Copy Invest | Sonar Terminal

Edgar Wachenheim - Greenhaven Associates

350 trades · 323 closed · 27 open · Win rate: 52.6% · Avg return: +42.9% · Median return: +4.9%

⚠ 41 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
UNP - Union Pacific Corp.	Q2 2000	$9.30	Q2 2001	$13.73	+47.65%	Closed	History

MAS - Masco Corp.	Q3 2014	$21.02	Q2 2016	$30.94	+47.20%	Closed	History

ALV - Autoliv, Inc.	Q2 2020	$64.52	Q1 2021	$92.81	+43.85%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 1999	$7.01	Q1 2000	$9.94	+41.73%	Closed	History

ECA - EnCana Corporation (ECA)	Q2 2002	$30.60	Q1 2004	$43.12	+40.92%	Closed	History

APC - Anadarko Petroleum Corp (APC)	Q3 2003	$41.76	Q2 2004	$58.60	+40.33%	Closed	History

MSFT - Microsoft Corp.	Q3 2013	$33.28	Q4 2014	$46.44	+39.54%	Closed	History

NCX - Nova Chemicals Corp (NCX)	Q3 2001	$16.33	Q2 2002	$22.54	+38.03%	Closed	History

USG - USG Corp (USG)	Q4 2014	$27.99	Q4 2017	$38.56	+37.76%	Closed	History

BA - The Boeing Co.	Q2 1999	$44.00	Q3 2000	$60.40	+37.27%	Closed	History

DVN - Devon Energy Corp.	Q1 2009	$44.69	Q4 2014	$61.21	+36.97%	Closed	History

BA - The Boeing Co.	Q4 2012	$75.36	Q2 2013	$102.44	+35.93%	Closed	History

2953349Q - Union Pacific Resources	Q2 1999	$16.31	Q2 2000	$22.00	+34.89%	Closed	History

ALV - Autoliv, Inc.	Q2 2022	$71.57	Q3 2023	$96.48	+34.81%	Closed	History

UNM - Unum Group	Q2 2009	$15.90	Q3 2009	$21.40	+34.59%	Closed	History

MHK - Mohawk Industries, Inc.	Q1 2020	$76.24	Q2 2020	$101.76	+33.47%	Closed	History

838852Q - Heller Financial Inc	Q2 1999	$27.81	Q1 2001	$36.98	+32.97%	Closed	History

LFB - Longview Fibre (LFB)	Q3 2005	$19.49	Q1 2006	$25.84	+32.58%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2010	$72.58	Q4 2015	$96.23	+32.58%	Closed	History

3346Q - US Bancorp (USB)	Q1 2000	$21.88	Q1 2001	$28.62	+30.80%	Closed	History

BRKR - Bruker Corp.	Q2 2009	$9.26	Q4 2009	$12.06	+30.24%	Closed	History

PEHYY - Pechiney SA (PY)	Q3 2000	$20.16	Q4 2001	$26.24	+30.16%	Closed	History

AAGBP - Alcoa Inc (AA)	Q2 2005	$26.13	Q1 2007	$33.90	+29.74%	Closed	History

735553Q - Alberta Energy (AOG)	Q3 2001	$33.95	Q1 2002	$43.90	+29.31%	Closed	History

APD - Air Products and Chemicals, Inc.	Q4 2013	$103.40	Q4 2014	$133.33	+28.94%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2010	$59.95	Q3 2010	$76.61	+27.79%	Closed	History

AMFH - American Financial Holdings (AMFH)	Q4 1999	$12.56	Q2 2000	$15.88	+26.43%	Closed	History

GD - General Dynamics Corp.	Q1 2000	$24.89	Q1 2001	$31.36	+26.02%	Closed	History

IBM - International Business Machines Corp.	Q4 2010	$140.31	Q4 2011	$175.80	+25.30%	Closed	History

604016Q - Rollins Truck Leasing Corp (RLC)	Q3 2000	$6.31	Q4 2000	$7.87	+24.72%	Closed	History

LEA - Lear Corp.	Q2 2020	$109.02	Open	$135.91	+24.67%	Open	History

HIG - The Hartford Insurance Group, Inc.	Q4 1999	$47.38	Q1 2001	$59.00	+24.53%	Closed	History

