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
GDDY - GoDaddy Inc.	Q4 2015	$32.06	Q2 2016	$31.19	-2.71%	Closed	History

AUOTY - Au Optronics Corp	Q3 2017	$4.05	Q4 2018	$3.94	-2.72%	Closed	History

GRA - Grace W R & Co Del New	Q2 2017	$72.06	Q4 2017	$70.10	-2.72%	Closed	History

WY - Weyerhaeuser Co.	Q4 2016	$30.10	Q1 2025	$29.28	-2.72%	Closed	History

BN - Brookfield Corp.	Q3 2025	$45.72	Open	$44.47	-2.73%	Open	History

IMGN - Immunogen Inc	Q4 2019	$5.10	Q4 2022	$4.96	-2.75%	Closed	History

PRSCUSD - Providence Svc Corp	Q2 2013	$29.09	Q1 2014	$28.29	-2.75%	Closed	History

DRI - Darden Restaurants, Inc.	Q1 2019	$121.58	Q3 2019	$118.22	-2.76%	Closed	History

CMC - Commercial Metals Co.	Q2 2018	$21.11	Q3 2018	$20.52	-2.79%	Closed	History

FLO - Flowers Foods, Inc.	Q2 2013	$22.05	Q3 2013	$21.43	-2.81%	Closed	History

USIG - iShares Broad USD Investment Grade Corporate Bond ETF	Q3 2025	$52.22	Open	$50.75	-2.82%	Open	History

FWRD - Forward Air Corp	Q2 2016	$44.55	Q3 2016	$43.29	-2.83%	Closed	History

SENS1GBP - Senseonics Hldgs Inc	Q2 2022	$1.06	Q4 2022	$1.03	-2.83%	Closed	History

BIPC - Brookfield Infrastructure Corp.	Q2 2025	$41.60	Open	$40.42	-2.84%	Open	History

GERN - Geron Corp	Q2 2025	$1.41	Q3 2025	$1.37	-2.84%	Closed	History

ATS - ATS Corp.	Q1 2026	$28.20	Open	$27.39	-2.87%	Open	History

FELE - Franklin Elec Inc	Q4 2023	$96.65	Q1 2025	$93.88	-2.87%	Closed	History

RXN - Rexnord Corp New	Q1 2016	$20.21	Q2 2016	$19.63	-2.87%	Closed	History

VRTS - Virtus Invt Partners Inc	Q4 2012	$120.95	Q4 2015	$117.48	-2.87%	Closed	History

IMKTA - Ingles Markets, Inc.	Q4 2013	$27.10	Q2 2014	$26.32	-2.88%	Closed	History

BKH - Black Hills Corp.	Q2 2023	$60.26	Q4 2024	$58.52	-2.89%	Closed	History

SIRI - Sirius XM Holdings Inc.	Q3 2017	$55.20	Q4 2017	$53.60	-2.90%	Closed	History

LGND - Ligand Pharmaceuticals Inc.	Q1 2023	$73.56	Q4 2023	$71.42	-2.91%	Closed	History

LMX - Luminex Corp Del	Q2 2013	$20.61	Q3 2013	$20.01	-2.91%	Closed	History

PFLD - AAM Low Duration Preferred and Income Securities ETF	Q1 2025	$20.20	Open	$19.61	-2.92%	Open	History

TTMI - TTM Technologies, Inc.	Q1 2014	$8.45	Q2 2014	$8.20	-2.96%	Closed	History

NSC - Norfolk Southern Corp.	Q3 2012	$63.64	Q4 2012	$61.75	-2.97%	Closed	History

SPLB - State Street SPDR Portfolio Long Term Corporate Bond ETF	Q2 2024	$22.55	Open	$21.88	-2.97%	Open	History

