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
BJW - Bjs Wholesale Club Inc	Q2 2011	$50.38	Q3 2011	$51.25	+1.73%	Closed	History

CAA - Calatlantic Group Inc	Q3 2016	$33.43	Q4 2016	$34.01	+1.73%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2016	$163.08	Q2 2017	$165.90	+1.73%	Closed	History

TISI - Team Inc	Q3 2013	$397.70	Q4 2014	$404.60	+1.73%	Closed	History

BKGI - Bny Mellon Global Infrastructure Income ETF	Q1 2026	$44.54	Open	$45.30	+1.71%	Open	History

KMX - CarMax, Inc.	Q2 2017	$63.06	Q4 2017	$64.13	+1.70%	Closed	History

FRP - Fairpoint Communications Inc	Q3 2015	$15.39	Q2 2017	$15.65	+1.69%	Closed	History

PTCT - Ptc Therapeutics Inc	Q2 2018	$33.74	Q4 2018	$34.30	+1.66%	Closed	History

BRX - Brixmor Property Group Inc.	Q4 2021	$25.40	Q1 2022	$25.82	+1.65%	Closed	History

CVI - CVR Energy, Inc.	Q4 2014	$38.71	Q4 2015	$39.35	+1.65%	Closed	History

DXJ - WisdomTree Japan Hedged Equity Fund	Q1 2024	$108.50	Q4 2024	$110.29	+1.65%	Closed	History

PTCT - Ptc Therapeutics Inc	Q2 2022	$40.01	Q2 2023	$40.67	+1.65%	Closed	History

ESE - ESCO Technologies Inc.	Q4 2018	$65.94	Q1 2019	$67.02	+1.64%	Closed	History

MIK - Michaels Cos Inc	Q1 2016	$27.97	Q2 2016	$28.43	+1.64%	Closed	History

NVR - NVR, Inc.	Q4 2015	$1,642.51	Q4 2016	$1,669.37	+1.64%	Closed	History

CNMD - CONMED Corp.	Q1 2014	$43.44	Q2 2014	$44.15	+1.63%	Closed	History

CAE - CAE Inc.	Q2 2017	$17.25	Q3 2017	$17.53	+1.62%	Closed	History

CVE - Cenovus Energy Inc.	Q4 2023	$16.65	Q4 2025	$16.92	+1.62%	Closed	History

HHC - Howard Hughes Corp	Q4 2021	$101.94	Q1 2022	$103.59	+1.62%	Closed	History

PAYX - Paychex, Inc.	Q2 2015	$46.88	Q3 2015	$47.64	+1.62%	Closed	History

BSFT - Broadsoft Inc	Q1 2016	$40.36	Q2 2016	$41.01	+1.61%	Closed	History

CLVT - Clarivate Plc	Q3 2022	$9.38	Q2 2023	$9.53	+1.60%	Closed	History

CVX - Chevron Corp.	Q4 2011	$106.41	Q4 2012	$108.10	+1.59%	Closed	History

FDP - Del Monte Corp.	Q3 2023	$25.84	Q4 2023	$26.25	+1.59%	Closed	History

EFX - Equifax Inc.	Q2 2013	$58.94	Q3 2013	$59.86	+1.56%	Closed	History

SEAC - Seachange Intl Inc	Q3 2011	$153.80	Q1 2012	$156.20	+1.56%	Closed	History

DOX - Amdocs Ltd.	Q2 2017	$64.47	Q4 2017	$65.47	+1.55%	Closed	History

ESI - Element Solutions Inc	Q2 2019	$10.34	Q3 2020	$10.50	+1.55%	Closed	History

AVNT - Avient Corp.	Q4 2020	$40.28	Q2 2023	$40.90	+1.54%	Closed	History

AIOT - PowerFleet, Inc.	Q3 2025	$5.24	Q4 2025	$5.32	+1.53%	Closed	History

KWKAQ - Quicksilver Resources Inc	Q1 2014	$2.63	Q2 2014	$2.67	+1.52%	Closed	History

PFG - Principal Financial Group, Inc.	Q4 2021	$72.34	Q1 2022	$73.44	+1.52%	Closed	History

CCOI - Cogent Communications Hldgs	Q3 2024	$75.92	Q4 2024	$77.07	+1.51%	Closed	History

