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 | $144.36 2026-07-13 | +52.5% |
| 2019-02-19 | BABA | BUY | $100K–$250K | $170.18 | $112.35 2026-07-13 | -34.0% |
| 2019-02-12 | CDW | BUY | $100K–$250K | $92.72 | $144.36 2026-07-13 | +55.7% |
| 2019-02-05 | RMD | SELL | $250K–$500K | $95.16 | $198.50 2026-07-13 | +0.3% rt |
| 2019-02-05 | ATR | BUY | $250K–$500K | $101.07 | $124.89 2026-07-13 | +23.6% |
| 2018-12-24 | NFLX | SELL | $15K–$50K | $23.39 | $73.83 2026-07-13 | -215.7% exit |
| 2018-12-18 | TTWO | SELL | $100K–$250K | $103.43 | $244.10 2026-07-13 | -19.8% rt |
| 2018-10-30 | TRUP | SELL | $50K–$100K | $25.54 | $27.37 2026-07-13 | -7.2% exit |
| 2018-10-22 | LIN | exchange | $100K–$250K | $166.88 | $524.06 2026-07-13 | +214.0% |
| 2018-10-19 | ENV | SELL | $100K–$250K | — | — | — exit |
| 2018-10-10 | TRUP | SELL | $50K–$100K | $28.39 | $27.37 2026-07-13 | +3.6% exit |
| 2018-09-26 | TXN | SELL | $100K–$250K | $106.22 | $298.57 2026-07-13 | +20.3% rt |
| 2018-09-26 | TTD | BUY | $50K–$100K | $15.57 | $19.79 2026-07-13 | +27.1% |
| 2018-09-26 | PTC | BUY | $100K–$250K | $105.17 | $125.42 2026-07-13 | +19.3% |
| 2018-09-14 | PTC | BUY | $100K–$250K | $105.67 | $125.42 2026-07-13 | +18.7% |
| 2018-09-05 | TTWO | BUY | $250K–$500K | $128.90 | $244.10 2026-07-13 | +89.4% |
| 2018-09-05 | LH | SELL | $250K–$500K | $145.10 | $276.68 2026-07-13 | -1.6% rt |
| 2018-08-22 | ULTA | SELL | $100K–$250K | $234.70 | $473.33 2026-07-13 | -101.7% exit |
| 2018-08-22 | TTD | BUY | $100K–$250K | $12.97 | $19.79 2026-07-13 | +52.6% |
| 2018-08-22 | DLPH | SELL | $100K–$250K | — | — | — exit |
| 2018-07-23 | ITW | SELL | $100K–$250K | $136.26 | $271.50 2026-07-13 | -99.3% exit |
| 2018-07-23 | ENV | BUY | $100K–$250K | — | — | — |
| 2018-06-20 | PGR | SELL | $100K–$250K | $61.42 | $234.48 2026-07-13 | -1.4% rt |
| 2018-05-14 | DLPH | BUY | $100K–$250K | — | — | — |
| 2018-05-14 | AMAT | SELL | $100K–$250K | $55.26 | $575.39 2026-07-13 | +5.7% rt |
| 2018-05-04 | TDOC | BUY | $100K–$250K | $42.20 | $9.65 2026-07-13 | -77.1% |
| 2018-05-04 | JPM | SELL | $100K–$250K | $108.43 | $334.53 2026-07-13 | -208.5% exit |
| 2018-04-17 | PGR | BUY | $100K–$250K | $62.28 | $234.48 2026-07-13 | +276.5% |
| 2018-04-17 | JPM | SELL | $100K–$250K | $110.21 | $334.53 2026-07-13 | +10.9% rt |
| 2018-03-21 | RMD | BUY | $50K–$100K | $98.33 | $198.50 2026-07-13 | +101.9% |
| 2018-03-02 | RMD | BUY | $100K–$250K | $94.92 | $198.50 2026-07-13 | +109.1% |
| 2018-03-02 | LEN | SELL | $100K–$250K | $55.64 | $82.84 2026-07-13 | -5.0% rt |
| 2018-02-21 | WMT | SELL | $50K–$100K | $30.51 | $114.78 2026-07-13 | -9.9% rt |
| 2018-01-12 | SAP | SELL | $250K–$500K | $110.13 | $159.97 2026-07-13 | +21.4% rt |
| 2018-01-12 | LH | BUY | $250K–$500K | $147.46 | $276.68 2026-07-13 | +87.6% |
| 2018-01-08 | WMT | BUY | $100K–$250K | $33.87 | $114.78 2026-07-13 | +238.9% |
| 2018-01-08 | DAL | SELL | $100K–$250K | $54.68 | $86.19 2026-07-13 | +2.0% rt |
| 2017-12-29 | X | SELL | $1K–$15K | — | — | — exit |
| 2017-12-12 | DAL | BUY | $100K–$250K | $53.62 | $86.19 2026-07-13 | +60.7% |
| 2017-12-07 | INTC | SELL | $100K–$250K | $43.08 | $103.12 2026-07-13 | -3.0% rt |
| 2017-12-07 | AMAT | BUY | $100K–$250K | $52.30 | $575.39 2026-07-13 | +1000.2% |
| 2017-11-21 | LH | SELL | $100K–$250K | $131.31 | $276.68 2026-07-13 | +6.2% rt |
| 2017-11-21 | LEN | BUY | $100K–$250K | $58.60 | $82.84 2026-07-13 | +41.4% |
| 2017-11-16 | SU | SELL | $100K–$250K | $35.28 | $61.27 2026-07-13 | -2.4% rt |
| 2017-11-16 | BABA | BUY | $100K–$250K | $185.43 | $112.35 2026-07-13 | -39.4% |
| 2017-11-09 | SU | BUY | $100K–$250K | $36.13 | $61.27 2026-07-13 | +69.6% |
| 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 | $82.84 2026-07-13 | +2.5% rt |
| 2017-10-27 | INTC | BUY | $100K–$250K | $44.40 | $103.12 2026-07-13 | +132.3% |
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 |
| 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 |
| David A Perdue , Jr | 16 · GOOGL, GOOG, HD, AMT, C, INTC |