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
LZB - La-Z-Boy Inc.	Q4 2006	$11.87	Q2 2008	$7.65	-35.55%	Closed	History

PM - Philip Morris International Inc.	Q2 2017	$117.45	Q3 2020	$75.00	-36.14%	Closed	History

FINL - The Finish Line, Inc.- Class A	Q4 2006	$14.28	Q2 2007	$9.11	-36.20%	Closed	History

ESV - Ensco Plc Cl A	Q2 2012	$46.97	Q4 2014	$29.95	-36.24%	Closed	History

BRO - Brown & Brown, Inc.	Q4 2006	$14.11	Q4 2009	$8.99	-36.30%	Closed	History

MGA - Magna International Inc.	Q4 2006	$20.14	Q3 2008	$12.80	-36.45%	Closed	History

SNAP - Snap Inc.	Q3 2021	$74.07	Q4 2021	$47.06	-36.47%	Closed	History

GK - G & K Services, Inc.	Q1 2007	$36.28	Q3 2010	$22.86	-36.99%	Closed	History

MTCH - Match Group, Inc.	Q3 2020	$110.77	Q2 2022	$69.80	-36.99%	Closed	History

UPWK - Upwork Inc.	Q2 2020	$14.44	Open	$9.03	-37.47%	Open	History

POLY - Plantronics, Inc.	Q4 2006	$21.20	Q4 2008	$13.20	-37.74%	Closed	History

AIZ - Assurant, Inc.	Q4 2006	$55.25	Q1 2010	$34.38	-37.77%	Closed	History

CGNX - Cognex Corp.	Q4 2006	$5.96	Q4 2008	$3.70	-37.87%	Closed	History

CMCSA - Comcast Corp.	Q4 2017	$37.53	Open	$23.19	-38.20%	Open	History

AMD - Advanced Micro Devices, Inc.	Q3 2021	$102.61	Q3 2022	$63.40	-38.21%	Closed	History

LBRDK - Liberty Broadband Corp.	Q4 2025	$48.60	Open	$30.03	-38.21%	Open	History

KMX - CarMax, Inc.	Q2 2022	$90.48	Open	$55.73	-38.41%	Open	History

OI - O-I Glass Inc	Q4 2019	$11.93	Q1 2020	$7.11	-40.40%	Closed	History

TWI - Titan International, Inc.	Q4 2013	$17.98	Q4 2014	$10.63	-40.88%	Closed	History

NXEOW - Nexeo Solutions Inc Wt	Q2 2016	$0.69	Q4 2018	$0.40	-42.03%	Closed	History

PXP - Plains Exploration&production Co	Q4 2006	$47.53	Q2 2009	$27.36	-42.44%	Closed	History

APOL - Apollo Group Inc Cl A	Q1 2013	$17.39	Q4 2016	$9.90	-43.07%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q3 2024	$89.53	Open	$50.62	-43.46%	Open	History

VSTO - Vista Outdoor Inc	Q3 2016	$39.86	Q2 2017	$22.51	-43.53%	Closed	History

VYX - NCR Voyix Corp.	Q1 2023	$14.47	Open	$7.97	-44.93%	Open	History

CASLQ - Castle A M & Co	Q2 2013	$15.76	Q3 2014	$8.54	-45.81%	Closed	History

PPLI - People Inc.	Q1 2022	$82.26	Q3 2024	$44.15	-46.33%	Closed	History

SIAL - Sigma-Aldrich Corporation	Q4 2006	$77.78	Q1 2007	$41.56	-46.57%	Closed	History

3362498Q - Sm&a	Q4 2006	$5.80	Q3 2008	$3.05	-47.41%	Closed	History

MYL - Mylan NV	Q4 2016	$38.15	Q3 2019	$19.78	-48.15%	Closed	History

NX - Quanex Building Products Corp.	Q3 2024	$27.75	Q3 2025	$14.22	-48.76%	Closed	History

TAN - Radioshack Corporation	Q4 2006	$167.80	Q1 2009	$85.70	-48.93%	Closed	History

E1OA - Eros Stx Global Corporation	Q1 2021	$1.81	Q3 2021	$0.92	-49.17%	Closed	History

RYAAY - Ryanair Holdings plc	Q3 2017	$42.19	Q1 2020	$21.28	-49.55%	Closed	History

