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
SOUN - SoundHound AI, Inc.	Q3 2025	$16.08	Q3 2025	$16.08	+0.00%	Closed	History

SP - Sp Plus Corp	Q1 2016	$24.06	Q1 2016	$24.06	+0.00%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q3 2020	$57.17	Q3 2020	$57.17	+0.00%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q4 2021	$101.73	Q4 2021	$101.73	+0.00%	Closed	History

SPB - Spectrum Brands Holdings, Inc.	Q3 2022	$39.04	Q3 2022	$39.04	+0.00%	Closed	History

SPG - Simon Property Group, Inc.	Q1 2017	$172.13	Q1 2017	$172.13	+0.00%	Closed	History

SPG - Simon Property Group, Inc.	Q4 2017	$171.75	Q4 2017	$171.75	+0.00%	Closed	History

SPH - Suburban Propane Partners L	Q2 2011	$52.24	Q2 2011	$52.24	+0.00%	Closed	History

SPH - Suburban Propane Partners L	Q4 2011	$47.70	Q4 2011	$47.70	+0.00%	Closed	History

SPLK - Splunk Inc	Q1 2016	$48.89	Q1 2016	$48.89	+0.00%	Closed	History

SPLK - Splunk Inc	Q4 2019	$149.90	Q4 2019	$149.90	+0.00%	Closed	History

SPLK - Splunk Inc	Q3 2021	$144.75	Q3 2021	$144.75	+0.00%	Closed	History

SPNT - SiriusPoint Ltd.	Q3 2011	$3.05	Q3 2011	$3.05	+0.00%	Closed	History

SPOK - Spok Hldgs Inc	Q1 2017	$18.98	Q1 2017	$18.98	+0.00%	Closed	History

SPPI - Spectrum Pharmaceuticals Inc	Q3 2012	$11.71	Q3 2012	$11.71	+0.00%	Closed	History

SPPI - Spectrum Pharmaceuticals Inc	Q2 2016	$6.58	Q2 2016	$6.58	+0.00%	Closed	History

SPR - Spirit Aerosystems Hldgs Inc	Q1 2025	$34.46	Q1 2025	$34.46	+0.00%	Closed	History

SPSC - SPS Commerce, Inc.	Q1 2014	$30.74	Q1 2014	$30.74	+0.00%	Closed	History

SPSC - SPS Commerce, Inc.	Q4 2014	$28.37	Q4 2014	$28.37	+0.00%	Closed	History

SPT - Sprout Social Inc	Q3 2022	$60.67	Q3 2022	$60.67	+0.00%	Closed	History

SPTN - Spartannash Co	Q4 2017	$26.70	Q4 2017	$26.70	+0.00%	Closed	History

SPTN - Spartannash Co	Q3 2018	$20.04	Q3 2018	$20.04	+0.00%	Closed	History

SPWH - Sportsmans Whse Hldgs Inc	Q2 2017	$5.40	Q2 2017	$5.40	+0.00%	Closed	History

SPWRQ - Sunpower Corp	Q4 2013	$29.81	Q4 2013	$29.81	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2019	$321.86	Q4 2019	$321.86	+0.00%	Closed	History

SRC - Spirit Rlty Cap Inc New	Q1 2022	$46.10	Q1 2022	$46.10	+0.00%	Closed	History

SRCL - Stericycle Inc	Q4 2013	$116.21	Q4 2013	$116.21	+0.00%	Closed	History

SRCL - Stericycle Inc	Q2 2014	$118.42	Q2 2014	$118.42	+0.00%	Closed	History

SRCL - Stericycle Inc	Q1 2023	$43.61	Q1 2023	$43.61	+0.00%	Closed	History

SRE - Sempra	Q2 2015	$49.47	Q2 2015	$49.47	+0.00%	Closed	History

SRPT - Sarepta Therapeutics, Inc.	Q3 2017	$45.32	Q3 2017	$45.32	+0.00%	Closed	History

SRPT - Sarepta Therapeutics, Inc.	Q4 2019	$129.29	Q4 2019	$129.29	+0.00%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2017	$57.42	Q4 2017	$57.42	+0.00%	Closed	History

