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
LOGM - Logmein Inc	Q4 2016	$96.51	Q1 2017	$97.50	+1.03%	Closed	History

CRI - Carter's, Inc.	Q1 2016	$105.39	Q2 2016	$106.47	+1.02%	Closed	History

IMKTA - Ingles Markets, Inc.	Q1 2026	$89.89	Open	$90.81	+1.02%	Open	History

CMD - Cantel Medical Corp	Q4 2012	$29.75	Q1 2013	$30.05	+1.01%	Closed	History

DEL - Deltic Timber Corp	Q2 2016	$67.16	Q3 2016	$67.84	+1.01%	Closed	History

YHOO - Yahoo Inc	Q2 2012	$15.82	Q3 2012	$15.98	+1.01%	Closed	History

BOXX - Alpha Architect 1-3 Month Box ETF	Q1 2026	$116.29	Open	$117.45	+1.00%	Open	History

SIX - Six Flags Entmt Corp New	Q4 2015	$54.94	Q1 2016	$55.49	+1.00%	Closed	History

QGENN - Qiagen NV	Q3 2020	$52.27	Q4 2020	$52.78	+0.98%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q3 2016	$137.69	Q1 2017	$139.02	+0.97%	Closed	History

SSRM - SSR Mining Inc.	Q3 2021	$14.57	Q3 2022	$14.71	+0.96%	Closed	History

PAY - Paymentus Holdings, Inc.	Q3 2015	$27.76	Q4 2015	$28.02	+0.94%	Closed	History

STWD - Starwood Property Trust, Inc.	Q2 2020	$14.96	Q3 2020	$15.10	+0.94%	Closed	History

ACM - Aecom	Q3 2017	$36.81	Q4 2017	$37.15	+0.92%	Closed	History

CARS - Cars.com Inc.	Q2 2021	$14.34	Q1 2022	$14.47	+0.91%	Closed	History

INTU - Intuit Inc.	Q3 2012	$58.93	Q4 2012	$59.46	+0.90%	Closed	History

FOE - Ferro Corp	Q2 2021	$21.56	Q1 2022	$21.75	+0.88%	Closed	History

MNRO - Monro, Inc.	Q1 2011	$32.95	Q2 2012	$33.23	+0.85%	Closed	History

CORP - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund	Q4 2024	$95.10	Open	$95.90	+0.84%	Open	History

CSGP - CoStar Group, Inc.	Q3 2019	$59.32	Q4 2019	$59.82	+0.84%	Closed	History

MATW - Matthews International Corp.	Q3 2016	$60.76	Q2 2017	$61.27	+0.84%	Closed	History

OA - Orbital Atk Inc	Q4 2017	$131.49	Q1 2018	$132.60	+0.84%	Closed	History

JCP* - Penney J C Inc	Q1 2015	$8.41	Q2 2015	$8.48	+0.83%	Closed	History

LVLT - Level 3 Communications Inc	Q1 2016	$52.85	Q3 2017	$53.29	+0.83%	Closed	History

MIDD - The Middleby Corp.	Q1 2023	$117.95	Q2 2023	$118.93	+0.83%	Closed	History

NOVT - Novanta Inc	Q1 2025	$127.87	Q2 2025	$128.93	+0.83%	Closed	History

RGA - Reinsurance Group of America, Inc.	Q1 2017	$127.16	Q2 2017	$128.21	+0.83%	Closed	History

FINL - Finish Line Inc	Q4 2014	$24.32	Q1 2015	$24.52	+0.82%	Closed	History

JELD - JELD-WEN Holdings, Inc.	Q3 2023	$13.36	Q2 2024	$13.47	+0.82%	Closed	History

NYCBN - New York Cmnty Bancorp Inc	Q3 2022	$8.53	Q4 2022	$8.60	+0.82%	Closed	History

STQ - Steris Corp	Q2 2015	$64.44	Q3 2015	$64.97	+0.82%	Closed	History

AAI - Airtran Hldgs Inc	Q4 2010	$7.39	Q1 2011	$7.45	+0.81%	Closed	History

GRA - Grace W R & Co Del New	Q2 2016	$73.21	Q3 2016	$73.80	+0.81%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2018	$290.71	Q2 2019	$293.07	+0.81%	Closed	History

