house · trading 2014-03-07 → 2022-09-21
*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 |
|---|---|---|---|---|---|---|
| 2020-03-09 | AAPL | BUY | $1K–$15K | $66.54 | $314.58 2026-08-27 | +372.8% |
| 2020-03-09 | AAN | SELL | $1K–$15K | — | — | — exit |
| 2020-03-03 | TSCO | BUY | $15K–$50K | $18.63 | $34.70 2026-08-27 | +86.3% |
| 2019-12-30 | WM | BUY | $15K–$50K | $113.77 | $217.76 2026-08-27 | +91.4% |
| 2019-12-30 | ACN | BUY | $15K–$50K | $210.64 | $187.38 2026-08-27 | -11.0% |
| 2019-12-19 | VFC | SELL | $15K–$50K | $96.90 | $13.64 2026-08-27 | +45.7% rt |
| 2019-12-19 | EXPD | SELL | $15K–$50K | $76.56 | $190.72 2026-08-27 | +34.2% rt |
| 2019-12-19 | CLX | SELL | $15K–$50K | $151.48 | $103.63 2026-08-27 | +24.2% rt |
| 2019-08-20 | NTAP | SELL | $15K–$50K | $46.09 | $190.64 2026-08-27 | -313.6% exit |
| 2019-08-20 | NTAP | SELL | $1K–$15K | $46.09 | $190.64 2026-08-27 | -313.6% exit |
| 2019-08-20 | J | BUY | $15K–$50K | $69.13 | $150.62 2026-08-27 | +117.9% |
| 2019-08-20 | J | BUY | $1K–$15K | $69.13 | $150.62 2026-08-27 | +117.9% |
| 2019-07-18 | MMM | SELL | $1K–$15K | $144.70 | $178.83 2026-08-27 | -18.1% rt |
| 2019-07-18 | MA | BUY | $1K–$15K | $276.78 | $591.73 2026-08-27 | +113.8% |
| 2019-07-18 | FDX | SELL | $1K–$15K | $133.26 | $331.41 2026-08-27 | -148.7% exit |
| 2019-07-18 | EL | BUY | $1K–$15K | $190.24 | $106.21 2026-08-27 | -44.2% |
| 2019-07-18 | CTSH | SELL | $1K–$15K | $65.93 | $63.76 2026-08-27 | +2.0% rt |
| 2019-07-18 | CCL | SELL | $1K–$15K | $45.49 | $24.95 2026-08-27 | +45.1% exit |
| 2019-07-18 | AKAM | BUY | $1K–$15K | $83.50 | $111.24 2026-08-27 | +33.2% |
| 2019-07-18 | AAN | BUY | $1K–$15K | — | — | — |
| 2019-07-17 | MMM | SELL | $15K–$50K | $146.05 | $178.83 2026-08-27 | -2.4% rt |
| 2019-07-17 | MA | BUY | $15K–$50K | $275.28 | $591.73 2026-08-27 | +115.0% |
| 2019-07-17 | FDX | SELL | $15K–$50K | $133.00 | $331.41 2026-08-27 | -149.2% exit |
| 2019-07-17 | EL | BUY | $15K–$50K | $189.73 | $106.21 2026-08-27 | -44.0% |
| 2019-07-17 | CTSH | SELL | $15K–$50K | $65.24 | $63.76 2026-08-27 | -12.0% rt |
| 2019-07-17 | CCL | SELL | $15K–$50K | $45.64 | $24.95 2026-08-27 | +45.3% exit |
| 2019-07-17 | AKAM | BUY | $15K–$50K | $83.83 | $111.24 2026-08-27 | +32.7% |
| 2019-07-17 | AAN | BUY | $15K–$50K | — | — | — |
| 2019-07-05 | KTB | SELL | $1K–$15K | $29.83 | $76.48 2026-08-27 | -156.4% exit |
| 2019-04-16 | EAT | SELL | $15K–$50K | $42.28 | $233.22 2026-08-27 | -451.6% exit |
| 2019-04-15 | WBA | SELL | $1K–$15K | — | — | — exit |
| 2019-04-15 | SYY | BUY | $1K–$15K | $69.63 | $82.45 2026-08-27 | +18.4% |
| 2019-03-08 | UTX | BUY | $15K–$50K | — | — | — |
| 2019-03-08 | TSCO | BUY | $1K–$15K | $18.08 | $34.70 2026-08-27 | +92.0% |
| 2019-03-08 | EXPD | SELL | $1K–$15K | $74.51 | $190.72 2026-08-27 | +48.2% rt |
| 2019-03-08 | ECL | BUY | $15K–$50K | $169.57 | $285.91 2026-08-27 | +68.6% |
| 2019-03-08 | EAT | SELL | $1K–$15K | $42.98 | $233.22 2026-08-27 | -442.6% exit |
| 2019-03-08 | DRI | BUY | $1K–$15K | $107.64 | $211.13 2026-08-27 | +96.1% |
| 2019-03-08 | CLX | SELL | $1K–$15K | $157.83 | $103.63 2026-08-27 | +32.0% rt |
| 2019-03-08 | CACI | BUY | $1K–$15K | $179.36 | $633.82 2026-08-27 | +253.4% |
| 2019-03-08 | ANTM | BUY | $1K–$15K | — | — | — |
| 2019-03-08 | AAPL | SELL | $1K–$15K | $43.23 | $314.58 2026-08-27 | -627.7% exit |
| 2019-01-14 | WM | SELL | $15K–$50K | $93.11 | $217.76 2026-08-27 | +19.6% rt |
| 2019-01-14 | WBA | SELL | $1K–$15K | — | — | — exit |
| 2019-01-14 | UTX | SELL | $15K–$50K | — | — | — exit |
| 2019-01-14 | SBUX | SELL | $1K–$15K | $63.37 | $107.26 2026-08-27 | +11.5% rt |
| 2019-01-14 | ORLY | SELL | $336.91–$336.91 | $22.74 | $87.83 2026-08-27 | +126.7% rt |
| 2019-01-14 | MMM | SELL | $762.12–$762.12 | $160.68 | $178.83 2026-08-27 | +7.7% rt |
| 2019-01-14 | EXPD | SELL | $403.92–$403.92 | $68.29 | $190.72 2026-08-27 | +35.9% rt |
| 2019-01-14 | ECL | SELL | $15K–$50K | $148.76 | $285.91 2026-08-27 | +13.6% rt |
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 |
|---|---|
| Alan Armstrong | 48 · AZO, COST, CTSH, DHR, DIS, FISV |
| James B. Renacci | 46 · CERN, COST, CTSH, DHR, DIS, ESRX |
| Rohit Khanna | 37 · CTSH, DHR, DIS, INTU, MMM, SBUX |
| Sheldon Whitehouse | 36 · CERN, COST, DHR, DIS, ESRX, MMM |
| SUSAN M COLLINS | 36 · DHR, DIS, ESRX, MMM, PX, SBUX |
| Josh Gottheimer | 35 · AZO, COST, CTSH, FISV, INTU, MMM |
| Shelley M Capito | 34 · CERN, COST, DHR, FDS, GWW, MMM |
| Thomas H Tuberville | 33 · DIS, FDS, INTU, MMM, ACN, AMGN |
| John A. Yarmuth | 33 · COST, DHR, DIS, MMM, PX, ROST |
| Elizabeth Fletcher | 32 · CERN, COST, CTSH, FISV, INTU, MMM |
| K. Michael Conaway | 29 · CERN, COST, DIS, ESRX, INTU, MMM |
| David P. Roe | 27 · COST, DHR, DIS, FISV, ORLY, SBUX |