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
NJR - New Jersey Resources Corp.	Q3 2023	$40.63	Q1 2024	$42.91	+5.61%	Closed	History

ERIE - Erie Indemnity Co.	Q4 2012	$69.21	Q4 2013	$73.07	+5.58%	Closed	History

DCMYY - Ntt Docomo Inc	Q4 2013	$16.53	Q1 2015	$17.45	+5.57%	Closed	History

HURN - Huron Consulting Group Inc.	Q4 2013	$62.66	Q1 2015	$66.15	+5.57%	Closed	History

TKR - The Timken Co.	Q4 2010	$34.16	Q2 2011	$36.06	+5.57%	Closed	History

WWE - World Wrestling Entmt Inc	Q3 2015	$16.90	Q4 2015	$17.84	+5.56%	Closed	History

FSTR - Foster L B Co	Q4 2010	$40.87	Q1 2011	$43.14	+5.55%	Closed	History

VLY - Valley National Bancorp	Q3 2019	$10.83	Q4 2019	$11.43	+5.54%	Closed	History

GATX - GATX Corp.	Q1 2017	$60.96	Q2 2017	$64.33	+5.53%	Closed	History

PCRX - Pacira BioSciences, Inc.	Q2 2014	$91.82	Q3 2014	$96.89	+5.52%	Closed	History

NYCBN - New York Cmnty Bancorp Inc	Q1 2013	$14.35	Q3 2013	$15.14	+5.51%	Closed	History

MATV - Mativ Holdings, Inc.	Q2 2016	$35.29	Q2 2017	$37.23	+5.50%	Closed	History

FHN - First Horizon Natl Corp	Q4 2014	$13.56	Q1 2015	$14.30	+5.46%	Closed	History

RBC - RBC Bearings Inc.	Q2 2016	$72.52	Q3 2016	$76.48	+5.46%	Closed	History

GNTX - Gentex Corp.	Q3 2019	$27.51	Q4 2019	$29.01	+5.45%	Closed	History

SFD - Smithfield Foods, Inc.	Q3 2025	$23.48	Open	$24.76	+5.45%	Open	History

NCMI - National CineMedia, Inc.	Q3 2011	$145.10	Q1 2012	$153.00	+5.44%	Closed	History

MXIM - Maxim Integrated Prods Inc	Q3 2014	$30.23	Q4 2014	$31.87	+5.43%	Closed	History

RVTY - Revvity, Inc.	Q1 2011	$26.25	Q1 2012	$27.67	+5.41%	Closed	History

ATR - AptarGroup, Inc.	Q4 2010	$47.56	Q1 2011	$50.13	+5.40%	Closed	History

AEE - Ameren Corp.	Q4 2021	$89.11	Q1 2022	$93.91	+5.39%	Closed	History

CACC - Credit Acceptance Corp.	Q3 2021	$584.88	Open	$616.28	+5.37%	Open	History

TE5 - Teco Energy Inc	Q3 2011	$17.14	Q2 2012	$18.06	+5.37%	Closed	History

BOX - Box, Inc.	Q1 2021	$22.98	Q3 2023	$24.21	+5.35%	Closed	History

SCHL - Scholastic Corp	Q2 2018	$44.33	Q3 2018	$46.70	+5.35%	Closed	History

PFG - Principal Financial Group, Inc.	Q1 2021	$59.98	Q2 2021	$63.18	+5.34%	Closed	History

CCK - Crown Holdings, Inc.	Q1 2021	$97.06	Q2 2021	$102.23	+5.33%	Closed	History

MTTR - Matterport Inc	Q3 2024	$4.50	Q4 2024	$4.74	+5.33%	Closed	History

SCL - Stepan Co.	Q4 2017	$78.98	Q1 2018	$83.19	+5.33%	Closed	History

VLY - Valley National Bancorp	Q1 2017	$11.82	Q1 2018	$12.45	+5.33%	Closed	History

BGGSQ - Briggs & Stratton Corp	Q2 2017	$24.08	Q4 2017	$25.36	+5.32%	Closed	History

GTLS - Chart Inds Inc	Q2 2018	$61.67	Q4 2018	$64.95	+5.32%	Closed	History

JEF - Jefferies Financial Group Inc.	Q2 2012	$11.32	Q3 2012	$11.92	+5.31%	Closed	History

