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
JAAA - Janus Henderson AAA CLO ETF	Q3 2024	$50.88	Open	$50.55	-0.65%	Open	History

C7C - Clear Channel Outdoor Hldgs	Q2 2012	$6.02	Q3 2012	$5.98	-0.66%	Closed	History

AVY - Avery Dennison Corp.	Q4 2017	$114.83	Q2 2020	$114.06	-0.67%	Closed	History

GPC - Genuine Parts Co.	Q3 2017	$95.65	Q4 2017	$95.01	-0.67%	Closed	History

IUSB - iShares Core Universal USD Bond ETF	Q1 2025	$46.08	Open	$45.77	-0.67%	Open	History

NOV - NOV Inc.	Q1 2024	$19.52	Open	$19.39	-0.67%	Open	History

DIS - The Walt Disney Co.	Q2 2016	$97.82	Open	$97.15	-0.68%	Open	History

JNS - Janus Cap Group Inc	Q4 2016	$13.27	Q1 2017	$13.18	-0.68%	Closed	History

VCSH - Vanguard Short-Term Corporate Bond Index Fund ETF Shares	Q1 2026	$79.27	Open	$78.73	-0.68%	Open	History

GOVT - iShares U.S. Treasury Bond ETF	Q1 2024	$22.77	Open	$22.61	-0.70%	Open	History

VNO - Vornado Realty Trust	Q2 2019	$64.13	Q3 2019	$63.68	-0.70%	Closed	History

RGP - Resources Connection Inc	Q1 2012	$14.04	Q3 2014	$13.94	-0.71%	Closed	History

AXLL - Axiall Corp	Q2 2014	$47.27	Q1 2015	$46.93	-0.72%	Closed	History

SCSC - ScanSource, Inc.	Q2 2024	$44.31	Q3 2025	$43.99	-0.72%	Closed	History

DMX - DoubleLine Multi-Sector Income ETF	Q4 2025	$50.52	Open	$50.15	-0.73%	Open	History

ROL - Rollins, Inc.	Q1 2021	$34.43	Q4 2021	$34.18	-0.73%	Closed	History

UFS - Domtar Corp	Q2 2021	$54.94	Q3 2021	$54.54	-0.73%	Closed	History

RKLB - Rocket Lab Corp.	Q3 2022	$4.07	Q1 2023	$4.04	-0.74%	Closed	History

SCS - Steelcase Inc	Q1 2018	$13.60	Q2 2018	$13.50	-0.74%	Closed	History

WLY - John Wiley & Sons, Inc.	Q1 2019	$44.24	Q3 2019	$43.91	-0.75%	Closed	History

DHT - DHT Holdings, Inc.	Q4 2020	$5.23	Q4 2021	$5.19	-0.76%	Closed	History

ABMD - Abiomed Inc	Q2 2022	$247.49	Q3 2022	$245.59	-0.77%	Closed	History

HOLX -	Q3 2015	$39.13	Q3 2016	$38.83	-0.77%	Closed	History

JMBS - Janus Henderson Mortgage-Backed Securities ETF	Q1 2026	$45.18	Open	$44.83	-0.77%	Open	History

AVT - Avnet, Inc.	Q4 2014	$43.02	Q3 2015	$42.68	-0.79%	Closed	History

CELG - Celgene Corp	Q1 2016	$100.09	Q3 2019	$99.30	-0.79%	Closed	History

SATS - EchoStar Corp.	Q2 2014	$52.92	Q4 2014	$52.50	-0.79%	Closed	History

FBP - First Bancorp P R	Q4 2021	$13.80	Q3 2022	$13.69	-0.80%	Closed	History

SIX - Six Flags Entmt Corp New	Q4 2016	$59.97	Q1 2017	$59.49	-0.80%	Closed	History

EHC - Encompass Health Corp.	Q2 2023	$67.71	Q3 2023	$67.16	-0.81%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q1 2018	$51.51	Q2 2018	$51.09	-0.82%	Closed	History

ASTE - Astec Industries, Inc.	Q1 2011	$37.28	Q2 2011	$36.97	-0.83%	Closed	History

IOSP - Innospec Inc.	Q1 2015	$46.36	Q2 2016	$45.97	-0.84%	Closed	History

VTP - Vanguard Total Inflation-Protected Securities ETF	Q1 2026	$76.06	Open	$75.42	-0.84%	Open	History

