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
CNL - Cleco Corp New	Q1 2015	$54.52	Q2 2015	$53.85	-1.23%	Closed	History

LQD - iShares iBoxx $ Investment Grade Corporate Bond ETF	Q1 2024	$108.92	Open	$107.58	-1.23%	Open	History

VMBS - Vanguard Mortgage-Backed Securities Index Fund ETF Shares	Q4 2025	$47.08	Open	$46.50	-1.23%	Open	History

ENB - Enbridge Inc.	Q1 2018	$31.47	Q4 2018	$31.08	-1.24%	Closed	History

PYLD - PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund	Q4 2025	$26.68	Open	$26.35	-1.24%	Open	History

ATHN - Athenahealth Inc	Q3 2018	$133.59	Q4 2018	$131.92	-1.25%	Closed	History

HVT - Haverty Furniture Companies, Inc.	Q4 2015	$21.45	Q1 2016	$21.18	-1.26%	Closed	History

FHI - Federated Hermes Inc	Q4 2022	$36.31	Q2 2023	$35.85	-1.27%	Closed	History

PTEN - Patterson-UTI Energy, Inc.	Q1 2019	$14.02	Q3 2023	$13.84	-1.28%	Closed	History

SEE -	Q4 2016	$45.33	Q2 2017	$44.75	-1.28%	Closed	History

ETN - Eaton Corp. plc	Q1 2014	$75.12	Q1 2017	$74.14	-1.30%	Closed	History

MSCC - Microsemi Corp	Q1 2015	$35.40	Q2 2015	$34.94	-1.30%	Closed	History

DKS - DICK'S Sporting Goods, Inc.	Q1 2018	$35.05	Q2 2019	$34.59	-1.31%	Closed	History

SWX - Southwest Gas Holdings, Inc.	Q4 2010	$36.68	Q3 2011	$36.20	-1.31%	Closed	History

IBDV - iShares iBonds Dec 2030 Term Corporate ETF	Q2 2025	$21.98	Open	$21.69	-1.32%	Open	History

XYL - Xylem Inc.	Q3 2014	$35.50	Q1 2015	$35.03	-1.32%	Closed	History

EXPRN - Express Inc	Q2 2015	$18.11	Q3 2015	$17.87	-1.33%	Closed	History

IAG - IAMGOLD Corp.	Q3 2024	$5.23	Q4 2024	$5.16	-1.34%	Closed	History

WRBY - Warby Parker Inc.	Q3 2022	$13.34	Q3 2023	$13.16	-1.35%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2015	$110.12	Q2 2015	$108.63	-1.36%	Closed	History

CTRX - Catamaran Corp	Q1 2014	$44.81	Q2 2014	$44.20	-1.36%	Closed	History

LCII - LCI Industries	Q4 2022	$92.45	Q2 2025	$91.19	-1.36%	Closed	History

NABL - N-Able Inc	Q4 2023	$13.25	Q1 2024	$13.07	-1.36%	Closed	History

AZTA - Azenta, Inc.	Q1 2014	$10.92	Q2 2014	$10.77	-1.37%	Closed	History

BND - Vanguard Total Bond Market Index Fund	Q1 2023	$73.83	Open	$72.82	-1.37%	Open	History

HYLB - Xtrackers USD High Yield Corporate Bond ETF	Q2 2025	$36.92	Open	$36.41	-1.38%	Open	History

WSQ - Wausau Paper Corp	Q1 2012	$9.39	Q3 2012	$9.26	-1.38%	Closed	History

BFAM - Bright Horizons Family Solutions Inc.	Q3 2019	$152.45	Q4 2019	$150.31	-1.40%	Closed	History

BSV - Vanguard Short-Term Bond Index Fund ETF Shares	Q4 2025	$78.81	Open	$77.71	-1.40%	Open	History

WWD - Woodward, Inc.	Q3 2017	$77.63	Q4 2017	$76.54	-1.40%	Closed	History

DBI - Designer Brands Inc.	Q1 2026	$5.69	Open	$5.61	-1.41%	Open	History

VHT - Vanguard Health Care Index Fund ETF Shares	Q1 2023	$238.46	Q3 2023	$235.10	-1.41%	Closed	History

