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
BCR - Bard C R Inc	Q3 2011	$87.55	Q1 2015	$167.36	+91.16%	Closed	History

CVLT - Commvault Systems, Inc.	Q1 2026	$77.89	Open	$148.63	+90.82%	Open	History

REVG - Rev Group Inc	Q4 2024	$31.87	Q4 2025	$60.81	+90.81%	Closed	History

ACLS - Axcelis Technologies, Inc.	Q4 2021	$74.57	Open	$142.24	+90.75%	Open	History

CPRT - Copart, Inc.	Q2 2017	$7.95	Q1 2019	$15.15	+90.66%	Closed	History

OKE - ONEOK, Inc.	Q1 2016	$29.86	Q1 2018	$56.92	+90.62%	Closed	History

RRX - Regal Rexnord Corp.	Q4 2018	$70.06	Q2 2021	$133.50	+90.55%	Closed	History

WULF - TeraWulf Inc.	Q3 2023	$1.26	Q4 2023	$2.40	+90.48%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q3 2011	$23.61	Q4 2012	$44.92	+90.26%	Closed	History

CATM - Cardtronics Plc	Q4 2017	$18.53	Q4 2020	$35.23	+90.12%	Closed	History

NEBLQ - Noble Corp Plc	Q1 2018	$3.70	Q3 2018	$7.03	+90.00%	Closed	History

ALGT - Allegiant Travel Co.	Q2 2025	$54.95	Open	$104.29	+89.79%	Open	History

ESL - Esterline Technologies Corp	Q3 2012	$56.14	Q1 2014	$106.54	+89.78%	Closed	History

ICE - Intercontinental Exchange, Inc.	Q1 2018	$72.52	Open	$137.61	+89.75%	Open	History

HD - The Home Depot, Inc.	Q1 2013	$69.78	Q4 2015	$132.27	+89.55%	Closed	History

BBAI - Bigbear Ai Hldgs Inc	Q2 2023	$2.35	Q4 2024	$4.45	+89.36%	Closed	History

MXL - Maxlinear Inc	Q4 2015	$14.73	Q2 2017	$27.89	+89.34%	Closed	History

JOY - Joy Global Inc	Q3 2015	$14.93	Q1 2017	$28.25	+89.22%	Closed	History

ST - Sensata Technologies Holdings plc	Q1 2020	$28.93	Q3 2021	$54.73	+89.18%	Closed	History

CVC - Cablevision Sys Corp	Q1 2014	$16.87	Q4 2015	$31.90	+89.09%	Closed	History

CSL - Carlisle Companies Inc.	Q2 2012	$53.03	Q2 2015	$100.26	+89.06%	Closed	History

GTES - Gates Industrial Corp. plc	Q1 2023	$13.89	Open	$26.24	+88.91%	Open	History

BU3 - Bunge Limited	Q4 2018	$53.44	Q4 2023	$100.95	+88.90%	Closed	History

GPOR - Gulfport Energy Corp.	Q1 2023	$80.00	Q2 2024	$151.00	+88.75%	Closed	History

OMF - OneMain Holdings, Inc.	Q1 2019	$31.72	Q2 2021	$59.86	+88.71%	Closed	History

ALXN - Alexion Pharmaceuticals Inc	Q4 2018	$97.36	Q2 2021	$183.71	+88.69%	Closed	History

MFRM - Mattress Firm Hldg Corp	Q3 2013	$31.83	Q3 2014	$60.04	+88.63%	Closed	History

PGR - The Progressive Corp.	Q1 2017	$39.18	Q1 2020	$73.90	+88.62%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2016	$16.07	Q2 2017	$30.28	+88.43%	Closed	History

CNMD - CONMED Corp.	Q4 2016	$44.20	Q1 2019	$83.16	+88.14%	Closed	History

SGI - Somnigroup International Inc.	Q2 2012	$5.85	Q3 2013	$10.99	+87.99%	Closed	History

PCLN - Priceline Com Inc	Q3 2012	$619.08	Q4 2013	$1,162.48	+87.78%	Closed	History

TRGP - Targa Resources Corp.	Q1 2016	$29.86	Q4 2016	$56.07	+87.78%	Closed	History

