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
SPY - State Street SPDR S&P 500 ETF Trust	Q4 2020	$373.86	Open	$751.83	+101.10%	Open	History

AUY - Yamana Gold Inc	Q1 2018	$2.76	Q4 2022	$5.55	+101.09%	Closed	History

AGX - Argan, Inc.	Q4 2012	$18.00	Q1 2015	$36.19	+101.06%	Closed	History

ATVI - Activision Blizzard Inc	Q4 2018	$46.57	Q3 2023	$93.63	+101.05%	Closed	History

NEU - NewMarket Corp.	Q1 2023	$364.98	Open	$733.67	+101.02%	Open	History

ABG - Asbury Automotive Group, Inc.	Q3 2016	$55.67	Q4 2019	$111.83	+100.88%	Closed	History

AES - The AES Corp.	Q1 2018	$11.37	Q3 2021	$22.84	+100.88%	Closed	History

AMRX - Amneal Pharmaceuticals, Inc.	Q3 2024	$8.32	Open	$16.69	+100.60%	Open	History

AIG - American International Group, Inc.	Q4 2018	$39.39	Open	$79.00	+100.56%	Open	History

ENVA - Enova International, Inc.	Q3 2025	$115.09	Open	$230.64	+100.40%	Open	History

WEX - WEX Inc.	Q1 2020	$104.56	Q1 2021	$209.48	+100.34%	Closed	History

WHT1 - Whiting Pete Corp New	Q4 2017	$26.48	Q3 2018	$53.03	+100.26%	Closed	History

AIMC - Altra Holdings Inc	Q3 2012	$18.20	Q2 2014	$36.44	+100.22%	Closed	History

LUNR - Intuitive Machines, Inc.	Q1 2025	$7.45	Open	$14.91	+100.13%	Open	History

CI - The Cigna Group	Q3 2019	$151.78	Open	$303.35	+99.86%	Open	History

CALY - Callaway Golf Co.	Q3 2025	$9.50	Open	$18.98	+99.79%	Open	History

SO - The Southern Co.	Q4 2017	$48.07	Open	$95.96	+99.63%	Open	History

PVTB - Privatebancorp Inc	Q4 2012	$15.29	Q1 2014	$30.52	+99.61%	Closed	History

RMD - ResMed Inc.	Q4 2011	$25.40	Q2 2014	$50.65	+99.41%	Closed	History

SONC - Sonic Corp	Q4 2010	$10.14	Q4 2013	$20.22	+99.41%	Closed	History

MG - Mistras Group, Inc.	Q3 2015	$12.88	Q4 2016	$25.68	+99.38%	Closed	History

RAI - Reynolds American Inc	Q4 2010	$32.62	Q2 2017	$65.03	+99.36%	Closed	History

IVV - iShares Core S&P 500 ETF	Q2 2022	$379.16	Open	$755.12	+99.16%	Open	History

ZAGG - Zagg Inc	Q2 2017	$8.69	Q2 2018	$17.30	+99.08%	Closed	History

TRW - Trw Automotive Hldgs Corp	Q4 2010	$52.67	Q1 2015	$104.85	+99.07%	Closed	History

KL - Kirkland Lake Gold Ltd	Q2 2018	$21.08	Q4 2021	$41.95	+99.00%	Closed	History

EXP - Eagle Materials Inc.	Q1 2018	$103.04	Open	$204.99	+98.94%	Open	History

PDCO - Patterson Cos Inc	Q1 2020	$15.29	Q2 2021	$30.39	+98.76%	Closed	History

H - Hyatt Hotels Corp.	Q1 2022	$95.50	Open	$189.70	+98.64%	Open	History

FSM - Fortuna Mining Corp.	Q4 2024	$4.29	Open	$8.51	+98.37%	Open	History

SMMT - Summit Therapeutics Inc.	Q2 2024	$7.80	Open	$15.47	+98.33%	Open	History

IRDM - Iridium Communications Inc.	Q4 2019	$24.64	Open	$48.86	+98.30%	Open	History

