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
VTLE - Vital Energy Inc	Q2 2025	$16.09	Q2 2025	$16.09	+0.00%	Closed	History

VTNRQ - Vertex Energy Inc	Q2 2022	$10.52	Q2 2022	$10.52	+0.00%	Closed	History

VTNRQ - Vertex Energy Inc	Q1 2023	$9.88	Q1 2023	$9.88	+0.00%	Closed	History

VTRS - Viatris Inc.	Q4 2020	$18.74	Q4 2020	$18.74	+0.00%	Closed	History

VUZI - Vuzix Corp	Q1 2021	$25.45	Q1 2021	$25.45	+0.00%	Closed	History

VVC - Vectren Corp	Q4 2013	$35.48	Q4 2013	$35.48	+0.00%	Closed	History

VVNT - Vivint Smart Home Inc	Q3 2022	$6.58	Q3 2022	$6.58	+0.00%	Closed	History

VWR - Vwr Corp	Q4 2015	$28.31	Q4 2015	$28.31	+0.00%	Closed	History

VXRT - Vaxart Inc	Q2 2020	$8.87	Q2 2020	$8.87	+0.00%	Closed	History

VXRT - Vaxart Inc	Q4 2020	$5.69	Q4 2020	$5.69	+0.00%	Closed	History

W - Wayfair Inc.	Q1 2019	$148.60	Q1 2019	$148.60	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2018	$81.40	Q1 2018	$81.40	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q3 2018	$104.90	Q3 2018	$104.90	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2019	$73.72	Q1 2019	$73.72	+0.00%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q2 2021	$82.38	Q2 2021	$82.38	+0.00%	Closed	History

WAFD - WaFd, Inc.	Q1 2015	$21.79	Q1 2015	$21.79	+0.00%	Closed	History

WAG - Walgreen Co	Q2 2013	$44.22	Q2 2013	$44.22	+0.00%	Closed	History

WAG - Walgreen Co	Q3 2014	$59.27	Q3 2014	$59.27	+0.00%	Closed	History

WAGE - Wageworks Inc	Q3 2017	$60.72	Q3 2017	$60.72	+0.00%	Closed	History

WAIR - Wesco Aircraft Hldgs Inc	Q4 2013	$21.94	Q4 2013	$21.94	+0.00%	Closed	History

WAT - Waters Corp.	Q4 2011	$74.00	Q4 2011	$74.00	+0.00%	Closed	History

WATS - Watson Pharmaceuticals Inc	Q4 2011	$60.40	Q4 2011	$60.40	+0.00%	Closed	History

WBC - Wabco Hldgs Inc	Q2 2016	$91.61	Q2 2016	$91.61	+0.00%	Closed	History

WBC - Wabco Hldgs Inc	Q2 2019	$132.61	Q2 2019	$132.61	+0.00%	Closed	History

WBC - Wabco Hldgs Inc	Q4 2019	$135.52	Q4 2019	$135.52	+0.00%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q2 2022	$13.42	Q2 2022	$13.42	+0.00%	Closed	History

WBS - Webster Financial Corp.	Q1 2019	$50.62	Q1 2019	$50.62	+0.00%	Closed	History

WBS - Webster Financial Corp.	Q3 2019	$46.83	Q3 2019	$46.83	+0.00%	Closed	History

WCC - WESCO International, Inc.	Q1 2020	$22.86	Q1 2020	$22.86	+0.00%	Closed	History

WCG - Wellcare Health Plans Inc	Q4 2017	$201.20	Q4 2017	$201.20	+0.00%	Closed	History

WCIC - Wci Cmntys Inc	Q4 2015	$22.30	Q4 2015	$22.30	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q1 2017	$58.87	Q1 2017	$58.87	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q3 2017	$69.97	Q3 2017	$69.97	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q2 2019	$95.59	Q2 2019	$95.59	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q4 2019	$90.68	Q4 2019	$90.68	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q2 2020	$93.82	Q2 2020	$93.82	+0.00%	Closed	History

