Copy Invest | Sonar Terminal

Steven Romick - First Pacific Advisors

988 trades · 905 closed · 83 open · Win rate: 48.5% · Avg return: +29.5% · Median return: 0%

⚠ 35 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
DELL - Dell Technologies Inc.	Q3 2019	$26.28	Open	$457.54	+1,640.70%	Open	History

AVGO - Broadcom Inc.	Q2 2018	$24.26	Open	$389.11	+1,503.65%	Open	History

MSFT - Microsoft Corp.	Q2 2011	$26.00	Q2 2023	$340.54	+1,209.77%	Closed	History

ADI - Analog Devices, Inc.	Q3 2011	$31.25	Open	$392.75	+1,156.80%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q3 2010	$47.88	Q2 2023	$521.75	+989.70%	Closed	History

QCOR - Questcor Pharmaceuticals, Inc.	Q2 2009	$5.02	Q2 2012	$53.24	+960.56%	Closed	History

HWM - Howmet Aerospace Inc.	Q4 2016	$18.54	Q3 2025	$196.23	+958.41%	Closed	History

GOOG - Alphabet Inc.	Q4 2015	$37.94	Open	$357.33	+841.73%	Open	History

GOOGL - Alphabet Inc.	Q4 2015	$38.90	Open	$359.51	+824.18%	Open	History

AON - Aon plc	Q1 2012	$49.06	Open	$358.89	+631.53%	Open	History

RUSHA - Rush Enterprises, Inc.	Q3 2015	$10.76	Open	$75.86	+605.31%	Open	History

LPLA - LPL Financial Holdings Inc.	Q2 2015	$46.49	Open	$321.35	+591.22%	Open	History

AAPL - Apple Inc.	Q4 2016	$28.96	Q2 2023	$193.97	+569.84%	Closed	History

SIG - Signet Jewelers Ltd.	Q3 2008	$23.38	Q3 2015	$136.13	+482.25%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q1 2020	$48.13	Open	$262.02	+444.40%	Open	History

TEL - TE Connectivity plc	Q4 2012	$37.12	Open	$200.98	+441.43%	Open	History

CTRA -	Q4 2008	$6.50	Q3 2014	$32.69	+402.92%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q2 2010	$20.00	Q3 2015	$88.21	+341.05%	Closed	History

PARR - Par Pacific Holdings, Inc.	Q3 2014	$16.89	Open	$73.55	+335.46%	Open	History

SATS - EchoStar Corp.	Q3 2024	$24.82	Open	$103.94	+318.78%	Open	History

ORLY - O'Reilly Automotive, Inc.	Q4 2010	$4.03	Q3 2015	$16.67	+313.77%	Closed	History

TDW - Tidewater Inc.	Q4 2018	$19.13	Open	$73.97	+286.67%	Open	History

META - Meta Platforms, Inc.	Q4 2017	$176.45	Open	$661.04	+274.63%	Open	History

TSCO - Tractor Supply Co.	Q4 2010	$4.86	Q3 2015	$16.80	+245.89%	Closed	History

NXPI - NXP Semiconductors N.V.	Q1 2020	$82.93	Open	$283.87	+242.30%	Open	History

AMZN - Amazon.com, Inc.	Q1 2018	$72.33	Open	$247.49	+242.17%	Open	History

GSRMR - Gsr Ii Meteora Acquisitn Cor	Q4 2022	$0.93	Q2 2023	$3.13	+236.56%	Closed	History

ORLY - O'Reilly Automotive, Inc.	Q3 2017	$14.36	Q3 2022	$46.86	+226.32%	Closed	History

IVN - Life Technologies Corporation	Q4 2008	$23.31	Q4 2013	$75.80	+225.18%	Closed	History

GPOR - Gulfport Energy Corp.	Q2 2021	$64.70	Q4 2025	$207.99	+221.47%	Closed	History

CNC - Centene Corp.	Q1 2013	$11.01	Q1 2015	$35.35	+221.03%	Closed	History

C - Citigroup Inc.	Q2 2011	$41.64	Open	$133.27	+220.05%	Open	History

IPG - Interpublic Group Cos Inc Com	Q3 2011	$7.20	Q1 2016	$22.95	+218.75%	Closed	History