CDW - CDW Corp.	Q1 2018	$70.31	Open	$139.38	+98.24%	Open	History

COR - Cencora, Inc.	Q3 2020	$97.09	Q2 2023	$192.43	+98.20%	Closed	History

TJX - The TJX Companies, Inc.	Q4 2021	$75.89	Open	$150.34	+98.10%	Open	History

AA - Alcoa Corp.	Q4 2019	$21.50	Q1 2023	$42.56	+97.95%	Closed	History

DOMO - Domo Inc	Q2 2020	$32.16	Q4 2020	$63.65	+97.92%	Closed	History

JLL - Jones Lang LaSalle Inc.	Q4 2022	$159.37	Open	$314.39	+97.27%	Open	History

DKNG - DraftKings Inc.	Q1 2023	$19.36	Q2 2024	$38.17	+97.16%	Closed	History

DE - Deere & Co.	Q2 2016	$81.04	Q1 2019	$159.77	+97.15%	Closed	History

LABL - Multi Color Corp	Q2 2013	$30.34	Q4 2015	$59.81	+97.13%	Closed	History

TLN - Talen Energy Corp.	Q4 2024	$201.47	Open	$396.95	+97.03%	Open	History

STLD - Steel Dynamics, Inc.	Q3 2011	$9.92	Q4 2013	$19.54	+96.98%	Closed	History

MTOR - Meritor Inc	Q3 2012	$4.24	Q4 2015	$8.35	+96.93%	Closed	History

PL - Planet Labs PBC	Q3 2025	$12.98	Open	$25.56	+96.92%	Open	History

SWI - Solarwinds Corp	Q4 2022	$9.36	Q1 2025	$18.43	+96.90%	Closed	History

NFLX - Netflix, Inc.	Q3 2018	$37.35	Open	$73.53	+96.87%	Open	History

ESTC - Elastic N.V.	Q1 2023	$57.90	Q2 2024	$113.91	+96.74%	Closed	History

WRB - W. R. Berkley Corp.	Q4 2021	$36.62	Open	$71.98	+96.57%	Open	History

ORLY - O'Reilly Automotive, Inc.	Q2 2011	$4.37	Q4 2013	$8.58	+96.41%	Closed	History

KO - The Coca-Cola Co.	Q3 2016	$42.32	Open	$83.08	+96.31%	Open	History

LECO - Lincoln Electric Holdings, Inc.	Q4 2011	$39.04	Q4 2016	$76.62	+96.26%	Closed	History

OKTA - Okta, Inc.	Q4 2024	$78.80	Open	$154.62	+96.22%	Open	History

ENS - EnerSys	Q2 2012	$35.06	Q2 2014	$68.79	+96.21%	Closed	History

DOW - Dow Inc.	Q2 2013	$32.17	Q2 2017	$63.07	+96.05%	Closed	History

MDU - MDU Resources Group, Inc.	Q3 2023	$10.85	Open	$21.24	+95.80%	Open	History

ROG - Rogers Corp.	Q2 2016	$61.07	Q1 2018	$119.57	+95.79%	Closed	History

KBAL - Kimball Intl Inc	Q2 2012	$7.69	Q3 2014	$15.05	+95.71%	Closed	History

DHT - DHT Holdings, Inc.	Q4 2024	$9.29	Open	$18.18	+95.69%	Open	History

BSX - Boston Scientific Corp.	Q1 2012	$6.00	Q3 2013	$11.74	+95.67%	Closed	History

GVA - Granite Construction Inc.	Q2 2024	$61.97	Open	$120.93	+95.14%	Open	History

CLR - Continental Resources Inc	Q4 2019	$34.25	Q3 2022	$66.81	+95.07%	Closed	History

AVDL - Avadel Pharmaceuticals Plc	Q1 2025	$7.83	Q3 2025	$15.27	+95.02%	Closed	History

PRGS - Progress Software Corp.	Q1 2016	$24.14	Q1 2022	$47.06	+94.95%	Closed	History

ADNT - Adient plc	Q4 2019	$21.27	Q3 2021	$41.45	+94.88%	Closed	History

HNA - Monster Beverage Corp	Q2 2014	$71.03	Q1 2015	$138.39	+94.83%	Closed	History