SSNC - SS&C Technologies Holdings, Inc.	Q2 2016	$28.08	Q2 2016	$28.08	+0.00%	Closed	History

SSNC - SS&C Technologies Holdings, Inc.	Q4 2016	$28.60	Q4 2016	$28.60	+0.00%	Closed	History

SSNI - Silver Spring Networks Inc	Q3 2017	$16.19	Q3 2017	$16.19	+0.00%	Closed	History

SSP - Scripps E W Co Ohio	Q2 2014	$14.10	Q2 2014	$14.10	+0.00%	Closed	History

SSP - Scripps E W Co Ohio	Q1 2021	$14.46	Q1 2021	$14.46	+0.00%	Closed	History

SSTK - Shutterstock Inc	Q4 2016	$47.52	Q4 2016	$47.52	+0.00%	Closed	History

SSYS - Stratasys Ltd	Q3 2018	$23.13	Q3 2018	$23.13	+0.00%	Closed	History

ST - Sensata Technologies Holdings plc	Q1 2019	$44.94	Q1 2019	$44.94	+0.00%	Closed	History

ST - Sensata Technologies Holdings plc	Q3 2019	$50.06	Q3 2019	$50.06	+0.00%	Closed	History

STB - Student Transn Inc	Q3 2017	$5.96	Q3 2017	$5.96	+0.00%	Closed	History

STC - Stewart Information Services Corp.	Q1 2025	$71.35	Q1 2025	$71.35	+0.00%	Closed	History

STEM - Stem Inc	Q3 2022	$266.60	Q3 2022	$266.60	+0.00%	Closed	History

STGW - Stagwell Inc.	Q1 2023	$7.42	Q1 2023	$7.42	+0.00%	Closed	History

STGW - Stagwell Inc.	Q1 2025	$6.05	Q1 2025	$6.05	+0.00%	Closed	History

STGW - Stagwell Inc.	Q4 2025	$4.89	Q4 2025	$4.89	+0.00%	Closed	History

STKL - SunOpta Inc	Q2 2017	$10.20	Q2 2017	$10.20	+0.00%	Closed	History

STKL - SunOpta Inc	Q1 2018	$7.12	Q1 2018	$7.12	+0.00%	Closed	History

STL - Sterling Bancorp Del	Q4 2017	$24.55	Q4 2017	$24.55	+0.00%	Closed	History

STMP - Stamps Com Inc	Q3 2015	$74.03	Q3 2015	$74.03	+0.00%	Closed	History

STN - Stantec Inc.	Q4 2013	$31.07	Q4 2013	$31.07	+0.00%	Closed	History

STN - Stantec Inc.	Q1 2020	$25.56	Q1 2020	$25.56	+0.00%	Closed	History

STNR - Steiner Leisure Ltd	Q2 2014	$43.31	Q2 2014	$43.31	+0.00%	Closed	History

STQ - Steris Corp	Q4 2014	$64.76	Q4 2014	$64.76	+0.00%	Closed	History

STR -	Q4 2011	$19.83	Q4 2011	$19.83	+0.00%	Closed	History

STR -	Q3 2013	$22.50	Q3 2013	$22.50	+0.00%	Closed	History

STR -	Q3 2014	$22.29	Q3 2014	$22.29	+0.00%	Closed	History

STR -	Q2 2016	$25.33	Q2 2016	$25.33	+0.00%	Closed	History

STS - Supreme Inds Inc	Q4 2016	$15.68	Q4 2016	$15.68	+0.00%	Closed	History

STWD - Starwood Property Trust, Inc.	Q1 2019	$22.32	Q1 2019	$22.32	+0.00%	Closed	History

STX - Seagate Technology Holdings plc	Q4 2010	$15.03	Q4 2010	$15.03	+0.00%	Closed	History

STX - Seagate Technology Holdings plc	Q2 2011	$16.16	Q2 2011	$16.16	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q2 2011	$20.83	Q2 2011	$20.83	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q1 2014	$85.00	Q1 2014	$85.00	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q4 2016	$153.30	Q4 2016	$153.30	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q4 2017	$228.57	Q4 2017	$228.57	+0.00%	Closed	History

