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
IPHI - Inphi Corp	Q2 2019	$50.08	Q2 2020	$117.54	+134.70%	Closed	History

FMC - FMC Corp.	Q1 2016	$35.00	Q4 2017	$82.10	+134.54%	Closed	History

25X - Spx Flow Inc	Q2 2017	$36.88	Q1 2022	$86.33	+134.08%	Closed	History

CLS - Celestica Inc.	Q3 2023	$24.52	Q2 2024	$57.33	+133.81%	Closed	History

KBR - KBR, Inc.	Q4 2018	$15.19	Open	$35.51	+133.77%	Open	History

ZTS - Zoetis Inc.	Q1 2017	$53.37	Q3 2019	$124.60	+133.46%	Closed	History

TDG - TransDigm Group Inc.	Q3 2019	$520.66	Open	$1,215.34	+133.42%	Open	History

ZD - Ziff Davis, Inc.	Q4 2011	$24.47	Q1 2015	$57.11	+133.40%	Closed	History

SAVEQ - Spirit Airls Inc	Q2 2012	$19.46	Q4 2013	$45.41	+133.35%	Closed	History

CARR - Carrier Global Corp.	Q2 2020	$22.22	Q3 2021	$51.76	+132.94%	Closed	History

MDCO - Medicines Co	Q2 2019	$36.49	Q4 2019	$85.00	+132.94%	Closed	History

WNR - Western Refng Inc	Q2 2011	$18.07	Q3 2014	$41.98	+132.32%	Closed	History

TWNK - Hostess Brands Inc	Q1 2021	$14.36	Q3 2023	$33.31	+131.96%	Closed	History

AG4 - Allergan Inc	Q4 2012	$91.71	Q4 2014	$212.70	+131.93%	Closed	History

ARMK - Aramark	Q3 2023	$25.05	Open	$58.00	+131.50%	Open	History

NATL - NCR Atleos Corp.	Q1 2024	$19.75	Open	$45.70	+131.39%	Open	History

SCS - Steelcase Inc	Q3 2011	$6.31	Q2 2013	$14.59	+131.22%	Closed	History

HNT - Health Net Inc	Q4 2013	$29.62	Q4 2015	$68.46	+131.13%	Closed	History

ENSG - The Ensign Group, Inc.	Q2 2013	$8.98	Q4 2014	$20.75	+131.05%	Closed	History

SYF - Synchrony Financial	Q1 2019	$31.90	Open	$73.68	+130.97%	Open	History

MYRG - MYR Group Inc.	Q2 2025	$181.45	Open	$419.04	+130.94%	Open	History

MOV - Movado Group Inc	Q1 2011	$14.68	Q2 2013	$33.83	+130.45%	Closed	History

CVCO - Cavco Inds Inc Del	Q4 2015	$83.30	Q3 2019	$191.92	+130.40%	Closed	History

FLWS - Flws/1-800 Flowers	Q1 2020	$13.23	Q3 2021	$30.47	+130.31%	Closed	History

DDS - Dillard's, Inc.	Q4 2010	$37.97	Q3 2015	$87.40	+130.18%	Closed	History

GM - General Motors Co.	Q4 2018	$33.45	Open	$76.87	+129.81%	Open	History

VSTO - Vista Outdoor Inc	Q3 2020	$20.16	Q2 2021	$46.33	+129.81%	Closed	History

WLL - Whiting Pete Corp New	Q1 2021	$35.47	Q1 2022	$81.51	+129.80%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q3 2021	$87.06	Open	$199.61	+129.28%	Open	History

CFN - Carefusion Corp	Q1 2012	$25.94	Q4 2014	$59.34	+128.76%	Closed	History

IRBTQ - Irobot Corp	Q1 2020	$40.87	Q2 2021	$93.43	+128.60%	Closed	History

SITE - SiteOne Landscape Supply, Inc.	Q3 2019	$74.08	Q2 2021	$169.23	+128.44%	Closed	History

