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
EQR - Equity Residential	Q3 2022	$67.28	Q2 2023	$65.97	-1.95%	Closed	History

ACH - Owens & Minor Inc New	Q4 2016	$35.29	Q1 2017	$34.60	-1.96%	Closed	History

MHK - Mohawk Industries, Inc.	Q4 2022	$102.22	Q1 2023	$100.22	-1.96%	Closed	History

HURN - Huron Consulting Group Inc.	Q4 2018	$51.29	Q2 2019	$50.28	-1.97%	Closed	History

IEI - iShares 3-7 Year Treasury Bond ETF	Q4 2025	$119.35	Open	$116.98	-1.99%	Open	History

MYRG - MYR Group Inc.	Q1 2013	$24.57	Q3 2014	$24.08	-1.99%	Closed	History

UPS - United Parcel Service, Inc.	Q1 2011	$74.40	Q2 2011	$72.92	-1.99%	Closed	History

NGG - National Grid plc	Q1 2026	$84.60	Open	$82.91	-2.00%	Open	History

LKQ - LKQ Corp.	Q2 2015	$30.24	Q4 2015	$29.63	-2.02%	Closed	History

EG - Everest Group, Ltd.	Q3 2023	$371.67	Open	$364.13	-2.03%	Open	History

ESND - Essendant Inc	Q3 2018	$12.83	Q4 2018	$12.57	-2.03%	Closed	History

IVZ - Invesco Ltd.	Q3 2013	$31.91	Q3 2016	$31.26	-2.04%	Closed	History

DNUT - Krispy Kreme, Inc.	Q1 2026	$3.39	Open	$3.32	-2.06%	Open	History

PODD - Insulet Corp.	Q4 2022	$294.39	Q2 2023	$288.34	-2.06%	Closed	History

SWC - Stillwater Mng Co	Q3 2014	$15.04	Q4 2014	$14.73	-2.06%	Closed	History

EGHT - 8x8 Inc New	Q4 2022	$4.32	Q2 2023	$4.23	-2.08%	Closed	History

LMND - Lemonade, Inc.	Q2 2023	$16.85	Q2 2024	$16.50	-2.08%	Closed	History

TYPE - Monotype Imaging Holdings In	Q3 2018	$20.21	Q3 2019	$19.79	-2.08%	Closed	History

ED - Consolidated Edison, Inc.	Q3 2016	$75.26	Q4 2016	$73.67	-2.11%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2014	$57.30	Q1 2015	$56.09	-2.11%	Closed	History

NBIX - Neurocrine Biosciences, Inc.	Q2 2018	$98.21	Q3 2020	$96.14	-2.11%	Closed	History

SCVL - Shoe Carnival Inc	Q1 2015	$14.73	Q2 2015	$14.42	-2.11%	Closed	History

PERY - Ellis Perry Intl Inc	Q2 2012	$20.75	Q2 2013	$20.31	-2.12%	Closed	History

PRTYQ - Party City Holdco Inc	Q1 2018	$15.59	Q2 2018	$15.26	-2.12%	Closed	History

SLM - SLM Corp.	Q1 2019	$9.92	Q2 2019	$9.71	-2.12%	Closed	History

VEEV - Veeva Systems Inc.	Q3 2022	$164.88	Q4 2022	$161.38	-2.12%	Closed	History

PRDO - Perdoceo Education Corp.	Q1 2020	$10.79	Q3 2021	$10.56	-2.13%	Closed	History

WAIR - Wesco Aircraft Hldgs Inc	Q3 2018	$11.26	Q4 2019	$11.02	-2.13%	Closed	History

NYMT - New York Mtg Tr Inc	Q4 2021	$3.73	Q1 2022	$3.65	-2.14%	Closed	History

WPM - Wheaton Precious Metals Corp.	Q1 2023	$48.16	Q1 2024	$47.13	-2.14%	Closed	History

DRII - Diamond Resorts Intl Inc	Q2 2014	$23.29	Q3 2014	$22.79	-2.15%	Closed	History

