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
IRM - Iron Mountain Inc.	Q1 2017	$35.67	Q2 2017	$34.35	-3.70%	Closed	History

PDM - Piedmont Office Realty Tr In	Q1 2023	$7.30	Q1 2024	$7.03	-3.70%	Closed	History

LULU - lululemon athletica inc.	Q1 2014	$52.60	Q3 2015	$50.65	-3.71%	Closed	History

VIR - Vir Biotechnology Inc	Q3 2021	$43.45	Q4 2021	$41.84	-3.71%	Closed	History

PLAY - Dave & Buster's Entertainment, Inc.	Q2 2019	$40.46	Q3 2019	$38.95	-3.73%	Closed	History

BLNK - Blink Charging Co	Q4 2020	$42.81	Q1 2021	$41.20	-3.76%	Closed	History

AO5 - Aeropostale	Q3 2012	$13.52	Q4 2012	$13.01	-3.77%	Closed	History

MHO - M/I Homes Inc	Q3 2020	$46.11	Q4 2020	$44.37	-3.77%	Closed	History

EXR - Extra Space Storage Inc.	Q4 2016	$77.29	Q1 2017	$74.37	-3.78%	Closed	History

PVX - Provident Energy Ltd New	Q1 2011	$9.26	Q2 2011	$8.91	-3.78%	Closed	History

LMX - Luminex Corp Del	Q3 2014	$19.50	Q4 2014	$18.76	-3.79%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2014	$90.73	Q3 2014	$87.29	-3.80%	Closed	History

IAG - IAMGOLD Corp.	Q2 2023	$2.63	Q4 2023	$2.53	-3.80%	Closed	History

KAMN - Kaman Corp	Q1 2015	$42.43	Q4 2015	$40.81	-3.82%	Closed	History

PGI - Premiere Global Svcs Inc	Q3 2013	$9.96	Q1 2015	$9.58	-3.82%	Closed	History

RT2 - Rti Biologics Inc	Q4 2011	$4.44	Q4 2012	$4.27	-3.83%	Closed	History

GVA - Granite Construction Inc.	Q1 2021	$40.26	Q4 2021	$38.71	-3.85%	Closed	History

MCD - McDonald's Corp.	Q3 2012	$91.78	Q4 2012	$88.25	-3.85%	Closed	History

AMBA - Ambarella, Inc.	Q3 2019	$62.97	Q4 2019	$60.54	-3.86%	Closed	History

JBGS - Jbg Smith Pptys	Q2 2023	$15.04	Q3 2023	$14.46	-3.86%	Closed	History

COLM - Columbia Sportswear Co.	Q1 2019	$104.18	Q2 2019	$100.15	-3.87%	Closed	History

VVV - Valvoline Inc	Q4 2021	$37.36	Q3 2025	$35.91	-3.88%	Closed	History

WRB - W. R. Berkley Corp.	Q4 2019	$30.70	Q4 2020	$29.51	-3.88%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q4 2017	$6.69	Q1 2018	$6.43	-3.89%	Closed	History

MLI - Mueller Industries, Inc.	Q1 2015	$9.03	Q2 2015	$8.68	-3.90%	Closed	History

PSK - State Street SPDR ICE Preferred Securities ETF	Q2 2025	$31.76	Open	$30.52	-3.90%	Open	History

SAVEQ - Spirit Airls Inc	Q1 2023	$17.17	Q3 2023	$16.50	-3.90%	Closed	History

SMA - SmartStop Self Storage REIT, Inc.	Q4 2012	$10.51	Q3 2014	$10.10	-3.90%	Closed	History

SO - The Southern Co.	Q1 2017	$49.79	Q2 2017	$47.85	-3.90%	Closed	History

BRC - Brady Corp.	Q2 2021	$56.12	Q4 2021	$53.91	-3.94%	Closed	History

LNN - Lindsay Corp	Q3 2018	$100.26	Q4 2018	$96.31	-3.94%	Closed	History

M - Macy's, Inc.	Q1 2024	$19.99	Q2 2024	$19.20	-3.95%	Closed	History

ETFC - E Trade Financial Corp	Q1 2019	$46.43	Q2 2019	$44.59	-3.96%	Closed	History