QQQ - Invesco QQQ Trust	Q2 2023	$369.42	Open	$719.71	+94.82%	Open	History

GPRE - Green Plains Inc.	Q3 2025	$8.79	Open	$17.12	+94.77%	Open	History

SHOP - Shopify Inc.	Q2 2023	$64.60	Open	$125.68	+94.55%	Open	History

SEE -	Q1 2013	$24.11	Q3 2015	$46.86	+94.36%	Closed	History

DPZ - Domino's Pizza, Inc.	Q4 2010	$15.92	Q2 2012	$30.94	+94.35%	Closed	History

UFPT - UFP Technologies, Inc.	Q1 2023	$129.84	Q1 2024	$252.20	+94.24%	Closed	History

BLC - Belo Corp	Q4 2010	$7.07	Q3 2013	$13.70	+93.78%	Closed	History

CXW - Corecivic Inc	Q2 2021	$10.48	Q1 2025	$20.29	+93.61%	Closed	History

TTWO - Take-Two Interactive Software, Inc.	Q4 2019	$122.44	Open	$237.04	+93.60%	Open	History

GD - General Dynamics Corp.	Q4 2010	$70.98	Q4 2015	$137.36	+93.52%	Closed	History

CBD - Companhia Brasileira De Dist	Q2 2018	$1.84	Q1 2019	$3.56	+93.48%	Closed	History

APO - Apollo Global Management, Inc.	Q1 2022	$61.99	Open	$119.93	+93.47%	Open	History

RJF - Raymond James Financial, Inc.	Q2 2021	$86.59	Open	$167.43	+93.35%	Open	History

CGX - Consolidated Graphics Inc	Q4 2012	$34.92	Q4 2013	$67.44	+93.13%	Closed	History

SANM - Sanmina Corporation	Q4 2012	$11.07	Q3 2015	$21.37	+93.04%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q3 2011	$26.43	Q1 2013	$51.02	+93.04%	Closed	History

EA - Electronic Arts Inc.	Q3 2014	$35.61	Q4 2015	$68.72	+92.98%	Closed	History

PMC - Pharmerica Corp	Q3 2012	$12.66	Q3 2014	$24.43	+92.97%	Closed	History

ITCI - Intra-Cellular Therapies Inc	Q2 2024	$68.49	Q1 2025	$131.92	+92.61%	Closed	History

PM - Philip Morris International Inc.	Q4 2016	$91.49	Open	$175.95	+92.32%	Open	History

KRYS - Krystal Biotech, Inc.	Q3 2025	$176.53	Open	$339.43	+92.28%	Open	History

IDCC - InterDigital, Inc.	Q4 2010	$41.64	Q3 2018	$80.00	+92.12%	Closed	History

PVG - Pretium Res Inc	Q2 2018	$7.33	Q4 2021	$14.08	+92.09%	Closed	History

MD - Pediatrix Medical Group, Inc.	Q4 2010	$33.65	Q1 2016	$64.62	+92.06%	Closed	History

ANDVUSD - Tesoro Corp	Q2 2011	$22.91	Q3 2013	$43.97	+91.92%	Closed	History

UNF - UniFirst Corp.	Q4 2012	$73.33	Q2 2017	$140.68	+91.85%	Closed	History

RLAY - Relay Therapeutics, Inc.	Q1 2026	$9.95	Open	$19.08	+91.76%	Open	History

CNXN - P C Connection	Q2 2012	$10.60	Q1 2014	$20.32	+91.70%	Closed	History

DBD - Diebold Nixdorf, Inc.	Q3 2024	$44.66	Open	$85.57	+91.60%	Open	History

DDOG - Datadog, Inc.	Q3 2021	$141.36	Open	$270.73	+91.52%	Open	History

OCLR - Oclaro Inc	Q2 2016	$4.88	Q2 2017	$9.34	+91.39%	Closed	History

MLM - Martin Marietta Materials, Inc.	Q2 2019	$230.25	Q4 2021	$440.45	+91.29%	Closed	History

B - Barrick Mining Corp.	Q2 2016	$33.09	Q4 2017	$63.29	+91.27%	Closed	History

LMND - Lemonade, Inc.	Q4 2024	$36.68	Open	$70.14	+91.22%	Open	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.