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
TUESQ - Tuesday Morning Corp	Q3 2012	$6.57	Q3 2012	$6.57	+0.00%	Closed	History

TUESQ - Tuesday Morning Corp	Q4 2013	$15.96	Q4 2013	$15.96	+0.00%	Closed	History

TW - Tradeweb Markets Inc.	Q2 2019	$43.88	Q2 2019	$43.88	+0.00%	Closed	History

TW6 - Towers Watson & Co	Q1 2012	$65.94	Q1 2012	$65.94	+0.00%	Closed	History

TWC - Time Warner Cable Inc	Q2 2011	$77.94	Q2 2011	$77.94	+0.00%	Closed	History

TWI - Titan International, Inc.	Q2 2015	$10.74	Q2 2015	$10.74	+0.00%	Closed	History

TWI - Titan International, Inc.	Q1 2018	$12.59	Q1 2018	$12.59	+0.00%	Closed	History

TWI - Titan International, Inc.	Q4 2022	$15.32	Q4 2022	$15.32	+0.00%	Closed	History

TWI - Titan International, Inc.	Q1 2025	$8.39	Q1 2025	$8.39	+0.00%	Closed	History

TWKS - Thoughtworks Holding Inc	Q1 2022	$20.81	Q1 2022	$20.81	+0.00%	Closed	History

TWLO - Twilio Inc.	Q2 2016	$36.50	Q2 2016	$36.50	+0.00%	Closed	History

TWLO - Twilio Inc.	Q2 2020	$219.55	Q2 2020	$219.55	+0.00%	Closed	History

TWLO - Twilio Inc.	Q1 2023	$66.63	Q1 2023	$66.63	+0.00%	Closed	History

TWLO - Twilio Inc.	Q4 2023	$75.87	Q4 2023	$75.87	+0.00%	Closed	History

TWNK - Hostess Brands Inc	Q3 2018	$11.09	Q3 2018	$11.09	+0.00%	Closed	History

TWNK - Hostess Brands Inc	Q1 2019	$12.51	Q1 2019	$12.51	+0.00%	Closed	History

TWNK - Hostess Brands Inc	Q3 2020	$12.36	Q3 2020	$12.36	+0.00%	Closed	History

TWOU - 2u Inc	Q1 2019	$70.76	Q1 2019	$70.76	+0.00%	Closed	History

TWOU - 2u Inc	Q2 2021	$41.61	Q2 2021	$41.61	+0.00%	Closed	History

TWTR - Twitter Inc	Q1 2015	$50.06	Q1 2015	$50.06	+0.00%	Closed	History

TWX - Time Warner Inc	Q1 2012	$37.75	Q1 2012	$37.75	+0.00%	Closed	History

TWX - Time Warner Inc	Q4 2012	$47.78	Q4 2012	$47.78	+0.00%	Closed	History

TX9 - Tronox Ltd	Q1 2015	$20.32	Q1 2015	$20.32	+0.00%	Closed	History

TXG - 10x Genomics, Inc.	Q4 2024	$14.36	Q4 2024	$14.36	+0.00%	Closed	History

TXNM - TXNM Energy, Inc.	Q1 2013	$23.30	Q1 2013	$23.30	+0.00%	Closed	History

TXNM - TXNM Energy, Inc.	Q3 2013	$22.64	Q3 2013	$22.64	+0.00%	Closed	History

TXNM - TXNM Energy, Inc.	Q1 2016	$33.72	Q1 2016	$33.72	+0.00%	Closed	History

TXNM - TXNM Energy, Inc.	Q1 2018	$38.28	Q1 2018	$38.28	+0.00%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q1 2013	$20.16	Q1 2013	$20.16	+0.00%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q3 2017	$49.09	Q3 2017	$49.09	+0.00%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q1 2020	$41.28	Q1 2020	$41.28	+0.00%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q4 2020	$78.03	Q4 2020	$78.03	+0.00%	Closed	History

