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
IPAR - Interparfums, Inc.	Q1 2017	$36.53	Q2 2017	$36.63	+0.27%	Closed	History

WMK - Weis Markets, Inc.	Q4 2010	$40.37	Q1 2011	$40.48	+0.27%	Closed	History

JBHT - J.B. Hunt Transport Services, Inc.	Q2 2016	$80.93	Q3 2016	$81.14	+0.26%	Closed	History

USFR - WisdomTree Floating Rate Treasury Fund	Q2 2025	$50.31	Open	$50.44	+0.26%	Open	History

TBLL - Invesco Short Term Treasury ETF	Q1 2024	$105.47	Open	$105.73	+0.25%	Open	History

ZNGA - Zynga Inc	Q4 2017	$4.00	Q3 2018	$4.01	+0.25%	Closed	History

FDP - Del Monte Corp.	Q4 2010	$24.95	Q4 2011	$25.01	+0.24%	Closed	History

INFO - Ihs Markit Ltd	Q2 2017	$44.03	Q3 2017	$44.13	+0.23%	Closed	History

WOR - Worthington Inds Inc	Q2 2015	$18.54	Q4 2015	$18.58	+0.23%	Closed	History

DY - Dycom Industries, Inc.	Q1 2022	$95.21	Q3 2022	$95.42	+0.22%	Closed	History

AEE - Ameren Corp.	Q1 2012	$32.60	Q3 2012	$32.67	+0.21%	Closed	History

AGG - iShares Core U.S. Aggregate Bond ETF	Q1 2024	$97.94	Open	$98.14	+0.20%	Open	History

ANGL - VanEck Fallen Angel High Yield Bond ETF	Q1 2024	$29.02	Open	$29.08	+0.19%	Open	History

BC - Brunswick Corp.	Q3 2015	$47.89	Q1 2016	$47.98	+0.19%	Closed	History

ETR - Entergy Corp.	Q3 2014	$38.67	Q1 2015	$38.75	+0.19%	Closed	History

HWKN - Hawkins, Inc.	Q2 2025	$142.10	Open	$142.37	+0.19%	Open	History

CDI - C D I Corp	Q4 2012	$17.14	Q1 2014	$17.17	+0.18%	Closed	History

KBR - KBR, Inc.	Q3 2015	$16.66	Q4 2016	$16.69	+0.18%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q1 2018	$93.71	Q4 2020	$93.87	+0.17%	Closed	History

CSGP - CoStar Group, Inc.	Q1 2016	$18.81	Q4 2016	$18.84	+0.17%	Closed	History

PRIM - Primoris Services Corp.	Q2 2017	$24.94	Q1 2018	$24.98	+0.16%	Closed	History

BLNK - Blink Charging Co	Q4 2021	$26.46	Q1 2022	$26.50	+0.15%	Closed	History

MDP - Meredith Corp	Q2 2016	$51.91	Q3 2016	$51.99	+0.15%	Closed	History

BCE - BCE Inc.	Q3 2013	$42.70	Q3 2014	$42.76	+0.14%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2016	$24.20	Q2 2017	$24.24	+0.14%	Closed	History

DBX - Dropbox, Inc.	Q2 2021	$30.31	Open	$30.35	+0.13%	Open	History

NBIX - Neurocrine Biosciences, Inc.	Q1 2012	$7.97	Q3 2012	$7.98	+0.13%	Closed	History

UITB - VictoryShares Core Intermediate Bond ETF	Q1 2024	$46.38	Open	$46.44	+0.13%	Open	History

CMS - CMS Energy Corp.	Q2 2017	$46.27	Q3 2017	$46.32	+0.11%	Closed	History

PPC - Pilgrim's Pride Corp.	Q3 2018	$18.09	Q1 2020	$18.11	+0.11%	Closed	History

ED - Consolidated Edison, Inc.	Q1 2018	$77.86	Q2 2018	$77.94	+0.10%	Closed	History

PAAA - Pgim Aaa Clo Etf	Q1 2025	$51.31	Open	$51.36	+0.10%	Open	History

AIR - AAR Corp.	Q1 2016	$23.29	Q2 2016	$23.31	+0.09%	Closed	History

WFG - West Fraser Timber Co Ltd	Q2 2024	$76.87	Q1 2025	$76.94	+0.09%	Closed	History

