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
ZINCQ - Horsehead Hldg Corp	Q4 2011	$9.01	Q4 2011	$9.01	+0.00%	Closed	History

ZION - Zions Bancorporation, National Association	Q4 2019	$51.94	Q4 2019	$51.94	+0.00%	Closed	History

ZIXI - Zix Corp	Q1 2016	$3.94	Q1 2016	$3.94	+0.00%	Closed	History

ZLC - Zale Corp New	Q1 2014	$20.91	Q1 2014	$20.91	+0.00%	Closed	History

ZLTQ - Zeltiq Aesthetics Inc	Q2 2015	$29.48	Q2 2015	$29.48	+0.00%	Closed	History

ZLTQ - Zeltiq Aesthetics Inc	Q4 2016	$43.53	Q4 2016	$43.53	+0.00%	Closed	History

ZNGA - Zynga Inc	Q1 2020	$6.85	Q1 2020	$6.85	+0.00%	Closed	History

ZNGA - Zynga Inc	Q3 2020	$9.12	Q3 2020	$9.12	+0.00%	Closed	History

ZOES - Zoes Kitchen Inc	Q3 2018	$12.75	Q3 2018	$12.75	+0.00%	Closed	History

ZOMDF - Zomedica Pharmaceuticals Cor	Q1 2021	$1.58	Q1 2021	$1.58	+0.00%	Closed	History

ZS - Zscaler, Inc.	Q2 2021	$215.89	Q2 2021	$215.89	+0.00%	Closed	History

ZTS - Zoetis Inc.	Q2 2013	$30.90	Q2 2013	$30.90	+0.00%	Closed	History

ZUMZ - Zumiez Inc	Q2 2016	$14.33	Q2 2016	$14.33	+0.00%	Closed	History

ZUO - Zuora Inc	Q3 2024	$8.62	Q3 2024	$8.62	+0.00%	Closed	History

DEI - Douglas Emmett, Inc.	Q4 2021	$33.49	Q1 2022	$33.48	-0.03%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2019	$124.12	Q2 2022	$124.08	-0.03%	Closed	History

MKC - McCormick & Co., Inc.	Q1 2017	$48.78	Q2 2017	$48.76	-0.04%	Closed	History

RDS.B - Royal Dutch Shell Plc	Q4 2018	$60.00	Q3 2019	$59.97	-0.05%	Closed	History

GLPI - Gaming and Leisure Properties, Inc.	Q2 2021	$46.41	Q3 2021	$46.38	-0.06%	Closed	History

PCG - PG&E Corp.	Q1 2017	$66.41	Q2 2017	$66.37	-0.06%	Closed	History

TFLO - iShares Treasury Floating Rate Bond ETF	Q3 2024	$50.60	Open	$50.57	-0.06%	Open	History

TWNK - Hostess Brands Inc	Q4 2017	$14.80	Q1 2018	$14.79	-0.07%	Closed	History

MOO - Monsanto Co New	Q4 2017	$116.79	Q1 2018	$116.69	-0.09%	Closed	History

ALB - Albemarle Corp.	Q1 2017	$105.64	Q2 2017	$105.53	-0.10%	Closed	History

AVAV - Aerovironment Inc	Q4 2010	$26.83	Q1 2012	$26.80	-0.11%	Closed	History

BGS - B & G Foods Inc New	Q3 2020	$27.77	Q4 2020	$27.74	-0.11%	Closed	History

CNW - Con-Way Inc	Q3 2014	$47.50	Q3 2015	$47.45	-0.11%	Closed	History

MDT - Medtronic plc	Q1 2017	$80.56	Open	$80.47	-0.11%	Open	History

VIAV - Viavi Solutions Inc.	Q2 2021	$17.62	Q4 2021	$17.60	-0.11%	Closed	History

LGF.B - Lions Gate Entmnt Corp	Q3 2017	$31.80	Q4 2017	$31.76	-0.13%	Closed	History

SHOR - Shoretel Inc	Q3 2015	$7.44	Q1 2016	$7.43	-0.13%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q2 2014	$10.04	Q3 2014	$10.02	-0.14%	Closed	History

PGF - Invesco Financial Preferred ETF	Q1 2026	$13.76	Open	$13.74	-0.15%	Open	History