COV - Covidien Plc	Q2 2013	$62.83	Q3 2013	$60.96	-2.98%	Closed	History

TOPS - Top Ships Inc	Q1 2025	$20.37	Q2 2025	$19.76	-2.99%	Closed	History

EPR - EPR Properties	Q1 2019	$77.04	Q2 2019	$74.73	-3.00%	Closed	History

DUK - Duke Energy Corp.	Q3 2016	$80.01	Q4 2016	$77.60	-3.01%	Closed	History

EPIQ - Epiq Sys Inc	Q3 2014	$17.58	Q4 2014	$17.05	-3.01%	Closed	History

T - AT&T Inc.	Q4 2014	$25.37	Q3 2015	$24.61	-3.01%	Closed	History

WING - Wingstop Inc.	Q3 2020	$136.66	Q4 2020	$132.53	-3.02%	Closed	History

SCS - Steelcase Inc	Q4 2018	$14.86	Q1 2021	$14.41	-3.03%	Closed	History

TNET - Trinet Group Inc	Q2 2024	$100.00	Q3 2024	$96.97	-3.03%	Closed	History

VLY - Valley National Bancorp	Q1 2013	$10.24	Q3 2013	$9.93	-3.03%	Closed	History

BCBEUR - Cott Corp Que	Q4 2017	$16.66	Q3 2018	$16.15	-3.06%	Closed	History

GNRC - Generac Holdings Inc.	Q1 2017	$37.27	Q2 2017	$36.13	-3.06%	Closed	History

AQN - Algonquin Power & Utilities Corp.	Q4 2022	$6.52	Q1 2024	$6.32	-3.07%	Closed	History

SMRTQ - Stein Mart Inc	Q4 2011	$6.81	Q1 2012	$6.60	-3.08%	Closed	History

GNW - Genworth Finl Inc	Q2 2021	$3.88	Q3 2021	$3.76	-3.09%	Closed	History

VRNT - Verint Sys Inc	Q2 2018	$44.35	Q1 2020	$42.98	-3.09%	Closed	History

WTS - Watts Water Technologies, Inc.	Q4 2010	$36.54	Q2 2011	$35.41	-3.09%	Closed	History

SU - Suncor Energy Inc.	Q2 2024	$38.10	Q3 2024	$36.92	-3.10%	Closed	History

FXG - First Trust Consumer Staples AlphaDEX Fund	Q1 2025	$65.34	Open	$63.30	-3.13%	Open	History

SCHD - Schwab U.S. Dividend Equity ETF	Q4 2022	$25.18	Q1 2023	$24.39	-3.15%	Closed	History

ES - Eversource Energy	Q4 2023	$61.72	Q1 2024	$59.77	-3.16%	Closed	History

CALY - Callaway Golf Co.	Q4 2015	$9.42	Q1 2016	$9.12	-3.18%	Closed	History

UPBD - Upbound Group, Inc.	Q2 2019	$26.64	Q3 2019	$25.79	-3.19%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2016	$26.59	Q2 2016	$25.74	-3.20%	Closed	History

ABBNY - Abb Ltd	Q2 2017	$24.88	Q4 2019	$24.08	-3.22%	Closed	History

TILE - Interface, Inc.	Q2 2012	$13.64	Q3 2012	$13.20	-3.23%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q2 2019	$127.69	Q4 2019	$123.54	-3.25%	Closed	History

CYH - Community Health Systems, Inc.	Q2 2013	$38.75	Q2 2014	$37.49	-3.26%	Closed	History

SLAB - Silicon Laboratories Inc.	Q2 2014	$49.23	Q4 2014	$47.62	-3.27%	Closed	History

R - Ryder System, Inc.	Q4 2016	$74.44	Q2 2017	$71.98	-3.30%	Closed	History

TBI - TrueBlue, Inc.	Q2 2018	$26.93	Q3 2018	$26.04	-3.30%	Closed	History

ZUMZ - Zumiez Inc	Q3 2013	$27.54	Q2 2015	$26.63	-3.30%	Closed	History

HAR - Harman Intl Inds Inc	Q3 2012	$46.16	Q4 2012	$44.63	-3.31%	Closed	History

VDSI - Vasco Data Sec Intl Inc	Q4 2012	$8.16	Q3 2013	$7.89	-3.31%	Closed	History

OLLI - Ollie's Bargain Outlet Holdings, Inc.	Q1 2021	$87.01	Q2 2021	$84.12	-3.32%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q4 2017	$7.20	Q1 2018	$6.96	-3.33%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q1 2024	$235.78	Q2 2024	$227.87	-3.35%	Closed	History

ICFI - ICF International, Inc.	Q4 2015	$35.57	Q1 2016	$34.38	-3.35%	Closed	History

