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
FOSL - Fossil Group, Inc.	Q3 2020	$5.78	Q1 2021	$12.37	+114.01%	Closed	History

CSX - CSX Corp.	Q1 2016	$8.57	Q4 2017	$18.33	+113.84%	Closed	History

PHM - PulteGroup, Inc.	Q1 2023	$58.28	Open	$124.56	+113.73%	Open	History

TKO - TKO Group Holdings, Inc.	Q1 2024	$86.41	Open	$184.56	+113.59%	Open	History

SHC - Sotera Health Co.	Q4 2022	$8.33	Open	$17.77	+113.33%	Open	History

MENT - Mentor Graphics Corp	Q3 2011	$9.62	Q3 2014	$20.49	+112.99%	Closed	History

AYI - Acuity Inc.	Q2 2022	$153.92	Open	$327.48	+112.76%	Open	History

MAS - Masco Corp.	Q3 2018	$36.62	Open	$77.85	+112.59%	Open	History

KLAC - KLA Corp.	Q2 2015	$5.62	Q1 2019	$11.94	+112.44%	Closed	History

UNH - UnitedHealth Group Inc.	Q3 2012	$55.37	Q4 2015	$117.62	+112.43%	Closed	History

ROST - Ross Stores, Inc.	Q1 2016	$57.90	Q4 2020	$122.99	+112.42%	Closed	History

HCA - HCA Healthcare, Inc.	Q3 2012	$33.26	Q3 2014	$70.56	+112.15%	Closed	History

TER - Teradyne, Inc.	Q3 2016	$21.58	Q1 2018	$45.71	+111.82%	Closed	History

RS - Reliance, Inc.	Q1 2022	$183.38	Open	$388.38	+111.79%	Open	History

RHI - Robert Half Inc.	Q1 2012	$30.28	Q2 2024	$63.98	+111.29%	Closed	History

STT - State Street Corp.	Q1 2022	$86.97	Open	$183.65	+111.16%	Open	History

NU - Nu Holdings Ltd.	Q2 2022	$3.74	Q2 2023	$7.89	+110.96%	Closed	History

3UB - Ubiquiti Networks Inc	Q4 2017	$71.01	Q1 2019	$149.77	+110.91%	Closed	History

CBOE - Cboe Global Markets, Inc.	Q4 2021	$130.43	Open	$274.98	+110.83%	Open	History

HMSY - Hms Hldgs Corp	Q3 2015	$8.77	Q2 2017	$18.49	+110.83%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q3 2020	$13.11	Q4 2021	$27.63	+110.76%	Closed	History

MTG - MGIC Investment Corp.	Q1 2022	$13.56	Open	$28.55	+110.55%	Open	History

GT - The Goodyear Tire & Rubber Co.	Q3 2012	$12.19	Q2 2016	$25.66	+110.50%	Closed	History

WGO - Winnebago Industries, Inc.	Q2 2014	$25.17	Q4 2019	$52.98	+110.49%	Closed	History

CRDO - Credo Technology Group Holdings Ltd	Q2 2024	$31.94	Q4 2024	$67.21	+110.43%	Closed	History

ECG - Everus Construction Group, Inc.	Q4 2024	$65.75	Open	$138.28	+110.31%	Open	History

AMGN - Amgen Inc.	Q2 2014	$118.33	Q1 2021	$248.83	+110.28%	Closed	History

BECN - Beacon Roofing Supply Inc	Q1 2023	$58.85	Q1 2025	$123.70	+110.20%	Closed	History

HLF - Herbalife Ltd.	Q1 2013	$18.73	Q4 2013	$39.36	+110.17%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2018	$83.22	Open	$174.85	+110.11%	Open	History

FICO - Fair Isaac Corp.	Q3 2011	$21.84	Q2 2013	$45.79	+109.66%	Closed	History

L - Loews Corp.	Q2 2021	$54.62	Open	$114.47	+109.58%	Open	History

HTGC - Hercules Capital, Inc.	Q1 2020	$7.64	Q1 2021	$16.00	+109.42%	Closed	History