SLB - Slb N.V.	Q4 2025	$38.38	Open	$47.54	+23.87%	Open	History

FQGA - China Netcom Group - ADR (CN)	Q2 2005	$28.95	Q3 2006	$35.81	+23.70%	Closed	History

GD - General Dynamics Corp.	Q2 2003	$36.25	Q1 2004	$44.67	+23.21%	Closed	History

ARG - Airgas, Inc. (ARG)	Q4 2014	$115.18	Q1 2016	$141.61	+22.95%	Closed	History

NSC - Norfolk Southern Corp.	Q1 2006	$54.07	Q3 2008	$66.21	+22.45%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q4 2025	$58.87	Open	$71.94	+22.20%	Open	History

3570354Q - Centex Corp	Q3 1999	$29.56	Q4 2000	$35.69	+20.74%	Closed	History

C - Citigroup Inc.	Q3 2014	$51.82	Q4 2020	$61.66	+18.99%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2009	$14.57	Q4 2009	$17.18	+17.96%	Closed	History

VRE - Mack-Cali Realty	Q2 1999	$30.94	Q2 2003	$36.35	+17.49%	Closed	History

MTH - Meritage Homes Corp.	Q2 2018	$21.98	Q2 2019	$25.67	+16.81%	Closed	History

RYL - Ryland Group Inc Common	Q1 1999	$61.35	Q4 2001	$71.53	+16.60%	Closed	History

EMR - Emerson Electric Co.	Q3 2009	$40.08	Q4 2011	$46.59	+16.24%	Closed	History

TPH - Tri Pointe Homes, Inc.	Q4 2015	$12.67	Q2 2020	$14.69	+15.94%	Closed	History

F - Ford Motor Co.	Q4 2000	$24.32	Q1 2001	$28.14	+15.71%	Closed	History

ICLR - ICON Public Ltd. Co.	Q2 2025	$145.45	Open	$167.97	+15.48%	Open	History

KWD - Kellwood Company (KWD)	Q2 2000	$21.11	Q1 2002	$24.29	+15.06%	Closed	History

IP - International Paper Co.	Q4 2021	$46.98	Q4 2024	$53.82	+14.56%	Closed	History

SSCCQ - Smurfit Stone (sscc)	Q4 2000	$14.15	Q2 2001	$16.20	+14.49%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q3 2009	$23.15	Q4 2009	$26.43	+14.17%	Closed	History

MRP - Millrose Properties, Inc.	Q1 2025	$26.51	Q4 2025	$29.87	+12.67%	Closed	History

HOEN - Hoenig Group (HOEN)	Q1 2000	$8.70	Q2 2000	$9.80	+12.64%	Closed	History

MPF - MPS Group, Inc. (MPS)	Q4 2001	$7.78	Q1 2002	$8.75	+12.47%	Closed	History

1669Q - Seagate Technology, Inc. (SEG)	Q1 2000	$61.47	Q3 2000	$69.05	+12.33%	Closed	History

FHI - Federated Investors Inc	Q2 1999	$11.93	Q4 1999	$13.40	+12.29%	Closed	History

NC - Nacco Industries (NC)	Q4 1999	$4.16	Q1 2001	$4.66	+12.05%	Closed	History

ARW - Arrow Electronics, Inc.	Q4 2013	$54.25	Q2 2014	$60.41	+11.35%	Closed	History

OMM - OMI Corp (OMM)	Q3 2001	$4.23	Q1 2003	$4.70	+11.11%	Closed	History

AMTD - TD Ameritrade (AMTD)	Q3 2016	$211.38	Q3 2020	$234.42	+10.90%	Closed	History

DNOW - DNOW Inc.	Q1 2026	$11.91	Open	$13.12	+10.16%	Open	History

EOP - Equity Office Properties (EOP)	Q4 1999	$24.63	Q2 2003	$27.02	+9.70%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2010	$51.86	Q3 2010	$56.83	+9.58%	Closed	History

RDPL - - Royal Dutch (RD) COMMON	Q4 2003	$52.39	Q4 2004	$57.38	+9.52%	Closed	History

FC - Franklin Covey Co (FC)	Q1 2002	$2.56	Q4 2003	$2.80	+9.37%	Closed	History

SWN - Southwestern Energy Co (SWN)	Q1 2012	$30.60	Q4 2012	$33.41	+9.18%	Closed	History