CNSL - Consolidated Comm Hldgs Inc	Q2 2019	$4.93	Q4 2020	$4.86	-1.42%	Closed	History

DLTR - Dollar Tree, Inc.	Q2 2020	$92.67	Q3 2020	$91.35	-1.42%	Closed	History

INTU - Intuit Inc.	Q2 2016	$111.61	Q3 2016	$110.01	-1.43%	Closed	History

FAST - Fastenal Co.	Q1 2015	$10.36	Q4 2015	$10.21	-1.45%	Closed	History

1624831D - Everbank Finl Corp	Q1 2016	$15.08	Q2 2016	$14.86	-1.46%	Closed	History

CIM - Chimera Invt Corp	Q2 2021	$45.09	Q3 2021	$44.43	-1.46%	Closed	History

HYBL - State Street Blackstone High Income ETF	Q4 2024	$28.36	Open	$27.95	-1.46%	Open	History

MCRI - Monarch Casino & Resort, Inc.	Q4 2024	$78.90	Q1 2025	$77.75	-1.46%	Closed	History

NTCT - NetScout Systems, Inc.	Q4 2019	$24.03	Q1 2020	$23.68	-1.46%	Closed	History

DGIT - Digital Generation Inc	Q3 2013	$12.93	Q4 2013	$12.74	-1.47%	Closed	History

ESND - Essendant Inc	Q3 2015	$32.43	Q1 2016	$31.95	-1.48%	Closed	History

LRN - Stride, Inc.	Q2 2015	$12.64	Q3 2015	$12.45	-1.50%	Closed	History

CORE - Core Mark Holding Co Inc	Q3 2012	$48.11	Q4 2012	$47.38	-1.52%	Closed	History

QDEL - Quidel Corp	Q2 2018	$66.48	Q1 2019	$65.47	-1.52%	Closed	History

ELAN - Elanco Animal Health Inc.	Q3 2022	$12.41	Q4 2022	$12.22	-1.53%	Closed	History

HOUS - Realogy Hldgs Corp	Q4 2015	$36.67	Q1 2016	$36.11	-1.53%	Closed	History

EMS - Emergency Medical Svcs Corp	Q4 2010	$64.52	Q1 2011	$63.52	-1.55%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q4 2016	$43.76	Q1 2017	$43.08	-1.55%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2017	$82.01	Q2 2017	$80.73	-1.56%	Closed	History

RTN - Raytheon Co	Q4 2015	$124.61	Q1 2016	$122.63	-1.59%	Closed	History

BHE - Benchmark Electronics, Inc.	Q2 2024	$39.46	Q2 2025	$38.83	-1.60%	Closed	History

PSMT - PriceSmart, Inc.	Q2 2014	$87.05	Q3 2014	$85.66	-1.60%	Closed	History

TRP - TC Energy Corp.	Q3 2017	$49.43	Q4 2017	$48.64	-1.60%	Closed	History

KOS - Kosmos Energy Ltd.	Q4 2013	$11.18	Q1 2014	$11.00	-1.61%	Closed	History

NEO - Neogenomics Inc	Q2 2016	$8.04	Q1 2017	$7.91	-1.62%	Closed	History

SCSC - ScanSource, Inc.	Q2 2016	$37.09	Q3 2016	$36.49	-1.62%	Closed	History

SFLY - Shutterfly Inc	Q1 2017	$48.29	Q2 2017	$47.51	-1.62%	Closed	History

EVRI - Everi Hldgs Inc	Q4 2021	$21.35	Q1 2022	$21.00	-1.64%	Closed	History

UN - Unilever N V	Q4 2013	$40.27	Q3 2014	$39.61	-1.64%	Closed	History

ASO - Academy Sports and Outdoors, Inc.	Q3 2021	$40.04	Q1 2022	$39.38	-1.65%	Closed	History

FBND - Fidelity Total Bond ETF	Q4 2023	$46.04	Open	$45.28	-1.65%	Open	History

FINL - Finish Line Inc	Q1 2012	$21.23	Q2 2012	$20.88	-1.65%	Closed	History

IPAR - Interparfums, Inc.	Q4 2010	$18.82	Q1 2011	$18.51	-1.65%	Closed	History

PRSCUSD - Providence Svc Corp	Q2 2015	$44.30	Q3 2015	$43.57	-1.65%	Closed	History