LNN - Lindsay Corp	Q3 2017	$91.85	Q4 2017	$88.21	-3.96%	Closed	History

MRH - Montpelier Re Holdings Ltd	Q1 2013	$26.04	Q2 2013	$25.01	-3.96%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2016	$91.87	Q3 2016	$88.20	-3.99%	Closed	History

DECK - Deckers Outdoor Corp.	Q1 2016	$9.99	Q2 2016	$9.59	-3.99%	Closed	History

FE - FirstEnergy Corp.	Q1 2026	$50.66	Open	$48.64	-3.99%	Open	History

RSG - Republic Services, Inc.	Q1 2012	$30.55	Q4 2012	$29.33	-3.99%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q4 2023	$33.98	Q4 2024	$32.62	-4.00%	Closed	History

MAIN - Main Street Capital Corp	Q2 2017	$38.38	Q1 2018	$36.84	-4.01%	Closed	History

UTX - United Technologies Corp	Q4 2010	$78.65	Q2 2012	$75.50	-4.01%	Closed	History

VGR - Vector Group Ltd	Q1 2012	$17.71	Q2 2012	$17.00	-4.01%	Closed	History

ELLI - Ellie Mae Inc	Q1 2013	$24.05	Q2 2013	$23.08	-4.03%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q2 2013	$28.80	Q1 2015	$27.64	-4.03%	Closed	History

ALKS - Alkermes plc	Q4 2021	$23.26	Q3 2022	$22.32	-4.04%	Closed	History

COLM - Columbia Sportswear Co.	Q1 2016	$59.96	Q2 2016	$57.54	-4.04%	Closed	History

XLP - State Street Consumer Staples Select Sector SPDR ETF	Q1 2025	$81.67	Q3 2025	$78.37	-4.04%	Closed	History

HSII - Heidrick & Struggles Intl In	Q3 2018	$33.85	Q4 2019	$32.48	-4.05%	Closed	History

RMBS - Rambus Inc.	Q2 2014	$14.32	Q1 2016	$13.74	-4.05%	Closed	History

PDCO - Patterson Companies Inc	Q2 2016	$47.89	Q3 2016	$45.94	-4.07%	Closed	History

WFC.WS - Wells Fargo & Co New	Q4 2014	$21.36	Q1 2015	$20.49	-4.07%	Closed	History

LPNT - Lifepoint Health Inc	Q2 2017	$67.15	Q3 2018	$64.40	-4.10%	Closed	History

NUVA - Nuvasive Inc	Q1 2020	$50.68	Q3 2020	$48.60	-4.10%	Closed	History

ROOT - Root Inc	Q1 2025	$133.44	Q2 2025	$127.97	-4.10%	Closed	History

ERIC - Telefonaktiebolaget LM Ericsson (publ)	Q3 2014	$12.60	Q4 2014	$12.08	-4.13%	Closed	History

GIB - CGI Inc.	Q1 2019	$68.74	Open	$65.90	-4.13%	Open	History

BCO - The Brink's Co.	Q4 2025	$116.73	Open	$111.88	-4.15%	Open	History

WIRE - Encore Wire Corp	Q1 2016	$38.93	Q2 2016	$37.31	-4.16%	Closed	History

RYAN - Ryan Specialty Holdings, Inc.	Q2 2023	$44.89	Q4 2023	$43.02	-4.17%	Closed	History

ANEN - Anaren Inc	Q3 2011	$19.14	Q1 2012	$18.34	-4.18%	Closed	History

G - Genpact Ltd.	Q1 2013	$18.18	Q1 2014	$17.42	-4.18%	Closed	History

MBUU - Malibu Boats, Inc.	Q2 2014	$20.11	Q4 2014	$19.27	-4.18%	Closed	History

GOLF - Acushnet Holdings Corp.	Q3 2018	$27.45	Q2 2019	$26.30	-4.19%	Closed	History

NVST - Envista Holdings Corp.	Q3 2023	$27.88	Open	$26.71	-4.20%	Open	History

AWI - Armstrong World Industries, Inc.	Q3 2015	$47.74	Q4 2015	$45.73	-4.21%	Closed	History

