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
ELP - Companhia Paranaense Energ C	Q4 2017	$7.63	Q1 2018	$7.87	+3.15%	Closed	History

HURN - Huron Consulting Group Inc.	Q2 2011	$30.16	Q3 2011	$31.11	+3.15%	Closed	History

SBS - Companhia De SAneamento Basi	Q3 2016	$1.84	Q2 2017	$1.90	+3.15%	Closed	History

POWI - Power Integrations Inc	Q3 2013	$27.06	Q4 2013	$27.91	+3.14%	Closed	History

AXS - AXIS Capital Holdings Ltd.	Q1 2015	$51.68	Q2 2015	$53.30	+3.13%	Closed	History

HELE - Helen of Troy Ltd.	Q2 2017	$94.02	Q3 2017	$96.94	+3.11%	Closed	History

LFUS - Littelfuse, Inc.	Q4 2018	$171.50	Q2 2019	$176.83	+3.11%	Closed	History

AIR - AAR Corp.	Q2 2018	$46.45	Q3 2018	$47.89	+3.10%	Closed	History

PTVE - Pactiv Evergreen Inc	Q4 2024	$17.47	Q1 2025	$18.01	+3.09%	Closed	History

B6B - Blue Buffalo Pet Prods Inc	Q2 2016	$23.34	Q4 2016	$24.06	+3.08%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q2 2025	$65.96	Open	$67.99	+3.08%	Open	History

FTS - Fortis Inc.	Q1 2026	$55.79	Open	$57.50	+3.07%	Open	History

XLG - Invesco S&P 500 Top 50 ETF	Q2 2013	$3.03	Q1 2014	$3.12	+3.07%	Closed	History

CMTL - Comtech Telecommunications C	Q4 2010	$27.76	Q4 2011	$28.61	+3.06%	Closed	History

CROX - Crocs, Inc.	Q4 2016	$6.87	Q1 2017	$7.08	+3.06%	Closed	History

XHR - Xenia Hotels & Resorts Inc	Q3 2025	$13.72	Q4 2025	$14.14	+3.06%	Closed	History

XYL - Xylem Inc.	Q4 2012	$27.10	Q3 2013	$27.93	+3.06%	Closed	History

FCB - Fcb Finl Hldgs Inc	Q1 2017	$49.51	Q1 2018	$51.02	+3.05%	Closed	History

HI - Hillenbrand Inc	Q4 2024	$30.78	Q4 2025	$31.72	+3.05%	Closed	History

JDAS - Jda Software Group Inc	Q2 2011	$30.84	Q3 2012	$31.78	+3.05%	Closed	History

AWHHF - Allied Wrld Assur Com Hldg A	Q3 2014	$36.83	Q4 2014	$37.95	+3.04%	Closed	History

CIT - Cit Group Inc	Q1 2015	$45.21	Q2 2015	$46.58	+3.03%	Closed	History

TTI - Tetra Technologies Inc Del	Q3 2015	$5.94	Q3 2016	$6.12	+3.03%	Closed	History

RF - Regions Financial Corp.	Q4 2015	$9.59	Q3 2016	$9.88	+3.02%	Closed	History

SCVL - Shoe Carnival Inc	Q4 2017	$13.39	Q2 2019	$13.80	+3.02%	Closed	History

XOG - Extraction Oil & Gas Inc	Q2 2021	$54.86	Q3 2021	$56.50	+2.99%	Closed	History

BLUD - Immucor Inc	Q4 2010	$19.83	Q2 2011	$20.42	+2.98%	Closed	History

RADG - Rite Aid Corp	Q1 2018	$1.68	Q2 2018	$1.73	+2.98%	Closed	History

AORT - Artivion, Inc.	Q4 2018	$28.36	Q1 2019	$29.20	+2.96%	Closed	History

CXO - Concho Res Inc	Q1 2020	$42.85	Q3 2020	$44.11	+2.94%	Closed	History

NTRI - Nutri Sys Inc New	Q1 2012	$11.23	Q2 2012	$11.56	+2.94%	Closed	History

CTLT - Catalent Inc	Q3 2017	$39.92	Q4 2017	$41.09	+2.93%	Closed	History

CWT - California Water Service Group	Q1 2014	$23.91	Q4 2014	$24.61	+2.93%	Closed	History