EQR - Equity Residential	Q1 2018	$61.65	Q1 2020	$61.70	+0.08%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q4 2015	$12.84	Q1 2016	$12.85	+0.08%	Closed	History

GXO - GXO Logistics, Inc.	Q1 2023	$50.46	Q2 2024	$50.50	+0.08%	Closed	History

PGR - The Progressive Corp.	Q3 2013	$27.23	Q4 2013	$27.25	+0.07%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q1 2021	$84.98	Q2 2021	$85.04	+0.07%	Closed	History

NEAR - iShares Short Duration Bond Active ETF	Q4 2024	$50.50	Open	$50.53	+0.06%	Open	History

TU - TELUS Corp.	Q3 2022	$19.85	Q1 2023	$19.86	+0.05%	Closed	History

E4V - Envision Healthcare Hldgs In	Q3 2014	$34.68	Q4 2014	$34.69	+0.03%	Closed	History

NEM - Newmont Corp.	Q3 2017	$37.51	Q4 2017	$37.52	+0.03%	Closed	History

LAD - Lithia Motors, Inc.	Q3 2018	$81.71	Q1 2020	$81.73	+0.02%	Closed	History

IIPR - Innovative Indl Pptys Inc	Q4 2019	$76.00	Q1 2020	$76.01	+0.01%	Closed	History

0220142Q - Commscope Inc	Q4 2010	$31.16	Q4 2010	$31.16	+0.00%	Closed	History

0HJ7 - Atossa Therapeutics Inc	Q2 2021	$6.30	Q2 2021	$6.30	+0.00%	Closed	History

0VB6 - Organigram Hldgs Inc	Q3 2019	$3.43	Q3 2019	$3.43	+0.00%	Closed	History

0VB6 - Organigram Hldgs Inc	Q1 2021	$3.50	Q1 2021	$3.50	+0.00%	Closed	History

0VB6 - Organigram Hldgs Inc	Q4 2021	$1.75	Q4 2021	$1.75	+0.00%	Closed	History

11G - Globe Specialty Metals Inc	Q3 2011	$14.50	Q3 2011	$14.50	+0.00%	Closed	History

11G - Globe Specialty Metals Inc	Q1 2014	$20.83	Q1 2014	$20.83	+0.00%	Closed	History

1440117D - Ashland Inc New	Q3 2014	$104.18	Q3 2014	$104.18	+0.00%	Closed	History

1440117D - Ashland Inc New	Q2 2016	$114.77	Q2 2016	$114.77	+0.00%	Closed	History

1484752D - Basic Energy Svcs Inc New	Q2 2014	$29.26	Q2 2014	$29.26	+0.00%	Closed	History

1553838D - Entropic Communications Inc	Q3 2011	$4.12	Q3 2011	$4.12	+0.00%	Closed	History

1624831D - Everbank Finl Corp	Q1 2017	$19.46	Q1 2017	$19.46	+0.00%	Closed	History

2H2A - Two Hbrs Invt Corp	Q4 2021	$5.75	Q4 2021	$5.75	+0.00%	Closed	History

2IB - Infoblox Inc	Q4 2015	$18.39	Q4 2015	$18.39	+0.00%	Closed	History

2N9A - Nielsen Holdings N V	Q1 2013	$35.86	Q1 2013	$35.86	+0.00%	Closed	History

2N9A - Nielsen N V	Q1 2015	$44.57	Q1 2015	$44.57	+0.00%	Closed	History

3164852Z - Avg Technologies N V	Q1 2013	$13.90	Q1 2013	$13.90	+0.00%	Closed	History