ELV - Elevance Health, Inc.	Q4 2015	$139.44	Q2 2023	$444.29	+218.62%	Closed	History

SPXC* - Spx Corp	Q4 2015	$9.33	Q3 2017	$29.32	+214.26%	Closed	History

ARW - Arrow Electronics, Inc.	Q4 2006	$31.55	Q4 2020	$97.31	+208.43%	Closed	History

CVIIW - Churchill Capital Corp Vii	Q1 2023	$0.12	Q2 2024	$0.35	+191.67%	Closed	History

RS - Reliance, Inc.	Q4 2008	$19.94	Q4 2015	$57.91	+190.42%	Closed	History

MAR - Marriott International, Inc.	Q2 2018	$126.43	Open	$363.19	+187.27%	Open	History

LAUR - Laureate Education, Inc.	Q1 2023	$11.76	Q4 2025	$33.67	+186.31%	Closed	History

TTC - The Toro Co.	Q2 2010	$12.32	Q3 2015	$35.28	+186.31%	Closed	History

PETM - Petsmart Inc.	Q3 2009	$21.75	Q1 2013	$62.10	+185.52%	Closed	History

DG - Dollar General Corp.	Q4 2016	$74.07	Q4 2020	$209.12	+182.33%	Closed	History

SIAL - Sigma-Aldrich Corporation	Q2 2009	$49.57	Q3 2015	$138.89	+180.19%	Closed	History

BAC - Bank of America Corp.	Q2 2011	$10.96	Q4 2020	$30.31	+176.55%	Closed	History

NET - Cloudflare, Inc.	Q3 2020	$41.18	Q3 2021	$112.82	+173.97%	Closed	History

MRVI - Maravai LifeSciences Holdings, Inc.	Q2 2025	$2.41	Open	$6.51	+170.12%	Open	History

PDE - Pride International, Inc.	Q4 2008	$15.98	Q1 2011	$42.95	+168.77%	Closed	History

JEF - Jefferies Financial Group Inc.	Q2 2018	$20.36	Open	$53.96	+165.08%	Open	History

EBAY - eBay Inc.	Q4 2008	$5.88	Q1 2012	$15.53	+164.26%	Closed	History

OCR - Omnicare Inc.	Q4 2007	$22.81	Q4 2013	$60.00	+163.04%	Closed	History

BUD - Anheuser-Busch InBev SA/NV	Q2 2010	$48.01	Q4 2015	$125.00	+160.36%	Closed	History

MA - Mastercard Inc.	Q4 2017	$151.40	Q2 2023	$393.30	+159.78%	Closed	History

LOW - Lowe's Companies, Inc.	Q3 2011	$19.34	Q3 2013	$47.61	+146.17%	Closed	History

NOW - ServiceNow, Inc.	Q3 2019	$50.70	Q3 2021	$124.45	+145.49%	Closed	History

JAS - Jo-Ann Stores, Inc.	Q4 2006	$24.60	Q4 2010	$60.22	+144.80%	Closed	History

GWW - W.W. Grainger, Inc.	Q3 2009	$89.17	Q3 2015	$215.00	+141.11%	Closed	History

CMA - Comerica Inc	Q1 2016	$37.87	Q2 2018	$90.92	+140.08%	Closed	History

OSK - Oshkosh Corp.	Q2 2011	$28.94	Q2 2017	$68.88	+138.01%	Closed	History

NOV - NOV Inc.	Q4 2006	$27.58	Q3 2007	$65.15	+136.20%	Closed	History

AIG - American International Group, Inc.	Q2 2011	$29.32	Q4 2023	$67.75	+131.07%	Closed	History

NVDA - NVIDIA Corp.	Q1 2020	$6.59	Q2 2022	$15.16	+130.01%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2011	$17.15	Q1 2020	$39.31	+129.21%	Closed	History

ZS - Zscaler, Inc.	Q3 2020	$141.11	Q4 2021	$321.46	+127.81%	Closed	History

SPOT - Spotify Technology S.A.	Q3 2019	$112.11	Q2 2020	$255.32	+127.74%	Closed	History

