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
AVT - Avnet, Inc.	Q2 2013	$33.60	Q2 2013	$33.60	+0.00%	Closed	History

AXP - American Express Co.	Q1 2020	$85.61	Q1 2020	$85.61	+0.00%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2009	$60.48	Q4 2009	$60.48	+0.00%	Closed	History

BEN - Franklin Resources, Inc.	Q1 2001	$13.03	Q1 2001	$13.03	+0.00%	Closed	History

BOW - Bowater Inc (BOW)	Q4 1999	$54.30	Q4 1999	$54.30	+0.00%	Closed	History

BP - BP p.l.c.	Q2 2003	$42.02	Q2 2003	$42.02	+0.00%	Closed	History

C - Citigroup Inc.	Q1 2001	$449.40	Q1 2001	$449.40	+0.00%	Closed	History

C - Citigroup Inc.	Q2 2008	$167.60	Q2 2008	$167.60	+0.00%	Closed	History

CPHG - - Computer Horizons Corp (CHRZ) COMMON	Q2 2001	$3.12	Q2 2001	$3.12	+0.00%	Closed	History

CVCO - Cavco Industries, Inc. (CVCO)	Q4 2007	$33.80	Q4 2007	$33.80	+0.00%	Closed	History

DCOM - Dime Commercial Bancshares, Inc.	Q1 2001	$18.13	Q1 2001	$18.13	+0.00%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2000	$31.53	Q1 2000	$31.53	+0.00%	Closed	History

DPHIQ - Delphi Automotive Systems	Q2 1999	$18.50	Q2 1999	$18.50	+0.00%	Closed	History

DPHIQ - Delphi Automotive Systems (DPH)	Q4 1999	$15.79	Q4 1999	$15.79	+0.00%	Closed	History

DXC - DXC Technology Co.	Q2 2019	$55.15	Q2 2019	$55.15	+0.00%	Closed	History

ETRN - Equitrans Midstream Corp (ETRN)	Q2 2020	$8.25	Q2 2020	$8.25	+0.00%	Closed	History

F - Ford Motor Co.	Q1 2023	$12.60	Q1 2023	$12.60	+0.00%	Closed	History

FDX - FedEx Corp.	Q2 2020	$112.99	Q2 2020	$112.99	+0.00%	Closed	History

FDX - FedEx Corp.	Q4 2020	$209.19	Q4 2020	$209.19	+0.00%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q2 2008	$64.57	Q2 2008	$64.57	+0.00%	Closed	History

HRB - H&R Block, Inc.	Q1 2001	$12.51	Q1 2001	$12.51	+0.00%	Closed	History

HXL - Hexcel Corp.	Q2 2009	$9.53	Q2 2009	$9.53	+0.00%	Closed	History

IBCIQ - Interstate Bakeries	Q3 1999	$23.04	Q3 1999	$23.04	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q2 2007	$100.62	Q2 2007	$100.62	+0.00%	Closed	History

IGL - IMC Global Inc Common	Q1 1999	$13,973.68	Q1 1999	$13,973.68	+0.00%	Closed	History

IMNY - - I MANY Inc. (IMNY) COMMON	Q3 2004	$0.97	Q3 2004	$0.97	+0.00%	Closed	History

KKR - KKR & Co. Inc.	Q2 2019	$25.27	Q2 2019	$25.27	+0.00%	Closed	History

LEVI - Levi Strauss & Co.	Q1 2020	$12.43	Q1 2020	$12.43	+0.00%	Closed	History

MEL - Mellon Financial Corp (MEL)	Q1 2001	$40.51	Q1 2001	$40.51	+0.00%	Closed	History

MS - Morgan Stanley	Q3 2019	$42.67	Q3 2019	$42.67	+0.00%	Closed	History

MTH - Meritage Homes Corp.	Q2 2020	$38.06	Q2 2020	$38.06	+0.00%	Closed	History

MWV - Meadwestvaco Corp (MWV)	Q4 2004	$33.89	Q4 2004	$33.89	+0.00%	Closed	History

NCX - Nova Chemicals Corp (NCX)	Q1 2001	$20.10	Q1 2001	$20.10	+0.00%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q2 2008	$22.56	Q2 2008	$22.56	+0.00%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q4 2008	$17.35	Q4 2008	$17.35	+0.00%	Closed	History

