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
UPLD - Upland Software Inc	Q2 2018	$344.10	Q4 2019	$357.50	+3.89%	Closed	History

CELH - Celsius Holdings, Inc.	Q3 2022	$30.19	Q3 2024	$31.36	+3.88%	Closed	History

KNL - Knoll Inc	Q2 2012	$13.42	Q3 2012	$13.94	+3.87%	Closed	History

CWAN - Clearwater Analytics Holdings, Inc.	Q1 2026	$23.65	Open	$24.56	+3.85%	Open	History

USHY - iShares Broad USD High Yield Corporate Bond ETF	Q1 2023	$35.55	Open	$36.92	+3.84%	Open	History

AVAV - Aerovironment Inc	Q3 2017	$54.10	Q4 2017	$56.17	+3.83%	Closed	History

INFN - Infinera Corp	Q3 2021	$8.36	Q1 2022	$8.68	+3.83%	Closed	History

ZSVG - Silver Std Res Inc	Q2 2015	$6.28	Q3 2015	$6.52	+3.82%	Closed	History

HUBG - Hub Group, Inc.	Q2 2021	$33.04	Q3 2021	$34.30	+3.81%	Closed	History

KN - Knowles Corp.	Q1 2016	$13.18	Q2 2016	$13.68	+3.79%	Closed	History

AGCO - AGCO Corp.	Q4 2015	$45.39	Q2 2016	$47.10	+3.77%	Closed	History

FOE - Ferro Corp	Q2 2020	$11.94	Q3 2020	$12.39	+3.77%	Closed	History

HOUS - Realogy Hldgs Corp	Q1 2021	$15.12	Q1 2022	$15.69	+3.77%	Closed	History

JKHY - Jack Henry & Associates, Inc.	Q3 2016	$85.57	Q4 2016	$88.80	+3.77%	Closed	History

PG - The Procter & Gamble Co.	Q3 2012	$69.33	Q3 2015	$71.94	+3.76%	Closed	History

GTN - Gray Media, Inc.	Q2 2018	$15.80	Q2 2019	$16.39	+3.73%	Closed	History

LII - Lennox International Inc.	Q2 2012	$46.63	Q3 2012	$48.37	+3.73%	Closed	History

CSW - Csw Industrials Inc	Q3 2017	$44.34	Q4 2017	$45.99	+3.72%	Closed	History

MGLN - Magellan Health Svcs Inc	Q4 2010	$47.28	Q4 2012	$49.04	+3.72%	Closed	History

BHF - Brighthouse Financial, Inc.	Q3 2022	$43.42	Q3 2024	$45.03	+3.71%	Closed	History

JEPI - JPMorgan Equity Premium Income ETF	Q1 2023	$54.60	Open	$56.62	+3.70%	Open	History

XLU - State Street Utilities Select Sector SPDR ETF	Q3 2025	$43.61	Open	$45.22	+3.70%	Open	History

FAF - First American Financial Corp.	Q3 2021	$67.10	Open	$69.57	+3.68%	Open	History

SIGI - Selective Insurance Group, Inc.	Q2 2023	$95.95	Q4 2023	$99.48	+3.68%	Closed	History

BLFS - BioLife Solutions, Inc.	Q3 2024	$25.04	Q4 2024	$25.96	+3.67%	Closed	History

HNRG - Hallador Energy Co.	Q2 2025	$15.83	Open	$16.41	+3.66%	Open	History

FNF - Fidelity National Financial, Inc.	Q4 2021	$48.36	Open	$50.13	+3.65%	Open	History

EBS - Emergent Biosolutions Inc	Q2 2019	$48.34	Q3 2021	$50.10	+3.64%	Closed	History

GEN - Gen Digital Inc.	Q4 2019	$25.52	Open	$26.45	+3.64%	Open	History

SPLV - Invesco S&P 500 Low Volatility ETF	Q2 2025	$72.82	Open	$75.47	+3.64%	Open	History

DIVO - Amplify CWP Enhanced Dividend Income ETF	Q1 2026	$44.85	Open	$46.48	+3.63%	Open	History

MUR - Murphy Oil Corp.	Q2 2017	$25.63	Q3 2017	$26.56	+3.63%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2015	$153.80	Q4 2015	$159.39	+3.63%	Closed	History