HYACW - Haymaker Acquisition Corp Ii	Q4 2021	$0.90	Q1 2022	$0.45	-50.00%	Closed	History

MRVC - D Mrv Communications, Inc.	Q2 2010	$1.62	Q1 2012	$0.81	-50.00%	Closed	History

AZTA - Azenta, Inc.	Q1 2007	$17.14	Q3 2008	$8.35	-51.28%	Closed	History

JOY - Joy Global Inc	Q4 2013	$58.49	Q1 2017	$28.25	-51.70%	Closed	History

WAC - Walter Investment Management	Q1 2014	$29.83	Q4 2015	$14.22	-52.33%	Closed	History

BKS - Barnes & Noble Inc	Q2 2015	$25.96	Q1 2016	$12.36	-52.39%	Closed	History

NAV - Navistar International Corp.	Q1 2007	$45.75	Q4 2008	$21.38	-53.27%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q2 2011	$20.50	Q3 2015	$9.52	-53.54%	Closed	History

GIIXW - Gores Hldgs Viii Inc	Q4 2021	$2.03	Q3 2022	$0.93	-54.19%	Closed	History

CKR - Cke Restaurants, Inc.	Q4 2006	$18.40	Q1 2009	$8.41	-54.29%	Closed	History

SVW - Servicemaster Global Hldgs Inc	Q2 2018	$59.48	Q1 2020	$27.00	-54.61%	Closed	History

ATW - Atwood Oceanics, Inc.	Q1 2007	$58.69	Q2 2015	$26.44	-54.95%	Closed	History

SM - SM Energy Co.	Q2 2010	$40.16	Q1 2019	$17.49	-56.45%	Closed	History

SNDK - Sandisk Corp.	Q4 2006	$43.03	Q2 2008	$18.70	-56.54%	Closed	History

BCO - The Brink's Co.	Q4 2006	$63.92	Q3 2009	$26.91	-57.90%	Closed	History

VECO - Veeco Instruments Inc.	Q3 2011	$24.40	Q3 2018	$10.25	-57.99%	Closed	History

THO - THOR Industries, Inc.	Q4 2006	$43.99	Q2 2009	$18.36	-58.26%	Closed	History

HMN - Horace Mann Educators Corp.	Q4 2006	$20.20	Q1 2009	$8.37	-58.56%	Closed	History

HOSSQ - Hornbeck Offshore Svcs Inc	Q4 2014	$24.97	Q4 2015	$9.94	-60.19%	Closed	History

PCG - PG&E Corp.	Q1 2018	$43.93	Open	$17.44	-60.30%	Open	History

HMHC - Houghton Mifflin Harcourt Co	Q3 2015	$20.31	Q2 2018	$7.65	-62.33%	Closed	History

HLX - Helix Energy Solutions Group, Inc.	Q4 2006	$31.37	Q4 2009	$11.75	-62.54%	Closed	History

POND.WS - Angel Pond Holdings Corp	Q1 2022	$0.68	Q3 2022	$0.25	-63.24%	Closed	History

AABA - Altaba Inc	Q2 2017	$54.48	Q3 2019	$19.48	-64.24%	Closed	History

RGS - Regis Corp Minn Com	Q4 2012	$338.40	Q1 2020	$118.20	-65.07%	Closed	History

NIOBW - Niocorp Devs Ltd	Q1 2023	$0.66	Q2 2024	$0.23	-65.15%	Closed	History

PLTR - Palantir Technologies Inc.	Q4 2020	$23.60	Q3 2022	$8.02	-66.02%	Closed	History

ZM - Zoom Communications, Inc.	Q1 2021	$321.43	Q2 2022	$107.69	-66.50%	Closed	History

OIL - D Owens-Illinois Inc	Q4 2010	$30.70	Q3 2019	$10.27	-66.55%	Closed	History

MRDB.WS - Mariadb Plc	Q4 2022	$0.30	Q2 2024	$0.10	-66.67%	Closed	History

AGRE - American Greetings Corp-Cl A	Q4 2006	$23.87	Q4 2008	$7.57	-68.29%	Closed	History

HAWKQ - Seahawk Drilling, Inc.	Q3 2009	$31.09	Q2 2010	$9.72	-68.74%	Closed	History

VEG - Viper Energy Partners LP	Q4 2019	$24.66	Q3 2020	$7.52	-69.51%	Closed	History

