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
MODN - Model N Inc	Q2 2020	$34.78	Q4 2020	$35.64	+2.47%	Closed	History

KMG - Kmg Chemicals Inc	Q2 2018	$73.77	Q3 2018	$75.58	+2.45%	Closed	History

HRL - Hormel Foods Corp.	Q4 2018	$42.68	Q3 2019	$43.72	+2.44%	Closed	History

MDRX - Allscripts Healthcare Solutn	Q3 2015	$12.40	Q2 2016	$12.70	+2.42%	Closed	History

AGU - Agrium Inc	Q1 2016	$88.29	Q2 2016	$90.42	+2.41%	Closed	History

JNJ - Johnson & Johnson	Q1 2012	$65.92	Q2 2012	$67.51	+2.41%	Closed	History

ATW - Atwood Oceanics Inc	Q1 2016	$9.17	Q3 2017	$9.39	+2.40%	Closed	History

FINL - Finish Line Inc	Q2 2017	$14.18	Q4 2017	$14.52	+2.40%	Closed	History

SW - Smurfit Westrock Plc	Q3 2025	$42.57	Open	$43.59	+2.40%	Open	History

EXTR - Extreme Networks, Inc.	Q3 2012	$3.35	Q2 2013	$3.43	+2.39%	Closed	History

MDRX - Allscripts Healthcare Solutn	Q3 2017	$14.22	Q4 2017	$14.56	+2.39%	Closed	History

PGR - The Progressive Corp.	Q1 2015	$27.14	Q2 2015	$27.79	+2.39%	Closed	History

ECL - Ecolab Inc.	Q1 2018	$137.07	Q2 2018	$140.33	+2.38%	Closed	History

GMED - Globus Medical, Inc.	Q4 2013	$20.18	Q3 2015	$20.66	+2.38%	Closed	History

ULS - UL Solutions Inc.	Q1 2026	$85.71	Open	$87.75	+2.38%	Open	History

XMHQ - Invesco S&P MidCap Quality ETF	Q1 2024	$110.05	Open	$112.67	+2.38%	Open	History

MPAA - Motorcar Pts Amer Inc	Q1 2014	$26.55	Q2 2016	$27.18	+2.37%	Closed	History

SCHL - Scholastic Corp	Q1 2017	$42.57	Q2 2017	$43.58	+2.37%	Closed	History

USMV - iShares MSCI USA Min Vol Factor ETF	Q2 2025	$93.87	Open	$96.09	+2.36%	Open	History

COR - Cencora, Inc.	Q1 2016	$86.47	Q1 2020	$88.50	+2.35%	Closed	History

MBB - iShares MBS ETF	Q4 2024	$91.68	Open	$93.83	+2.35%	Open	History

ACAT - Arctic Cat Inc	Q4 2014	$354.90	Q1 2015	$363.20	+2.34%	Closed	History

CARS - Cars.com Inc.	Q3 2022	$11.52	Open	$11.79	+2.34%	Open	History

KMT - Kennametal Inc.	Q2 2018	$35.90	Q1 2019	$36.74	+2.34%	Closed	History

CBZ - CBIZ, Inc.	Q4 2015	$9.86	Q1 2016	$10.09	+2.33%	Closed	History

HNI - Hni Corp	Q4 2018	$35.45	Q1 2019	$36.27	+2.31%	Closed	History

NWL - Newell Brands Inc.	Q4 2018	$18.59	Q2 2022	$19.02	+2.31%	Closed	History

DX - Dynex Capital, Inc.	Q1 2025	$13.02	Open	$13.32	+2.30%	Open	History

ESTC - Elastic N.V.	Q2 2021	$145.75	Q3 2021	$149.09	+2.29%	Closed	History

IPHS - Innophos Holdings Inc	Q3 2014	$55.11	Q1 2015	$56.37	+2.29%	Closed	History

AGYS - Agilysys, Inc.	Q2 2024	$104.14	Open	$106.51	+2.28%	Open	History

WYNN - Wynn Resorts, Ltd.	Q1 2013	$125.13	Q2 2013	$127.98	+2.28%	Closed	History

THS - Treehouse Foods Inc	Q4 2021	$40.53	Q4 2023	$41.45	+2.27%	Closed	History

ACT - Enact Hldgs Inc	Q3 2024	$36.33	Q2 2025	$37.15	+2.26%	Closed	History

AMN - AMN Healthcare Services, Inc.	Q4 2024	$23.92	Q1 2025	$24.46	+2.26%	Closed	History