TSN - Tyson Foods, Inc.	Q4 2010	$17.23	Q3 2011	$17.37	+0.81%	Closed	History

ALXN - Alexion Pharmaceuticals Inc	Q1 2016	$139.18	Q3 2017	$140.29	+0.80%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q2 2024	$27.89	Q4 2024	$28.11	+0.79%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q1 2015	$46.60	Q3 2015	$46.97	+0.79%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q1 2011	$23.71	Q2 2011	$23.90	+0.78%	Closed	History

IBRX - ImmunityBio, Inc.	Q1 2026	$7.67	Open	$7.73	+0.78%	Open	History

SXI - Standex International Corp.	Q3 2021	$99.09	Q1 2022	$99.83	+0.75%	Closed	History

QTRX - Quanterix Corp.	Q3 2023	$27.14	Q4 2023	$27.34	+0.74%	Closed	History

AGU - Agrium Inc	Q1 2012	$86.34	Q2 2013	$86.97	+0.73%	Closed	History

HSTM - HealthStream, Inc.	Q3 2015	$21.82	Q4 2015	$21.98	+0.73%	Closed	History

QRVO - Qorvo, Inc.	Q1 2015	$79.69	Q2 2015	$80.27	+0.73%	Closed	History

UFPT - UFP Technologies, Inc.	Q2 2025	$244.16	Open	$245.93	+0.72%	Open	History

AQN - Algonquin Power & Utilities Corp.	Q2 2025	$5.73	Open	$5.77	+0.70%	Open	History

CATY - Cathay Gen Bancorp	Q1 2023	$34.52	Q3 2023	$34.76	+0.70%	Closed	History

ATSG - Air Transport Services Grp I	Q4 2017	$23.14	Q1 2018	$23.30	+0.69%	Closed	History

ADTN - ADTRAN Holdings, Inc.	Q3 2011	$26.47	Q3 2013	$26.65	+0.68%	Closed	History

UFS - Domtar Corp	Q4 2014	$40.22	Q1 2016	$40.49	+0.67%	Closed	History

UNFI - United Natural Foods, Inc.	Q4 2012	$53.60	Q2 2013	$53.96	+0.67%	Closed	History

AAP - Advance Auto Parts, Inc.	Q2 2015	$159.29	Q1 2016	$160.34	+0.66%	Closed	History

NTGR - NETGEAR, Inc.	Q1 2013	$20.79	Q1 2014	$20.92	+0.66%	Closed	History

RH - Rh	Q2 2025	$189.01	Open	$190.26	+0.66%	Open	History

ICFI - ICF International, Inc.	Q1 2021	$87.39	Q2 2021	$87.96	+0.65%	Closed	History

IDXX - IDEXX Laboratories, Inc.	Q3 2017	$155.27	Q4 2017	$156.28	+0.65%	Closed	History

RES - RPC, Inc.	Q1 2023	$7.69	Q1 2024	$7.74	+0.65%	Closed	History

SPXC* - Spx Corp	Q2 2013	$71.93	Q2 2015	$72.39	+0.64%	Closed	History

TTWO - Take-Two Interactive Software, Inc.	Q1 2016	$37.67	Q2 2016	$37.91	+0.64%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2016	$23.00	Q4 2020	$23.15	+0.63%	Closed	History

PACW - Pacwest Bancorp Del	Q3 2015	$42.80	Q4 2015	$43.06	+0.61%	Closed	History

ORA - Ormat Technologies, Inc.	Q2 2021	$69.50	Q3 2023	$69.92	+0.60%	Closed	History

ADC - Agree Realty Corp.	Q1 2025	$77.19	Open	$77.64	+0.58%	Open	History

VRP - Invesco Variable Rate Preferred ETF	Q1 2025	$24.24	Open	$24.38	+0.58%	Open	History

SPWH - Sportsmans Whse Hldgs Inc	Q2 2020	$14.23	Q3 2020	$14.31	+0.56%	Closed	History

KNX - Knight-Swift Transportation Holdings Inc.	Q1 2019	$32.67	Q2 2019	$32.84	+0.52%	Closed	History