MRK - Merck & Co., Inc.	Q1 2014	$54.04	Q1 2015	$54.85	+1.50%	Closed	History

HSIC - Henry Schein, Inc.	Q3 2012	$31.07	Q4 2012	$31.53	+1.48%	Closed	History

MFRM - Mattress Firm Hldg Corp	Q3 2015	$41.77	Q1 2016	$42.39	+1.48%	Closed	History

ALRM - Alarm Com Hldgs Inc	Q1 2023	$50.28	Q4 2025	$51.02	+1.47%	Closed	History

AP47 - Glaxosmithkline Plc	Q3 2012	$46.24	Q1 2013	$46.92	+1.47%	Closed	History

DVA - DaVita Inc.	Q3 2015	$72.32	Q1 2016	$73.38	+1.47%	Closed	History

JHEM - John Hancock Exchange Traded	Q3 2024	$32.62	Q2 2025	$33.10	+1.47%	Closed	History

MNKD - Mannkind Corp	Q2 2023	$4.07	Q3 2023	$4.13	+1.47%	Closed	History

NVEC - NVE Corp.	Q1 2012	$53.02	Q2 2012	$53.80	+1.47%	Closed	History

VTEC - Vanguard California Tax-Exempt Bond ETF	Q1 2025	$98.40	Open	$99.85	+1.47%	Open	History

LXK - Lexmark Intl New	Q3 2013	$33.00	Q1 2016	$33.48	+1.45%	Closed	History

DAL - Delta Air Lines, Inc.	Q4 2021	$38.99	Q1 2022	$39.55	+1.44%	Closed	History

MTD - Mettler-Toledo International Inc.	Q4 2020	$1,140.16	Q1 2021	$1,156.16	+1.40%	Closed	History

TTEN - Totalenergies Se	Q3 2023	$65.76	Q2 2024	$66.68	+1.40%	Closed	History

WGL - Wgl Hldgs Inc	Q2 2011	$38.49	Q3 2011	$39.03	+1.40%	Closed	History

VWOB - Vanguard Emerging Markets Government Bond Index Fund	Q1 2026	$65.69	Open	$66.60	+1.39%	Open	History

AXP - American Express Co.	Q1 2015	$78.09	Q1 2017	$79.17	+1.38%	Closed	History

FIVE - Five Below, Inc.	Q1 2021	$190.64	Q2 2021	$193.27	+1.38%	Closed	History

PFE - Pfizer Inc.	Q1 2011	$19.29	Q2 2011	$19.55	+1.38%	Closed	History

FCN - FTI Consulting, Inc.	Q2 2013	$32.89	Q1 2014	$33.34	+1.37%	Closed	History

MLI - Mueller Industries, Inc.	Q3 2017	$8.74	Q4 2017	$8.86	+1.37%	Closed	History

RUSHA - Rush Enterprises, Inc.	Q2 2021	$28.85	Q3 2022	$29.25	+1.36%	Closed	History

EXC - Exelon Corp.	Q4 2016	$25.31	Q1 2017	$25.66	+1.35%	Closed	History

P - Everpure, Inc.	Q3 2021	$25.17	Q1 2023	$25.51	+1.35%	Closed	History

PRXL - Parexel Intl Corp	Q2 2017	$86.91	Q3 2017	$88.08	+1.35%	Closed	History

ABUS - Arbutus Biopharma Corp.	Q1 2026	$4.50	Open	$4.56	+1.33%	Open	History

SCHL - Scholastic Corp	Q4 2013	$34.03	Q1 2014	$34.48	+1.32%	Closed	History

BWLD - Buffalo Wild Wings Inc	Q2 2016	$138.94	Q3 2016	$140.76	+1.31%	Closed	History

EFOR - Asgn Inc	Q1 2021	$95.64	Q2 2021	$96.89	+1.31%	Closed	History

MBI - MBIA Inc.	Q3 2014	$9.19	Q1 2015	$9.31	+1.31%	Closed	History

ANN - Ann Inc	Q1 2012	$28.64	Q1 2013	$29.01	+1.29%	Closed	History

BECN - Beacon Roofing Supply Inc	Q4 2018	$31.72	Q1 2019	$32.13	+1.29%	Closed	History

ZS - Zscaler, Inc.	Q2 2023	$146.30	Open	$148.19	+1.29%	Open	History

ACGL - Arch Capital Group Ltd.	Q1 2021	$38.42	Q2 2021	$38.91	+1.28%	Closed	History

