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
TRNO - Terreno Realty Corp.	Q4 2019	$54.21	Q1 2020	$51.75	-4.54%	Closed	History

EEFT - Euronet Worldwide, Inc.	Q1 2011	$19.34	Q4 2011	$18.46	-4.55%	Closed	History

PRKS - United Parks & Resorts Inc.	Q1 2021	$49.66	Open	$47.40	-4.55%	Open	History

ATR - AptarGroup, Inc.	Q4 2014	$66.84	Q2 2015	$63.78	-4.58%	Closed	History

CAM - Cameron International Corp	Q2 2013	$61.15	Q3 2013	$58.35	-4.58%	Closed	History

ECVT - Ecovyst Inc.	Q1 2026	$12.86	Open	$12.27	-4.59%	Open	History

BTE - Baytex Energy Corp.	Q4 2017	$3.03	Q3 2018	$2.89	-4.62%	Closed	History

CALY - Callaway Golf Co.	Q3 2016	$11.61	Q1 2017	$11.07	-4.65%	Closed	History

VMW - Vmware Inc	Q2 2018	$146.99	Q4 2020	$140.16	-4.65%	Closed	History

HSIC - Henry Schein, Inc.	Q4 2018	$61.58	Q3 2020	$58.71	-4.67%	Closed	History

RUE - Rue21 Inc	Q3 2011	$22.67	Q4 2011	$21.61	-4.68%	Closed	History

BRC - Brady Corp.	Q2 2011	$32.04	Q3 2013	$30.53	-4.71%	Closed	History

BRO - Brown & Brown, Inc.	Q2 2013	$16.12	Q2 2014	$15.36	-4.72%	Closed	History

AROC - Archrock, Inc.	Q4 2020	$8.66	Q2 2022	$8.25	-4.73%	Closed	History

AVYAQ - Avaya Hldgs Corp	Q2 2018	$20.08	Q4 2020	$19.13	-4.73%	Closed	History

ACIW - ACI Worldwide, Inc.	Q1 2019	$32.87	Q3 2019	$31.31	-4.75%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q2 2019	$178.09	Q3 2020	$169.63	-4.75%	Closed	History

SFD - Smithfield Foods, Inc.	Q4 2010	$20.63	Q3 2012	$19.65	-4.75%	Closed	History

SNDA - Sonida Senior Living Inc	Q1 2025	$47.61	Q2 2025	$45.35	-4.75%	Closed	History

MCS - Marcus Corp	Q3 2018	$42.04	Q1 2019	$40.04	-4.76%	Closed	History

VRSK - Verisk Analytics, Inc.	Q3 2020	$185.21	Q1 2021	$176.40	-4.76%	Closed	History

WSM - Williams-Sonoma, Inc.	Q1 2016	$27.37	Q2 2016	$26.07	-4.77%	Closed	History

VNO - Vornado Realty Trust	Q4 2021	$41.85	Open	$39.85	-4.78%	Open	History

DAY - Dayforce Inc	Q4 2024	$72.64	Q4 2025	$69.16	-4.79%	Closed	History

TEX - Terex Corp.	Q1 2021	$46.16	Q4 2021	$43.95	-4.79%	Closed	History

ADSK - Autodesk, Inc.	Q2 2012	$35.00	Q3 2012	$33.32	-4.80%	Closed	History

CUBE - CubeSmart	Q2 2025	$42.50	Open	$40.46	-4.80%	Open	History

MOG.A - Moog Inc	Q4 2010	$39.79	Q3 2012	$37.88	-4.80%	Closed	History

DFS - Discover Finl Svcs	Q1 2015	$56.33	Q4 2015	$53.62	-4.81%	Closed	History

MGEE - Mge Energy Inc	Q2 2025	$88.44	Q3 2025	$84.18	-4.82%	Closed	History

GML - Systemax Inc	Q3 2017	$26.45	Q4 2019	$25.17	-4.84%	Closed	History

ONB - Old National Bancorp	Q3 2012	$13.64	Q3 2014	$12.98	-4.84%	Closed	History

HDS - Hd Supply Hldgs Inc	Q1 2019	$43.34	Q3 2020	$41.24	-4.85%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q3 2025	$244.45	Q4 2025	$232.53	-4.88%	Closed	History