BCO - The Brink's Co.	Q1 2013	$28.26	Q1 2015	$27.65	-2.16%	Closed	History

WEN - The Wendy's Co.	Q3 2011	$4.62	Q3 2012	$4.52	-2.16%	Closed	History

VCYT - Veracyte, Inc.	Q2 2019	$28.50	Q4 2019	$27.88	-2.18%	Closed	History

WEN - The Wendy's Co.	Q4 2013	$8.72	Q2 2014	$8.53	-2.18%	Closed	History

SIX - Six Flags Entmt Corp New	Q2 2013	$35.16	Q3 2014	$34.39	-2.19%	Closed	History

AIV - Apartment Invt & Mgmt Co	Q3 2022	$7.28	Q4 2022	$7.12	-2.20%	Closed	History

IOT - Samsara Inc.	Q3 2025	$37.25	Open	$36.43	-2.20%	Open	History

CCK - Crown Holdings, Inc.	Q4 2015	$50.70	Q1 2016	$49.58	-2.21%	Closed	History

PLUG - Plug Power Inc.	Q1 2026	$2.26	Open	$2.21	-2.21%	Open	History

XYL - Xylem Inc.	Q4 2017	$68.19	Q4 2018	$66.68	-2.21%	Closed	History

GNTX - Gentex Corp.	Q1 2021	$35.66	Q4 2021	$34.87	-2.22%	Closed	History

HP - Helmerich & Payne, Inc.	Q3 2013	$68.95	Q4 2014	$67.42	-2.22%	Closed	History

SLM - SLM Corp.	Q1 2021	$17.99	Q3 2021	$17.59	-2.22%	Closed	History

SLM - SLM Corp.	Q1 2020	$7.19	Q2 2020	$7.03	-2.23%	Closed	History

ALLE - Allegion plc	Q2 2014	$56.73	Q4 2014	$55.46	-2.24%	Closed	History

CAKE - The Cheesecake Factory Inc.	Q1 2011	$30.08	Q1 2012	$29.40	-2.26%	Closed	History

MCRI - Monarch Casino & Resort, Inc.	Q3 2013	$18.98	Q1 2014	$18.55	-2.27%	Closed	History

PNR - Pentair plc	Q3 2016	$43.14	Q1 2017	$42.16	-2.27%	Closed	History

DRQEUR - Dril Quip Inc	Q2 2019	$47.99	Q4 2019	$46.89	-2.29%	Closed	History

TREE - Lendingtree Inc New	Q4 2021	$122.64	Q1 2022	$119.83	-2.29%	Closed	History

OIL - Owens Ill Inc	Q4 2017	$22.17	Q1 2018	$21.66	-2.30%	Closed	History

SCHL - Scholastic Corp	Q4 2011	$29.98	Q2 2013	$29.29	-2.30%	Closed	History

DBND - DoubleLine Opportunistic Core Bond ETF	Q4 2025	$46.36	Open	$45.29	-2.31%	Open	History

SOVO - Sovos Brands Inc	Q3 2023	$22.55	Q4 2023	$22.03	-2.31%	Closed	History

TXNM - TXNM Energy, Inc.	Q1 2026	$58.46	Open	$57.11	-2.31%	Open	History

FTNT - Fortinet, Inc.	Q1 2017	$7.67	Q2 2017	$7.49	-2.32%	Closed	History

LZB - La-Z-Boy Inc.	Q2 2013	$20.26	Q3 2014	$19.79	-2.32%	Closed	History

CSL - Carlisle Companies Inc.	Q1 2019	$122.63	Q2 2020	$119.77	-2.33%	Closed	History

GT - The Goodyear Tire & Rubber Co.	Q1 2021	$17.56	Q2 2021	$17.15	-2.33%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2023	$18.33	Q1 2024	$17.90	-2.35%	Closed	History

MOH - Molina Healthcare, Inc.	Q3 2013	$35.59	Q4 2013	$34.75	-2.36%	Closed	History

RARE - Ultragenyx Pharmaceutical In	Q4 2023	$47.82	Q1 2024	$46.69	-2.36%	Closed	History

NSP - Insperity, Inc.	Q2 2022	$99.97	Q3 2023	$97.60	-2.37%	Closed	History

GRA - Grace W R & Co Del New	Q1 2019	$77.95	Q2 2019	$76.09	-2.39%	Closed	History

FDP - Del Monte Corp.	Q4 2018	$28.27	Q1 2020	$27.59	-2.41%	Closed	History

FISV - Fiserv, Inc.	Q2 2016	$54.37	Q4 2016	$53.06	-2.41%	Closed	History

SEIC - SEI Investments Co.	Q1 2014	$33.60	Q2 2014	$32.79	-2.41%	Closed	History

CRL - Charles River Laboratories International, Inc.	Q1 2011	$38.40	Q4 2012	$37.47	-2.42%	Closed	History

