Copy Invest | Sonar Terminal

Joel Greenblatt - Gotham Asset Management

12338 trades · 10590 closed · 1748 open · Win rate: 42.5% · Avg return: +22.1% · 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
APH - Amphenol Corp.	Q4 2015	$13.06	Q2 2021	$34.25	+162.31%	Closed	History

DGX - Quest Diagnostics Inc.	Q4 2010	$53.98	Q1 2023	$141.48	+162.10%	Closed	History

DHR - Danaher Corp.	Q3 2017	$76.04	Open	$199.05	+161.78%	Open	History

TSS - Total Sys Svcs Inc	Q4 2016	$49.02	Q2 2019	$128.27	+161.67%	Closed	History

LNG - Cheniere Energy, Inc.	Q4 2021	$101.37	Open	$265.03	+161.45%	Open	History

ETFC - E Trade Financial Corp	Q2 2016	$23.43	Q2 2018	$61.17	+161.08%	Closed	History

VCA - Vca Antech Inc	Q4 2012	$21.04	Q1 2015	$54.82	+160.55%	Closed	History

SGI - Somnigroup International Inc.	Q4 2019	$21.77	Q4 2024	$56.69	+160.40%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2021	$55.82	Open	$145.09	+159.92%	Open	History

NVRI - Enviri Corp.	Q2 2025	$8.68	Open	$22.55	+159.79%	Open	History

MAR - Marriott International, Inc.	Q2 2019	$140.09	Open	$363.19	+159.25%	Open	History

NEU - NewMarket Corp.	Q3 2011	$151.77	Q2 2014	$392.12	+158.36%	Closed	History

PHIN - PHINIA Inc.	Q4 2023	$30.29	Open	$78.25	+158.34%	Open	History

HEI - HEICO Corp.	Q2 2019	$133.97	Open	$345.61	+157.98%	Open	History

CVS - CVS Health Corp.	Q2 2011	$37.58	Q3 2015	$96.46	+156.68%	Closed	History

SPXC - SPX Technologies, Inc.	Q2 2023	$84.97	Open	$218.02	+156.58%	Open	History

PDCE - Pdc Energy Inc	Q3 2019	$27.74	Q2 2023	$71.14	+156.45%	Closed	History

LEU - Centrus Energy Corp.	Q1 2025	$62.21	Open	$159.38	+156.20%	Open	History

WBD - Warner Bros. Discovery, Inc.	Q1 2025	$10.73	Open	$27.48	+156.10%	Open	History

C - Citigroup Inc.	Q4 2018	$52.06	Open	$133.27	+155.99%	Open	History

MRK - Merck & Co., Inc.	Q3 2015	$47.19	Open	$120.78	+155.97%	Open	History

NAT - Nordic American Tankers Ltd.	Q1 2025	$2.46	Open	$6.29	+155.69%	Open	History

MSGS - Madison Square Garden Sports Corp.	Q3 2020	$150.56	Open	$384.23	+155.20%	Open	History

CRDO - Credo Technology Group Holdings Ltd	Q2 2025	$92.59	Open	$236.18	+155.08%	Open	History

CZN - Crane Co	Q2 2012	$36.36	Q1 2018	$92.74	+155.06%	Closed	History

MANH - Manhattan Associates, Inc.	Q3 2015	$62.27	Open	$158.60	+154.70%	Open	History

BLD - TopBuild Corp.	Q4 2015	$30.77	Q2 2018	$78.35	+154.63%	Closed	History

MRVL - Marvell Technology, Inc.	Q4 2021	$87.37	Open	$222.44	+154.60%	Open	History

COP - ConocoPhillips	Q2 2017	$43.96	Open	$111.87	+154.48%	Open	History

ABG - Asbury Automotive Group, Inc.	Q2 2020	$77.32	Q1 2021	$196.71	+154.41%	Closed	History

BMI - Badger Meter, Inc.	Q1 2019	$55.62	Open	$141.46	+154.33%	Open	History

WFRD - Weatherford International plc	Q3 2022	$32.27	Open	$82.01	+154.14%	Open	History

