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
UNIT - Uniti Group Inc.	Q3 2025	$6.12	Open	$11.01	+79.90%	Open	History

KMX - CarMax, Inc.	Q2 2011	$33.07	Q3 2015	$59.32	+79.38%	Closed	History

WDC - Western Digital Corp.	Q4 2006	$15.46	Q3 2020	$27.63	+78.64%	Closed	History

ITTA - Itt Corp	Q3 2012	$20.15	Q3 2013	$35.95	+78.41%	Closed	History

NWS.A - Twenty First Centy Fox Inc Cl	Q3 2015	$26.98	Q4 2018	$48.13	+78.39%	Closed	History

20A - Arris Group Inc	Q1 2013	$17.17	Q4 2015	$30.57	+78.04%	Closed	History

CFN - Carefusion Corp	Q2 2012	$25.68	Q3 2014	$45.25	+76.21%	Closed	History

INFO - Ihs Markit Ltd	Q2 2020	$75.51	Q4 2021	$133.00	+76.14%	Closed	History

CVS - CVS Health Corp.	Q1 2010	$36.56	Q2 2018	$64.36	+76.04%	Closed	History

AME - AMETEK, Inc.	Q2 2011	$29.91	Q3 2015	$52.28	+74.77%	Closed	History

AVT - Avnet, Inc.	Q4 2006	$25.53	Q3 2019	$44.49	+74.27%	Closed	History

LAMR - Lamar Advertising Co.	Q2 2020	$66.79	Q1 2022	$116.09	+73.81%	Closed	History

MSCI - MSCI Inc.	Q1 2020	$289.24	Q1 2022	$502.08	+73.59%	Closed	History

DHR - Danaher Corp.	Q1 2020	$122.75	Q2 2023	$212.77	+73.34%	Closed	History

JPM.WS - Jpmorgan Chase & Co	Q1 2013	$14.20	Q3 2016	$24.60	+73.24%	Closed	History

UBER - Uber Technologies, Inc.	Q4 2021	$41.93	Open	$72.08	+71.91%	Open	History

PBFS - Pioneer Bancorp, Inc.	Q1 2024	$9.81	Open	$16.78	+71.05%	Open	History

AONCW - American Oncology Network In	Q3 2023	$0.20	Q1 2024	$0.34	+70.00%	Closed	History

NWS - News Corp.	Q3 2015	$27.07	Q3 2018	$45.82	+69.26%	Closed	History

GGG - Graco Inc.	Q4 2006	$13.21	Q3 2015	$22.34	+69.18%	Closed	History

AGP - Amerigroup Corp	Q3 2011	$39.01	Q2 2012	$65.91	+68.96%	Closed	History

VNO - Vornado Realty Trust	Q3 2022	$23.16	Open	$39.13	+68.96%	Open	History

ESL - Esterline Technologies Corp	Q3 2015	$71.89	Q4 2018	$121.45	+68.94%	Closed	History

HUM - Humana Inc.	Q2 2019	$265.12	Q2 2023	$447.13	+68.65%	Closed	History

TSM - Taiwan Semiconductor	Q1 2020	$48.15	Q3 2020	$81.07	+68.37%	Closed	History

HP - Helmerich & Payne, Inc.	Q4 2011	$58.36	Q3 2014	$97.87	+67.70%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2020	$135.00	Q2 2023	$225.70	+67.19%	Closed	History

ADSK - Autodesk, Inc.	Q4 2018	$128.65	Q1 2022	$214.32	+66.59%	Closed	History

SOC.WS - Sable Offshore Corp	Q1 2024	$2.58	Q2 2024	$4.27	+65.50%	Closed	History

EA - Electronic Arts Inc.	Q4 2018	$78.98	Q3 2020	$130.29	+64.97%	Closed	History

FHI - Federated Investors Inc - Cl B	Q3 2011	$17.53	Q3 2015	$28.90	+64.86%	Closed	History

TSM - Taiwan Semiconductor	Q4 2013	$17.44	Q4 2016	$28.75	+64.85%	Closed	History

WORK - Slack Technologies Inc	Q3 2020	$26.90	Q2 2021	$44.32	+64.76%	Closed	History