CELG - Celgene Corp	Q4 2014	$111.90	Q3 2015	$108.13	-3.37%	Closed	History

P - Everpure, Inc.	Q1 2024	$51.99	Q3 2024	$50.24	-3.37%	Closed	History

FNV - Franco-Nevada Corp.	Q4 2021	$138.18	Q3 2023	$133.49	-3.39%	Closed	History

EAT - Brinker International, Inc.	Q2 2016	$45.53	Q4 2018	$43.98	-3.40%	Closed	History

GPK - Graphic Packaging Holdings Co.	Q1 2019	$12.63	Q1 2020	$12.20	-3.40%	Closed	History

ASTH - Astrana Health Inc	Q1 2024	$41.99	Q2 2024	$40.56	-3.41%	Closed	History

NSIT - Insight Enterprises Inc	Q1 2023	$142.96	Q2 2025	$138.08	-3.41%	Closed	History

CEC - Cec Entmt Inc	Q3 2013	$45.86	Q4 2013	$44.28	-3.45%	Closed	History

MFC - Manulife Financial Corp.	Q3 2014	$19.29	Q2 2015	$18.62	-3.47%	Closed	History

LB - L Brands Inc	Q1 2018	$38.21	Q2 2018	$36.88	-3.48%	Closed	History

GHC - Graham Holdings Co.	Q4 2022	$604.21	Q3 2023	$583.00	-3.51%	Closed	History

GHDX - Genomic Health Inc	Q3 2018	$70.30	Q3 2019	$67.83	-3.51%	Closed	History

TECD - Tech Data Corp	Q1 2014	$61.00	Q3 2014	$58.86	-3.51%	Closed	History

USFD - US Foods Holdings Corp.	Q4 2017	$31.94	Q3 2018	$30.82	-3.51%	Closed	History

NSP - Insperity, Inc.	Q2 2024	$91.21	Q3 2024	$88.00	-3.52%	Closed	History

CLW - Clearwater Paper Corp.	Q3 2015	$47.21	Q4 2015	$45.54	-3.54%	Closed	History

PDS - Precision Drilling Corp.	Q3 2017	$62.20	Q4 2017	$60.00	-3.54%	Closed	History

SKS - Saks Inc	Q4 2010	$10.69	Q3 2012	$10.31	-3.55%	Closed	History

WY - Weyerhaeuser Co.	Q3 2025	$24.79	Open	$23.91	-3.55%	Open	History

CERE - Cerevel Therapeutics Hldng I	Q4 2023	$42.40	Q2 2024	$40.89	-3.56%	Closed	History

SLGN - Silgan Holdings Inc.	Q1 2018	$27.86	Q2 2018	$26.86	-3.59%	Closed	History

FDS - FactSet Research Systems Inc.	Q4 2023	$477.05	Q3 2024	$459.85	-3.61%	Closed	History

IYE - Ishares Tr	Q1 2025	$49.30	Q3 2025	$47.52	-3.61%	Closed	History

CVLT - Commvault Systems, Inc.	Q2 2021	$78.23	Q3 2021	$75.40	-3.62%	Closed	History

HAS - Hasbro, Inc.	Q1 2019	$85.02	Q1 2022	$81.94	-3.62%	Closed	History

GMS - Gms Inc	Q2 2017	$28.11	Q2 2018	$27.09	-3.63%	Closed	History

BDX - Becton, Dickinson and Co.	Q3 2018	$200.18	Q2 2019	$192.88	-3.65%	Closed	History

GTLB - Gitlab Inc	Q2 2022	$53.17	Q3 2022	$51.23	-3.65%	Closed	History

SPTN - Spartannash Co	Q4 2021	$25.74	Q1 2023	$24.80	-3.65%	Closed	History

FBP - First Bancorp P R	Q1 2019	$11.44	Q2 2019	$11.02	-3.67%	Closed	History

AYI - Acuity Inc.	Q3 2017	$171.28	Q1 2021	$164.98	-3.68%	Closed	History

OMCL - Omnicell Inc	Q1 2012	$15.20	Q2 2012	$14.64	-3.68%	Closed	History

XLC - State Street Communication Services Select Sector SPDR ETF	Q4 2025	$117.72	Open	$113.38	-3.69%	Open	History

HBI - Hanesbrands Inc	Q4 2015	$29.43	Q1 2016	$28.34	-3.70%	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.