TPICQ - Tpi Composites Inc	Q1 2020	$14.78	Q3 2021	$33.75	+128.35%	Closed	History

PRVB - Provention Bio Inc	Q4 2022	$10.57	Q1 2023	$24.10	+128.00%	Closed	History

UNM - Unum Group	Q2 2022	$34.00	Q4 2025	$77.50	+127.94%	Closed	History

MTSI - MACOM Technology Solutions Holdings, Inc.	Q2 2020	$34.34	Q4 2021	$78.27	+127.93%	Closed	History

FLS - Flowserve Corp.	Q4 2021	$30.60	Open	$69.59	+127.42%	Open	History

TWST - Twist Bioscience Corp.	Q2 2023	$20.46	Q4 2024	$46.47	+127.13%	Closed	History

BKE - The Buckle, Inc.	Q1 2019	$18.72	Open	$42.48	+126.92%	Open	History

PRU - Prudential Financial, Inc.	Q1 2020	$52.15	Q1 2022	$118.19	+126.63%	Closed	History

LGF.B - Lions Gate Entmnt Corp	Q2 2020	$6.81	Q4 2021	$15.43	+126.58%	Closed	History

CAE - CAE Inc.	Q1 2020	$12.61	Q1 2021	$28.51	+126.09%	Closed	History

CF - CF Industries Holdings, Inc.	Q3 2011	$24.70	Q3 2014	$55.83	+126.02%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2023	$33.69	Open	$75.98	+125.53%	Open	History

SUM - Summit Matls Inc	Q4 2018	$12.42	Q1 2021	$28.00	+125.44%	Closed	History

UPST - Upstart Hldgs Inc	Q1 2023	$15.89	Q2 2023	$35.81	+125.36%	Closed	History

Z - Zillow Group, Inc.	Q2 2020	$57.61	Q4 2020	$129.81	+125.33%	Closed	History

RTX - RTX Corp.	Q3 2021	$85.84	Open	$193.39	+125.29%	Open	History

MSGE - Madison Square Garden Entertainment Corp.	Q1 2025	$32.74	Open	$73.65	+124.95%	Open	History

GWRE - Guidewire Software, Inc.	Q4 2022	$62.56	Open	$140.71	+124.92%	Open	History

OMX - Officemax Inc Del	Q1 2012	$5.72	Q3 2013	$12.82	+124.13%	Closed	History

KNSA - Kiniksa Pharmaceuticals International, plc	Q2 2025	$27.67	Open	$61.98	+124.00%	Open	History

BBY - Best Buy Co., Inc.	Q3 2013	$37.56	Open	$83.98	+123.59%	Open	History

TEL - TE Connectivity plc	Q2 2018	$90.06	Open	$200.98	+123.16%	Open	History

ZBRA - Zebra Technologies Corp.	Q2 2012	$34.37	Q3 2015	$76.56	+122.75%	Closed	History

RNDY - Roundys Inc	Q4 2012	$4.43	Q4 2013	$9.86	+122.57%	Closed	History

PCAR - PACCAR Inc	Q3 2022	$55.79	Open	$123.94	+122.14%	Open	History

KSU - Kansas City Southern	Q2 2019	$121.82	Q3 2021	$270.53	+122.07%	Closed	History

CASY - Casey's General Stores, Inc.	Q2 2024	$381.56	Open	$847.19	+122.03%	Open	History

CGNX - Cognex Corp.	Q1 2011	$7.06	Q3 2013	$15.65	+121.68%	Closed	History

WLK - Westlake Corp.	Q4 2010	$21.76	Q2 2013	$48.22	+121.58%	Closed	History

ASML - ASML Holdings N.V.	Q2 2025	$801.39	Open	$1,775.64	+121.57%	Open	History

PAG - Penske Automotive Group, Inc.	Q2 2021	$75.43	Q3 2023	$167.06	+121.48%	Closed	History

PSMT - PriceSmart, Inc.	Q1 2025	$87.85	Open	$194.56	+121.47%	Open	History

TGT - Target Corp.	Q1 2014	$60.52	Open	$134.00	+121.41%	Open	History

HSH - Hillshire Brands Co	Q4 2012	$28.14	Q2 2014	$62.30	+121.39%	Closed	History

NTRS - Northern Trust Corp.	Q4 2023	$84.38	Open	$186.64	+121.19%	Open	History

ARWR - Arrowhead Pharmaceuticals, Inc.	Q1 2019	$18.36	Q4 2022	$40.56	+120.92%	Closed	History