TXRH - Texas Roadhouse, Inc.	Q2 2021	$96.20	Q2 2021	$96.20	+0.00%	Closed	History

TXT - Textron Inc.	Q3 2014	$35.99	Q3 2014	$35.99	+0.00%	Closed	History

TXT - Textron Inc.	Q2 2015	$44.63	Q2 2015	$44.63	+0.00%	Closed	History

TXT - Textron Inc.	Q1 2020	$26.67	Q1 2020	$26.67	+0.00%	Closed	History

TYC - Tyco International Ltd	Q1 2011	$44.76	Q1 2011	$44.76	+0.00%	Closed	History

TYL - Tyler Technologies, Inc.	Q1 2011	$23.72	Q1 2011	$23.72	+0.00%	Closed	History

TYL - Tyler Technologies, Inc.	Q3 2014	$88.43	Q3 2014	$88.43	+0.00%	Closed	History

TYL - Tyler Technologies, Inc.	Q1 2017	$154.54	Q1 2017	$154.54	+0.00%	Closed	History

TYL - Tyler Technologies, Inc.	Q4 2017	$177.04	Q4 2017	$177.04	+0.00%	Closed	History

TYPE - Monotype Imaging Holdings In	Q1 2012	$14.88	Q1 2012	$14.88	+0.00%	Closed	History

TYPE - Monotype Imaging Holdings In	Q4 2014	$28.79	Q4 2014	$28.79	+0.00%	Closed	History

TYPE - Monotype Imaging Holdings In	Q1 2018	$22.43	Q1 2018	$22.43	+0.00%	Closed	History

TZOO - Travelzoo Inc	Q4 2013	$21.32	Q4 2013	$21.32	+0.00%	Closed	History

U - Unity Software Inc.	Q4 2020	$153.39	Q4 2020	$153.39	+0.00%	Closed	History

UA - Under Armour, Inc.	Q1 2017	$18.30	Q1 2017	$18.30	+0.00%	Closed	History

UA - Under Armour, Inc.	Q3 2019	$18.13	Q3 2019	$18.13	+0.00%	Closed	History

UA - Under Armour, Inc.	Q1 2020	$8.06	Q1 2020	$8.06	+0.00%	Closed	History

UAA - Under Armour, Inc.	Q1 2013	$12.80	Q1 2013	$12.80	+0.00%	Closed	History

UAL - United Airlines Holdings, Inc.	Q3 2021	$47.59	Q3 2021	$47.59	+0.00%	Closed	History

UAL - United Airlines Holdings, Inc.	Q2 2022	$35.48	Q2 2022	$35.48	+0.00%	Closed	History

UBER - Uber Technologies, Inc.	Q1 2021	$54.56	Q1 2021	$54.56	+0.00%	Closed	History

UCTT - Ultra Clean Holdings, Inc.	Q4 2013	$10.07	Q4 2013	$10.07	+0.00%	Closed	History

UCTT - Ultra Clean Holdings, Inc.	Q4 2022	$33.15	Q4 2022	$33.15	+0.00%	Closed	History

UCTT - Ultra Clean Holdings, Inc.	Q3 2024	$39.93	Q3 2024	$39.93	+0.00%	Closed	History

UE - Urban Edge Pptys	Q3 2020	$9.74	Q3 2020	$9.74	+0.00%	Closed	History

UE - Urban Edge Pptys	Q3 2025	$20.47	Q3 2025	$20.47	+0.00%	Closed	History

UEC - Uranium Energy Corp.	Q4 2024	$6.69	Q4 2024	$6.69	+0.00%	Closed	History

UFPI - UFP Industries, Inc.	Q2 2012	$13.00	Q2 2012	$13.00	+0.00%	Closed	History

UFPI - UFP Industries, Inc.	Q1 2014	$18.47	Q1 2014	$18.47	+0.00%	Closed	History

UGI - UGI Corp.	Q1 2011	$21.91	Q1 2011	$21.91	+0.00%	Closed	History

UHAL - U-Haul Holdings Co.	Q2 2014	$29.06	Q2 2014	$29.06	+0.00%	Closed	History

UHAL - U-Haul Holdings Co.	Q1 2021	$61.22	Q1 2021	$61.22	+0.00%	Closed	History

UHAL - U-Haul Holdings Co.	Q3 2024	$77.48	Q3 2024	$77.48	+0.00%	Closed	History

UHAL - U-Haul Holdings Co.	Q1 2025	$65.36	Q1 2025	$65.36	+0.00%	Closed	History

UIS - Unisys Corp	Q4 2010	$25.89	Q4 2010	$25.89	+0.00%	Closed	History

ULCC - Frontier Group Hldgs Inc	Q3 2022	$9.67	Q3 2022	$9.67	+0.00%	Closed	History