STMP - Stamps Com Inc	Q2 2021	$200.25	Q3 2021	$329.81	+64.70%	Closed	History

BX - Blackstone Inc.	Q2 2020	$56.67	Q2 2023	$92.97	+64.06%	Closed	History

HD - The Home Depot, Inc.	Q4 2017	$189.55	Q2 2023	$310.64	+63.88%	Closed	History

ALLY - Ally Financial Inc.	Q1 2016	$18.72	Q4 2019	$30.56	+63.25%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q4 2006	$82.52	Q3 2015	$134.00	+62.38%	Closed	History

MTZ - MasTec, Inc.	Q3 2020	$42.20	Q4 2020	$68.18	+61.56%	Closed	History

HCA - HCA Healthcare, Inc.	Q1 2021	$188.16	Q2 2023	$303.48	+61.29%	Closed	History

EPAC - Actuant Corp - Cl A	Q4 2008	$19.02	Q1 2013	$30.62	+60.99%	Closed	History

TSLA - Tesla, Inc.	Q1 2021	$222.99	Q1 2022	$358.97	+60.98%	Closed	History

ZTS - Zoetis Inc.	Q1 2020	$117.65	Q1 2022	$188.77	+60.45%	Closed	History

PSA - Public Storage	Q2 2010	$87.65	Q1 2012	$138.24	+57.72%	Closed	History

FRNK - Franklin Financial Corporation	Q1 2012	$13.44	Q4 2014	$21.19	+57.66%	Closed	History

SHLX - Shell Midstream Partners L P	Q3 2020	$9.46	Q2 2021	$14.77	+56.13%	Closed	History

CZWI - Citizens Cmnty Bancorp Inc	Q1 2012	$6.05	Q4 2015	$9.44	+56.03%	Closed	History

GXIIW - Gx Acquisition Corp Ii	Q4 2021	$0.50	Q4 2022	$0.78	+56.00%	Closed	History

CRM - Salesforce, Inc.	Q2 2018	$136.33	Q1 2022	$212.03	+55.53%	Closed	History

MDT - Medtronic plc	Q4 2017	$80.76	Q3 2021	$125.52	+55.42%	Closed	History

2281700D - Metals Acquisition Corp	Q2 2022	$0.47	Q1 2023	$0.73	+55.32%	Closed	History

KLXI - Klx Inc	Q1 2016	$32.14	Q2 2017	$49.91	+55.29%	Closed	History

VAR - Varian Medical Systems	Q1 2009	$30.44	Q4 2009	$46.85	+53.91%	Closed	History

WFC - Wells Fargo & Co.	Q2 2018	$55.44	Open	$85.29	+53.84%	Open	History

DLTR - Dollar Tree, Inc.	Q2 2020	$92.68	Q4 2023	$142.05	+53.27%	Closed	History

LPSNUSD - Liveperson Inc	Q2 2020	$41.30	Q2 2021	$63.20	+53.03%	Closed	History

59A - Atlassian Corp Plc	Q2 2021	$256.60	Q3 2021	$390.57	+52.21%	Closed	History

HNT - Health Net, Inc.	Q3 2009	$15.40	Q4 2009	$23.29	+51.23%	Closed	History

BNY - The Bank of New York Mellon Cor	Q2 2011	$25.62	Q3 2014	$38.73	+51.17%	Closed	History

NVSL - Naugatuck Valley Finl Corp	Q1 2012	$7.25	Q4 2015	$10.95	+51.03%	Closed	History

ADBE - Adobe Inc.	Q2 2018	$243.53	Q2 2022	$366.45	+50.47%	Closed	History

LOW - Lowe's Companies, Inc.	Q3 2017	$79.96	Q4 2019	$119.81	+49.84%	Closed	History

VT - Vanguard Total World Stock Index Fund ETF Shares	Q4 2021	$105.00	Open	$156.78	+49.31%	Open	History

IDCC - InterDigital, Inc.	Q2 2011	$40.85	Q4 2020	$60.68	+48.54%	Closed	History

1313821D - Home Federal Bancorp Inc	Q2 2012	$10.50	Q1 2014	$15.56	+48.19%	Closed	History

AGCO - AGCO Corp.	Q4 2006	$30.94	Q2 2012	$45.73	+47.80%	Closed	History

INTU - Intuit Inc.	Q3 2020	$325.93	Q1 2022	$481.08	+47.60%	Closed	History

CHKP - Check Point Software Technologies Ltd.	Q1 2013	$46.99	Q3 2014	$69.24	+47.35%	Closed	History