MWA - Mueller Water Products, Inc.	Q3 2016	$12.55	Q4 2017	$12.53	-0.16%	Closed	History

GML - Systemax Inc	Q2 2012	$11.83	Q3 2012	$11.81	-0.17%	Closed	History

SBAC - SBA Communications Corp.	Q3 2019	$241.28	Q4 2019	$240.86	-0.17%	Closed	History

AZN - AstraZeneca PLC	Q4 2010	$46.20	Q1 2011	$46.11	-0.18%	Closed	History

HSY - The Hershey Co.	Q4 2013	$97.40	Q2 2014	$97.22	-0.18%	Closed	History

NUAN - Nuance Communications Inc	Q3 2015	$16.37	Q4 2017	$16.34	-0.18%	Closed	History

SGOV - iShares 0-3 Month Treasury Bond ETF	Q3 2024	$100.72	Open	$100.54	-0.18%	Open	History

CVH - Coventry Health Care Inc	Q1 2011	$31.80	Q2 2012	$31.74	-0.19%	Closed	History

EMBC - Embecta Corp.	Q2 2022	$25.34	Q4 2022	$25.29	-0.20%	Closed	History

GBIL - Goldman Sachs Access Treasury 0-1 Year ETF	Q3 2025	$100.23	Open	$100.01	-0.22%	Open	History

HOPE - Hope Bancorp Inc	Q4 2017	$18.22	Q1 2018	$18.18	-0.22%	Closed	History

MGLN - Magellan Health Svcs Inc	Q3 2013	$59.95	Q4 2013	$59.82	-0.22%	Closed	History

LGTY - American Software Inc	Q1 2012	$8.57	Q3 2013	$8.55	-0.23%	Closed	History

ED - Consolidated Edison, Inc.	Q1 2025	$110.59	Open	$110.31	-0.25%	Open	History

SHV - iShares 0–1 Year Treasury Bond ETF	Q2 2024	$110.50	Open	$110.21	-0.26%	Open	History

EMC - E M C Corp Mass	Q2 2012	$25.63	Q1 2015	$25.56	-0.27%	Closed	History

FN - Fabrinet	Q1 2013	$14.64	Q3 2014	$14.60	-0.27%	Closed	History

GVA - Granite Construction Inc.	Q1 2018	$55.86	Q2 2018	$55.71	-0.27%	Closed	History

MDR - Mcdermott Intl Inc	Q4 2012	$11.02	Q1 2013	$10.99	-0.27%	Closed	History

OMCL - Omnicell Com	Q1 2021	$129.89	Q1 2022	$129.54	-0.27%	Closed	History

CNK - Cinemark Holdings, Inc.	Q3 2018	$40.20	Q1 2019	$40.08	-0.30%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2026	$90.42	Open	$90.14	-0.31%	Open	History

UNM - Unum Group	Q1 2017	$46.85	Q2 2017	$46.70	-0.32%	Closed	History

BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Q1 2023	$91.82	Open	$91.52	-0.33%	Open	History

MHK - Mohawk Industries, Inc.	Q3 2016	$200.37	Q4 2016	$199.68	-0.34%	Closed	History

AVA - Avista Corp.	Q2 2011	$25.70	Q1 2012	$25.61	-0.35%	Closed	History

WDFC - WD-40 Co.	Q3 2025	$197.60	Q4 2025	$196.90	-0.35%	Closed	History

BF.B - Brown-Forman CL B	Q3 2021	$67.02	Q2 2023	$66.78	-0.36%	Closed	History

ELS - Equity LifeStyle Properties, Inc.	Q1 2023	$67.13	Q2 2023	$66.89	-0.36%	Closed	History

CRUS - Cirrus Logic, Inc.	Q2 2011	$15.90	Q4 2011	$15.84	-0.38%	Closed	History

DCRE - DoubleLine Commercial Real Estate Debt ETF	Q4 2025	$51.90	Open	$51.70	-0.39%	Open	History

