5.71%	Closed	History

CVA - Covanta Hldg Corp	Q3 2014	$21.22	Q1 2015	$22.43	+5.70%	Closed	History

RS - Reliance, Inc.	Q4 2012	$62.04	Q2 2013	$65.56	+5.67%	Closed	History

XXIA - Ixia	Q3 2012	$16.06	Q4 2012	$16.97	+5.67%	Closed	History

GEMI - Gemini Space Station, Inc.	Q1 2026	$4.42	Open	$4.67	+5.66%	Open	History

EXPE - Expedia Group, Inc.	Q4 2018	$112.65	Q1 2019	$119.02	+5.65%	Closed	History

HPK - HighPeak Energy, Inc.	Q1 2026	$6.90	Open	$7.29	+5.65%	Open	History

IBKR - Interactive Brokers Group, Inc.	Q2 2016	$8.85	Q2 2017	$9.35	+5.65%	Closed	History

CMA - Comerica Inc	Q4 2018	$68.79	Q2 2019	$72.67	+5.64%	Closed	History

FANG - Diamondback Energy, Inc.	Q4 2023	$155.08	Q4 2024	$163.83	+5.64%	Closed	History

TTI - Tetra Technologies Inc Del	Q4 2017	$4.26	Q3 2018	$4.50	+5.63%	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.