ULTA - Ulta Beauty, Inc.	Q1 2017	$285.47	Q1 2017	$285.47	+0.00%	Closed	History

UNFI - United Natural Foods, Inc.	Q3 2018	$29.92	Q3 2018	$29.92	+0.00%	Closed	History

UNM - Unum Group	Q3 2016	$35.31	Q3 2016	$35.31	+0.00%	Closed	History

UNM - Unum Group	Q1 2020	$15.02	Q1 2020	$15.02	+0.00%	Closed	History

UNP - Union Pacific Corp.	Q4 2010	$46.38	Q4 2010	$46.38	+0.00%	Closed	History

UNVR - Univar Inc	Q1 2018	$27.75	Q1 2018	$27.75	+0.00%	Closed	History

UPST - Upstart Hldgs Inc	Q1 2021	$128.88	Q1 2021	$128.88	+0.00%	Closed	History

UPST - Upstart Hldgs Inc	Q3 2021	$316.22	Q3 2021	$316.22	+0.00%	Closed	History

UPST - Upstart Hldgs Inc	Q4 2023	$40.86	Q4 2023	$40.86	+0.00%	Closed	History

URBN - Urban Outfitters, Inc.	Q3 2011	$22.29	Q3 2011	$22.29	+0.00%	Closed	History

URG - Ur-Energy Inc	Q2 2024	$1.40	Q2 2024	$1.40	+0.00%	Closed	History

URI - United Rentals, Inc.	Q3 2013	$58.30	Q3 2013	$58.30	+0.00%	Closed	History

URI - United Rentals, Inc.	Q4 2014	$102.01	Q4 2014	$102.01	+0.00%	Closed	History

URI - United Rentals, Inc.	Q2 2015	$87.62	Q2 2015	$87.62	+0.00%	Closed	History

UROY - Uranium Rty Corp	Q4 2025	$3.54	Q4 2025	$3.54	+0.00%	Closed	History

USAR - Usa Rare Earth Inc	Q3 2025	$17.19	Q3 2025	$17.19	+0.00%	Closed	History

USAT - Usa Technologies Inc	Q2 2018	$13.98	Q2 2018	$13.98	+0.00%	Closed	History

USB - U.S. Bancorp	Q4 2017	$53.59	Q4 2017	$53.59	+0.00%	Closed	History

USCR - U S Concrete Inc	Q2 2016	$60.91	Q2 2016	$60.91	+0.00%	Closed	History

USCR - U S Concrete Inc	Q2 2017	$78.58	Q2 2017	$78.58	+0.00%	Closed	History

USFD - US Foods Holdings Corp.	Q4 2016	$27.48	Q4 2016	$27.48	+0.00%	Closed	History

USFD - US Foods Holdings Corp.	Q4 2021	$34.83	Q4 2021	$34.83	+0.00%	Closed	History

USPH - U S Physical Therapy Inc	Q1 2012	$23.02	Q1 2012	$23.02	+0.00%	Closed	History

USPH - U S Physical Therapy Inc	Q3 2013	$31.08	Q3 2013	$31.08	+0.00%	Closed	History

USPH - U S Physical Therapy Inc	Q3 2016	$62.69	Q3 2016	$62.69	+0.00%	Closed	History

UTEK - Ultratech Inc	Q4 2010	$19.88	Q4 2010	$19.88	+0.00%	Closed	History

UTEK - Ultratech Inc	Q3 2011	$17.15	Q3 2011	$17.15	+0.00%	Closed	History

UTEK - Ultratech Inc	Q3 2015	$16.01	Q3 2015	$16.01	+0.00%	Closed	History

UTHR - United Therapeutics Corp.	Q4 2010	$63.22	Q4 2010	$63.22	+0.00%	Closed	History

UTIW - Uti Worldwide Inc	Q3 2012	$13.47	Q3 2012	$13.47	+0.00%	Closed	History

UVV - Universal Corp.	Q1 2014	$55.92	Q1 2014	$55.92	+0.00%	Closed	History

UVV - Universal Corp.	Q2 2025	$58.24	Q2 2025	$58.24	+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.