CTXS - Citrix Sys Inc	Q3 2015	$69.30	Q4 2020	$130.06	+87.68%	Closed	History

BWA - BorgWarner Inc.	Q2 2012	$28.86	Q1 2014	$54.12	+87.50%	Closed	History

KRFT - Kraft Foods Group Inc	Q4 2012	$45.46	Q2 2015	$85.22	+87.46%	Closed	History

INOV - Inovalon Hldgs Inc	Q3 2018	$10.06	Q4 2019	$18.84	+87.28%	Closed	History

WWE - World Wrestling Entmt Inc	Q2 2021	$57.92	Q2 2023	$108.47	+87.28%	Closed	History

PEB - Pebblebrook Hotel Trust	Q2 2025	$9.99	Open	$18.70	+87.19%	Open	History

ACWI - iShares MSCI ACWI ETF	Q2 2022	$83.91	Open	$156.94	+87.03%	Open	History

KRA - Kraton Corporation	Q2 2020	$17.29	Q2 2021	$32.32	+86.93%	Closed	History

KGS - Kodiak Gas Services, Inc.	Q3 2025	$36.97	Open	$69.09	+86.88%	Open	History

HELE - Helen of Troy Ltd.	Q1 2018	$87.05	Q2 2022	$162.55	+86.73%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q3 2020	$62.45	Q2 2021	$116.60	+86.71%	Closed	History

MDB - MongoDB, Inc.	Q3 2018	$81.50	Q2 2019	$152.10	+86.63%	Closed	History

ETRN - Equitrans Midstream Corp	Q4 2022	$6.70	Q1 2024	$12.49	+86.42%	Closed	History

LVGO - Livongo Health Inc	Q2 2020	$75.20	Q3 2020	$140.04	+86.22%	Closed	History

WNC - Wabash Natl Corp	Q3 2013	$11.66	Q4 2017	$21.71	+86.19%	Closed	History

HXL - Hexcel Corp.	Q1 2025	$54.76	Open	$101.88	+86.05%	Open	History

AAGBP - Alcoa Inc	Q4 2011	$8.65	Q3 2014	$16.09	+86.01%	Closed	History

NAT - Nordic American Tankers Ltd.	Q2 2022	$2.14	Q2 2024	$3.98	+85.98%	Closed	History

MEOH - Methanex Corp.	Q4 2012	$31.86	Q4 2013	$59.25	+85.97%	Closed	History

EOG - EOG Resources, Inc.	Q3 2019	$74.22	Open	$138.01	+85.95%	Open	History

AXS - AXIS Capital Holdings Ltd.	Q1 2022	$60.51	Open	$112.44	+85.82%	Open	History

NOW - ServiceNow, Inc.	Q4 2019	$56.44	Open	$104.85	+85.78%	Open	History

ARHS - Arhaus, Inc.	Q1 2023	$8.29	Q1 2024	$15.39	+85.65%	Closed	History

CVNA - Carvana Co.	Q2 2020	$24.05	Q3 2020	$44.63	+85.57%	Closed	History

GTTNQ - Gtt Communications Inc	Q4 2015	$17.03	Q2 2017	$31.59	+85.50%	Closed	History

TW6 - Towers Watson & Co	Q1 2013	$69.30	Q4 2015	$128.46	+85.37%	Closed	History

CADE - Cadence Bancorporation	Q2 2020	$8.85	Q4 2020	$16.40	+85.31%	Closed	History

NEE - NextEra Energy, Inc.	Q1 2019	$48.33	Open	$89.54	+85.29%	Open	History

PPC - Pilgrim's Pride Corp.	Q3 2013	$16.78	Q4 2017	$31.05	+85.04%	Closed	History

ESNT - Essent Group Ltd	Q4 2015	$21.91	Q3 2017	$40.49	+84.80%	Closed	History

M - Macy's, Inc.	Q1 2025	$12.56	Open	$23.21	+84.79%	Open	History

ALAB - Astera Labs, Inc.	Q3 2025	$195.80	Open	$361.78	+84.77%	Open	History

COHR - Coherent Corp.	Q4 2013	$74.39	Q4 2016	$137.35	+84.64%	Closed	History

KN - Knowles Corp.	Q4 2024	$19.93	Open	$36.78	+84.55%	Open	History

AVLR - Avalara Inc	Q2 2019	$72.21	Q2 2020	$133.17	+84.42%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q2 2023	$47.16	Open	$86.96	+84.39%	Open	History