KERX - Keryx Biopharmaceuticals Inc	Q2 2017	$7.23	Q3 2017	$7.11	-1.66%	Closed	History

KR - The Kroger Co.	Q4 2010	$11.17	Q3 2011	$10.99	-1.66%	Closed	History

MASI - Masimo Corp.	Q3 2011	$21.65	Q3 2014	$21.29	-1.66%	Closed	History

SCI - Service Corp. International	Q2 2019	$46.80	Q4 2019	$46.02	-1.67%	Closed	History

BFXXQ - Nautilus Inc	Q1 2015	$15.26	Q3 2015	$15.00	-1.70%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2012	$32.81	Q2 2012	$32.25	-1.71%	Closed	History

CMS - CMS Energy Corp.	Q3 2019	$63.95	Q4 2019	$62.85	-1.72%	Closed	History

HTLD - Heartland Express, Inc.	Q1 2015	$23.76	Q4 2017	$23.35	-1.73%	Closed	History

RLGT - Radiant Logistics, Inc.	Q1 2019	$6.27	Q2 2019	$6.16	-1.75%	Closed	History

WHR - Whirlpool Corp.	Q4 2023	$121.77	Q1 2024	$119.63	-1.76%	Closed	History

HYS - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	Q4 2025	$94.82	Open	$93.14	-1.77%	Open	History

NTCT - NetScout Systems, Inc.	Q4 2012	$26.00	Q3 2013	$25.54	-1.77%	Closed	History

PX - Praxair Inc	Q1 2016	$114.45	Q2 2016	$112.42	-1.77%	Closed	History

EQC - Equity Comwlth	Q2 2023	$20.26	Q3 2024	$19.90	-1.78%	Closed	History

APLS - Apellis Pharmaceuticals, Inc.	Q4 2023	$59.86	Q1 2024	$58.78	-1.80%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q4 2016	$42.89	Q1 2017	$42.12	-1.80%	Closed	History

SPIB - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF	Q3 2025	$33.89	Open	$33.28	-1.80%	Open	History

TXN - Texas Instruments Inc.	Q1 2013	$35.50	Q2 2013	$34.86	-1.80%	Closed	History

DISCA - Discovery Inc	Q3 2021	$25.38	Q1 2022	$24.92	-1.81%	Closed	History

BNDX - Vanguard Total International Bond Index Fund	Q1 2023	$48.92	Open	$48.03	-1.82%	Open	History

TD - The Toronto-Dominion Bank	Q3 2022	$61.38	Q3 2023	$60.26	-1.82%	Closed	History

DNB - Dun & Bradstreet Hldgs Inc	Q2 2024	$9.26	Q2 2025	$9.09	-1.84%	Closed	History

ASTL - Algoma Stl Group Inc	Q3 2022	$6.46	Q4 2022	$6.34	-1.86%	Closed	History

GLBAV -	Q3 2025	$37.55	Open	$36.85	-1.86%	Open	History

MUR - Murphy Oil Corp.	Q2 2016	$31.72	Q4 2016	$31.13	-1.86%	Closed	History

NG - NovaGold Resources Inc.	Q2 2022	$4.78	Q3 2022	$4.69	-1.88%	Closed	History

PLAB - Photronics Inc	Q3 2015	$9.06	Q3 2017	$8.89	-1.88%	Closed	History

HDV - iShares Core High Dividend ETF	Q2 2023	$20.16	Q3 2023	$19.78	-1.89%	Closed	History

EFA - iShares MSCI EAFE ETF	Q2 2011	$60.14	Q1 2013	$59.00	-1.90%	Closed	History

INTC - Intel Corp.	Q4 2010	$21.03	Q4 2012	$20.63	-1.90%	Closed	History

XYL - Xylem Inc.	Q3 2021	$123.80	Open	$121.43	-1.91%	Open	History

ALV - Autoliv, Inc.	Q4 2010	$56.86	Q2 2013	$55.76	-1.93%	Closed	History

VMEO - Vimeo Inc	Q2 2023	$4.12	Q2 2025	$4.04	-1.94%	Closed	History

DVA - DaVita Inc.	Q3 2016	$66.06	Q2 2017	$64.77	-1.95%	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.