PPL - PPL Corp.	Q2 2020	$25.84	Q3 2020	$27.21	+5.30%	Closed	History

HD - The Home Depot, Inc.	Q1 2012	$50.29	Q2 2012	$52.95	+5.29%	Closed	History

MR4 - Meridian Bioscience Inc	Q3 2022	$31.54	Q4 2022	$33.21	+5.29%	Closed	History

CNXE - Consol Energy Inc	Q2 2016	$16.09	Q3 2017	$16.94	+5.28%	Closed	History

ICLR - ICON Public Ltd. Co.	Q4 2017	$112.24	Q1 2018	$118.15	+5.27%	Closed	History

LDOS - Leidos Holdings, Inc.	Q2 2014	$38.35	Q2 2015	$40.37	+5.27%	Closed	History

LII - Lennox International Inc.	Q4 2013	$85.07	Q2 2014	$89.55	+5.27%	Closed	History

ATML - Atmel Corp	Q3 2013	$7.44	Q4 2013	$7.83	+5.24%	Closed	History

PFSI - Pennymac Finl Svcs Inc New	Q4 2022	$56.66	Q1 2023	$59.61	+5.21%	Closed	History

HHH - Howard Hughes Holdings Inc.	Q1 2024	$69.23	Open	$72.83	+5.20%	Open	History

PAYC - Paycom Software, Inc.	Q2 2015	$34.14	Q3 2015	$35.91	+5.18%	Closed	History

TAC - TransAlta Corp.	Q3 2021	$10.61	Q4 2021	$11.16	+5.18%	Closed	History

CSGS - CSG Systems International, Inc.	Q4 2010	$18.96	Q1 2011	$19.94	+5.17%	Closed	History

CYBX - Cyberonics Inc	Q1 2011	$31.84	Q4 2011	$33.48	+5.15%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2014	$34.55	Q4 2014	$36.33	+5.15%	Closed	History

ACDC - Profrac Hldg Corp	Q3 2025	$3.70	Q4 2025	$3.89	+5.14%	Closed	History

AMN - AMN Healthcare Services, Inc.	Q1 2022	$104.30	Q2 2022	$109.66	+5.14%	Closed	History

OPCH - Option Care Health, Inc.	Q1 2022	$28.62	Q4 2022	$30.09	+5.14%	Closed	History

OZK - Bank OZK	Q1 2019	$28.98	Q4 2019	$30.47	+5.14%	Closed	History

WST - West Pharmaceutical Services, Inc.	Q2 2012	$25.24	Q3 2012	$26.54	+5.13%	Closed	History

PCAR - PACCAR Inc	Q2 2014	$41.92	Q1 2018	$44.07	+5.12%	Closed	History

CHD - Church & Dwight Co., Inc.	Q1 2016	$46.10	Q3 2017	$48.45	+5.11%	Closed	History

SGRY - Surgery Partners Inc	Q2 2018	$14.87	Q4 2019	$15.63	+5.11%	Closed	History

SJI - South Jersey Inds Inc	Q2 2018	$33.49	Q3 2018	$35.20	+5.11%	Closed	History

SUG - Southern Un Co New	Q2 2011	$40.13	Q4 2011	$42.18	+5.11%	Closed	History

DTE - DTE Energy Co.	Q3 2016	$79.73	Q4 2016	$83.80	+5.10%	Closed	History

VIAB - Viacom Inc New	Q2 2011	$51.00	Q3 2012	$53.60	+5.10%	Closed	History

PFG - Principal Financial Group, Inc.	Q3 2022	$72.17	Q2 2023	$75.84	+5.09%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q2 2021	$18.11	Q3 2021	$19.03	+5.08%	Closed	History

PLOW - Douglas Dynamics, Inc.	Q1 2026	$42.09	Open	$44.23	+5.08%	Open	History

SSUP - Superior Inds Intl Inc	Q2 2012	$16.38	Q2 2013	$17.21	+5.07%	Closed	History

BGGSQ - Briggs & Stratton Corp	Q2 2016	$21.18	Q4 2016	$22.25	+5.05%	Closed	History