WINA - Winmark Corp.	Q4 2011	$57.29	Q2 2012	$58.58	+2.25%	Closed	History

MRC - Mrc Global Inc	Q2 2013	$27.62	Q2 2014	$28.24	+2.24%	Closed	History

PSX - Phillips 66	Q3 2017	$91.49	Q2 2019	$93.54	+2.24%	Closed	History

STJ - St Jude Med Inc	Q2 2016	$78.00	Q3 2016	$79.75	+2.24%	Closed	History

PRSU - Pursuit Attractions And Hosp	Q1 2025	$35.39	Q3 2025	$36.18	+2.23%	Closed	History

HWKN - Hawkins, Inc.	Q4 2012	$19.29	Q2 2013	$19.71	+2.20%	Closed	History

PBCT - Peoples United Financial Inc	Q3 2021	$17.43	Q4 2021	$17.81	+2.18%	Closed	History

EHC - Encompass Health Corp.	Q1 2018	$45.46	Q1 2019	$46.44	+2.17%	Closed	History

RF - Regions Financial Corp.	Q3 2013	$9.25	Q1 2015	$9.45	+2.16%	Closed	History

WIRE - Encore Wire Corp	Q3 2014	$37.09	Q1 2015	$37.89	+2.16%	Closed	History

AIT - Applied Industrial Technologies, Inc.	Q2 2015	$39.64	Q4 2015	$40.49	+2.14%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q3 2022	$144.30	Open	$147.39	+2.14%	Open	History

CMP - Compass Minerals International, Inc.	Q2 2018	$65.79	Q3 2018	$67.19	+2.13%	Closed	History

HCSG - Healthcare Services Group, Inc.	Q2 2020	$24.46	Q3 2021	$24.98	+2.13%	Closed	History

CVS - CVS Health Corp.	Q1 2016	$103.73	Open	$105.91	+2.10%	Open	History

DAN - Dana Inc.	Q4 2015	$13.80	Q1 2016	$14.09	+2.10%	Closed	History

FMH - Fmc Technologies Inc	Q4 2015	$29.01	Q3 2016	$29.62	+2.10%	Closed	History

BFH - Bread Financial Holdings, Inc.	Q4 2014	$228.29	Q2 2015	$232.98	+2.06%	Closed	History

CNSL - Consolidated Comm Hldgs Inc	Q1 2014	$20.01	Q1 2015	$20.42	+2.05%	Closed	History

LLTC - Linear Technology Corp	Q1 2011	$33.62	Q4 2012	$34.31	+2.05%	Closed	History

CTG - Computer Task Group Inc	Q3 2012	$16.14	Q2 2014	$16.47	+2.04%	Closed	History

EZPW - Ezcorp Inc	Q1 2019	$9.32	Q2 2019	$9.51	+2.04%	Closed	History

SXI - Standex International Corp.	Q2 2018	$102.14	Q3 2018	$104.20	+2.02%	Closed	History

BNED - Barnes & Noble Ed Inc	Q4 2015	$994.00	Q2 2016	$1,014.00	+2.01%	Closed	History

LHCG - Lhc Group Inc	Q3 2015	$44.78	Q4 2016	$45.68	+2.01%	Closed	History

MTN - Vail Resorts, Inc.	Q2 2019	$223.18	Q3 2019	$227.67	+2.01%	Closed	History

EMBC - Embecta Corp.	Q2 2024	$12.50	Q1 2025	$12.75	+2.00%	Closed	History

SLG - Sl Green Rlty Corp	Q2 2019	$85.22	Q3 2019	$86.92	+1.99%	Closed	History

ETRN - Equitrans Midstream Corp	Q3 2021	$10.14	Q4 2021	$10.34	+1.97%	Closed	History

SLAB - Silicon Laboratories Inc.	Q4 2017	$88.22	Q1 2018	$89.96	+1.97%	Closed	History

SCI - Service Corp. International	Q1 2015	$26.05	Q3 2016	$26.56	+1.96%	Closed	History