LFVNV - Lifevantage Corp	Q1 2013	$2.35	Q3 2013	$2.38	+1.28%	Closed	History

BIRT - Actuate Corp	Q3 2011	$5.53	Q4 2012	$5.60	+1.27%	Closed	History

GPN - Global Payments Inc.	Q4 2021	$135.16	Q1 2022	$136.87	+1.27%	Closed	History

KN - Knowles Corp.	Q4 2016	$16.71	Q2 2017	$16.92	+1.26%	Closed	History

DYNIQ - Dynegy Inc Del	Q4 2010	$5.62	Q1 2011	$5.69	+1.25%	Closed	History

MTN - Vail Resorts, Inc.	Q1 2015	$103.39	Q3 2015	$104.68	+1.25%	Closed	History

DNKN - Dunkin Brands Group Inc	Q4 2016	$52.43	Q3 2017	$53.08	+1.24%	Closed	History

CNA - CNA Financial Corp.	Q2 2017	$48.73	Q1 2018	$49.33	+1.23%	Closed	History

GSY - Invesco Ultra Short Duration ETF	Q2 2023	$49.64	Open	$50.24	+1.21%	Open	History

GPC - Genuine Parts Co.	Q2 2012	$60.24	Q3 2012	$60.96	+1.20%	Closed	History

PLCE - Childrens Pl Retail Stores I	Q4 2012	$44.29	Q1 2013	$44.82	+1.20%	Closed	History

VGR - Vector Group Ltd	Q2 2016	$22.42	Q4 2016	$22.69	+1.20%	Closed	History

COPX - Global X Copper Miners ETF	Q1 2026	$76.35	Open	$77.26	+1.19%	Open	History

SON - Sonoco Products Co.	Q2 2018	$52.50	Q4 2018	$53.12	+1.18%	Closed	History

WRB - W. R. Berkley Corp.	Q3 2013	$12.70	Q4 2013	$12.85	+1.17%	Closed	History

AWI - Armstrong World Industries, Inc.	Q3 2016	$41.32	Q4 2016	$41.80	+1.16%	Closed	History

KHC - The Kraft Heinz Co.	Q2 2016	$88.48	Q3 2016	$89.51	+1.16%	Closed	History

BRX - Brixmor Property Group Inc.	Q2 2017	$232.95	Q1 2018	$235.63	+1.15%	Closed	History

PAAS - Pan American Silver Corp.	Q4 2011	$21.83	Q1 2012	$22.08	+1.15%	Closed	History

SAH - Sonic Automotive, Inc.	Q4 2012	$20.89	Q2 2013	$21.13	+1.15%	Closed	History

VGIT - Vanguard Intermediate-Term Treasury Index Fund ETF Shares	Q4 2024	$58.00	Open	$58.67	+1.15%	Open	History

YETI - YETI Holdings, Inc.	Q2 2020	$42.74	Q2 2022	$43.23	+1.15%	Closed	History

ETN - Eaton Corp. plc	Q4 2017	$79.01	Q1 2018	$79.91	+1.14%	Closed	History

BOND - PIMCO Active Bond Exchange-Traded Fund	Q4 2024	$90.42	Open	$91.43	+1.12%	Open	History

ZION - Zions Bancorporation, National Association	Q1 2019	$45.45	Q2 2019	$45.95	+1.10%	Closed	History

AVT - Avnet, Inc.	Q2 2017	$38.88	Q3 2017	$39.30	+1.08%	Closed	History

CAM - Cameron International Corp	Q3 2014	$66.35	Q1 2016	$67.05	+1.06%	Closed	History

RUTH - Ruths Hospitality Group Inc	Q2 2015	$16.10	Q3 2015	$16.27	+1.06%	Closed	History

SAIA - Saia, Inc.	Q2 2022	$188.03	Q3 2022	$190.03	+1.06%	Closed	History

DAN - Dana Inc.	Q4 2010	$17.20	Q1 2011	$17.38	+1.05%	Closed	History

ACHN - Achillion Pharmaceuticals In	Q1 2016	$7.72	Q2 2016	$7.80	+1.04%	Closed	History

CMPR - Cimpress N V	Q1 2016	$90.69	Q4 2016	$91.63	+1.04%	Closed	History

UTX - United Technologies Corp	Q4 2013	$113.80	Q4 2014	$114.98	+1.04%	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.