NFG - National Fuel Gas Co.	Q2 2016	$56.95	Q4 2016	$56.73	-0.39%	Closed	History

WR - Westar Energy Inc	Q4 2017	$52.88	Q1 2018	$52.67	-0.40%	Closed	History

FOLD -	Q4 2022	$12.21	Q3 2023	$12.16	-0.41%	Closed	History

PULS - PGIM Ultra Short Bond ETF	Q3 2025	$49.83	Open	$49.62	-0.42%	Open	History

MLKN - MillerKnoll, Inc.	Q2 2017	$30.38	Q4 2018	$30.25	-0.43%	Closed	History

MTX - Minerals Technologies Inc.	Q4 2018	$51.29	Q3 2020	$51.07	-0.43%	Closed	History

TSCO - Tractor Supply Co.	Q3 2017	$12.66	Q1 2018	$12.60	-0.43%	Closed	History

LRN - Stride, Inc.	Q2 2017	$17.91	Q3 2017	$17.83	-0.45%	Closed	History

CSII - Cardiovascular Sys Inc Del	Q1 2017	$28.23	Q3 2017	$28.10	-0.46%	Closed	History

TTC - The Toro Co.	Q2 2018	$60.25	Q3 2018	$59.97	-0.46%	Closed	History

41IS - Unilever Plc	Q1 2018	$55.60	Q2 2018	$55.34	-0.47%	Closed	History

SDOG - Alps Etf Tr	Q4 2022	$51.44	Q1 2023	$51.20	-0.47%	Closed	History

KIM - Kimco Realty Corp.	Q2 2021	$20.85	Q3 2021	$20.75	-0.48%	Closed	History

BWXT - BWX Technologies, Inc.	Q2 2020	$56.60	Q3 2020	$56.32	-0.49%	Closed	History

SFL - SFL Corp. Ltd.	Q2 2015	$16.32	Q3 2015	$16.24	-0.49%	Closed	History

APLE - Apple Hospitality Reit Inc	Q2 2020	$9.66	Q3 2020	$9.61	-0.52%	Closed	History

QSR - Restaurant Brands International Inc.	Q1 2015	$38.40	Q2 2015	$38.20	-0.52%	Closed	History

FLO - Flowers Foods, Inc.	Q2 2016	$18.76	Q3 2018	$18.66	-0.53%	Closed	History

HTRB - Hartford Total Return Bond ETF	Q1 2024	$33.74	Open	$33.56	-0.53%	Open	History

SLB - Slb N.V.	Q4 2017	$67.39	Q2 2018	$67.03	-0.53%	Closed	History

DNN - Denison Mines Corp	Q3 2024	$1.83	Q2 2025	$1.82	-0.55%	Closed	History

COL - Rockwell Collins Inc	Q4 2017	$135.62	Q1 2018	$134.85	-0.57%	Closed	History

NSIT - Insight Enterprises Inc	Q3 2012	$17.47	Q4 2012	$17.37	-0.57%	Closed	History

ANF - Abercrombie & Fitch Co.	Q4 2016	$12.00	Q1 2017	$11.93	-0.58%	Closed	History

BCOR - Blucora Inc	Q4 2014	$13.85	Q3 2015	$13.77	-0.58%	Closed	History

CCL - Carnival Corp. Ltd.	Q2 2023	$18.83	Q2 2024	$18.72	-0.58%	Closed	History

T - AT&T Inc.	Q4 2018	$21.56	Open	$21.43	-0.58%	Open	History

TKR - The Timken Co.	Q3 2014	$42.39	Q1 2015	$42.14	-0.59%	Closed	History

ADUS - Addus Homecare Corp	Q4 2022	$99.49	Q1 2025	$98.89	-0.60%	Closed	History

FTSD - Franklin Short Duration U.S. Government ETF	Q1 2025	$90.77	Open	$90.22	-0.61%	Open	History

SCHL - Scholastic Corp	Q2 2016	$39.61	Q3 2016	$39.37	-0.61%	Closed	History

EA - Electronic Arts Inc.	Q2 2017	$105.72	Q4 2017	$105.06	-0.62%	Closed	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q4 2017	$53.26	Q1 2018	$52.93	-0.62%	Closed	History

CRCT - Cricut, Inc.	Q1 2024	$4.76	Open	$4.73	-0.63%	Open	History

HLX - Helix Energy Solutions Group, Inc.	Q3 2023	$11.17	Q3 2024	$11.10	-0.63%	Closed	History

BCPC - Balchem Corp	Q1 2024	$154.95	Q2 2024	$153.95	-0.65%	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.