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
OWW - Orbitz Worldwide Inc	Q3 2014	$7.87	Q4 2014	$8.24	+4.70%	Closed	History

QRVO - Qorvo, Inc.	Q1 2016	$50.41	Q4 2016	$52.78	+4.70%	Closed	History

IXJ - iShares Global Healthcare ETF	Q1 2026	$93.54	Open	$97.93	+4.69%	Open	History

BRK.B - Berkshire Hathaway CL B	Q3 2013	$113.27	Q4 2013	$118.56	+4.67%	Closed	History

MTX - Minerals Technologies Inc.	Q3 2021	$69.88	Q4 2021	$73.14	+4.67%	Closed	History

GROY - Gold Royalty Corp	Q3 2025	$3.86	Q4 2025	$4.04	+4.66%	Closed	History

BCBEUR - Cott Corp Que	Q3 2015	$10.83	Q4 2016	$11.33	+4.62%	Closed	History

CNK - Cinemark Holdings, Inc.	Q3 2014	$34.04	Q4 2014	$35.61	+4.61%	Closed	History

EWCZ - European Wax Ctr Inc	Q2 2022	$17.63	Q3 2022	$18.44	+4.59%	Closed	History

KDP - Keurig Dr Pepper Inc.	Q4 2019	$28.95	Open	$30.28	+4.59%	Open	History

AVB - AvalonBay Communities, Inc.	Q1 2017	$183.64	Q2 2017	$192.03	+4.57%	Closed	History

FNB - Fnb Corp Pa	Q1 2013	$12.09	Q4 2013	$12.64	+4.55%	Closed	History

IGT - International Game Technolog	Q1 2013	$16.50	Q4 2014	$17.25	+4.55%	Closed	History

RP - Realpage Inc	Q2 2018	$55.09	Q3 2020	$57.59	+4.54%	Closed	History

HSIC - Henry Schein, Inc.	Q4 2013	$44.79	Q1 2014	$46.81	+4.51%	Closed	History

OSK - Oshkosh Corp.	Q4 2015	$39.07	Q1 2016	$40.83	+4.50%	Closed	History

SDY - State Street SPDR S&P Dividend ETF	Q1 2026	$145.94	Open	$152.51	+4.50%	Open	History

AKAM - Akamai Technologies, Inc.	Q1 2026	$114.85	Open	$120.01	+4.49%	Open	History

GK - G & K Svcs Inc	Q1 2016	$73.29	Q2 2016	$76.57	+4.48%	Closed	History

B6B - Blue Buffalo Pet Prods Inc	Q3 2015	$17.91	Q4 2015	$18.71	+4.47%	Closed	History

CKXE - Ckx Inc	Q4 2010	$4.04	Q1 2011	$4.22	+4.46%	Closed	History

LHCG - Lhc Group Inc	Q2 2017	$67.89	Q3 2017	$70.92	+4.46%	Closed	History

RTEC - Rudolph Technologies Inc	Q2 2017	$22.85	Q4 2017	$23.87	+4.46%	Closed	History

HLIT - Harmonic Inc.	Q2 2025	$9.47	Q4 2025	$9.89	+4.44%	Closed	History

NP - Neenah Inc	Q2 2019	$67.41	Q4 2019	$70.40	+4.44%	Closed	History

BWA - BorgWarner Inc.	Q3 2014	$46.32	Q4 2014	$48.37	+4.43%	Closed	History

FHI - Federated Invs Inc Pa	Q4 2019	$32.58	Q1 2022	$34.02	+4.42%	Closed	History

ONB - Old National Bancorp	Q1 2020	$13.15	Q2 2020	$13.73	+4.41%	Closed	History

BCBEUR - Cott Corp Que	Q1 2012	$6.59	Q4 2014	$6.88	+4.40%	Closed	History

EMA - Emera Inc.	Q1 2026	$51.87	Open	$54.15	+4.40%	Open	History

GPC - Genuine Parts Co.	Q4 2010	$51.33	Q1 2011	$53.59	+4.40%	Closed	History

GNTX - Gentex Corp.	Q3 2017	$19.80	Q1 2019	$20.67	+4.39%	Closed	History

BU3 - Bunge Limited	Q1 2016	$56.67	Q2 2016	$59.15	+4.38%	Closed	History

H - Hyatt Hotels Corp.	Q1 2018	$76.26	Q3 2018	$79.59	+4.37%	Closed	History

NWE - NorthWestern Energy Group, Inc.	Q2 2018	$57.30	Q1 2020	$59.80	+4.36%	Closed	History