AVT - Avnet, Inc.	Q4 2021	$41.16	Open	$86.05	+109.06%	Open	History

COTV - Cotiviti Hldgs Inc	Q2 2016	$21.13	Q2 2018	$44.13	+108.85%	Closed	History

AAON - AAON, Inc.	Q4 2012	$6.18	Q3 2015	$12.91	+108.83%	Closed	History

CRS - Carpenter Technology Corp.	Q2 2025	$276.38	Open	$576.87	+108.72%	Open	History

PATK - Patrick Industries, Inc.	Q4 2022	$40.40	Open	$84.28	+108.61%	Open	History

MAN - ManpowerGroup Inc.	Q2 2012	$36.65	Q2 2022	$76.41	+108.49%	Closed	History

HWKN - Hawkins, Inc.	Q3 2023	$58.85	Q4 2024	$122.67	+108.45%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q3 2024	$11.59	Open	$24.11	+108.02%	Open	History

FRTA - Forterra Inc	Q2 2020	$11.20	Q1 2021	$23.27	+107.77%	Closed	History

VMI - Valmont Industries, Inc.	Q2 2020	$113.62	Q2 2021	$235.91	+107.63%	Closed	History

COF - Capital One Financial Corp.	Q4 2020	$98.89	Open	$205.29	+107.59%	Open	History

ATEN - A10 Networks, Inc.	Q3 2025	$18.15	Open	$37.64	+107.38%	Open	History

BGC - BGC Group, Inc.	Q3 2023	$5.28	Open	$10.94	+107.20%	Open	History

FL - Foot Locker Inc	Q1 2020	$22.05	Q3 2021	$45.67	+107.12%	Closed	History

TQQQ - ProShares UltraPro QQQ	Q3 2024	$36.25	Open	$75.02	+106.98%	Open	History

HII - Huntington Ingalls Industries, Inc.	Q4 2013	$89.98	Q2 2017	$186.23	+106.97%	Closed	History

SHS - Sauer-Danfoss Inc	Q4 2010	$28.24	Q1 2013	$58.43	+106.91%	Closed	History

ADVS - Advent Software Inc	Q4 2012	$21.37	Q2 2015	$44.21	+106.88%	Closed	History

MASI - Masimo Corp.	Q1 2016	$41.87	Q3 2017	$86.57	+106.76%	Closed	History

KTB - Kontoor Brands, Inc.	Q3 2020	$24.20	Q3 2021	$49.98	+106.53%	Closed	History

CI - The Cigna Group	Q2 2014	$91.98	Q4 2018	$189.92	+106.48%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q4 2023	$126.90	Open	$262.02	+106.48%	Open	History

SILV - Silvercrest Metals Inc	Q3 2023	$4.41	Q4 2024	$9.10	+106.35%	Closed	History

MMED - Mind Medicine Mindmed Inc	Q2 2025	$6.49	Q4 2025	$13.39	+106.32%	Closed	History

RTN - Raytheon Co	Q4 2010	$46.34	Q2 2015	$95.61	+106.32%	Closed	History

CCO - Clear Channel Outdoor Holdings, Inc.	Q2 2025	$1.17	Open	$2.41	+105.98%	Open	History

IRTC - Irhythm Technologies Inc	Q2 2020	$115.65	Q3 2020	$238.16	+105.93%	Closed	History

PHM - PulteGroup, Inc.	Q1 2020	$22.32	Q3 2021	$45.92	+105.73%	Closed	History

AMP - Ameriprise Financial, Inc.	Q3 2022	$252.14	Open	$518.60	+105.68%	Open	History

NTCT - NetScout Systems, Inc.	Q1 2025	$21.01	Open	$43.21	+105.66%	Open	History

CBPX - Continental Bldg Prods Inc	Q4 2014	$17.73	Q4 2019	$36.43	+105.47%	Closed	History

LECO - Lincoln Electric Holdings, Inc.	Q1 2021	$123.01	Open	$252.58	+105.33%	Open	History

AGCO - AGCO Corp.	Q4 2018	$55.68	Open	$114.14	+104.99%	Open	History

CFG - Citizens Financial Group, Inc.	Q3 2022	$34.35	Open	$70.32	+104.72%	Open	History