HLX - Helix Energy Solutions Group, Inc.	Q2 2011	$16.56	Q3 2015	$4.84	-70.77%	Closed	History

NEBLQ - Noble Corporation Plc	Q4 2013	$37.47	Q3 2015	$10.91	-70.88%	Closed	History

PTON - Peloton Interactive, Inc.	Q2 2021	$123.75	Q4 2021	$35.75	-71.11%	Closed	History

MSGN - Msg Network Inc Cl A	Q3 2015	$72.14	Q4 2015	$20.80	-71.17%	Closed	History

NBL - Noble Energy Inc	Q3 2015	$30.18	Q3 2020	$8.55	-71.67%	Closed	History

KSWS - K-Swiss Inc.	Q4 2006	$30.73	Q1 2009	$8.54	-72.21%	Closed	History

DY - Dycom Industries, Inc.	Q4 2006	$21.12	Q1 2009	$5.79	-72.59%	Closed	History

TUESQ - Tuesday Morning Corporation	Q4 2006	$15.55	Q3 2008	$4.13	-73.44%	Closed	History

CHRS - Charming Shoppes, Inc.	Q4 2006	$13.53	Q4 2010	$3.55	-73.76%	Closed	History

RDC - Rowan Companies Plc	Q2 2012	$32.33	Q4 2018	$8.39	-74.05%	Closed	History

SHOS - Sears Hometown & Outlet Stores	Q3 2013	$31.75	Q3 2015	$7.99	-74.83%	Closed	History

TDW - Tidewater Inc.	Q2 2011	$1,733.87	Q3 2015	$423.55	-75.57%	Closed	History

OEC - Orion S.A.	Q4 2017	$25.60	Open	$6.09	-76.21%	Open	History

HLF - Herbalife Ltd.	Q1 2022	$30.36	Q3 2024	$7.19	-76.32%	Closed	History

POSH - Poshmark Inc	Q2 2021	$47.75	Q2 2022	$10.11	-78.83%	Closed	History

ARTAW - Artisan Acquisition Corp	Q3 2021	$1.16	Q1 2022	$0.23	-80.17%	Closed	History

BBAI.WS - Bigbear Ai Hldgs Inc	Q4 2021	$0.81	Q2 2024	$0.16	-80.25%	Closed	History

EZ1 - Enzon Pharmaceuticals Inc	Q2 2012	$6.87	Q2 2015	$1.19	-82.68%	Closed	History

WGO - Winnebago Industries, Inc.	Q4 2006	$32.88	Q1 2009	$5.30	-83.88%	Closed	History

ZLC - Zale Corporation	Q4 2006	$28.21	Q1 2009	$1.95	-93.09%	Closed	History

CNX - CNX Resources Corp.	Q4 2006	$9.17	Q1 2009	$0.54	-94.09%	Closed	History

NSTDW - Northern Star Invest Corp Iv	Q4 2022	$0.02	Q2 2023	$0.05	data error	Closed	History

GSRMW - Gsr Ii Meteora Acquisitn Cor	Q4 2022	$0.06	Q2 2023	$0.14	data error	Closed	History

IPVIW - Interprivate Iv Infratech Pr	Q4 2022	$0.04	Q1 2023	$0.09	data error	Closed	History

LAB - Standard BioTools Inc.	Q4 2013	$91.37	Q3 2020	$188.26	data error	Closed	History

TWLVW - Twelve Seas Investment Co Ii	Q1 2023	$0.05	Q1 2024	$0.09	data error	Closed	History

PLMWF - Alpha Partners Tech Mergr Co	Q3 2023	$0.05	Q2 2024	$0.07	data error	Closed	History

ACABW - Atlantic Coastal Aqstn Corp	Q1 2023	$0.05	Q2 2024	$0.06	data error	Closed	History

IREUR - Ingersoll-Rand Plc	Q3 2019	$123,080.00	Q4 2019	$133,076.92	data error	Closed	History

LRCX - Lam Research Corp.	Q4 2008	$2.13	Q1 2009	$2.28	data error	Closed	History

CXAC.WS - C5 Acquisition Corporation	Q1 2023	$0.04	Q3 2023	$0.04	data error	Closed	History

ELIWQ - Electriq Pwr Hldgs Inc	Q3 2023	$0.03	Q3 2023	$0.03	data error	Closed	History

NBIS - Nebius Group N.V.	Q1 2022	$0.96	Q1 2022	$0.96	data error	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.