NBR - Nabors Industries Ltd.	Q1 2026	$86.06	Open	$82.44	-4.21%	Open	History

BCOR - Blucora Inc	Q1 2014	$19.69	Q2 2014	$18.86	-4.22%	Closed	History

EBF - Ennis Inc	Q2 2013	$17.30	Q1 2014	$16.57	-4.22%	Closed	History

ELS - Equity LifeStyle Properties, Inc.	Q4 2024	$66.60	Open	$63.78	-4.23%	Open	History

SRLN - State Street Blackstone Senior Loan ETF	Q1 2024	$42.11	Open	$40.33	-4.23%	Open	History

WEX - WEX Inc.	Q3 2016	$108.09	Q1 2017	$103.50	-4.25%	Closed	History

PLAB - Photronics Inc	Q3 2018	$9.85	Q1 2019	$9.43	-4.26%	Closed	History

EPIQ - Epiq Sys Inc	Q1 2013	$14.05	Q2 2013	$13.45	-4.27%	Closed	History

KMX - CarMax, Inc.	Q2 2018	$72.87	Q1 2019	$69.75	-4.28%	Closed	History

URA - Global X Uranium ETF	Q4 2025	$42.73	Open	$40.90	-4.28%	Open	History

AFFX - Affymetrix Inc	Q3 2011	$4.90	Q2 2012	$4.69	-4.29%	Closed	History

OXM - Oxford Inds Inc	Q2 2014	$66.68	Q4 2015	$63.82	-4.29%	Closed	History

PCMI - Pcm Inc	Q1 2019	$36.61	Q2 2019	$35.04	-4.29%	Closed	History

DLTR - Dollar Tree, Inc.	Q1 2016	$82.46	Q3 2016	$78.91	-4.31%	Closed	History

WKC - World Kinect Corp.	Q2 2015	$47.98	Q4 2016	$45.91	-4.31%	Closed	History

FICO - Fair Isaac Corp.	Q3 2016	$124.60	Q4 2016	$119.22	-4.32%	Closed	History

RIV - Digital Riv Inc	Q4 2011	$14.12	Q4 2012	$13.51	-4.32%	Closed	History

DOCU - DocuSign, Inc.	Q3 2022	$53.48	Open	$51.16	-4.34%	Open	History

B - Barrick Mining Corp.	Q4 2014	$37.00	Q4 2015	$35.39	-4.35%	Closed	History

FLT - Fleetcor Technologies Inc	Q2 2019	$280.85	Q1 2021	$268.57	-4.37%	Closed	History

ETRN - Equitrans Midstream Corp	Q3 2020	$8.44	Q4 2020	$8.07	-4.38%	Closed	History

ONB - Old National Bancorp	Q4 2022	$17.98	Q2 2024	$17.19	-4.39%	Closed	History

BNS - The Bank of Nova Scotia	Q4 2017	$64.58	Q1 2018	$61.74	-4.40%	Closed	History

PSA - Public Storage	Q4 2016	$223.42	Q3 2017	$213.60	-4.40%	Closed	History

SLXP - Salix Pharmaceuticals Inc	Q3 2012	$42.34	Q4 2012	$40.47	-4.42%	Closed	History

EVRG - Evergy, Inc.	Q1 2019	$58.05	Q4 2020	$55.48	-4.43%	Closed	History

SLP - Simulations Plus, Inc.	Q3 2020	$75.29	Q4 2020	$71.92	-4.48%	Closed	History

SNDK - Sandisk Corp.	Q2 2013	$60.96	Q2 2015	$58.22	-4.49%	Closed	History

JBTM - JBT Marel Corp.	Q4 2023	$99.45	Q2 2024	$94.97	-4.50%	Closed	History

INVH - Invitation Homes Inc.	Q1 2023	$31.23	Open	$29.82	-4.51%	Open	History

PPDI - Pharmaceutical Prod Dev Inc	Q2 2011	$26.84	Q3 2011	$25.63	-4.51%	Closed	History

BBOX - Black Box Corp Del	Q2 2011	$31.22	Q4 2013	$29.81	-4.52%	Closed	History

AXE - Anixter Intl Inc	Q4 2019	$92.11	Q1 2020	$87.93	-4.54%	Closed	History

PAR - Par Technology Corp	Q4 2024	$72.67	Q2 2025	$69.37	-4.54%	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.