EPD - Enterprise Products Partners L.P.	Q1 2026	$37.84	Open	$37.52	-0.85%	Open	History

RGP - Resources Connection Inc	Q3 2015	$15.06	Q3 2016	$14.93	-0.86%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2015	$41.28	Q4 2015	$40.92	-0.87%	Closed	History

HRC - Hill Rom Hldgs Inc	Q2 2011	$46.06	Q4 2014	$45.66	-0.87%	Closed	History

ESPR - Esperion Therapeutics, Inc.	Q2 2024	$2.22	Q4 2024	$2.20	-0.90%	Closed	History

FRT - Federal Realty Investment Trust	Q4 2023	$103.05	Q1 2024	$102.12	-0.90%	Closed	History

GL - Globe Life Inc.	Q3 2019	$95.76	Q4 2020	$94.90	-0.90%	Closed	History

GRPN - Groupon Inc	Q1 2018	$86.80	Q2 2018	$86.00	-0.92%	Closed	History

LB - L Brands Inc	Q4 2014	$86.53	Q2 2015	$85.73	-0.92%	Closed	History

AIN - Albany International Corp.	Q3 2018	$79.52	Q2 2022	$78.78	-0.93%	Closed	History

SYNH - Syneos Health Inc	Q3 2018	$51.58	Q2 2019	$51.09	-0.95%	Closed	History

BAX - Baxter International Inc.	Q1 2020	$81.20	Q3 2020	$80.42	-0.96%	Closed	History

HR - Healthcare Realty Trust Inc.	Q3 2022	$20.85	Open	$20.65	-0.96%	Open	History

MCHP - Microchip Technology Inc.	Q4 2021	$87.10	Open	$86.26	-0.96%	Open	History

NBSD - Neuberger Short Duration Income ETF	Q4 2025	$51.18	Open	$50.69	-0.96%	Open	History

QNST - QuinStreet, Inc.	Q4 2011	$9.35	Q2 2012	$9.26	-0.96%	Closed	History

SHW - The Sherwin-Williams Co.	Q4 2019	$194.51	Q2 2020	$192.64	-0.96%	Closed	History

CRI - Carter's, Inc.	Q1 2017	$89.80	Q2 2017	$88.93	-0.97%	Closed	History

DGI - Digitalglobe Inc	Q2 2015	$27.77	Q3 2016	$27.50	-0.97%	Closed	History

DNB - Dun & Bradstreet Hldgs Inc	Q3 2022	$12.38	Q4 2022	$12.26	-0.97%	Closed	History

NVRI - Enviri Corp.	Q4 2011	$20.58	Q2 2012	$20.38	-0.97%	Closed	History

ORA - Ormat Technologies, Inc.	Q1 2015	$38.02	Q2 2015	$37.65	-0.97%	Closed	History

VGSH - Vanguard Short-Term Treasury Index Fund ETF Shares	Q1 2025	$58.69	Open	$58.12	-0.97%	Open	History

BIVV - Bioverativ Inc	Q1 2017	$54.46	Q4 2017	$53.92	-0.99%	Closed	History

CSGS - CSG Systems International, Inc.	Q1 2019	$42.27	Q1 2020	$41.85	-0.99%	Closed	History

HXL - Hexcel Corp.	Q2 2024	$62.45	Q3 2024	$61.83	-0.99%	Closed	History

XL - Xl Group Ltd	Q1 2017	$39.88	Q3 2017	$39.48	-1.00%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q4 2015	$36.68	Q1 2016	$36.31	-1.01%	Closed	History

BIZD - VanEck BDC Income ETF	Q1 2026	$12.80	Open	$12.67	-1.02%	Open	History

HWKN - Hawkins, Inc.	Q4 2013	$18.58	Q1 2014	$18.39	-1.02%	Closed	History

PRA - ProAssurance Corp.	Q3 2013	$45.09	Q1 2014	$44.63	-1.02%	Closed	History

CBT - Cabot Corp.	Q3 2019	$45.33	Q4 2020	$44.86	-1.04%	Closed	History

CWH - Camping World Holdings, Inc.	Q4 2016	$32.58	Q1 2017	$32.24	-1.04%	Closed	History