3IQ1 - Energysolutions Inc	Q4 2010	$5.57	Q4 2010	$5.57	+0.00%	Closed	History

3O9 - Opentable Inc	Q4 2012	$48.70	Q4 2012	$48.70	+0.00%	Closed	History

3O9 - Opentable Inc	Q2 2014	$103.60	Q2 2014	$103.60	+0.00%	Closed	History

3UB - Ubiquiti Networks Inc	Q3 2014	$37.54	Q3 2014	$37.54	+0.00%	Closed	History

41IS - Unilever Plc	Q1 2013	$42.24	Q1 2013	$42.24	+0.00%	Closed	History

4MG - Match Group Inc	Q3 2020	$110.67	Q3 2020	$110.67	+0.00%	Closed	History

4NF - Solarwinds Inc	Q3 2011	$22.04	Q3 2011	$22.04	+0.00%	Closed	History

4NF - Solarwinds Inc	Q2 2015	$46.16	Q2 2015	$46.16	+0.00%	Closed	History

59A - Atlassian Corp Plc	Q1 2020	$137.17	Q1 2020	$137.17	+0.00%	Closed	History

59A - Atlassian Corp Plc	Q2 2021	$256.99	Q2 2021	$256.99	+0.00%	Closed	History

6684 - Hewlett-Packard Company	Q2 2016	$12.55	Q2 2016	$12.55	+0.00%	Closed	History

6BH - Blackhawk Network Hldgs Inc	Q1 2018	$44.69	Q1 2018	$44.69	+0.00%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q1 2014	$79.70	Q1 2014	$79.70	+0.00%	Closed	History

7CF - Cedar Fair L P	Q3 2024	$40.31	Q3 2024	$40.31	+0.00%	Closed	History

8222 - Limited Brands Inc	Q1 2012	$48.08	Q1 2012	$48.08	+0.00%	Closed	History

8229862Z - Angies List Inc	Q2 2017	$12.79	Q2 2017	$12.79	+0.00%	Closed	History

850 - Smart Global Hldgs Inc	Q4 2022	$14.88	Q4 2022	$14.88	+0.00%	Closed	History

850 - Penguin Solutions Inc	Q2 2025	$19.81	Q2 2025	$19.81	+0.00%	Closed	History

9KG - Keane Group Inc	Q3 2019	$6.06	Q3 2019	$6.06	+0.00%	Closed	History

9ST - Sensata Technologies Hldg Bv	Q1 2013	$32.87	Q1 2013	$32.87	+0.00%	Closed	History

9ST - Sensata Technologies Hldg Bv	Q4 2013	$38.77	Q4 2013	$38.77	+0.00%	Closed	History

9ST - Sensata Technologies Hldg NV	Q4 2015	$46.10	Q4 2015	$46.10	+0.00%	Closed	History

A - Agilent Technologies, Inc.	Q3 2013	$36.67	Q3 2013	$36.67	+0.00%	Closed	History

AAGBP - Alcoa Inc	Q3 2015	$9.66	Q3 2015	$9.66	+0.00%	Closed	History

AAL - American Airlines Group Inc.	Q4 2017	$52.03	Q4 2017	$52.03	+0.00%	Closed	History

AAON - AAON, Inc.	Q2 2016	$18.33	Q2 2016	$18.33	+0.00%	Closed	History

AAON - AAON, Inc.	Q2 2020	$36.21	Q2 2020	$36.21	+0.00%	Closed	History

AAP - Advance Auto Parts, Inc.	Q4 2016	$169.15	Q4 2016	$169.15	+0.00%	Closed	History

AAWW - Atlas Air Worldwide Hldgs In	Q1 2017	$55.47	Q1 2017	$55.47	+0.00%	Closed	History

ABAX - Abaxis Inc	Q4 2017	$49.51	Q4 2017	$49.51	+0.00%	Closed	History

ABETF - Ambev S.A.	Q4 2020	$3.06	Q4 2020	$3.06	+0.00%	Closed	History

ABEV - Ambev S.A.	Q4 2021	$2.81	Q4 2021	$2.81	+0.00%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q4 2012	$32.03	Q4 2012	$32.03	+0.00%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q4 2021	$172.81	Q4 2021	$172.81	+0.00%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q2 2022	$169.33	Q2 2022	$169.33	+0.00%	Closed	History

ABM - ABM Industries Inc.	Q3 2013	$26.60	Q3 2013	$26.60	+0.00%	Closed	History

ABMD - Abiomed Inc	Q1 2014	$26.04	Q1 2014	$26.04	+0.00%	Closed	History

ABMD - Abiomed Inc	Q2 2016	$109.19	Q2 2016	$109.19	+0.00%	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.