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
WPG - Washington Prime Group New	Q1 2019	$5.62	Q1 2019	$5.62	+0.00%	Closed	History

WPG - Washington Prime Group New	Q3 2019	$4.16	Q3 2019	$4.16	+0.00%	Closed	History

WPTIF - WPX Energy Inc	Q4 2020	$8.15	Q4 2020	$8.15	+0.00%	Closed	History

WPX - Wpx Energy Inc	Q3 2016	$13.19	Q3 2016	$13.19	+0.00%	Closed	History

WR - Westar Energy Inc	Q1 2016	$49.61	Q1 2016	$49.61	+0.00%	Closed	History

WRB - W. R. Berkley Corp.	Q2 2021	$33.01	Q2 2021	$33.01	+0.00%	Closed	History

WRBY - Warby Parker Inc.	Q4 2024	$24.21	Q4 2024	$24.21	+0.00%	Closed	History

WRC - Warnaco Group Inc	Q2 2012	$42.57	Q2 2012	$42.57	+0.00%	Closed	History

WRD - Wildhorse Resource Dev Corp	Q2 2018	$25.37	Q2 2018	$25.37	+0.00%	Closed	History

WSM - Williams-Sonoma, Inc.	Q2 2012	$17.48	Q2 2012	$17.48	+0.00%	Closed	History

WSM - Williams-Sonoma, Inc.	Q4 2012	$21.89	Q4 2012	$21.89	+0.00%	Closed	History

WSO - Watsco, Inc.	Q1 2017	$143.20	Q1 2017	$143.20	+0.00%	Closed	History

WSO - Watsco, Inc.	Q2 2019	$163.66	Q2 2019	$163.66	+0.00%	Closed	History

WSO - Watsco, Inc.	Q1 2020	$157.97	Q1 2020	$157.97	+0.00%	Closed	History

WST - West Pharmaceutical Services, Inc.	Q4 2011	$18.99	Q4 2011	$18.99	+0.00%	Closed	History

WTFC - Wintrust Financial Corp.	Q2 2019	$73.21	Q2 2019	$73.21	+0.00%	Closed	History

WTI - W & T Offshore Inc	Q4 2010	$17.85	Q4 2010	$17.85	+0.00%	Closed	History

WTM - White Mountains Insurance Group, Ltd.	Q2 2014	$608.90	Q2 2014	$608.90	+0.00%	Closed	History

WTS - Watts Water Technologies, Inc.	Q3 2012	$37.85	Q3 2012	$37.85	+0.00%	Closed	History

WTS - Watts Water Technologies, Inc.	Q2 2013	$45.35	Q2 2013	$45.35	+0.00%	Closed	History

WTS - Watts Water Technologies, Inc.	Q1 2014	$58.69	Q1 2014	$58.69	+0.00%	Closed	History

WTTR - Select Water Solutions Inc	Q1 2024	$9.23	Q1 2024	$9.23	+0.00%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q2 2020	$196.98	Q2 2020	$196.98	+0.00%	Closed	History

WU - The Western Union Co.	Q4 2010	$18.57	Q4 2010	$18.57	+0.00%	Closed	History

WUC1 - Lithium Amers Corp New	Q4 2020	$12.54	Q4 2020	$12.54	+0.00%	Closed	History

WUC1 - Lithium Amers Corp New	Q2 2023	$20.21	Q2 2023	$20.21	+0.00%	Closed	History

WW - Weight Watchers Intl Inc New	Q4 2010	$37.49	Q4 2010	$37.49	+0.00%	Closed	History

WW - Weight Watchers Intl Inc New	Q1 2016	$14.53	Q1 2016	$14.53	+0.00%	Closed	History

WWAV - Whitewave Foods Co	Q1 2016	$40.65	Q1 2016	$40.65	+0.00%	Closed	History

WWAV.B - Whitewave Foods Co	Q2 2013	$15.19	Q2 2013	$15.19	+0.00%	Closed	History

WWD - Woodward, Inc.	Q4 2010	$37.49	Q4 2010	$37.49	+0.00%	Closed	History

WWD - Woodward, Inc.	Q3 2020	$80.15	Q3 2020	$80.15	+0.00%	Closed	History

WWD - Woodward, Inc.	Q1 2021	$120.75	Q1 2021	$120.75	+0.00%	Closed	History

WWD - Woodward, Inc.	Q4 2021	$109.49	Q4 2021	$109.49	+0.00%	Closed	History

WWE - World Wrestling Entmt Inc	Q1 2013	$8.82	Q1 2013	$8.82	+0.00%	Closed	History