PHM - PulteGroup, Inc.	Q3 2010	$8.76	Q3 2010	$8.76	+0.00%	Closed	History

PNC - The PNC Financial Services Group, Inc.	Q1 2001	$68.00	Q1 2001	$68.00	+0.00%	Closed	History

POG - Patina Oil & Gas	Q2 1999	$6.32	Q2 1999	$6.32	+0.00%	Closed	History

RDPL - Royal Dutch (RD)	Q2 2003	$46.62	Q2 2003	$46.62	+0.00%	Closed	History

RHI - Robert Half Inc.	Q1 2025	$54.55	Q1 2025	$54.55	+0.00%	Closed	History

RHI - Robert Half Inc.	Q4 2025	$27.16	Q4 2025	$27.16	+0.00%	Closed	History

RL - Ralph Lauren Corp.	Q1 2020	$66.83	Q1 2020	$66.83	+0.00%	Closed	History

RVTY - Revvity, Inc.	Q4 2021	$201.00	Q4 2021	$201.00	+0.00%	Closed	History

SFG - StanCorp Financial Group (SFG)	Q3 2001	$48.40	Q3 2001	$48.40	+0.00%	Closed	History

SPPJY - SAPPI Ltd (SPP)	Q2 2005	$10.82	Q2 2005	$10.82	+0.00%	Closed	History

STLA - Stellantis N.V.	Q1 2019	$14.85	Q1 2019	$14.85	+0.00%	Closed	History

STT - State Street Corp.	Q2 2014	$67.11	Q2 2014	$67.11	+0.00%	Closed	History

TFX - Teleflex Inc.	Q4 2025	$122.04	Q4 2025	$122.04	+0.00%	Closed	History

TIN - Temple Inland (TIN)	Q4 2004	$68.40	Q4 2004	$68.40	+0.00%	Closed	History

TOY - Toys "R" Us Inc	Q2 1999	$20.55	Q2 1999	$20.55	+0.00%	Closed	History

WFC - Wells Fargo & Co.	Q1 2014	$49.74	Q1 2014	$49.74	+0.00%	Closed	History

VBIL - Vanguard 0-3 Month Treasury Bill ETF	Q3 2025	$75.61	Open	$75.58	-0.04%	Open	History

OLN - Olin Corp.	Q4 2000	$20.39	Q1 2001	$20.38	-0.05%	Closed	History

UNP - Union Pacific Corp.	Q3 2014	$108.50	Q1 2015	$108.27	-0.21%	Closed	History

TEL - TE Connectivity plc	Q1 2011	$55.55	Q3 2014	$55.26	-0.52%	Closed	History

HOEN - Hoenig Group (HOEN)	Q4 2000	$11.50	Q1 2001	$11.40	-0.87%	Closed	History

GIL - Gildan Activewear Inc.	Q3 2022	$28.27	Q3 2023	$28.01	-0.92%	Closed	History

MCS - Marcus Corp	Q2 1999	$12.32	Q2 2000	$12.12	-1.62%	Closed	History

2290040Q - Commonwealth Industries (CMIN)	Q4 2000	$4.88	Q4 2001	$4.80	-1.64%	Closed	History

CPCAY - Cathay Pacific Airways (CPCAY)	Q4 2005	$8.85	Q2 2006	$8.70	-1.69%	Closed	History

PAA - Plains All American Pipeline, L.P.	Q2 2014	$60.00	Q3 2014	$58.89	-1.85%	Closed	History

CPU - COLUMN TOTALS $207,353.22 ==================================================================================================================================== Comp USA Common	Q1 1999	$6.15	Q3 1999	$6.02	-2.11%	Closed	History

2942331Q - Bear Stearns Companies Inc	Q2 1999	$46.76	Q1 2001	$45.72	-2.22%	Closed	History

SNSAY - Stolt Nielsen SA (STLBY)	Q1 2000	$18.50	Q2 2000	$17.94	-3.03%	Closed	History

HMC - Honda Motors (HMC)	Q2 2005	$24.61	Q1 2009	$23.70	-3.70%	Closed	History

BA - The Boeing Co.	Q4 2013	$136.49	Q3 2015	$130.97	-4.04%	Closed	History

APD - Air Products and Chemicals, Inc.	Q2 2011	$88.42	Q2 2013	$84.71	-4.20%	Closed	History