EWBC - East West Bancorp, Inc.	Q1 2023	$55.50	Q2 2023	$52.79	-4.88%	Closed	History

BF.B - Brown-Forman CL B	Q2 2016	$39.90	Q3 2016	$37.95	-4.89%	Closed	History

VYX - NCR Voyix Corp.	Q1 2018	$19.34	Q2 2018	$18.39	-4.89%	Closed	History

WAIR - Wesco Aircraft Hldgs Inc	Q2 2015	$15.14	Q1 2016	$14.40	-4.89%	Closed	History

B - Barrick Mining Corp.	Q1 2012	$26.30	Q3 2012	$25.01	-4.90%	Closed	History

ALLE - Allegion plc	Q2 2021	$139.33	Q4 2021	$132.44	-4.95%	Closed	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2014	$85.45	Q4 2014	$81.22	-4.95%	Closed	History

OSK - Oshkosh Corp.	Q1 2021	$118.58	Q4 2021	$112.71	-4.95%	Closed	History

IFF - International Flavors & Fragrances Inc.	Q4 2019	$129.02	Q3 2020	$122.60	-4.98%	Closed	History

STKL - SunOpta Inc	Q4 2010	$7.82	Q1 2011	$7.43	-4.99%	Closed	History

CRUS - Cirrus Logic, Inc.	Q1 2018	$40.63	Q3 2018	$38.60	-5.00%	Closed	History

REX - Rex American Resources Corp	Q4 2016	$16.46	Q3 2017	$15.64	-5.00%	Closed	History

TIME - Time Inc New	Q2 2014	$24.22	Q2 2015	$23.01	-5.00%	Closed	History

RAIL - Freightcar Amer Inc	Q2 2012	$22.97	Q1 2013	$21.82	-5.01%	Closed	History

BCPC - Balchem Corp	Q1 2022	$136.67	Q2 2022	$129.81	-5.02%	Closed	History

GMED - Globus Medical, Inc.	Q4 2024	$82.71	Open	$78.56	-5.02%	Open	History

HPTX - Hyperion Therapeutics Inc	Q3 2014	$25.24	Q4 2014	$23.97	-5.03%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q3 2018	$9.09	Q4 2018	$8.64	-5.04%	Closed	History

HQY - HealthEquity, Inc.	Q2 2024	$86.20	Q3 2024	$81.85	-5.05%	Closed	History

VFC - V.F. Corp.	Q1 2016	$60.98	Q2 2016	$57.90	-5.05%	Closed	History

VZ - Verizon Communications Inc.	Q3 2012	$45.58	Q4 2012	$43.28	-5.05%	Closed	History

WLY - John Wiley & Sons, Inc.	Q4 2017	$65.74	Q2 2018	$62.42	-5.05%	Closed	History

ELRC - Electro Rent Corp	Q1 2014	$17.60	Q2 2014	$16.71	-5.06%	Closed	History

LPLA - LPL Financial Holdings Inc.	Q1 2021	$142.26	Q2 2021	$135.06	-5.06%	Closed	History

MBC - MasterBrand, Inc.	Q2 2023	$11.63	Q4 2025	$11.04	-5.07%	Closed	History

PCLN - Priceline Grp Inc	Q3 2017	$1,830.80	Q4 2017	$1,737.75	-5.08%	Closed	History

SJR - Shaw Communications Inc	Q1 2022	$31.08	Q2 2022	$29.50	-5.08%	Closed	History

TRK - Speedway Motorsports Inc	Q1 2012	$18.71	Q2 2016	$17.76	-5.08%	Closed	History

WPRT - Westport Fuel Systems Inc	Q2 2017	$23.50	Q1 2018	$22.30	-5.11%	Closed	History

EFX - Equifax Inc.	Q2 2017	$137.43	Q3 2018	$130.40	-5.12%	Closed	History

EG - Everest Group, Ltd.	Q3 2019	$266.02	Q2 2021	$252.41	-5.12%	Closed	History

SHO - Sunstone Hotel Investors, Inc.	Q1 2019	$14.44	Q2 2019	$13.70	-5.12%	Closed	History