WWW - Wolverine World Wide, Inc.	Q4 2012	$20.49	Q4 2012	$20.49	+0.00%	Closed	History

WWW - Wolverine World Wide, Inc.	Q1 2019	$35.80	Q1 2019	$35.80	+0.00%	Closed	History

WWW - Wolverine World Wide, Inc.	Q2 2024	$13.52	Q2 2024	$13.52	+0.00%	Closed	History

WYNN - Wynn Resorts, Ltd.	Q2 2019	$124.17	Q2 2019	$124.17	+0.00%	Closed	History

X - United States Stl Corp New	Q1 2017	$33.81	Q1 2017	$33.81	+0.00%	Closed	History

X - United States Stl Corp New	Q4 2018	$18.24	Q4 2018	$18.24	+0.00%	Closed	History

X - United States Stl Corp New	Q1 2021	$26.17	Q1 2021	$26.17	+0.00%	Closed	History

XEL - Xcel Energy Inc.	Q1 2017	$44.44	Q1 2017	$44.44	+0.00%	Closed	History

XEL - Xcel Energy Inc.	Q1 2020	$60.31	Q1 2020	$60.31	+0.00%	Closed	History

XEL - Xcel Energy Inc.	Q3 2020	$68.87	Q3 2020	$68.87	+0.00%	Closed	History

XIDEQ - Exide Technologies	Q3 2012	$3.10	Q3 2012	$3.10	+0.00%	Closed	History

XL - Xl Group Ltd	Q2 2018	$55.93	Q2 2018	$55.93	+0.00%	Closed	History

XLG - Invesco S&P 500 Top 50 ETF	Q1 2015	$3.68	Q1 2015	$3.68	+0.00%	Closed	History

XLRN - Acceleron Pharma Inc	Q2 2016	$33.98	Q2 2016	$33.98	+0.00%	Closed	History

XLRN - Acceleron Pharma Inc	Q1 2020	$89.78	Q1 2020	$89.78	+0.00%	Closed	History

XM - Qualtrics Intl Inc	Q1 2023	$17.83	Q1 2023	$17.83	+0.00%	Closed	History

XNCR - Xencor Inc	Q4 2018	$36.11	Q4 2018	$36.11	+0.00%	Closed	History

XNCR - Xencor Inc	Q4 2022	$26.04	Q4 2022	$26.04	+0.00%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q4 2014	$92.45	Q4 2014	$92.45	+0.00%	Closed	History

XOOM - Xoom Corp	Q4 2013	$27.39	Q4 2013	$27.39	+0.00%	Closed	History

XOU - Sohu Com Inc	Q4 2010	$63.50	Q4 2010	$63.50	+0.00%	Closed	History

XOU - Sohu Com Inc	Q2 2011	$72.26	Q2 2011	$72.26	+0.00%	Closed	History

XOXO - Xo Group Inc	Q3 2018	$34.48	Q3 2018	$34.48	+0.00%	Closed	History

XP - XP Inc.	Q2 2020	$41.93	Q2 2020	$41.93	+0.00%	Closed	History

XPEL - Xpel Inc	Q3 2025	$33.07	Q3 2025	$33.07	+0.00%	Closed	History

XPER - Xperi Corp	Q1 2018	$21.16	Q1 2018	$21.16	+0.00%	Closed	History

XPER - Xperi Inc	Q3 2022	$14.13	Q3 2022	$14.13	+0.00%	Closed	History

XPOF - Xponential Fitness Inc	Q1 2023	$30.39	Q1 2023	$30.39	+0.00%	Closed	History

XPOF - Xponential Fitness Inc	Q3 2023	$15.50	Q3 2023	$15.50	+0.00%	Closed	History