ENDPQ - Endo Intl Plc	Q2 2014	$70.02	Q3 2014	$68.31	-2.44%	Closed	History

EGY - Vaalco Energy Inc	Q1 2011	$7.76	Q1 2013	$7.57	-2.45%	Closed	History

CTB - Cooper Tire & Rubr Co	Q4 2018	$32.33	Q2 2019	$31.53	-2.47%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2020	$183.26	Q3 2020	$178.72	-2.48%	Closed	History

IEF - iShares 7-10 Year Treasury Bond ETF	Q4 2025	$96.16	Open	$93.78	-2.48%	Open	History

PLXS - Plexus Corp.	Q2 2021	$91.50	Q3 2021	$89.23	-2.48%	Closed	History

PNR - Pentair plc	Q3 2017	$45.64	Q1 2019	$44.51	-2.48%	Closed	History

Y - Alleghany Corp Del	Q3 2012	$344.43	Q4 2012	$335.85	-2.49%	Closed	History

APTV - Aptiv PLC	Q4 2024	$60.48	Open	$58.96	-2.51%	Open	History

USPH - U S Physical Therapy Inc	Q4 2012	$27.54	Q1 2013	$26.85	-2.51%	Closed	History

ATR - AptarGroup, Inc.	Q4 2013	$67.80	Q1 2014	$66.09	-2.52%	Closed	History

GEF - Greif Inc	Q1 2012	$55.97	Q2 2014	$54.56	-2.52%	Closed	History

WMK - Weis Markets, Inc.	Q1 2024	$64.40	Q2 2024	$62.77	-2.53%	Closed	History

CDK - Cdk Global Inc	Q2 2016	$55.50	Q1 2021	$54.09	-2.54%	Closed	History

EB - Eventbrite Inc	Q1 2023	$8.58	Q4 2023	$8.36	-2.56%	Closed	History

ENVA - Enova International, Inc.	Q1 2021	$35.44	Q3 2021	$34.53	-2.57%	Closed	History

RAVN - Raven Inds Inc	Q2 2017	$33.28	Q3 2017	$32.42	-2.58%	Closed	History

VCIT - Vanguard Intermediate-Term Corporate Bond Index Fund ETF Shares	Q3 2025	$84.11	Open	$81.93	-2.59%	Open	History

A - Agilent Technologies, Inc.	Q1 2023	$138.34	Open	$134.71	-2.62%	Open	History

MIR - Mirion Technologies, Inc.	Q1 2024	$11.37	Q3 2024	$11.07	-2.64%	Closed	History

ROP - Roper Technologies, Inc.	Q2 2019	$366.25	Q3 2019	$356.59	-2.64%	Closed	History

WRLD - World Accep Corp Del	Q3 2013	$89.87	Q4 2013	$87.50	-2.64%	Closed	History

AVDX - Avidxchange Holdings Inc	Q4 2023	$12.39	Q2 2024	$12.06	-2.66%	Closed	History

JBL - Jabil Inc.	Q2 2011	$20.20	Q4 2011	$19.66	-2.67%	Closed	History

NG - NovaGold Resources Inc.	Q1 2024	$3.00	Q1 2025	$2.92	-2.67%	Closed	History

OMER - Omeros Corp	Q4 2015	$15.75	Q1 2016	$15.33	-2.67%	Closed	History

VSNT - Versant Media Group, Inc.	Q1 2026	$37.02	Open	$36.03	-2.67%	Open	History

BL - BlackLine, Inc.	Q4 2023	$62.44	Q4 2024	$60.76	-2.69%	Closed	History

FIX - Comfort Systems USA, Inc.	Q1 2019	$52.39	Q2 2019	$50.98	-2.69%	Closed	History

EL - The Estée Lauder Companies Inc.	Q2 2016	$91.02	Q3 2016	$88.56	-2.70%	Closed	History

RHP - Ryman Hospitality Properties, Inc.	Q3 2024	$107.24	Q4 2024	$104.34	-2.70%	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.