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
NLY - Annaly Capital Management, Inc.	Q2 2021	$35.56	Q3 2021	$33.64	-5.40%	Closed	History

NSP - Insperity, Inc.	Q2 2015	$25.45	Q4 2015	$24.08	-5.40%	Closed	History

HTSI - Harris Teeter Supermarkets I	Q2 2012	$40.99	Q3 2012	$38.77	-5.42%	Closed	History

RBA - RB Global, Inc.	Q3 2018	$36.12	Q1 2020	$34.15	-5.45%	Closed	History

BOJA - Bojangles Inc	Q1 2016	$17.01	Q4 2018	$16.08	-5.47%	Closed	History

STRA - Strategic Education, Inc.	Q4 2025	$80.20	Open	$75.81	-5.48%	Open	History

OGS - ONE Gas, Inc.	Q3 2023	$68.28	Q1 2024	$64.53	-5.49%	Closed	History

PRGO - Perrigo Co. plc	Q1 2026	$10.74	Open	$10.15	-5.49%	Open	History

FHI - Federated Invs Inc Pa	Q1 2014	$30.53	Q1 2016	$28.85	-5.50%	Closed	History

HIBB - Hibbett Sports Inc	Q1 2011	$35.85	Q3 2011	$33.88	-5.50%	Closed	History

KFRC - Kforce Inc	Q1 2018	$27.03	Q1 2020	$25.54	-5.51%	Closed	History

IM - Ingram Micro Inc	Q3 2011	$16.12	Q3 2012	$15.23	-5.52%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q3 2018	$313.05	Open	$295.73	-5.53%	Open	History

DNLI - Denali Therapeutics Inc.	Q2 2022	$29.44	Q4 2022	$27.81	-5.54%	Closed	History

GDRX - GoodRx Holdings, Inc.	Q3 2022	$4.67	Q1 2025	$4.41	-5.57%	Closed	History

INTU - Intuit Inc.	Q2 2020	$296.23	Open	$279.70	-5.58%	Open	History

IONS - Ionis Pharmaceuticals, Inc.	Q1 2022	$37.03	Q4 2024	$34.96	-5.59%	Closed	History

DLB - Dolby Laboratories, Inc.	Q2 2016	$47.85	Q4 2016	$45.17	-5.60%	Closed	History

JNJ - Johnson & Johnson	Q3 2014	$106.57	Q1 2015	$100.60	-5.60%	Closed	History

CBZ - CBIZ, Inc.	Q3 2022	$42.72	Open	$40.31	-5.64%	Open	History

MIDD - The Middleby Corp.	Q4 2016	$103.64	Q2 2017	$97.76	-5.67%	Closed	History

MTSC - Mts Sys Corp	Q3 2015	$60.11	Q4 2016	$56.70	-5.67%	Closed	History

UNVR - Univar Inc	Q1 2017	$30.66	Q3 2017	$28.92	-5.68%	Closed	History

MRJ - Merge Healthcare Inc	Q4 2012	$2.46	Q4 2013	$2.32	-5.69%	Closed	History

PGX - Invesco Preferred ETF	Q2 2024	$11.55	Open	$10.89	-5.71%	Open	History

IEX - IDEX Corp.	Q4 2022	$228.33	Q2 2023	$215.26	-5.72%	Closed	History

WDFC - WD-40 Co.	Q1 2011	$42.31	Q3 2011	$39.89	-5.72%	Closed	History

MYE - Myers Industries, Inc.	Q4 2013	$21.12	Q1 2014	$19.91	-5.73%	Closed	History

ASH - Ashland Inc.	Q3 2016	$56.72	Q4 2016	$53.47	-5.74%	Closed	History

RDS.B - Royal Dutch Shell Plc	Q4 2012	$70.90	Q1 2013	$66.83	-5.74%	Closed	History

LHX - L3Harris Technologies, Inc.	Q4 2022	$208.21	Q1 2023	$196.24	-5.75%	Closed	History

CYTK - Cytokinetics Inc	Q1 2017	$12.84	Q2 2017	$12.10	-5.76%	Closed	History

IART - Integra LifeSciences Holdings Corp.	Q2 2021	$68.22	Q1 2022	$64.28	-5.78%	Closed	History