EMC - E M C Corp Mass	Q1 2016	$26.65	Q2 2016	$27.17	+1.95%	Closed	History

SKYY - First Trust Cloud Computing ETF	Q3 2025	$134.42	Open	$137.03	+1.94%	Open	History

UEIC - Universal Electronics Inc.	Q2 2014	$48.88	Q2 2015	$49.83	+1.94%	Closed	History

ALB - Albemarle Corp.	Q4 2022	$216.86	Q1 2023	$221.04	+1.93%	Closed	History

NILE - Blue Nile Inc	Q2 2014	$28.01	Q3 2014	$28.55	+1.93%	Closed	History

EMB - iShares J.P. Morgan USD Emerging Markets Bond ETF	Q1 2026	$93.93	Open	$95.73	+1.92%	Open	History

JNK - State Street SPDR Bloomberg High Yield Bond ETF	Q2 2024	$94.27	Open	$96.07	+1.91%	Open	History

NGVC - Natural Grocers by Vitamin Cottage, Inc.	Q2 2025	$39.25	Q3 2025	$40.00	+1.91%	Closed	History

OLN - Olin Corp.	Q2 2021	$46.27	Q2 2024	$47.15	+1.90%	Closed	History

EXPD - Expeditors International of Washington, Inc.	Q1 2011	$50.24	Q2 2011	$51.19	+1.89%	Closed	History

WSO - Watsco, Inc.	Q3 2013	$94.25	Q4 2013	$96.03	+1.89%	Closed	History

GAS - Agl Res Inc	Q1 2011	$39.90	Q2 2011	$40.65	+1.88%	Closed	History

PCT - PureCycle Technologies, Inc.	Q1 2025	$6.92	Open	$7.05	+1.88%	Open	History

RYN - Rayonier Inc.	Q4 2021	$40.34	Q1 2022	$41.09	+1.86%	Closed	History

BCPC - Balchem Corp	Q4 2024	$163.00	Q1 2025	$166.00	+1.84%	Closed	History

DNOW - DNOW Inc.	Q4 2024	$13.01	Q4 2025	$13.25	+1.84%	Closed	History

SGI - Somnigroup International Inc.	Q2 2014	$14.92	Q1 2016	$15.20	+1.84%	Closed	History

XOXO - Xo Group Inc	Q3 2011	$8.18	Q4 2011	$8.33	+1.83%	Closed	History

XLP - State Street Consumer Staples Select Sector SPDR ETF	Q1 2026	$81.98	Open	$83.47	+1.82%	Open	History

CHMT - Chemtura Corp	Q3 2016	$32.81	Q1 2017	$33.40	+1.80%	Closed	History

TSCO - Tractor Supply Co.	Q2 2014	$12.08	Q3 2014	$12.30	+1.80%	Closed	History

GCI1EUR - Gannett Co Inc	Q1 2017	$8.38	Q4 2018	$8.53	+1.79%	Closed	History

BAX - Baxter International Inc.	Q1 2021	$84.33	Q4 2021	$85.83	+1.78%	Closed	History

CDE - Coeur Mining, Inc.	Q4 2011	$24.17	Q4 2012	$24.60	+1.78%	Closed	History

CRS - Carpenter Technology Corp.	Q3 2015	$29.77	Q4 2015	$30.30	+1.78%	Closed	History

STNR - Steiner Leisure Ltd	Q1 2013	$48.33	Q4 2013	$49.19	+1.78%	Closed	History

XNCR - Xencor Inc	Q3 2019	$33.74	Q4 2019	$34.34	+1.78%	Closed	History

CME - CME Group Inc.	Q1 2018	$161.72	Q1 2019	$164.57	+1.76%	Closed	History

INTU - Intuit Inc.	Q2 2019	$261.33	Q3 2019	$265.93	+1.76%	Closed	History

ISCA - International Speedway Corp	Q1 2017	$36.91	Q2 2017	$37.56	+1.76%	Closed	History

DENN - Dennys Corp	Q1 2015	$11.41	Q2 2015	$11.61	+1.75%	Closed	History

HAL - Halliburton Co.	Q1 2012	$33.17	Q3 2012	$33.75	+1.75%	Closed	History

SHOO - Steven Madden, Ltd.	Q4 2024	$42.52	Open	$43.26	+1.74%	Open	History

TBI - TrueBlue, Inc.	Q2 2012	$15.48	Q4 2012	$15.75	+1.74%	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.