WCN - Waste Connections, Inc.	Q1 2024	$172.01	Q1 2024	$172.01	+0.00%	Closed	History

WD5 - Wyndham Worldwide Corp	Q4 2010	$29.98	Q4 2010	$29.98	+0.00%	Closed	History

WD5 - Wyndham Destinations Inc	Q4 2019	$51.61	Q4 2019	$51.61	+0.00%	Closed	History

WDAY - Workday, Inc.	Q3 2021	$249.77	Q3 2021	$249.77	+0.00%	Closed	History

WDAY - Workday, Inc.	Q1 2022	$239.50	Q1 2022	$239.50	+0.00%	Closed	History

WDC - Western Digital Corp.	Q4 2010	$25.62	Q4 2010	$25.62	+0.00%	Closed	History

WDC - Western Digital Corp.	Q1 2021	$50.45	Q1 2021	$50.45	+0.00%	Closed	History

WDFC - WD-40 Co.	Q4 2013	$74.72	Q4 2013	$74.72	+0.00%	Closed	History

WDFC - WD-40 Co.	Q1 2021	$306.42	Q1 2021	$306.42	+0.00%	Closed	History

WDFC - WD-40 Co.	Q3 2021	$231.40	Q3 2021	$231.40	+0.00%	Closed	History

WEC - WEC Energy Group, Inc.	Q2 2015	$44.97	Q2 2015	$44.97	+0.00%	Closed	History

WEK - Ziopharm Oncology Inc	Q1 2015	$10.77	Q1 2015	$10.77	+0.00%	Closed	History

WELL - Welltower Inc.	Q1 2017	$70.80	Q1 2017	$70.80	+0.00%	Closed	History

WEN - The Wendy's Co.	Q1 2016	$10.90	Q1 2016	$10.90	+0.00%	Closed	History

WEN - The Wendy's Co.	Q3 2016	$10.78	Q3 2016	$10.78	+0.00%	Closed	History

WEN - The Wendy's Co.	Q1 2017	$13.61	Q1 2017	$13.61	+0.00%	Closed	History

WERN - Werner Enterprises, Inc.	Q3 2015	$25.10	Q3 2015	$25.10	+0.00%	Closed	History

WEX - WEX Inc.	Q4 2015	$88.36	Q4 2015	$88.36	+0.00%	Closed	History

WEX - WEX Inc.	Q4 2018	$140.04	Q4 2018	$140.04	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q2 2012	$33.44	Q2 2012	$33.44	+0.00%	Closed	History

WFC.WS - Wells Fargo & Co New	Q2 2012	$8.81	Q2 2012	$8.81	+0.00%	Closed	History

WFC.WS - Wells Fargo & Co New	Q4 2012	$10.00	Q4 2012	$10.00	+0.00%	Closed	History

WFC.WS - Wells Fargo & Co New	Q3 2013	$14.04	Q3 2013	$14.04	+0.00%	Closed	History

WFM - Whole Foods Mkt Inc	Q1 2017	$29.76	Q1 2017	$29.76	+0.00%	Closed	History

WFRD - Weatherford International plc	Q1 2022	$33.34	Q1 2022	$33.34	+0.00%	Closed	History

WFT - Weatherford International Lt	Q1 2014	$17.37	Q1 2014	$17.37	+0.00%	Closed	History

WGHTQ - Ww Intl Inc	Q2 2023	$6.72	Q2 2023	$6.72	+0.00%	Closed	History

WGHTQ - Ww Intl Inc	Q1 2024	$1.85	Q1 2024	$1.85	+0.00%	Closed	History

WGL - Wgl Hldgs Inc	Q2 2018	$88.74	Q2 2018	$88.74	+0.00%	Closed	History

WGRP - Willbros Group Inc Del	Q2 2014	$12.35	Q2 2014	$12.35	+0.00%	Closed	History