XPRO - Expro Group Holdings N.V.	Q4 2023	$15.92	Q4 2023	$15.92	+0.00%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q4 2012	$39.62	Q4 2012	$39.62	+0.00%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q2 2017	$64.84	Q2 2017	$64.84	+0.00%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q1 2018	$50.31	Q1 2018	$50.31	+0.00%	Closed	History

XRIT - X-Rite Inc	Q1 2012	$4.54	Q1 2012	$4.54	+0.00%	Closed	History

XRTX - Xyratex Ltd	Q4 2011	$5,402.70	Q4 2011	$5,402.70	+0.00%	Closed	History

XRTX - Xyratex Ltd	Q3 2012	$3,713.85	Q3 2012	$3,713.85	+0.00%	Closed	History

XRTX - Xyratex Ltd	Q1 2014	$5,362.20	Q1 2014	$5,362.20	+0.00%	Closed	History

XRX - Xerox Holdings Corp.	Q1 2011	$28.04	Q1 2011	$28.04	+0.00%	Closed	History

XXIA - Ixia	Q2 2015	$12.46	Q1 2016	$12.46	+0.00%	Closed	History

XYL - Xylem Inc.	Q1 2021	$105.15	Q1 2021	$105.15	+0.00%	Closed	History

XYZ - Block, Inc.	Q4 2016	$13.64	Q4 2016	$13.64	+0.00%	Closed	History

XYZ - Block, Inc.	Q2 2017	$23.48	Q2 2017	$23.48	+0.00%	Closed	History

XYZ - Block, Inc.	Q1 2019	$74.88	Q1 2019	$74.88	+0.00%	Closed	History

YELP - Yelp Inc.	Q3 2017	$43.29	Q3 2017	$43.29	+0.00%	Closed	History

YELP - Yelp Inc.	Q1 2019	$34.51	Q1 2019	$34.51	+0.00%	Closed	History

YELP - Yelp Inc.	Q2 2022	$27.79	Q2 2022	$27.79	+0.00%	Closed	History

YETI - YETI Holdings, Inc.	Q1 2019	$30.26	Q1 2019	$30.26	+0.00%	Closed	History

YEXT - Yext, Inc.	Q2 2018	$19.32	Q2 2018	$19.32	+0.00%	Closed	History

Z - Zillow Group, Inc.	Q4 2016	$36.48	Q4 2016	$36.48	+0.00%	Closed	History

Z - Zillow Group, Inc.	Q2 2017	$49.04	Q2 2017	$49.04	+0.00%	Closed	History

ZAGG - Zagg Inc	Q4 2016	$7.09	Q4 2016	$7.09	+0.00%	Closed	History

ZAYO - Zayo Group Hldgs Inc	Q1 2018	$34.15	Q1 2018	$34.15	+0.00%	Closed	History

ZAYO - Zayo Group Hldgs Inc	Q4 2019	$34.65	Q4 2019	$34.65	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2010	$52.13	Q4 2010	$52.13	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2018	$108.19	Q2 2018	$108.19	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2019	$123.98	Q1 2019	$123.98	+0.00%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2021	$123.37	Q4 2021	$123.37	+0.00%	Closed	History

ZD - Ziff Davis, Inc.	Q2 2021	$119.55	Q2 2021	$119.55	+0.00%	Closed	History

ZEN - Zendesk Inc	Q1 2017	$28.01	Q1 2017	$28.01	+0.00%	Closed	History

ZEN - Zendesk Inc	Q1 2019	$85.11	Q1 2019	$85.11	+0.00%	Closed	History

ZEN - Zendesk Inc	Q4 2019	$76.60	Q4 2019	$76.60	+0.00%	Closed	History

ZEN - Zendesk Inc	Q1 2022	$120.29	Q1 2022	$120.29	+0.00%	Closed	History

ZEN - Zendesk Inc	Q3 2022	$76.14	Q3 2022	$76.14	+0.00%	Closed	History

ZETA - Zeta Global Holdings Corp.	Q1 2023	$10.83	Q1 2023	$10.83	+0.00%	Closed	History

ZETA - Zeta Global Holdings Corp.	Q3 2024	$29.83	Q3 2024	$29.83	+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.