EXC - Exelon Corp.	Q4 2017	$28.11	Q1 2018	$27.82	-1.04%	Closed	History

HYG - iShares iBoxx $ High Yield Corporate Bond ETF	Q2 2025	$80.65	Open	$79.81	-1.04%	Open	History

ARG - Airgas Inc	Q4 2013	$111.84	Q3 2014	$110.65	-1.06%	Closed	History

CLOV - Clover Health Investments Co	Q3 2024	$2.82	Q2 2025	$2.79	-1.06%	Closed	History

APA - APA Corp.	Q1 2019	$34.64	Open	$34.27	-1.07%	Open	History

IDU - iShares U.S. Utilities ETF	Q1 2026	$116.11	Open	$114.87	-1.07%	Open	History

AOS - A. O. Smith Corp.	Q4 2019	$47.65	Q2 2020	$47.13	-1.09%	Closed	History

GANX - Gain Therapeutics, Inc.	Q3 2024	$22.05	Q2 2025	$21.81	-1.09%	Closed	History

GLW - Corning Inc.	Q4 2014	$22.93	Q1 2015	$22.68	-1.09%	Closed	History

HFC - Hollyfrontier Corp	Q3 2021	$33.14	Q4 2021	$32.78	-1.09%	Closed	History

LAUR - Laureate Education, Inc.	Q1 2018	$13.74	Q1 2021	$13.59	-1.09%	Closed	History

AORT - Artivion, Inc.	Q1 2025	$24.58	Open	$24.31	-1.10%	Open	History

FDP - Del Monte Corp.	Q3 2016	$59.90	Q1 2017	$59.24	-1.10%	Closed	History

VWOB - Vanguard Emerging Markets Government Bond Index Fund	Q1 2024	$63.85	Q4 2024	$63.15	-1.10%	Closed	History

NATI - National Instrs Corp	Q2 2014	$32.40	Q1 2015	$32.04	-1.11%	Closed	History

BECN - Beacon Roofing Supply Inc	Q1 2011	$20.45	Q4 2011	$20.22	-1.12%	Closed	History

CGMS - Capital Group U.S. Multi-Sector Income ETF	Q2 2025	$27.62	Open	$27.31	-1.12%	Open	History

JCPB - JPMorgan Core Plus Bond ETF	Q4 2023	$47.08	Open	$46.56	-1.12%	Open	History

V - Visa Inc.	Q1 2014	$53.96	Q3 2014	$53.34	-1.14%	Closed	History

PAAS - Pan American Silver Corp.	Q3 2018	$14.78	Q4 2018	$14.61	-1.15%	Closed	History

MAA - Mid-America Apartment Communities, Inc.	Q1 2017	$101.71	Q2 2018	$100.53	-1.16%	Closed	History

SPSB - State Street SPDR Portfolio Short Term Corporate Bond ETF	Q3 2025	$30.29	Open	$29.94	-1.16%	Open	History

LGND - Ligand Pharmaceuticals Inc.	Q1 2016	$66.81	Q1 2017	$66.03	-1.17%	Closed	History

BDC - Belden Inc.	Q4 2013	$70.43	Q1 2014	$69.60	-1.18%	Closed	History

IM - Ingram Micro Inc	Q1 2014	$29.56	Q2 2014	$29.21	-1.18%	Closed	History

KEYS - Keysight Technologies, Inc.	Q4 2016	$36.57	Q1 2017	$36.14	-1.18%	Closed	History

CCL - Carnival Corp. Ltd.	Q4 2017	$66.37	Q1 2018	$65.58	-1.19%	Closed	History

AVNT - Avient Corp.	Q1 2026	$36.30	Open	$35.86	-1.21%	Open	History

FNSR - Finisar Corp	Q1 2019	$23.18	Q2 2019	$22.90	-1.21%	Closed	History

ICFI - ICF International, Inc.	Q4 2010	$25.69	Q1 2012	$25.38	-1.21%	Closed	History

MSEX - Middlesex Water Co	Q3 2013	$21.40	Q2 2014	$21.14	-1.21%	Closed	History

CVGI - Commercial Veh Group Inc	Q3 2012	$7.35	Q4 2013	$7.26	-1.22%	Closed	History

TGH - Textainer Group Holdings Ltd	Q3 2017	$17.16	Q1 2018	$16.95	-1.22%	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.