ESE - ESCO Technologies Inc.	Q1 2025	$159.12	Open	$325.46	+104.54%	Open	History

DAL - Delta Air Lines, Inc.	Q3 2012	$9.16	Q2 2013	$18.71	+104.26%	Closed	History

EAT - Brinker International, Inc.	Q2 2020	$24.01	Q3 2021	$49.04	+104.25%	Closed	History

ARCB - ArcBest Corp.	Q2 2018	$45.72	Q4 2024	$93.32	+104.11%	Closed	History

BFLY - Butterfly Network, Inc.	Q4 2025	$3.80	Open	$7.75	+103.95%	Open	History

IAG - IAMGOLD Corp.	Q2 2025	$7.35	Open	$14.99	+103.95%	Open	History

SYNHEUR - Inc Resh Hldgs Inc	Q4 2014	$25.65	Q3 2017	$52.31	+103.94%	Closed	History

ICHR - Ichor Holdings, Ltd.	Q1 2026	$46.61	Open	$94.85	+103.50%	Open	History

PCTY - Paylocity Holdings Corp.	Q1 2019	$89.37	Q3 2023	$181.70	+103.31%	Closed	History

CART - Maplebear Inc.	Q4 2023	$23.47	Open	$47.71	+103.28%	Open	History

OUT - OUTFRONT Media Inc.	Q2 2025	$16.32	Open	$33.15	+103.12%	Open	History

COLM - Columbia Sportswear Co.	Q1 2013	$28.94	Q3 2015	$58.78	+103.11%	Closed	History

SAFM - Sanderson Farms Inc	Q3 2012	$44.39	Q1 2016	$90.12	+103.02%	Closed	History

BCC - Boise Cascade Co.	Q4 2019	$36.52	Open	$74.09	+102.88%	Open	History

MCY - Mercury General Corp.	Q2 2024	$53.14	Open	$107.78	+102.82%	Open	History

PAYX - Paychex, Inc.	Q1 2016	$54.01	Open	$109.52	+102.78%	Open	History

SCI - Service Corp. International	Q2 2020	$38.89	Open	$78.83	+102.70%	Open	History

LQDA - Liquidia Corp.	Q1 2026	$37.74	Open	$76.49	+102.68%	Open	History

RSI - Rush Street Interactive Inc	Q2 2024	$9.59	Q4 2025	$19.43	+102.61%	Closed	History

RXN - Rexnord Corp New	Q2 2017	$23.25	Q1 2021	$47.10	+102.58%	Closed	History

WIRE - Encore Wire Corp	Q4 2021	$143.08	Q2 2024	$289.83	+102.56%	Closed	History

MDT - Medtronic plc	Q2 2011	$38.52	Q1 2015	$77.98	+102.44%	Closed	History

HUBS - HubSpot, Inc.	Q2 2020	$224.42	Q1 2021	$454.21	+102.39%	Closed	History

MTB - M&T Bank Corp.	Q1 2023	$119.57	Open	$241.85	+102.27%	Open	History

MASI - Masimo Corp.	Q1 2018	$87.94	Open	$177.87	+102.26%	Open	History

NBIX - Neurocrine Biosciences, Inc.	Q4 2021	$85.22	Open	$172.04	+101.88%	Open	History

PNC - The PNC Financial Services Group, Inc.	Q2 2017	$124.82	Open	$251.88	+101.79%	Open	History

PUMP - ProPetro Holdings Corp.	Q2 2020	$5.14	Q4 2022	$10.37	+101.75%	Closed	History

VONG - Vanguard Russell 1000 Growth Index Fund ETF Shares	Q1 2023	$62.89	Open	$126.86	+101.72%	Open	History

GMS - Gms Inc	Q1 2019	$15.11	Q4 2020	$30.47	+101.65%	Closed	History

IEX - IDEX Corp.	Q2 2012	$39.00	Q2 2015	$78.58	+101.49%	Closed	History

TKR - The Timken Co.	Q4 2021	$69.33	Open	$139.60	+101.36%	Open	History

GRAB - Grab Holdings Limited	Q1 2025	$25.54	Q2 2025	$51.42	+101.33%	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.