PLPC - Preformed Line Products Co.	Q1 2012	$65.61	Q1 2014	$68.47	+4.36%	Closed	History

ADSK - Autodesk, Inc.	Q3 2018	$156.14	Q2 2019	$162.93	+4.35%	Closed	History

ESL - Esterline Technologies Corp	Q4 2014	$109.68	Q1 2015	$114.43	+4.33%	Closed	History

MPAA - Motorcar Pts Amer Inc	Q2 2017	$28.22	Q3 2017	$29.44	+4.32%	Closed	History

ASAN - Asana Inc	Q1 2023	$21.13	Q2 2023	$22.04	+4.31%	Closed	History

CAE - CAE Inc.	Q1 2016	$11.59	Q2 2016	$12.09	+4.31%	Closed	History

OPLN - OPENLANE, Inc.	Q3 2015	$13.44	Q4 2015	$14.02	+4.31%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q3 2020	$24.62	Q4 2020	$25.68	+4.31%	Closed	History

KRA - Kraton Performance Polymers	Q4 2015	$16.59	Q1 2016	$17.30	+4.28%	Closed	History

AME - AMETEK, Inc.	Q1 2015	$52.54	Q2 2015	$54.78	+4.26%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2016	$239.72	Q4 2016	$249.94	+4.26%	Closed	History

REG - Regency Centers Corp.	Q1 2017	$66.36	Q4 2017	$69.19	+4.26%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q1 2026	$16.70	Open	$17.41	+4.25%	Open	History

ITTA - Itt Corp New	Q4 2011	$19.33	Q3 2012	$20.15	+4.24%	Closed	History

MOS - The Mosaic Co.	Q1 2012	$55.30	Q3 2012	$57.64	+4.23%	Closed	History

XLB - Select Sector Spdr Tr	Q1 2025	$42.99	Q3 2025	$44.81	+4.23%	Closed	History

ESS - Essex Property Trust, Inc.	Q1 2017	$231.40	Q4 2017	$241.14	+4.21%	Closed	History

LLY - Eli Lilly and Co.	Q3 2018	$107.31	Q3 2019	$111.83	+4.21%	Closed	History

ITGR - Integer Holdings Corp.	Q1 2025	$118.01	Q2 2025	$122.97	+4.20%	Closed	History

MGAM - Multimedia Games Hldg Co Inc	Q3 2013	$34.56	Q3 2014	$36.01	+4.20%	Closed	History

OSPN - Onespan Inc	Q1 2025	$15.25	Q3 2025	$15.89	+4.20%	Closed	History

M - Macy's, Inc.	Q4 2010	$25.28	Q3 2011	$26.34	+4.19%	Closed	History

UNVR - Univar Inc	Q3 2015	$18.15	Q2 2016	$18.91	+4.19%	Closed	History

KALU - Kaiser Aluminum Corp.	Q3 2015	$80.32	Q4 2015	$83.68	+4.18%	Closed	History

FLNG - FLEX LNG Ltd.	Q1 2026	$29.71	Open	$30.95	+4.17%	Open	History

HOME - At Home Group Inc	Q3 2020	$14.86	Q4 2020	$15.48	+4.17%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q4 2018	$45.10	Q2 2020	$46.98	+4.17%	Closed	History

ITT - ITT Inc.	Q4 2016	$38.57	Q2 2017	$40.18	+4.17%	Closed	History

AFL - Aflac Inc.	Q4 2016	$34.77	Q1 2017	$36.21	+4.16%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q1 2024	$136.21	Q3 2024	$141.85	+4.14%	Closed	History

NSM - National Semiconductor Corp	Q4 2010	$13.77	Q1 2011	$14.34	+4.14%	Closed	History