PGR - The Progressive Corp.	Q4 2021	$102.59	Open	$226.58	+120.86%	Open	History

AEM - Agnico Eagle Mines Ltd.	Q2 2024	$65.40	Open	$144.41	+120.81%	Open	History

TCSG - Taser Intl Inc	Q3 2012	$6.03	Q2 2014	$13.30	+120.56%	Closed	History

DIOD - Diodes Inc.	Q1 2025	$43.17	Open	$95.13	+120.36%	Open	History

OC - Owens Corning	Q4 2019	$65.12	Open	$142.86	+119.38%	Open	History

CB - Chubb Ltd.	Q1 2021	$158.02	Open	$346.22	+119.10%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q3 2018	$244.08	Open	$534.07	+118.81%	Open	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2017	$81.40	Open	$178.05	+118.73%	Open	History

RUM - Rumble Inc	Q4 2022	$5.95	Q4 2024	$13.01	+118.66%	Closed	History

GTLS - Chart Inds Inc	Q4 2015	$17.95	Q3 2017	$39.24	+118.61%	Closed	History

SNPS - Synopsys, Inc.	Q2 2020	$195.01	Open	$425.90	+118.40%	Open	History

GD - General Dynamics Corp.	Q1 2019	$169.28	Open	$369.50	+118.28%	Open	History

HMSY - Hms Hldgs Corp	Q1 2018	$16.82	Q4 2020	$36.70	+118.19%	Closed	History

CBM - Cambrex Corp	Q4 2014	$21.62	Q4 2015	$47.09	+117.81%	Closed	History

XTL - State Street SPDR S&P Telecom ETF	Q1 2025	$99.95	Open	$217.41	+117.52%	Open	History

WGS - GeneDx Holdings Corp.	Q3 2024	$42.44	Q2 2025	$92.31	+117.51%	Closed	History

KEYS - Keysight Technologies, Inc.	Q1 2025	$149.77	Open	$325.73	+117.49%	Open	History

MXIM - Maxim Integrated Prods Inc	Q1 2020	$48.54	Q2 2021	$105.35	+117.04%	Closed	History

MYOV - Myovant Sciences Ltd	Q2 2022	$12.43	Q4 2022	$26.96	+116.89%	Closed	History

VMI - Valmont Industries, Inc.	Q4 2021	$250.61	Open	$543.47	+116.86%	Open	History

TAC - TransAlta Corp.	Q1 2024	$6.43	Open	$13.93	+116.64%	Open	History

CW - Curtiss-Wright Corp.	Q1 2014	$63.50	Q3 2018	$137.49	+116.52%	Closed	History

RJETQ - Republic Awys Hldgs Inc	Q1 2012	$4.94	Q4 2013	$10.69	+116.40%	Closed	History

MAS - Masco Corp.	Q3 2013	$18.70	Q1 2018	$40.44	+116.26%	Closed	History

HAE - Haemonetics Corp.	Q1 2017	$40.55	Q1 2019	$87.49	+115.76%	Closed	History

TPL - Texas Pacific Land Corp.	Q1 2024	$192.84	Open	$415.93	+115.69%	Open	History

ROKU - Roku, Inc.	Q1 2023	$65.82	Open	$141.76	+115.38%	Open	History

GMED - Globus Medical, Inc.	Q1 2016	$23.75	Q3 2019	$51.14	+115.33%	Closed	History

ESIO - Electro Scientific Inds	Q3 2017	$13.92	Q4 2018	$29.96	+115.23%	Closed	History

AS - Amer Sports, Inc.	Q3 2024	$15.95	Open	$34.31	+115.11%	Open	History

TTEK - Tetra Tech, Inc.	Q3 2018	$13.66	Q1 2023	$29.38	+115.10%	Closed	History

VRTS - Virtus Invt Partners Inc	Q3 2020	$138.46	Q4 2021	$296.81	+114.37%	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.