RES - RPC, Inc.	Q2 2012	$11.89	Q3 2014	$21.92	+84.36%	Closed	History

ALKS - Alkermes plc	Q3 2024	$27.99	Open	$51.60	+84.35%	Open	History

JXN - Jackson Financial Inc.	Q1 2024	$66.14	Open	$121.92	+84.34%	Open	History

KMI - Kinder Morgan, Inc.	Q2 2018	$17.67	Open	$32.54	+84.15%	Open	History

DINO - HF Sinclair Corp.	Q2 2022	$45.14	Open	$83.11	+84.12%	Open	History

KNF - Knife River Corp.	Q2 2023	$43.50	Open	$80.06	+84.05%	Open	History

FIVE - Five Below, Inc.	Q4 2024	$104.96	Open	$193.11	+83.98%	Open	History

EXTR - Extreme Networks, Inc.	Q2 2025	$17.95	Open	$33.02	+83.96%	Open	History

KFRC - Kforce Inc	Q3 2012	$11.77	Q2 2014	$21.64	+83.86%	Closed	History

KELYA - Kelly Svcs Inc	Q2 2012	$12.91	Q1 2014	$23.73	+83.81%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2018	$134.14	Open	$246.44	+83.72%	Open	History

TYPE - Monotype Imaging Holdings In	Q3 2012	$15.59	Q3 2013	$28.64	+83.71%	Closed	History

APOG - Apogee Enterprises Inc	Q3 2020	$21.38	Q2 2022	$39.27	+83.68%	Closed	History

QS - QuantumScape Corp.	Q2 2025	$6.72	Q3 2025	$12.32	+83.33%	Closed	History

MSFT - Microsoft Corp.	Q4 2010	$27.92	Q2 2016	$51.17	+83.27%	Closed	History

WMB - The Williams Companies, Inc.	Q1 2020	$14.15	Q3 2021	$25.93	+83.25%	Closed	History

HRC - Hill Rom Hldgs Inc	Q3 2016	$61.98	Q4 2019	$113.54	+83.19%	Closed	History

SHLM - Schulman A Inc	Q2 2012	$19.85	Q1 2014	$36.34	+83.07%	Closed	History

TSCO - Tractor Supply Co.	Q4 2018	$16.69	Open	$30.55	+83.07%	Open	History

PTRY - Pantry Inc	Q3 2014	$20.27	Q4 2014	$37.06	+82.83%	Closed	History

THRM - Gentherm Inc.	Q4 2018	$39.94	Q1 2022	$72.96	+82.67%	Closed	History

RBA - RB Global, Inc.	Q2 2013	$19.22	Q3 2016	$35.07	+82.47%	Closed	History

TNET - Trinet Group Inc	Q2 2017	$32.75	Q1 2019	$59.75	+82.44%	Closed	History

VYX - NCR Voyix Corp.	Q1 2012	$13.33	Q3 2013	$24.30	+82.37%	Closed	History

TDG - TransDigm Group Inc.	Q4 2016	$248.99	Q1 2019	$453.98	+82.33%	Closed	History

SPOT - Spotify Technology S.A.	Q1 2024	$263.90	Open	$481.06	+82.29%	Open	History

F - Ford Motor Co.	Q4 2018	$7.65	Open	$13.94	+82.22%	Open	History

KLAC - KLA Corp.	Q4 2010	$3.86	Q4 2014	$7.04	+82.21%	Closed	History

MDB - MongoDB, Inc.	Q4 2022	$196.84	Q1 2024	$358.64	+82.20%	Closed	History

IVZ - Invesco Ltd.	Q2 2025	$15.77	Open	$28.73	+82.18%	Open	History

CRWD - CrowdStrike Holdings, Inc.	Q2 2020	$25.07	Q1 2021	$45.64	+82.06%	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.