NEX - Nextier Oilfield Solutions	Q2 2022	$9.49	Q2 2023	$8.94	-5.80%	Closed	History

OPLK - Oplink Communications Inc	Q3 2012	$16.54	Q4 2012	$15.58	-5.80%	Closed	History

CIGI - Colliers International Group Inc.	Q1 2026	$106.89	Open	$100.68	-5.81%	Open	History

TGI - Triumph Group Inc New	Q2 2017	$31.60	Q3 2017	$29.75	-5.85%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q2 2018	$45.82	Q1 2019	$43.13	-5.87%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q4 2019	$77.80	Q4 2020	$73.23	-5.87%	Closed	History

ENR - Energizer Hldgs Inc New	Q4 2017	$47.98	Q4 2018	$45.15	-5.90%	Closed	History

AMED - Amedisys Inc	Q3 2017	$56.02	Q4 2017	$52.71	-5.91%	Closed	History

APEI - American Public Education, Inc.	Q3 2011	$34.01	Q2 2012	$32.00	-5.91%	Closed	History

CMC - Commercial Metals Co.	Q1 2023	$48.90	Q1 2025	$46.01	-5.91%	Closed	History

PFG - Principal Financial Group, Inc.	Q4 2018	$44.10	Q2 2020	$41.49	-5.92%	Closed	History

EXAM - Examworks Group Inc	Q4 2014	$41.59	Q2 2015	$39.12	-5.94%	Closed	History

WFC.WS - Wells Fargo & Co New	Q4 2015	$20.49	Q3 2018	$19.27	-5.95%	Closed	History

DISH - Dish Network Corporation	Q2 2020	$34.51	Q4 2021	$32.45	-5.97%	Closed	History

NSP - Insperity, Inc.	Q2 2016	$38.63	Q3 2016	$36.32	-5.97%	Closed	History

PATH - UiPath, Inc.	Q4 2022	$12.71	Open	$11.95	-5.98%	Open	History

DUK - Duke Energy Corp.	Q4 2017	$84.11	Q2 2018	$79.07	-5.99%	Closed	History

USG - U S G Corp	Q4 2013	$28.40	Q1 2015	$26.70	-5.99%	Closed	History

EMN - Eastman Chemical Co.	Q4 2013	$80.70	Q4 2014	$75.86	-6.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q1 2015	$85.58	Q3 2015	$80.44	-6.01%	Closed	History

ALG - Alamo Group Inc.	Q2 2023	$183.91	Q3 2023	$172.86	-6.01%	Closed	History

HURN - Huron Consulting Group Inc.	Q4 2023	$102.80	Q1 2024	$96.62	-6.01%	Closed	History

PLKI - Popeyes La Kitchen Inc	Q2 2015	$59.97	Q3 2015	$56.36	-6.02%	Closed	History

CP - Canadian Pacific Kansas City Ltd.	Q2 2025	$79.27	Q3 2025	$74.49	-6.03%	Closed	History

AUY - Yamana Gold Inc	Q4 2016	$2.81	Q3 2017	$2.64	-6.05%	Closed	History

CTRA -	Q1 2018	$23.98	Q3 2018	$22.53	-6.05%	Closed	History

SBH - Sally Beauty Holdings, Inc.	Q3 2012	$25.08	Q4 2012	$23.56	-6.06%	Closed	History

XEL - Xcel Energy Inc.	Q3 2023	$57.22	Q1 2024	$53.75	-6.06%	Closed	History

CST - Cst Brands Inc	Q4 2013	$36.73	Q2 2014	$34.50	-6.07%	Closed	History

DRQEUR - Dril-Quip Inc	Q4 2017	$47.70	Q1 2018	$44.80	-6.08%	Closed	History

ACH - Owens & Minor Inc New	Q2 2015	$34.01	Q3 2015	$31.94	-6.09%	Closed	History

XXIA - Ixia	Q4 2013	$13.31	Q1 2014	$12.50	-6.09%	Closed	History

ABG - Asbury Automotive Group, Inc.	Q2 2014	$68.62	Q3 2014	$64.42	-6.12%	Closed	History