MDAS - Medassets Inc	Q4 2013	$19.84	Q1 2015	$18.82	-5.14%	Closed	History

PRLB - Proto Labs, Inc.	Q4 2013	$71.24	Q1 2014	$67.58	-5.14%	Closed	History

WU - The Western Union Co.	Q2 2011	$20.04	Q4 2017	$19.01	-5.14%	Closed	History

FELE - Franklin Elec Inc	Q1 2014	$42.51	Q2 2014	$40.32	-5.15%	Closed	History

PJT - PJT Partners Inc.	Q3 2025	$177.73	Open	$168.56	-5.16%	Open	History

TTEK - Tetra Tech, Inc.	Q1 2012	$5.27	Q3 2014	$5.00	-5.16%	Closed	History

11G - Globe Specialty Metals Inc	Q3 2014	$18.18	Q4 2014	$17.24	-5.17%	Closed	History

DAN - Dana Inc.	Q2 2020	$12.19	Q4 2024	$11.56	-5.17%	Closed	History

FL - Foot Locker Inc	Q3 2024	$25.84	Q2 2025	$24.50	-5.19%	Closed	History

GAP - The Gap, Inc.	Q3 2025	$21.39	Open	$20.28	-5.19%	Open	History

MTN - Vail Resorts, Inc.	Q1 2011	$48.75	Q2 2011	$46.22	-5.19%	Closed	History

PIPR - Piper Sandler Companies	Q3 2021	$34.67	Q1 2022	$32.87	-5.20%	Closed	History

STAA - Staar Surgical Co	Q2 2018	$30.97	Q2 2019	$29.36	-5.20%	Closed	History

COMT - Ishares U S Etf Tr	Q1 2025	$21.70	Q2 2025	$20.57	-5.21%	Closed	History

FDP - Del Monte Corp.	Q1 2025	$30.83	Open	$29.22	-5.22%	Open	History

CRI - Carter's, Inc.	Q1 2018	$104.10	Q3 2018	$98.66	-5.23%	Closed	History

TLAB - Tellabs Inc	Q1 2013	$2.09	Q2 2013	$1.98	-5.26%	Closed	History

REG - Regency Centers Corp.	Q4 2021	$75.34	Q1 2022	$71.37	-5.27%	Closed	History

PRO - Pros Holdings Inc	Q2 2019	$63.35	Q4 2019	$60.00	-5.29%	Closed	History

WTS - Watts Water Technologies, Inc.	Q3 2014	$58.25	Q1 2016	$55.17	-5.29%	Closed	History

AGU - Agrium Inc	Q1 2017	$95.55	Q2 2017	$90.49	-5.30%	Closed	History

RHT - Red Hat Inc	Q2 2015	$75.92	Q3 2015	$71.90	-5.30%	Closed	History

CTVA - Corteva, Inc.	Q2 2019	$29.57	Q3 2019	$28.00	-5.31%	Closed	History

SLB - Slb N.V.	Q4 2018	$36.08	Q3 2019	$34.16	-5.32%	Closed	History

NATI - National Instrs Corp	Q1 2019	$44.34	Q2 2019	$41.97	-5.35%	Closed	History

HY - Hyster Yale Matls Handling I	Q4 2014	$73.20	Q2 2015	$69.28	-5.36%	Closed	History

LYB - LyondellBasell Industries N.V.	Q1 2014	$88.98	Q1 2019	$84.21	-5.36%	Closed	History

PRXL - Parexel Intl Corp	Q3 2016	$69.44	Q4 2016	$65.72	-5.36%	Closed	History

SSYS - Stratasys Ltd	Q2 2021	$25.90	Q4 2021	$24.51	-5.37%	Closed	History

BITF -	Q1 2024	$2.23	Q3 2024	$2.11	-5.38%	Closed	History

SHW - The Sherwin-Williams Co.	Q3 2018	$151.74	Q1 2019	$143.57	-5.38%	Closed	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q4 2019	$115.07	Q1 2020	$108.87	-5.39%	Closed	History

AXS - AXIS Capital Holdings Ltd.	Q2 2013	$45.84	Q3 2013	$43.37	-5.39%	Closed	History

CADE - Cadence Bank	Q1 2023	$20.76	Q2 2023	$19.64	-5.39%	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.