STZ - Constellation Brands, Inc.	Q2 2018	$218.77	Q2 2018	$218.77	+0.00%	Closed	History

SU - Suncor Energy Inc.	Q3 2014	$36.14	Q3 2014	$36.14	+0.00%	Closed	History

SU - Suncor Energy Inc.	Q1 2017	$30.75	Q1 2017	$30.75	+0.00%	Closed	History

SU - Suncor Energy Inc.	Q4 2017	$36.71	Q4 2017	$36.71	+0.00%	Closed	History

SUM - Summit Matls Inc	Q1 2017	$24.71	Q1 2017	$24.71	+0.00%	Closed	History

SUM - Summit Matls Inc	Q1 2018	$30.28	Q1 2018	$30.28	+0.00%	Closed	History

SUM - Summit Matls Inc	Q1 2024	$44.57	Q1 2024	$44.57	+0.00%	Closed	History

SUMO - Sumo Logic Inc	Q1 2023	$11.98	Q1 2023	$11.98	+0.00%	Closed	History

SUNH - Sun Healthcare Group Inc New	Q4 2010	$12.66	Q4 2010	$12.66	+0.00%	Closed	History

SUPN - Supernus Pharmaceuticals, Inc.	Q2 2023	$30.06	Q2 2023	$30.06	+0.00%	Closed	History

SUSS - Susser Hldgs Corp	Q4 2011	$22.59	Q4 2011	$22.59	+0.00%	Closed	History

SUU - Suntrust Bks Inc	Q2 2018	$66.07	Q2 2018	$66.07	+0.00%	Closed	History

SVC - Service Pptys Tr	Q4 2020	$57.55	Q4 2020	$57.55	+0.00%	Closed	History

SVU - Supervalu Inc	Q3 2018	$32.22	Q3 2018	$32.22	+0.00%	Closed	History

SVW - Servicemaster Global Hldgs I	Q4 2017	$51.27	Q4 2017	$51.27	+0.00%	Closed	History

SWAV - Shockwave Med Inc	Q1 2022	$207.37	Q1 2022	$207.37	+0.00%	Closed	History

SWI - Solarwinds Corp	Q4 2021	$14.16	Q4 2021	$14.16	+0.00%	Closed	History

SWI - Solarwinds Corp	Q2 2022	$10.25	Q2 2022	$10.25	+0.00%	Closed	History

SWIM - Latham Group, Inc.	Q4 2025	$6.35	Q4 2025	$6.35	+0.00%	Closed	History

SWIR - Sierra Wireless Inc	Q1 2015	$33.10	Q1 2015	$33.10	+0.00%	Closed	History

SWIR - Sierra Wireless Inc	Q4 2016	$15.70	Q4 2016	$15.70	+0.00%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q3 2013	$90.52	Q3 2013	$90.52	+0.00%	Closed	History

SWK - Stanley Black & Decker, Inc.	Q1 2019	$136.17	Q1 2019	$136.17	+0.00%	Closed	History

SWS - American Outdoor Brands Corp	Q1 2017	$19.83	Q1 2017	$19.83	+0.00%	Closed	History

SWY - Safeway Inc	Q4 2010	$22.48	Q4 2010	$22.48	+0.00%	Closed	History

SXC - Suncoke Energy Inc	Q1 2020	$3.85	Q1 2020	$3.85	+0.00%	Closed	History

SXI - Standex International Corp.	Q1 2011	$37.93	Q1 2011	$37.93	+0.00%	Closed	History

SXI - Standex International Corp.	Q3 2022	$81.81	Q3 2022	$81.81	+0.00%	Closed	History

SXT - Sensient Technologies Corp	Q2 2017	$80.53	Q2 2017	$80.53	+0.00%	Closed	History

SXT - Sensient Technologies Corp	Q2 2018	$71.52	Q2 2018	$71.52	+0.00%	Closed	History

SYA - Symetra Finl Corp	Q4 2012	$12.96	Q4 2012	$12.96	+0.00%	Closed	History

SYF - Synchrony Financial	Q4 2015	$30.41	Q4 2015	$30.41	+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.