BAX - Baxter International Inc.	Q3 2025	$22.77	Open	$21.80	-4.26%	Open	History

SH - Proshares Short S&P500 (SH)	Q1 2021	$67.04	Q4 2022	$64.12	-4.36%	Closed	History

GEL - Genesis Energy Common	Q1 1999	$22.34	Q1 2007	$21.34	-4.48%	Closed	History

CAT - Caterpillar Inc.	Q4 1999	$23.54	Q3 2001	$22.40	-4.82%	Closed	History

BHI - Baker Hughes Inc. (BHI)	Q3 2009	$42.66	Q4 2009	$40.48	-5.11%	Closed	History

KMC - Kerr-McGee Corp (KMG) COMMON	Q2 2001	$66.28	Q1 2002	$62.85	-5.18%	Closed	History

BA - The Boeing Co.	Q3 2008	$57.35	Q3 2009	$54.15	-5.58%	Closed	History

BHI - Baker Hughes Inc. (BHI)	Q4 2013	$55.26	Q3 2015	$52.04	-5.83%	Closed	History

DOW - Dow Inc.	Q1 2001	$31.57	Q4 2002	$29.70	-5.92%	Closed	History

ACM - Aecom	Q2 2016	$31.77	Q1 2019	$29.67	-6.61%	Closed	History

NOV - NOV Inc.	Q3 2023	$20.90	Open	$19.30	-7.66%	Open	History

CSARQ - Caraustar Industries (CSAR)	Q4 2005	$8.69	Q3 2006	$7.93	-8.75%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q1 2007	$95.58	Q4 2007	$87.19	-8.78%	Closed	History

WY - Weyerhaeuser Co.	Q1 2000	$57.00	Q1 2001	$51.80	-9.12%	Closed	History

TMHC - Taylor Morrison Home Corp.	Q1 2017	$21.32	Q2 2020	$19.29	-9.52%	Closed	History

AVTR - Avantor, Inc.	Q3 2025	$12.48	Open	$11.29	-9.54%	Open	History

ATI - ATI Inc.	Q4 1999	$22.45	Q1 2000	$20.05	-10.69%	Closed	History

PSQ - Proshares Short QQQ (PSQ)	Q3 2020	$82.75	Q4 2022	$73.60	-11.06%	Closed	History

3353984Q - Reckson Associates Realty (RA)	Q4 2001	$23.47	Q2 2003	$20.84	-11.21%	Closed	History

IGL - IMC Global (IGL)	Q1 2000	$14.69	Q2 2000	$13.00	-11.50%	Closed	History

WFC - Wells Fargo & Co.	Q4 2014	$54.82	Q1 2016	$48.36	-11.78%	Closed	History

HIG - The Hartford Insurance Group, Inc.	Q3 2009	$26.50	Q4 2009	$23.26	-12.23%	Closed	History

1396 - Georgia Pacific Group (GP)	Q2 2000	$26.25	Q3 2000	$22.90	-12.76%	Closed	History

ITN - Intertan Inc Common	Q1 1999	$23,000.00	Q2 1999	$20,000.00	-13.04%	Closed	History

CNW - Con-Way, Inc. (CNW)	Q1 2015	$44.13	Q2 2015	$38.37	-13.05%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2011	$66.09	Q4 2011	$57.31	-13.29%	Closed	History

BAC - Bank of America Corp.	Q4 2022	$33.12	Q2 2023	$28.69	-13.38%	Closed	History

STQ - Steris Corp (STE)	Q4 1999	$10.25	Q2 2000	$8.87	-13.46%	Closed	History

SLB - Slb N.V.	Q1 2014	$97.50	Q1 2015	$83.44	-14.42%	Closed	History

UNM - Unum Group	Q3 1999	$29.44	Q3 2008	$25.10	-14.74%	Closed	History

G - Genpact Ltd.	Q4 2023	$34.71	Open	$29.52	-14.95%	Open	History

VCTL - Rainmaker Systems (RMKR)	Q1 2007	$8.37	Q2 2007	$7.11	-15.05%	Closed	History

IP - International Paper Co.	Q1 2000	$39.92	Q1 2001	$33.89	-15.11%	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.