TEX - Terex Corp.	Q2 2023	$59.83	Open	$65.21	+8.99%	Open	History

MDC - M.D.C. Holdings, Inc. (MDC)	Q2 2020	$35.70	Q1 2023	$38.87	+8.88%	Closed	History

PHD - Phelps Dodge (PD)	Q2 2000	$37.19	Q1 2001	$40.19	+8.07%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q2 2010	$29.36	Q3 2010	$31.46	+7.15%	Closed	History

3423152Q - - Electronic Data Systems (EDS) COMMON	Q3 2004	$19.39	Q1 2005	$20.67	+6.60%	Closed	History

WRK - Westrock CO (WRK)	Q1 2022	$47.03	Q1 2024	$49.45	+5.15%	Closed	History

WY - Weyerhaeuser Co.	Q4 2004	$67.22	Q4 2006	$70.65	+5.10%	Closed	History

2749841Q - Putnam Managed High Yield (PTM)	Q1 2000	$10.00	Q2 2000	$10.49	+4.90%	Closed	History

FRO - Frontline plc	Q3 2001	$45.50	Q2 2002	$47.70	+4.84%	Closed	History

WMB - The Williams Companies, Inc.	Q2 2010	$14.90	Q3 2010	$15.58	+4.54%	Closed	History

APD - Air Products and Chemicals, Inc.	Q3 2009	$71.77	Q4 2009	$74.99	+4.49%	Closed	History

COL - - Rockwell Collins, Inc. (COL) COMMON	Q3 2008	$480.90	Q2 2012	$493.50	+2.62%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2006	$84.60	Q3 2006	$86.75	+2.54%	Closed	History

BHI - Baker Hughes Inc. (BHI)	Q2 2010	$41.57	Q3 2010	$42.60	+2.48%	Closed	History

AVT - Avnet, Inc.	Q4 2013	$44.11	Q2 2014	$44.31	+0.45%	Closed	History

RSP - Invesco S&P 500 Equal Weight ETF	Q2 2019	$107.81	Q3 2019	$108.09	+0.26%	Closed	History

BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Q3 2022	$91.60	Q1 2023	$91.82	+0.24%	Closed	History

0836Q - Leukosite Inc	Q3 1999	$20.13	Q3 1999	$20.13	+0.00%	Closed	History

2727195Q - Household International Inc (HI)	Q1 2000	$37.30	Q1 2000	$37.30	+0.00%	Closed	History

2749841Q - Putnam Managed High Yield (PTM)	Q4 2000	$10.12	Q4 2000	$10.12	+0.00%	Closed	History

3310045Q - Imagistics Intl inc (IGI)	Q4 2001	$12.45	Q4 2001	$12.45	+0.00%	Closed	History

3437127Q - Millennium Pharmaceuticals (MLNM)	Q1 2000	$64.93	Q1 2000	$64.93	+0.00%	Closed	History

59147Q - Washington Homes Inc. (WHI)	Q3 2000	$9.75	Q3 2000	$9.75	+0.00%	Closed	History

604016Q - Rollins Truck Leasing Corp (RLC)	Q1 2000	$8.44	Q1 2000	$8.44	+0.00%	Closed	History

605555Q - Sears, Roebuck & Co Common	Q1 1999	$3,714.29	Q1 1999	$3,714.29	+0.00%	Closed	History

929530Q - Burlington Res Inc. (BR)	Q3 2005	$81.45	Q3 2005	$81.45	+0.00%	Closed	History

9895616Q - Pogo Producing Company (PPP)	Q1 2007	$48.10	Q1 2007	$48.10	+0.00%	Closed	History

ABF - Airborne, Inc. (ABF)	Q1 2003	$19.60	Q1 2003	$19.60	+0.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q4 2009	$37.59	Q4 2009	$37.59	+0.00%	Closed	History

APD - Air Products and Chemicals, Inc.	Q4 2008	$46.50	Q4 2008	$46.50	+0.00%	Closed	History

APOG - Apogee Enterprises (APOG) COMMON	Q1 2008	$15.40	Q1 2008	$15.40	+0.00%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 1999	$19.00	Q2 1999	$19.00	+0.00%	Closed	History

ARW - Arrow Electronics, Inc.	Q2 2013	$39.85	Q2 2013	$39.85	+0.00%	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.