WBC - Wabco Holdings Inc.	Q2 2008	$46.45	Q3 2015	$104.83	+125.68%	Closed	History

IEX - IDEX Corp.	Q4 2006	$31.61	Q3 2015	$71.30	+125.59%	Closed	History

KKR - KKR & Co. Inc.	Q2 2018	$24.86	Q2 2023	$56.00	+125.26%	Closed	History

IQV - IQVIA Holdings Inc.	Q2 2018	$99.87	Q2 2023	$224.77	+125.06%	Closed	History

NFX - Newfield Exploration Co.	Q4 2008	$19.75	Q2 2014	$44.20	+123.80%	Closed	History

WAG - D Walgreen Co	Q2 2010	$26.70	Q3 2014	$59.27	+121.99%	Closed	History

XEC - Cimarex Energy Co.	Q4 2008	$26.78	Q2 2019	$59.33	+121.55%	Closed	History

CHNG - Change Healthcare Inc	Q1 2020	$9.99	Q1 2022	$21.80	+118.22%	Closed	History

UNH - UnitedHealth Group Inc.	Q4 2017	$220.53	Q2 2023	$480.64	+117.95%	Closed	History

KMI - Kinder Morgan, Inc.	Q1 2018	$15.06	Open	$32.54	+116.07%	Open	History

PDLB - Ponce Financial Group, Inc.	Q3 2022	$9.16	Open	$19.79	+116.05%	Open	History

FL - Foot Locker, Inc.	Q4 2006	$21.93	Q4 2017	$46.88	+113.77%	Closed	History

FERG - Ferguson Enterprises Inc.	Q2 2022	$110.71	Open	$234.68	+111.98%	Open	History

V - Visa Inc.	Q4 2017	$113.99	Q2 2023	$237.48	+108.33%	Closed	History

DECK - Deckers Outdoor Corp.	Q2 2022	$42.56	Q2 2023	$87.94	+106.62%	Closed	History

CRWD - CrowdStrike Holdings, Inc.	Q2 2020	$25.00	Q4 2021	$51.19	+104.74%	Closed	History

ORCL - Oracle Corp.	Q1 2012	$29.16	Q3 2020	$59.70	+104.73%	Closed	History

AANUSD - Aaron's Inc	Q3 2013	$27.71	Q3 2020	$56.66	+104.47%	Closed	History

TWTR - Twitter Inc	Q2 2020	$29.83	Q3 2021	$60.43	+102.58%	Closed	History

TRN - Trinity Industries, Inc.	Q4 2006	$12.67	Q1 2015	$25.57	+101.76%	Closed	History

TDUP - Thredup Inc	Q4 2022	$1.00	Q2 2023	$2.00	+100.00%	Closed	History

ZBRA - Zebra Technologies Corp.	Q4 2006	$34.79	Q1 2014	$69.41	+99.51%	Closed	History

COV - D Covidien Plc	Q1 2011	$51.94	Q4 2014	$102.28	+96.92%	Closed	History

NFLX - Netflix, Inc.	Q1 2020	$37.55	Open	$73.53	+95.80%	Open	History

WUBA - 58 Com Inc	Q4 2016	$28.00	Q2 2020	$53.94	+92.64%	Closed	History

ABT - Abbott Laboratories	Q4 2017	$57.01	Q2 2023	$109.02	+91.23%	Closed	History

NATL - NCR Atleos Corp.	Q4 2023	$24.29	Open	$45.70	+88.14%	Open	History

HCA - HCA Healthcare, Inc.	Q4 2016	$74.00	Q3 2018	$139.05	+87.91%	Closed	History

EW - Edwards Lifesciences Corp.	Q1 2020	$62.93	Q1 2022	$117.71	+87.04%	Closed	History

AGCO - AGCO Corp.	Q1 2014	$55.16	Q4 2020	$103.12	+86.95%	Closed	History

Y - Alleghany Corporation	Q1 2012	$329.10	Q4 2016	$608.12	+84.78%	Closed	History

BJS - Bj Services Co.	Q4 2008	$11.67	Q1 2010	$21.40	+83.38%	Closed	History

EBC - Eastern Bankshares, Inc.	Q2 2023	$12.27	Open	$22.44	+82.89%	Open	History

ISRG - Intuitive Surgical, Inc.	Q1 2020	$165.04	Q1 2022	$301.80	+82.87%	Closed	History

JNJ - Johnson & Johnson	Q2 2010	$59.06	Q3 2014	$106.59	+80.48%	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.