house · trading 2014-12-03 → 2022-09-16
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2019-02-19 | CDW | BUY | $100K–$250K | $94.68 | $148.97 2026-08-27 | +57.3% |
| 2019-02-19 | BABA | BUY | $100K–$250K | $170.18 | $116.31 2026-08-27 | -31.6% |
| 2019-02-12 | CDW | BUY | $100K–$250K | $92.72 | $148.97 2026-08-27 | +60.7% |
| 2019-02-05 | RMD | SELL | $250K–$500K | $95.16 | $235.76 2026-08-27 | +0.3% rt |
| 2019-02-05 | ATR | BUY | $250K–$500K | $101.07 | $132.86 2026-08-27 | +31.4% |
| 2018-12-24 | NFLX | SELL | $15K–$50K | $23.39 | $79.84 2026-08-27 | -241.4% exit |
| 2018-12-18 | TTWO | SELL | $100K–$250K | $103.43 | $233.00 2026-08-27 | -19.8% rt |
| 2018-10-30 | TRUP | SELL | $50K–$100K | $25.54 | $29.65 2026-08-27 | -16.1% exit |
| 2018-10-22 | LIN | exchange | $100K–$250K | $166.88 | $485.35 2026-08-27 | +190.8% |
| 2018-10-19 | ENV | SELL | $100K–$250K | — | — | — exit |
| 2018-10-10 | TRUP | SELL | $50K–$100K | $28.39 | $29.65 2026-08-27 | -4.4% exit |
| 2018-09-26 | TXN | SELL | $100K–$250K | $106.22 | $266.54 2026-08-27 | +20.3% rt |
| 2018-09-26 | TTD | BUY | $50K–$100K | $15.57 | $13.42 2026-08-27 | -13.8% |
| 2018-09-26 | PTC | BUY | $100K–$250K | $105.17 | $158.95 2026-08-27 | +51.1% |
| 2018-09-14 | PTC | BUY | $100K–$250K | $105.67 | $158.95 2026-08-27 | +50.4% |
| 2018-09-05 | TTWO | BUY | $250K–$500K | $128.90 | $233.00 2026-08-27 | +80.8% |
| 2018-09-05 | LH | SELL | $250K–$500K | $145.10 | $336.54 2026-08-27 | -1.6% rt |
| 2018-08-22 | ULTA | SELL | $100K–$250K | $234.70 | $540.10 2026-08-27 | -130.1% exit |
| 2018-08-22 | TTD | BUY | $100K–$250K | $12.97 | $13.42 2026-08-27 | +3.5% |
| 2018-08-22 | DLPH | SELL | $100K–$250K | — | — | — exit |
| 2018-07-23 | ITW | SELL | $100K–$250K | $136.26 | $281.67 2026-08-27 | -106.7% exit |
| 2018-07-23 | ENV | BUY | $100K–$250K | — | — | — |
| 2018-06-20 | PGR | SELL | $100K–$250K | $61.42 | $217.65 2026-08-27 | -1.4% rt |
| 2018-05-14 | DLPH | BUY | $100K–$250K | — | — | — |
| 2018-05-14 | AMAT | SELL | $100K–$250K | $55.26 | $482.36 2026-08-27 | +5.7% rt |
| 2018-05-04 | TDOC | BUY | $100K–$250K | $42.20 | $6.36 2026-08-27 | -84.9% |
| 2018-05-04 | JPM | SELL | $100K–$250K | $108.43 | $354.22 2026-08-27 | -226.7% exit |
| 2018-04-17 | PGR | BUY | $100K–$250K | $62.28 | $217.65 2026-08-27 | +249.5% |
| 2018-04-17 | JPM | SELL | $100K–$250K | $110.21 | $354.22 2026-08-27 | +10.9% rt |
| 2018-03-21 | RMD | BUY | $50K–$100K | $98.33 | $235.76 2026-08-27 | +139.8% |
| 2018-03-02 | RMD | BUY | $100K–$250K | $94.92 | $235.76 2026-08-27 | +148.4% |
| 2018-03-02 | LEN | SELL | $100K–$250K | $55.64 | $85.11 2026-08-27 | -5.0% rt |
| 2018-02-21 | WMT | SELL | $50K–$100K | $30.51 | $102.63 2026-08-27 | -9.9% rt |
| 2018-01-12 | SAP | SELL | $250K–$500K | $110.13 | $221.17 2026-08-27 | +21.4% rt |
| 2018-01-12 | LH | BUY | $250K–$500K | $147.46 | $336.54 2026-08-27 | +128.2% |
| 2018-01-08 | WMT | BUY | $100K–$250K | $33.87 | $102.63 2026-08-27 | +203.0% |
| 2018-01-08 | DAL | SELL | $100K–$250K | $54.68 | $81.14 2026-08-27 | +2.0% rt |
| 2017-12-29 | X | SELL | $1K–$15K | — | — | — exit |
| 2017-12-12 | DAL | BUY | $100K–$250K | $53.62 | $81.14 2026-08-27 | +51.3% |
| 2017-12-07 | INTC | SELL | $100K–$250K | $43.08 | $92.09 2026-08-27 | -3.0% rt |
| 2017-12-07 | AMAT | BUY | $100K–$250K | $52.30 | $482.36 2026-08-27 | +822.3% |
| 2017-11-21 | LH | SELL | $100K–$250K | $131.31 | $336.54 2026-08-27 | +6.2% rt |
| 2017-11-21 | LEN | BUY | $100K–$250K | $58.60 | $85.11 2026-08-27 | +45.3% |
| 2017-11-16 | SU | SELL | $100K–$250K | $35.28 | $66.42 2026-08-27 | -2.4% rt |
| 2017-11-16 | BABA | BUY | $100K–$250K | $185.43 | $116.31 2026-08-27 | -37.3% |
| 2017-11-09 | SU | BUY | $100K–$250K | $36.13 | $66.42 2026-08-27 | +83.8% |
| 2017-11-09 | DLPH | SELL | $50K–$100K | — | — | — exit |
| 2017-11-09 | DLPH | SELL | $100K–$250K | — | — | — exit |
| 2017-10-27 | LEN | SELL | $100K–$250K | $55.22 | $85.11 2026-08-27 | +2.5% rt |
| 2017-10-27 | INTC | BUY | $100K–$250K | $44.40 | $92.09 2026-08-27 | +107.4% |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| James B. Renacci | 28 · GOOGL, GOOG, HD, AMT, CELG, C |
| Alan Armstrong | 28 · GOOG, HD, AMT, C, SAP, SCHW |
| Josh Gottheimer | 24 · GOOG, HD, SAP, SCHW, BABA, CCL |
| SUSAN M COLLINS | 23 · GOOGL, GOOG, HD, AMT, CELG, C |
| Kurt Schrader | 23 · GOOGL, GOOG, HD, AMT, CELG, C |
| Thomas H Tuberville | 22 · GOOGL, GOOG, SSYS, AMT, BABA, CCL |
| John A. Yarmuth | 22 · GOOGL, GOOG, HD, AMT, CELG, C |
| Sheldon Whitehouse | 21 · GOOGL, HD, SSYS, CELG, C, BABA |
| Rohit Khanna | 20 · GOOGL, HD, AMT, CELG, C, TXN |
| David P. Roe | 19 · GOOGL, HD, AMT, CELG, C, TXN |
| Alan S. Lowenthal | 18 · GOOG, HD, AMT, CELG, C, BABA |
| Mike Kelly | 18 · GOOGL, GOOG, HD, CELG, C, SCHW |