POOL - Pool Corp.	Q2 2019	$191.33	Q1 2020	$196.92	+2.92%	Closed	History

TE5 - Teco Energy Inc	Q4 2012	$16.76	Q4 2013	$17.25	+2.92%	Closed	History

ARMK - Aramark	Q4 2015	$23.29	Q1 2016	$23.96	+2.91%	Closed	History

CNC - Centene Corp.	Q3 2020	$58.33	Q4 2020	$60.03	+2.91%	Closed	History

AROC - Archrock, Inc.	Q1 2024	$19.67	Q3 2024	$20.24	+2.90%	Closed	History

LRN - Stride, Inc.	Q2 2022	$40.81	Q3 2022	$41.99	+2.89%	Closed	History

MTB - M&T Bank Corp.	Q4 2016	$156.55	Q3 2017	$161.08	+2.89%	Closed	History

ADTN - ADTRAN Holdings, Inc.	Q1 2025	$8.72	Q2 2025	$8.97	+2.87%	Closed	History

DIS - The Walt Disney Co.	Q3 2015	$102.20	Q4 2015	$105.13	+2.87%	Closed	History

TPC - Tutor Perini Corp.	Q4 2016	$28.00	Q2 2017	$28.80	+2.86%	Closed	History

BXMT - Blackstone Mtg Tr Inc	Q1 2019	$34.55	Q2 2019	$35.53	+2.84%	Closed	History

HRC - Hill Rom Hldgs Inc	Q1 2021	$110.47	Q2 2021	$113.60	+2.83%	Closed	History

KNX - Knight-Swift Transportation Holdings Inc.	Q3 2020	$40.69	Q4 2020	$41.84	+2.83%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q1 2013	$54.57	Q1 2015	$56.11	+2.82%	Closed	History

PVH - PVH Corp.	Q3 2023	$76.51	Open	$78.67	+2.82%	Open	History

TDY - Teledyne Technologies Inc.	Q2 2012	$61.66	Q3 2012	$63.40	+2.82%	Closed	History

AFL - Aflac Inc.	Q3 2014	$29.13	Q4 2015	$29.95	+2.81%	Closed	History

REX - Rex American Resources Corp	Q4 2015	$9.00	Q1 2016	$9.26	+2.80%	Closed	History

AIZ - Assurant, Inc.	Q4 2016	$92.83	Q3 2017	$95.42	+2.79%	Closed	History

CNP - CenterPoint Energy, Inc.	Q1 2017	$27.59	Q4 2017	$28.36	+2.79%	Closed	History

NMFC - New Mtn Fin Corp	Q2 2020	$9.32	Q3 2020	$9.58	+2.79%	Closed	History

WERN - Werner Enterprises, Inc.	Q3 2017	$36.55	Q2 2018	$37.57	+2.79%	Closed	History

CLUBQ - Town Sports Intl Hldgs Inc	Q1 2012	$12.63	Q3 2013	$12.98	+2.77%	Closed	History

CTXS - Citrix Sys Inc	Q4 2021	$94.61	Q2 2022	$97.23	+2.77%	Closed	History

NATR - Nature's Sunshine Products, Inc.	Q3 2011	$14.09	Q4 2012	$14.48	+2.77%	Closed	History

RYAN - Ryan Specialty Holdings, Inc.	Q4 2021	$40.39	Q4 2022	$41.51	+2.77%	Closed	History

BCPC - Balchem Corp	Q1 2014	$52.12	Q2 2014	$53.56	+2.76%	Closed	History

JBHT - J.B. Hunt Transport Services, Inc.	Q3 2015	$71.40	Q4 2015	$73.36	+2.75%	Closed	History

TEG - Integrys Energy Group Inc	Q1 2011	$50.52	Q2 2011	$51.91	+2.75%	Closed	History

AFH - Us Ecology Inc	Q3 2015	$43.65	Q3 2016	$44.84	+2.73%	Closed	History

BMO - Bank of Montreal	Q2 2017	$73.50	Q1 2018	$75.49	+2.71%	Closed	History

OASPQ - Oasis Pete Inc New	Q4 2018	$5.53	Q2 2019	$5.68	+2.71%	Closed	History

SENEA - Seneca Foods Corp.	Q3 2012	$29.85	Q2 2013	$30.66	+2.71%	Closed	History

ALG - Alamo Group Inc.	Q4 2024	$185.91	Q3 2025	$190.90	+2.68%	Closed	History

COST - Costco Wholesale Corp.	Q2 2017	$159.92	Q3 2017	$164.20	+2.68%	Closed	History