DISH - Dish Network Corp	Q3 2015	$58.31	Q3 2016	$54.74	-6.12%	Closed	History

JCN - Johnson Ctls Inc	Q3 2013	$41.51	Q1 2016	$38.97	-6.12%	Closed	History

COKE - Coca-Cola Consolidated, Inc.	Q1 2011	$6.69	Q1 2012	$6.28	-6.13%	Closed	History

VVC - Vectren Corp	Q2 2014	$42.51	Q3 2014	$39.90	-6.14%	Closed	History

AMRZ - Amrize Ltd	Q4 2025	$54.08	Open	$50.75	-6.16%	Open	History

GOGL - Golden Ocean Group Ltd	Q4 2018	$6.17	Q3 2019	$5.79	-6.16%	Closed	History

NTAP - NetApp, Inc.	Q4 2012	$33.63	Q2 2015	$31.56	-6.16%	Closed	History

CVGW - Calavo Growers Inc	Q3 2016	$65.45	Q4 2016	$61.41	-6.17%	Closed	History

POWI - Power Integrations Inc	Q2 2020	$59.04	Q3 2020	$55.39	-6.17%	Closed	History

SBUX - Starbucks Corp.	Q4 2013	$39.17	Q1 2014	$36.73	-6.23%	Closed	History

SPXC* - Spx Corp	Q1 2019	$34.81	Q1 2020	$32.64	-6.23%	Closed	History

BMO - Bank of Montreal	Q2 2021	$102.59	Q2 2022	$96.19	-6.24%	Closed	History

FCPT - Four Corners Ppty Tr Inc	Q1 2025	$28.70	Q2 2025	$26.91	-6.24%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2022	$105.05	Q3 2025	$98.50	-6.24%	Closed	History

GCI1EUR - Gannett Co Inc	Q3 2015	$14.73	Q2 2016	$13.81	-6.25%	Closed	History

CMPR - Cimpress N V	Q1 2018	$154.69	Q2 2018	$144.95	-6.30%	Closed	History

X - United States Stl Corp New	Q2 2014	$26.04	Q1 2015	$24.40	-6.30%	Closed	History

BHE - Benchmark Electronics, Inc.	Q2 2021	$28.50	Q3 2021	$26.70	-6.32%	Closed	History

FMSA - Fairmount SAntrol Hldgs Inc	Q3 2015	$2.69	Q1 2016	$2.52	-6.32%	Closed	History

PEG - Public Service Enterprise Group Inc.	Q1 2015	$41.93	Q2 2015	$39.28	-6.32%	Closed	History

SFL - SFL Corp. Ltd.	Q4 2016	$14.84	Q3 2018	$13.90	-6.33%	Closed	History

DOLE - Dole plc	Q4 2025	$14.99	Open	$14.04	-6.34%	Open	History

EEFT - Euronet Worldwide, Inc.	Q4 2017	$84.27	Q1 2018	$78.93	-6.34%	Closed	History

PDCO - Patterson Companies Inc	Q3 2018	$24.45	Q2 2019	$22.90	-6.34%	Closed	History

Y - Alleghany Corp Md	Q2 2021	$665.75	Q3 2021	$623.44	-6.36%	Closed	History

MRNA - Moderna, Inc.	Q2 2025	$27.59	Q3 2025	$25.83	-6.38%	Closed	History

74S - Spectrum Brands Hldgs Inc	Q4 2014	$95.68	Q1 2015	$89.56	-6.40%	Closed	History

EPC - Edgewell Personal Care Co.	Q4 2015	$78.31	Q1 2017	$73.30	-6.40%	Closed	History

HIBB - Hibbett Sports Inc	Q3 2014	$42.63	Q3 2016	$39.90	-6.40%	Closed	History

INGR - Ingredion Inc.	Q2 2023	$105.95	Open	$99.17	-6.40%	Open	History

SJM - The J. M. Smucker Co.	Q1 2019	$116.50	Open	$109.02	-6.42%	Open	History

CNX - CNX Resources Corp.	Q1 2021	$14.70	Q4 2021	$13.75	-6.46%	Closed	History

GIII - G-III Apparel Group, Ltd.	Q1 2016	$48.88	Q2 2016	$45.72	-6.46%	Closed	History

EEFT - Euronet Worldwide, Inc.	Q4 2018	$102.39	Q2 2020	$95.77	-6.47%	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.