SFLY - Shutterfly Inc	Q1 2016	$46.37	Q2 2016	$46.61	+0.52%	Closed	History

AIMC - Altra Indl Motion Corp	Q1 2015	$27.64	Q1 2016	$27.78	+0.51%	Closed	History

UE - Urban Edge Pptys	Q3 2024	$21.39	Q4 2024	$21.50	+0.51%	Closed	History

BSV - Vanguard Short-Term Bond Index Fund ETF Shares	Q3 2022	$74.81	Q3 2023	$75.17	+0.48%	Closed	History

PCLN - Priceline Grp Inc	Q3 2014	$1,158.54	Q1 2015	$1,164.04	+0.47%	Closed	History

WHD - Cactus, Inc.	Q2 2024	$52.74	Open	$52.99	+0.47%	Open	History

MNKD - Mannkind Corp	Q3 2021	$4.36	Q4 2021	$4.38	+0.46%	Closed	History

RXO - RXO, Inc.	Q1 2023	$19.64	Q3 2023	$19.73	+0.46%	Closed	History

CPRT - Copart, Inc.	Q1 2021	$27.16	Open	$27.28	+0.44%	Open	History

MXIM - Maxim Integrated Prods Inc	Q2 2013	$27.77	Q4 2013	$27.89	+0.43%	Closed	History

A - Agilent Technologies, Inc.	Q3 2014	$40.76	Q4 2014	$40.93	+0.42%	Closed	History

HWC - Hancock Whitney Corporation	Q4 2022	$48.39	Q4 2023	$48.59	+0.41%	Closed	History

MAT - Mattel, Inc.	Q1 2022	$22.21	Q2 2022	$22.30	+0.41%	Closed	History

WNS - Wns Hldgs Ltd	Q2 2024	$52.50	Q3 2024	$52.71	+0.40%	Closed	History

NP - Neenah Paper Inc	Q4 2016	$85.17	Q3 2017	$85.50	+0.39%	Closed	History

SON - Sonoco Products Co.	Q4 2016	$52.72	Q1 2017	$52.92	+0.38%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q3 2017	$43.12	Q2 2018	$43.28	+0.37%	Closed	History

NX - Quanex Building Products Corp.	Q2 2024	$27.65	Q3 2024	$27.75	+0.36%	Closed	History

BC - Brunswick Corp.	Q4 2014	$51.27	Q1 2015	$51.45	+0.35%	Closed	History

BINC - iShares Flexible Income Active ETF	Q4 2024	$52.02	Open	$52.20	+0.35%	Open	History

IPXL - Impax Laboratories Inc	Q4 2010	$20.11	Q4 2011	$20.18	+0.35%	Closed	History

LAMR - Lamar Advertising Co.	Q1 2011	$36.92	Q3 2012	$37.05	+0.35%	Closed	History

RMD - ResMed Inc.	Q2 2018	$103.59	Q1 2019	$103.95	+0.35%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q4 2024	$61.21	Q2 2025	$61.42	+0.34%	Closed	History

VTIP - Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	Q4 2025	$49.46	Open	$49.63	+0.34%	Open	History

JPST - JPMorgan Ultra-Short Income ETF	Q1 2023	$50.32	Open	$50.48	+0.32%	Open	History

SXT - Sensient Technologies Corp	Q2 2024	$74.19	Q1 2025	$74.43	+0.32%	Closed	History

XEL - Xcel Energy Inc.	Q1 2018	$45.52	Q2 2018	$45.66	+0.31%	Closed	History

TXG - 10x Genomics, Inc.	Q1 2023	$55.79	Q4 2023	$55.96	+0.30%	Closed	History

ED - Consolidated Edison, Inc.	Q4 2021	$85.28	Q3 2023	$85.53	+0.29%	Closed	History

HOLX -	Q3 2018	$41.00	Q4 2018	$41.12	+0.29%	Closed	History

SXT - Sensient Technologies Corp	Q4 2011	$37.92	Q1 2012	$38.03	+0.29%	Closed	History

FMER - Firstmerit Corp	Q3 2014	$17.63	Q3 2015	$17.68	+0.28%	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.