EWU - iShares MSCI United Kingdom ETF	Q1 2026	$45.56	Open	$46.77	+2.66%	Open	History

CNA - CNA Financial Corp.	Q1 2022	$48.69	Open	$49.98	+2.65%	Open	History

KMX - CarMax, Inc.	Q2 2020	$89.54	Q3 2020	$91.91	+2.65%	Closed	History

PNRA - Panera Bread Co	Q3 2013	$158.52	Q3 2014	$162.72	+2.65%	Closed	History

VAR - Varian Med Sys Inc	Q3 2020	$171.98	Q1 2021	$176.53	+2.65%	Closed	History

PF - Pinnacle Foods Inc Del	Q1 2017	$57.87	Q2 2017	$59.40	+2.64%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2020	$52.19	Q4 2020	$53.56	+2.63%	Closed	History

IMKTA - Ingles Markets, Inc.	Q4 2021	$86.43	Q1 2023	$88.70	+2.63%	Closed	History

MLPA - Global X MLP ETF	Q1 2025	$53.23	Open	$54.63	+2.63%	Open	History

NSSC - Napco Security Technologies, Inc.	Q2 2023	$34.65	Open	$35.56	+2.63%	Open	History

WBT - Welbilt Inc	Q2 2021	$23.20	Q2 2022	$23.81	+2.63%	Closed	History

CRI - Carter's, Inc.	Q3 2020	$86.57	Q1 2021	$88.84	+2.62%	Closed	History

LOPE - Grand Canyon Education, Inc.	Q1 2023	$113.90	Q3 2023	$116.88	+2.62%	Closed	History

WAL - Western Alliance Bancorporation	Q1 2023	$35.54	Q2 2023	$36.47	+2.62%	Closed	History

BIIB - Biogen Inc.	Q3 2014	$330.80	Q4 2014	$339.39	+2.60%	Closed	History

BCE - BCE Inc.	Q2 2020	$41.76	Q4 2020	$42.84	+2.59%	Closed	History

VRSK - Verisk Analytics, Inc.	Q2 2016	$81.09	Q3 2017	$83.19	+2.59%	Closed	History

FSYS - Fuel Sys Solutions Inc	Q4 2010	$29.41	Q1 2011	$30.17	+2.58%	Closed	History

NXY - Nexen Inc	Q3 2011	$15.48	Q4 2011	$15.88	+2.58%	Closed	History

DOW - Dow Inc.	Q2 2012	$31.52	Q4 2012	$32.33	+2.57%	Closed	History

GTLS - Chart Inds Inc	Q4 2014	$34.20	Q1 2015	$35.08	+2.57%	Closed	History

IRM - Iron Mountain Inc.	Q2 2020	$26.08	Q3 2020	$26.75	+2.57%	Closed	History

SCSC - ScanSource, Inc.	Q1 2017	$39.29	Q2 2017	$40.29	+2.55%	Closed	History

HUBS - HubSpot, Inc.	Q1 2019	$166.47	Q2 2019	$170.66	+2.52%	Closed	History

LHCG - Lhc Group Inc	Q1 2013	$21.51	Q1 2014	$22.05	+2.51%	Closed	History

1440117D - Ashland Inc New	Q4 2013	$97.05	Q1 2014	$99.48	+2.50%	Closed	History

HHC - Howard Hughes Corp	Q2 2016	$114.49	Q1 2017	$117.35	+2.50%	Closed	History

SPLK - Splunk Inc	Q1 2022	$148.63	Q4 2023	$152.35	+2.50%	Closed	History

GCOM - Globecomm Systems Inc	Q4 2011	$13.67	Q3 2013	$14.01	+2.49%	Closed	History

WLK - Westlake Corp.	Q2 2017	$66.21	Q1 2019	$67.86	+2.49%	Closed	History

DGI - Digitalglobe Inc	Q2 2014	$27.80	Q3 2014	$28.49	+2.48%	Closed	History

DOCN - DigitalOcean Holdings, Inc.	Q1 2023	$39.17	Q2 2023	$40.14	+2.48%	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.