TTC - The Toro Co.	Q3 2015	$35.27	Q4 2015	$36.55	+3.63%	Closed	History

CMS - CMS Energy Corp.	Q2 2018	$47.28	Q3 2018	$48.99	+3.62%	Closed	History

PGR - The Progressive Corp.	Q3 2020	$94.75	Q2 2021	$98.18	+3.62%	Closed	History

DTE - DTE Energy Co.	Q2 2017	$89.97	Q4 2017	$93.23	+3.61%	Closed	History

TWLO - Twilio Inc.	Q3 2018	$86.30	Q4 2018	$89.41	+3.60%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2018	$48.83	Q4 2019	$50.58	+3.58%	Closed	History

HWC - Hancock Hldg Co	Q4 2014	$30.75	Q2 2015	$31.85	+3.58%	Closed	History

NTGR - NETGEAR, Inc.	Q3 2020	$30.84	Q3 2021	$31.94	+3.57%	Closed	History

JGRO - JPMorgan Active Growth ETF	Q4 2025	$92.80	Open	$96.09	+3.55%	Open	History

AEP - American Electric Power Co., Inc.	Q1 2017	$67.13	Q2 2017	$69.50	+3.53%	Closed	History

AMN - AMN Healthcare Services, Inc.	Q3 2015	$30.00	Q4 2015	$31.05	+3.50%	Closed	History

VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	Q4 2010	$47.66	Q1 2011	$49.33	+3.50%	Closed	History

CIGI - Colliers International Group Inc.	Q4 2022	$92.04	Q3 2023	$95.25	+3.49%	Closed	History

MATW - Matthews International Corp.	Q1 2026	$25.82	Open	$26.72	+3.49%	Open	History

STT - State Street Corp.	Q2 2017	$89.77	Q2 2018	$92.90	+3.49%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2022	$401.21	Q1 2023	$415.09	+3.46%	Closed	History

SYK - Stryker Corp.	Q1 2015	$92.26	Q2 2015	$95.45	+3.46%	Closed	History

CNW - Con-Way Inc	Q4 2013	$39.71	Q1 2014	$41.08	+3.45%	Closed	History

PPL - PPL Corp.	Q1 2017	$37.38	Q2 2017	$38.67	+3.45%	Closed	History

PKOH - Park-Ohio Holdings Corp.	Q1 2014	$56.15	Q2 2014	$58.08	+3.44%	Closed	History

VDC - Vanguard Consumer Staples Index Fund ETF Shares	Q1 2025	$218.82	Open	$226.34	+3.44%	Open	History

EVRI - Everi Hldgs Inc	Q2 2017	$7.29	Q4 2017	$7.54	+3.43%	Closed	History

SXT - Sensient Technologies Corp	Q1 2011	$35.84	Q2 2011	$37.07	+3.43%	Closed	History

CPRT - Copart, Inc.	Q3 2016	$6.70	Q4 2016	$6.92	+3.42%	Closed	History

HOG - Harley-Davidson, Inc.	Q3 2019	$35.97	Q4 2019	$37.20	+3.42%	Closed	History

SEE -	Q3 2018	$40.14	Q3 2019	$41.51	+3.41%	Closed	History

ARRS - Arris Intl Inc	Q4 2018	$30.57	Q1 2019	$31.61	+3.40%	Closed	History

TR - Tootsie Roll Inds Inc	Q1 2011	$19.85	Q2 2011	$20.52	+3.39%	Closed	History

COHR - Coherent Corp.	Q2 2021	$264.36	Q1 2022	$273.29	+3.38%	Closed	History

ETR - Entergy Corp.	Q4 2016	$36.74	Q1 2017	$37.98	+3.38%	Closed	History

PAGP - Plains GP Holdings, L.P.	Q1 2026	$24.28	Open	$25.10	+3.38%	Open	History

CAH - Cardinal Health, Inc.	Q4 2011	$40.64	Q2 2012	$42.01	+3.37%	Closed	History

SIMG - Silicon Image Inc	Q3 2013	$5.34	Q4 2014	$5.52	+3.37%	Closed	History

CYMI - Cymer Inc	Q2 2011	$49.46	Q3 2012	$51.12	+3.36%	Closed	History

IMXI - International Mny Express In	Q4 2023	$22.09	Q1 2024	$22.83	+3.35%	Closed	History