LKQ - LKQ Corp.	Q4 2018	$23.73	Open	$24.92	+5.01%	Open	History

PXD - Pioneer Nat Res Co	Q1 2022	$250.00	Q1 2024	$262.50	+5.00%	Closed	History

PGI - Premiere Global Svcs Inc	Q1 2011	$7.61	Q2 2011	$7.99	+4.99%	Closed	History

OPTU - Optimum Communications, Inc.	Q1 2021	$32.53	Q2 2021	$34.15	+4.98%	Closed	History

GDOT - Green Dot Corp	Q1 2014	$19.53	Q4 2014	$20.50	+4.97%	Closed	History

GLDM - SPDR Gold MiniShares	Q3 2025	$76.45	Open	$80.24	+4.96%	Open	History

KNX - Knight-Swift Transportation Holdings Inc.	Q4 2017	$43.78	Q1 2018	$45.95	+4.96%	Closed	History

MITL - Mitel Networks Corp	Q4 2013	$10.09	Q1 2014	$10.59	+4.96%	Closed	History

COLL - Collegium Pharmaceutical, Inc.	Q3 2025	$34.99	Open	$36.72	+4.94%	Open	History

AVID - Avid Technology Inc	Q4 2014	$14.19	Q1 2015	$14.89	+4.93%	Closed	History

LEG - Leggett & Platt, Inc.	Q2 2013	$31.11	Q1 2014	$32.64	+4.92%	Closed	History

DB5 - Dun & Bradstreet Corp Del Ne	Q1 2016	$103.08	Q2 2017	$108.14	+4.91%	Closed	History

NVEC - NVE Corp.	Q4 2012	$55.56	Q4 2013	$58.29	+4.91%	Closed	History

TRV - The Travelers Companies, Inc.	Q1 2017	$120.55	Q2 2017	$126.47	+4.91%	Closed	History

DOCS - Doximity, Inc.	Q3 2023	$21.22	Open	$22.26	+4.90%	Open	History

T - AT&T Inc.	Q4 2012	$25.45	Q2 2014	$26.70	+4.90%	Closed	History

AMRX - Amneal Pharmaceuticals, Inc.	Q2 2021	$5.11	Q3 2021	$5.36	+4.89%	Closed	History

EXLS - Exlservice Holdings Inc	Q3 2012	$5.89	Q1 2014	$6.18	+4.89%	Closed	History

VMI - Valmont Industries, Inc.	Q3 2017	$158.09	Q4 2017	$165.81	+4.88%	Closed	History

MMI - Marcus & Millichap, Inc.	Q3 2019	$35.51	Q4 2019	$37.24	+4.87%	Closed	History

CPN - Calpine Corp	Q4 2015	$14.47	Q1 2016	$15.17	+4.84%	Closed	History

COLM - Columbia Sportswear Co.	Q1 2017	$58.75	Q3 2017	$61.59	+4.83%	Closed	History

CW - Curtiss-Wright Corp.	Q1 2019	$113.34	Q2 2021	$118.80	+4.82%	Closed	History

GWW - W.W. Grainger, Inc.	Q1 2013	$224.98	Q1 2015	$235.81	+4.81%	Closed	History

CACI - CACI International Inc	Q4 2014	$86.18	Q2 2016	$90.31	+4.79%	Closed	History

ROG - Rogers Corp.	Q4 2023	$132.07	Open	$138.39	+4.79%	Open	History

NN3 - Northwest Nat Gas Co	Q1 2012	$45.41	Q2 2012	$47.58	+4.78%	Closed	History

VFC - V.F. Corp.	Q1 2017	$51.76	Q2 2017	$54.24	+4.78%	Closed	History

BCE - BCE Inc.	Q1 2015	$42.36	Q1 2019	$44.37	+4.75%	Closed	History

FITB - Fifth Third Bancorp	Q4 2017	$30.33	Q1 2018	$31.77	+4.75%	Closed	History

COL - Rockwell Collins Inc	Q4 2016	$92.76	Q1 2017	$97.16	+4.74%	Closed	History

CMI - Cummins Inc.	Q4 2011	$88.04	Q3 2012	$92.20	+4.73%	Closed	History

OCSL - Oaktree Specialty Lending Corp.	Q2 2022	$19.68	Q4 2022	$20.61	+4.73%	Closed	History

PEP - PepsiCo, Inc.	Q4 2015	$99.91	Q4 2016	$104.63	+4.72%	Closed	History

JWN - Nordstrom Inc	Q1 2011	$44.84	Q2 2011	$46.95	+4.71%	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.