BG - Bunge Global SA	Q2 2012	$12.91	Q1 2015	$32.80	+154.07%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q1 2018	$10.05	Q1 2019	$25.53	+154.03%	Closed	History

UHS - Universal Health Services, Inc.	Q1 2012	$41.92	Q4 2016	$106.38	+153.77%	Closed	History

BA - The Boeing Co.	Q1 2015	$150.08	Q3 2019	$380.59	+153.59%	Closed	History

TSM - Taiwan Semiconductor	Q1 2025	$166.00	Open	$420.39	+153.25%	Open	History

MUR - Murphy Oil Corp.	Q2 2020	$13.81	Open	$34.97	+153.22%	Open	History

ALAB - Astera Labs, Inc.	Q3 2024	$52.39	Q4 2024	$132.45	+152.82%	Closed	History

RBC - RBC Bearings Inc.	Q1 2023	$232.73	Open	$588.18	+152.73%	Open	History

BR - Broadridge Financial Solutions, Inc.	Q2 2012	$21.27	Q4 2015	$53.73	+152.61%	Closed	History

CRS - Carpenter Technology Corp.	Q3 2023	$67.21	Q4 2024	$169.71	+152.51%	Closed	History

TMUS - T-Mobile US, Inc.	Q2 2019	$74.18	Open	$187.13	+152.26%	Open	History

TSE - Trinseo S A	Q2 2015	$26.82	Q3 2017	$67.09	+150.15%	Closed	History

QBTS - D-Wave Quantum Inc.	Q1 2025	$7.60	Open	$18.95	+149.34%	Open	History

GCT - GigaCloud Technology Inc.	Q1 2025	$14.20	Open	$35.40	+149.30%	Open	History

LMT - Lockheed Martin Corp.	Q2 2012	$87.07	Q4 2015	$216.77	+148.96%	Closed	History

SAND - Sandstorm Gold Ltd	Q4 2023	$5.03	Q3 2025	$12.52	+148.91%	Closed	History

FCNCA - First Citizens BancShares, Inc.	Q4 2021	$829.57	Open	$2,062.25	+148.59%	Open	History

TGTX - TG Therapeutics, Inc.	Q2 2020	$19.47	Q1 2021	$48.16	+147.35%	Closed	History

UAL - United Airlines Holdings, Inc.	Q2 2024	$48.66	Open	$120.35	+147.33%	Open	History

BLDP - Ballard Pwr Sys Inc New	Q1 2025	$1.10	Q3 2025	$2.72	+147.27%	Closed	History

VG - Venture Global, Inc.	Q1 2016	$4.57	Q3 2019	$11.30	+147.26%	Closed	History

APPS - Digital Turbine Inc	Q2 2019	$5.00	Q1 2023	$12.36	+147.20%	Closed	History

JNJ - Johnson & Johnson	Q4 2015	$102.71	Open	$253.85	+147.15%	Open	History

LAMR - Lamar Advertising Co.	Q1 2018	$63.62	Open	$157.23	+147.14%	Open	History

AON - Aon plc	Q4 2018	$145.38	Open	$358.89	+146.86%	Open	History

ANF - Abercrombie & Fitch Co.	Q2 2023	$37.68	Open	$92.87	+146.47%	Open	History

EXPE - Expedia Group, Inc.	Q4 2019	$108.14	Open	$266.28	+146.24%	Open	History

HCA - HCA Healthcare, Inc.	Q4 2019	$147.80	Open	$363.60	+146.01%	Open	History

HELE - Helen of Troy Ltd.	Q2 2013	$38.34	Q4 2015	$94.22	+145.75%	Closed	History

DGII - Digi International Inc.	Q3 2024	$27.53	Open	$67.63	+145.66%	Open	History

PFGC - Performance Food Group Co.	Q2 2022	$46.05	Open	$112.99	+145.36%	Open	History

CPRX - Catalyst Pharmaceuticals, Inc.	Q3 2022	$12.84	Open	$31.49	+145.25%	Open	History

GMS - Gms Inc	Q2 2022	$44.43	Q2 2025	$108.75	+144.77%	Closed	History

SMH - VanEck Semiconductor ETF	Q3 2024	$245.45	Open	$600.31	+144.58%	Open	History