WHG - Westwood Hldgs Group Inc	Q1 2014	$62.66	Q1 2014	$62.66	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q4 2011	$47.41	Q4 2011	$47.41	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q2 2012	$61.16	Q2 2012	$61.16	+0.00%	Closed	History

WHR - Whirlpool Corp.	Q2 2013	$114.39	Q2 2013	$114.39	+0.00%	Closed	History

WIFI - Boingo Wireless Inc	Q1 2018	$24.79	Q1 2018	$24.79	+0.00%	Closed	History

WINA - Winmark Corp.	Q4 2025	$404.94	Q4 2025	$404.94	+0.00%	Closed	History

WING - Wingstop Inc.	Q1 2017	$28.29	Q1 2017	$28.29	+0.00%	Closed	History

WING - Wingstop Inc.	Q2 2018	$52.16	Q2 2018	$52.16	+0.00%	Closed	History

WINN - Winn Dixie Stores Inc	Q4 2011	$9.38	Q4 2011	$9.38	+0.00%	Closed	History

WIRE - Encore Wire Corp	Q1 2020	$42.01	Q1 2020	$42.01	+0.00%	Closed	History

WK - Workiva Inc.	Q2 2019	$58.13	Q2 2019	$58.13	+0.00%	Closed	History

WK - Workiva Inc.	Q2 2020	$53.43	Q2 2020	$53.43	+0.00%	Closed	History

WK - Workiva Inc.	Q1 2023	$102.41	Q1 2023	$102.41	+0.00%	Closed	History

WK - Workiva Inc.	Q3 2023	$101.34	Q3 2023	$101.34	+0.00%	Closed	History

WK - Workiva Inc.	Q4 2025	$86.25	Q4 2025	$86.25	+0.00%	Closed	History

WKC - World Kinect Corp.	Q3 2014	$39.92	Q3 2014	$39.92	+0.00%	Closed	History

WKC - World Kinect Corp.	Q2 2017	$38.43	Q2 2017	$38.43	+0.00%	Closed	History

WKC - World Kinect Corp.	Q1 2018	$24.54	Q1 2018	$24.54	+0.00%	Closed	History

WLH - Lyon William Homes	Q1 2014	$27.64	Q1 2014	$27.64	+0.00%	Closed	History

WLKP - Westlake Chem Partners LP	Q2 2022	$68.06	Q2 2022	$68.06	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q2 2017	$52.75	Q2 2017	$52.75	+0.00%	Closed	History

WLY - John Wiley & Sons, Inc.	Q3 2020	$31.77	Q3 2020	$31.77	+0.00%	Closed	History

WMGI - Wright Med Group N V	Q3 2016	$24.52	Q3 2016	$24.52	+0.00%	Closed	History

WMGI - Wright Med Group N V	Q1 2017	$31.12	Q1 2017	$31.12	+0.00%	Closed	History

WMGI - Wright Med Group N V	Q1 2020	$28.64	Q1 2020	$28.64	+0.00%	Closed	History

WMK - Weis Markets, Inc.	Q2 2020	$50.16	Q2 2020	$50.16	+0.00%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q3 2012	$16.36	Q3 2012	$16.36	+0.00%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q1 2017	$21.89	Q1 2017	$21.89	+0.00%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q3 2019	$32.26	Q3 2019	$32.26	+0.00%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q1 2020	$29.47	Q1 2020	$29.47	+0.00%	Closed	History

WNR - Western Refng Inc	Q1 2017	$35.07	Q1 2017	$35.07	+0.00%	Closed	History

WOR - Worthington Inds Inc	Q3 2011	$8.63	Q3 2011	$8.63	+0.00%	Closed	History

WOR - Worthington Inds Inc	Q2 2017	$30.93	Q2 2017	$30.93	+0.00%	Closed	History

WOW - Wideopenwest Inc	Q4 2019	$7.44	Q4 2019	$7.44	+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.