BX - Blackstone Inc.	Q3 2018	$38.07	Q4 2019	$55.94	+46.94%	Closed	History

KIM - Kimco Realty Corp.	Q2 2010	$13.28	Q1 2012	$19.41	+46.16%	Closed	History

ACN - Accenture plc	Q1 2019	$176.00	Q3 2022	$257.14	+46.10%	Closed	History

BPMP - Bp Midstream Partners LP	Q3 2020	$9.91	Q2 2021	$14.47	+46.01%	Closed	History

2649388D - Metals Acquisition Limited	Q2 2023	$1.40	Q1 2024	$2.04	+45.71%	Closed	History

DCMZF - Dundee Capital Markets Inc.	Q3 2011	$0.75	Q4 2011	$1.09	+45.33%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2018	$133.60	Q3 2019	$193.39	+44.75%	Closed	History

MYGN - Myriad Genetics Inc	Q3 2013	$23.50	Q2 2015	$33.99	+44.64%	Closed	History

TRV - The Travelers Companies, Inc.	Q2 2011	$58.38	Q1 2013	$84.19	+44.21%	Closed	History

GLIBA - Liberty Capital Corp.	Q1 2020	$56.97	Q3 2020	$81.96	+43.87%	Closed	History

WMT - Walmart Inc.	Q2 2011	$17.71	Q1 2014	$25.48	+43.83%	Closed	History

EL - The Estée Lauder Companies Inc.	Q2 2020	$189.19	Q1 2022	$272.02	+43.78%	Closed	History

UNVR - Univar Inc	Q1 2019	$22.16	Q4 2022	$31.80	+43.50%	Closed	History

INTC - Intel Corp.	Q1 2013	$21.85	Q1 2015	$31.27	+43.11%	Closed	History

CUB - Cubic Corp	Q2 2014	$44.51	Q1 2018	$63.60	+42.89%	Closed	History

EBAY - eBay Inc.	Q4 2013	$23.10	Q3 2016	$32.89	+42.37%	Closed	History

CPRT - Copart, Inc.	Q2 2011	$2.91	Q3 2015	$4.11	+41.20%	Closed	History

CLC - Clarcor Inc.	Q4 2006	$33.81	Q3 2015	$47.68	+41.02%	Closed	History

KT2 - Knight Transportation, Inc.	Q4 2006	$17.05	Q3 2015	$24.00	+40.76%	Closed	History

SAVEQ - Spirit Airlines Inc	Q3 2017	$33.41	Q3 2018	$46.97	+40.59%	Closed	History

CFL - Brink's Home Security Hldg., Inc	Q4 2008	$21.92	Q3 2009	$30.79	+40.47%	Closed	History

STZ - Constellation Brands, Inc.	Q2 2020	$175.24	Q2 2023	$246.13	+40.45%	Closed	History

CI - The Cigna Group	Q3 2021	$200.00	Q2 2023	$280.60	+40.30%	Closed	History

SXCP - Suncoke Energy Partners L P	Q1 2013	$20.90	Q1 2014	$29.25	+39.95%	Closed	History

LNWO - Scientific Games Corp Cl A	Q2 2014	$11.12	Q2 2015	$15.54	+39.75%	Closed	History

ESGR - Enstar Group Limited	Q3 2023	$242.00	Q2 2025	$336.36	+38.99%	Closed	History

LUV - Southwest Airlines Co.	Q1 2016	$44.80	Q2 2017	$62.14	+38.71%	Closed	History

INFO - Ihs Markit Ltd	Q1 2019	$54.40	Q4 2019	$75.36	+38.53%	Closed	History

CIGI - Colliers International Group Inc.	Q2 2023	$98.19	Q4 2024	$135.97	+38.48%	Closed	History

HCA - HCA Healthcare, Inc.	Q1 2020	$90.00	Q3 2020	$124.53	+38.37%	Closed	History

VODD - Vodafone Group Plc-Sp Adr	Q1 2013	$28.41	Q4 2013	$39.31	+38.37%	Closed	History

HFWA - Heritage Financial Corp	Q2 2011	$12.93	Q2 2015	$17.87	+38.21%	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.