LEG - Leggett & Platt, Inc.	Q2 2015	$48.69	Q1 2017	$50.32	+3.35%	Closed	History

WERN - Werner Enterprises, Inc.	Q1 2019	$34.18	Q3 2019	$35.32	+3.34%	Closed	History

IVCRQ - Invacare Corp	Q4 2010	$30.11	Q1 2011	$31.11	+3.32%	Closed	History

SHOO - Steven Madden, Ltd.	Q1 2017	$25.74	Q2 2017	$26.59	+3.32%	Closed	History

CSGS - CSG Systems International, Inc.	Q4 2017	$43.86	Q1 2018	$45.31	+3.31%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2019	$29.62	Q2 2019	$30.60	+3.31%	Closed	History

CNL - Cleco Corp New	Q4 2013	$46.63	Q3 2014	$48.16	+3.28%	Closed	History

DNKN - Dunkin Brands Group Inc	Q3 2019	$79.33	Q3 2020	$81.93	+3.28%	Closed	History

NVTAQ - Invitae Corp	Q3 2023	$0.61	Q4 2023	$0.63	+3.28%	Closed	History

RSTI - Rofin Sinar Technologies Inc	Q3 2015	$25.93	Q4 2015	$26.78	+3.28%	Closed	History

CAL - Caleres, Inc.	Q2 2015	$31.78	Q4 2016	$32.82	+3.27%	Closed	History

CLB - Core Laboratories Inc.	Q2 2023	$23.25	Q3 2023	$24.01	+3.27%	Closed	History

NTRS - Northern Trust Corp.	Q4 2017	$99.82	Q1 2018	$103.08	+3.27%	Closed	History

AXE - Anixter Intl Inc	Q4 2018	$54.30	Q1 2019	$56.07	+3.26%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q2 2021	$230.04	Q4 2021	$237.54	+3.26%	Closed	History

ITTA - Itt Corp New	Q4 2014	$40.46	Q2 2015	$41.77	+3.24%	Closed	History

PACB - Pacific Biosciences Calif In	Q2 2025	$1.24	Q3 2025	$1.28	+3.23%	Closed	History

EPG - El Paso Elec Co	Q3 2011	$32.08	Q2 2012	$33.11	+3.21%	Closed	History

EPR - EPR Properties	Q2 2025	$58.26	Open	$60.13	+3.21%	Open	History

AVXL - Anavex Life Sciences Corp	Q2 2022	$9.99	Q3 2022	$10.31	+3.20%	Closed	History

CALM - Cal-Maine Foods, Inc.	Q3 2022	$55.61	Q4 2023	$57.39	+3.20%	Closed	History

VRTV - Veritiv Corp	Q3 2016	$50.17	Q1 2017	$51.77	+3.19%	Closed	History

FOE - Ferro Corp	Q2 2014	$12.56	Q4 2014	$12.96	+3.18%	Closed	History

SNDR - Schneider National, Inc.	Q1 2018	$26.06	Q4 2021	$26.89	+3.18%	Closed	History

WNC - Wabash Natl Corp	Q3 2018	$18.23	Q1 2021	$18.81	+3.18%	Closed	History

KHC - The Kraft Heinz Co.	Q3 2015	$70.57	Q4 2015	$72.81	+3.17%	Closed	History

EPRT - Essential Properties Realty Trust, Inc.	Q1 2026	$30.36	Open	$31.32	+3.16%	Open	History

ET - Energy Transfer LP	Q1 2026	$19.30	Open	$19.91	+3.16%	Open	History

EW - Edwards Lifesciences Corp.	Q3 2017	$36.42	Q4 2017	$37.57	+3.16%	Closed	History

STL - Sterling Bancorp Del	Q3 2021	$25.00	Q4 2021	$25.79	+3.16%	Closed	History

CMND - Clearmind Medicine Inc	Q3 2024	$5,960.00	Q2 2025	$6,148.00	+3.15%	Closed	History

DDD - 3-D Sys Corp Del	Q3 2011	$9.31	Q4 2011	$9.60	+3.15%	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.