VSAT - Viasat, Inc.	Q1 2019	$77.60	Q2 2019	$80.81	+4.14%	Closed	History

WSO - Watsco, Inc.	Q2 2014	$102.76	Q4 2014	$107.01	+4.14%	Closed	History

HDS - Hd Supply Hldgs Inc	Q1 2017	$41.12	Q3 2018	$42.81	+4.11%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q1 2016	$141.67	Q2 2016	$147.49	+4.11%	Closed	History

UNS - Uns Energy Corp	Q2 2013	$44.77	Q3 2013	$46.61	+4.11%	Closed	History

ENH - Endurance Specialty Hldgs Lt	Q4 2013	$58.67	Q3 2015	$61.07	+4.09%	Closed	History

D - Dominion Energy, Inc.	Q2 2018	$68.19	Open	$70.97	+4.08%	Open	History

EV - Eaton Vance Corp	Q2 2019	$43.18	Q3 2019	$44.94	+4.08%	Closed	History

SNV - Synovus Finl Corp	Q1 2019	$34.37	Q3 2019	$35.77	+4.07%	Closed	History

ACIW - ACI Worldwide, Inc.	Q3 2013	$18.03	Q3 2014	$18.76	+4.05%	Closed	History

HPQ - HP Inc.	Q4 2015	$11.84	Q1 2016	$12.32	+4.05%	Closed	History

ST - Sensata Technologies Holdings plc	Q2 2018	$47.61	Q3 2018	$49.54	+4.05%	Closed	History

SYK - Stryker Corp.	Q1 2019	$197.54	Q2 2019	$205.55	+4.05%	Closed	History

GNW - Genworth Finl Inc	Q1 2016	$2.72	Q1 2018	$2.83	+4.04%	Closed	History

KSU - Kansas City Southern	Q3 2017	$108.73	Q3 2018	$113.12	+4.04%	Closed	History

CROX - Crocs, Inc.	Q4 2021	$128.21	Open	$133.37	+4.02%	Open	History

HCSG - Healthcare Services Group, Inc.	Q4 2014	$30.92	Q1 2015	$32.16	+4.01%	Closed	History

IPAR - Interparfums, Inc.	Q1 2015	$32.63	Q2 2015	$33.94	+4.01%	Closed	History

MSCI - MSCI Inc.	Q1 2024	$560.45	Q3 2024	$582.93	+4.01%	Closed	History

BLK - BlackRock, Inc.	Q1 2015	$365.87	Q4 2016	$380.49	+4.00%	Closed	History

VZ - Verizon Communications Inc.	Q4 2010	$35.79	Q2 2011	$37.22	+4.00%	Closed	History

HLIO - Helios Technologies, Inc.	Q1 2025	$32.09	Q2 2025	$33.37	+3.99%	Closed	History

CVE - Cenovus Energy Inc.	Q2 2016	$13.82	Q3 2016	$14.37	+3.98%	Closed	History

PAYO - Payoneer Global Inc.	Q3 2022	$6.04	Q1 2023	$6.28	+3.97%	Closed	History

EA - Electronic Arts Inc.	Q2 2016	$75.76	Q4 2016	$78.76	+3.96%	Closed	History

JBSS - Sanfilippo John B & Son Inc	Q4 2016	$70.40	Q1 2017	$73.18	+3.95%	Closed	History

TW - Tradeweb Markets Inc.	Q2 2021	$84.46	Q1 2022	$87.80	+3.95%	Closed	History

AEM - Agnico Eagle Mines Ltd.	Q4 2019	$61.62	Q2 2020	$64.05	+3.94%	Closed	History

WRC - Warnaco Group Inc	Q4 2010	$55.05	Q1 2011	$57.22	+3.94%	Closed	History

FLT - Fleetcor Technologies Inc	Q3 2015	$137.52	Q4 2015	$142.93	+3.93%	Closed	History

VSEC - VSE Corp.	Q3 2025	$166.24	Q4 2025	$172.77	+3.93%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q4 2016	$66.77	Q1 2017	$69.38	+3.91%	Closed	History

DLTR - Dollar Tree, Inc.	Q1 2017	$78.46	Q3 2018	$81.52	+3.90%	Closed	History

UNM - Unum Group	Q3 2015	$32.07	Q4 2015	$33.32	+3.90%	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.