FSLY - Fastly, Inc.	Q3 2025	$8.55	Open	$20.90	+144.44%	Open	History

DFAW - Dimensional World Equity ETF	Q1 2026	$33.97	Open	$82.96	+144.22%	Open	History

FSLR - First Solar, Inc.	Q1 2013	$26.95	Q3 2014	$65.81	+144.19%	Closed	History

SYNA - Synaptics Inc.	Q3 2019	$39.96	Q1 2024	$97.56	+144.14%	Closed	History

IOT - Samsara Inc.	Q1 2023	$19.72	Q3 2024	$48.12	+144.02%	Closed	History

ABMD - Abiomed Inc	Q4 2014	$38.06	Q3 2015	$92.78	+143.77%	Closed	History

HUN - Huntsman Corp.	Q4 2011	$10.02	Q1 2014	$24.42	+143.71%	Closed	History

LUV - Southwest Airlines Co.	Q2 2014	$26.86	Q4 2017	$65.45	+143.67%	Closed	History

AMWD - American Woodmark Corp.	Q4 2013	$39.61	Q3 2017	$96.27	+143.04%	Closed	History

CARG - CarGurus, Inc.	Q4 2022	$14.01	Open	$34.05	+143.04%	Open	History

CR - Crane Co.	Q2 2023	$89.12	Open	$216.47	+142.90%	Open	History

FITB - Fifth Third Bancorp	Q4 2018	$23.50	Open	$57.05	+142.77%	Open	History

BLK - BlackRock, Inc.	Q2 2017	$422.68	Open	$1,025.44	+142.60%	Open	History

COUP - Coupa Software Inc	Q1 2020	$139.65	Q4 2020	$338.79	+142.60%	Closed	History

ATKR - Atkore Inc.	Q3 2019	$30.34	Open	$73.58	+142.52%	Open	History

NUVB - Nuvation Bio Inc.	Q3 2025	$3.70	Q4 2025	$8.96	+142.16%	Closed	History

KEYS - Keysight Technologies, Inc.	Q4 2017	$41.59	Q2 2020	$100.70	+142.13%	Closed	History

AKRXQ - Akorn Inc	Q3 2013	$19.69	Q1 2015	$47.51	+141.29%	Closed	History

PLXS - Plexus Corp.	Q4 2023	$108.13	Open	$260.36	+140.78%	Open	History

VLO - Valero Energy Corp.	Q4 2012	$31.19	Q4 2018	$74.97	+140.38%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2020	$105.64	Open	$253.83	+140.28%	Open	History

QUBT - Quantum Computing Inc	Q1 2025	$8.00	Q2 2025	$19.17	+139.63%	Closed	History

TTMI - TTM Technologies, Inc.	Q1 2016	$6.65	Q3 2018	$15.91	+139.25%	Closed	History

MRCY - Mercury Systems, Inc.	Q4 2024	$42.00	Open	$100.32	+138.86%	Open	History

OPLN - OPENLANE, Inc.	Q3 2024	$16.88	Open	$40.31	+138.80%	Open	History

TVTX - Travere Therapeutics, Inc.	Q3 2025	$23.90	Open	$57.06	+138.74%	Open	History

NXT - Nextracker Inc	Q4 2024	$36.53	Q4 2025	$87.11	+138.46%	Closed	History

VSAT - Viasat, Inc.	Q3 2025	$29.30	Open	$69.84	+138.36%	Open	History

VRTX - Vertex Pharmaceuticals Inc.	Q2 2021	$201.63	Open	$476.31	+136.23%	Open	History

IMMU - Immunomedics Inc	Q2 2017	$8.83	Q3 2018	$20.84	+136.01%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q4 2012	$20.00	Open	$47.19	+135.95%	Open	History

CVA - Covanta Hldg Corp	Q1 2020	$8.55	Q3 2021	$20.12	+135.32%	Closed	History

CSX - CSX Corp.	Q2 2018	$21.26	Open	$49.92	+134.77%	Open	History

ERI - Eldorado Resorts Inc	Q3 2016	$14.06	Q1 2018	$33.00	+134.71%	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.