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 |
|---|---|---|---|---|---|---|
| 2019-01-14 | DLTR | SELL | $482.09–$482.09 | $97.23 | $126.38 2026-07-13 | +45.9% rt |
| 2019-01-14 | CTSH | SELL | $1K–$15K | $64.63 | $44.16 2026-07-13 | +20.6% rt |
| 2019-01-14 | CTSH | BUY | $15K–$50K | $64.63 | $44.16 2026-07-13 | -31.7% |
| 2019-01-14 | COST | SELL | $15K–$50K | $209.00 | $926.43 2026-07-13 | +84.1% rt |
| 2019-01-14 | COST | BUY | $15K–$50K | $209.00 | $926.43 2026-07-13 | +343.3% |
| 2019-01-14 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2019-01-14 | CERN | BUY | $15K–$50K | — | — | — |
| 2019-01-14 | ACN | SELL | $15K–$50K | $144.93 | $138.52 2026-07-13 | +7.5% rt |
| 2018-07-09 | GE | SELL | $15K–$50K | $66.85 | $353.42 2026-07-13 | -428.6% exit |
| 2018-01-17 | HSY | BUY | $1K–$15K | $108.93 | $175.24 2026-07-13 | +60.9% |
| 2018-01-17 | ATR | BUY | $1K–$15K | $86.84 | $124.89 2026-07-13 | +43.8% |
| 2017-12-04 | SBUX | BUY | $1K–$15K | $58.76 | $107.34 2026-07-13 | +82.7% |
| 2017-12-04 | ROP | BUY | $1K–$15K | $261.87 | $360.59 2026-07-13 | +37.7% |
| 2017-12-04 | HSIC | BUY | $1K–$15K | $55.85 | $85.79 2026-07-13 | +53.6% |
| 2017-11-21 | WBA | BUY | $1K–$15K | — | — | — |
| 2017-11-21 | ACN | BUY | $1K–$15K | $148.01 | $138.52 2026-07-13 | -6.4% |
| 2017-10-16 | WBA | SELL | $1K–$15K | — | — | — exit |
| 2017-10-16 | WBA | BUY | $1K–$15K | — | — | — |
| 2017-10-16 | UNH | BUY | $15K–$50K | $193.20 | $429.09 2026-07-13 | +122.1% |
| 2017-10-16 | UHS | BUY | $1K–$15K | $105.60 | $152.77 2026-07-13 | +44.7% |
| 2017-10-16 | TMO | BUY | $1K–$15K | $191.28 | $528.51 2026-07-13 | +176.3% |
| 2017-10-16 | ROP | BUY | $15K–$50K | $251.77 | $360.59 2026-07-13 | +43.2% |
| 2017-10-16 | ORLY | BUY | $1K–$15K | $13.93 | $87.28 2026-07-13 | +526.4% |
| 2017-10-16 | FAST | SELL | $1K–$15K | $11.81 | $47.05 2026-07-13 | -298.2% exit |
| 2017-10-16 | CTSH | BUY | $1K–$15K | $74.17 | $44.16 2026-07-13 | -40.5% |
| 2017-10-16 | CHD | BUY | $1K–$15K | $47.86 | $97.16 2026-07-13 | +103.0% |
| 2017-10-16 | ATR | SELL | $15K–$50K | $88.94 | $124.89 2026-07-13 | +4.8% rt |
| 2017-09-14 | ZBH | BUY | $15K–$50K | $112.61 | $94.08 2026-07-13 | -16.5% |
| 2017-09-14 | WM | BUY | $15K–$50K | $77.84 | $236.71 2026-07-13 | +204.1% |
| 2017-09-14 | WBA | BUY | $15K–$50K | — | — | — |
| 2017-09-14 | UTX | BUY | $1K–$15K | — | — | — |
| 2017-09-14 | SHW | SELL | $1K–$15K | $115.51 | $328.97 2026-07-13 | +23.2% rt |
| 2017-09-14 | PEP | BUY | $1K–$15K | $114.19 | $138.49 2026-07-13 | +21.3% |
| 2017-09-14 | MMM | BUY | $1K–$15K | $176.78 | $157.70 2026-07-13 | -10.8% |
| 2017-09-14 | MKC | BUY | $15K–$50K | $49.23 | $53.75 2026-07-13 | +9.2% |
| 2017-09-14 | JJSF | SELL | $1K–$15K | $126.45 | $76.60 2026-07-13 | +19.9% rt |
| 2017-09-14 | INTU | SELL | $15K–$50K | $142.08 | $289.76 2026-07-13 | +72.8% rt |
| 2017-09-14 | HSY | BUY | $15K–$50K | $109.32 | $175.24 2026-07-13 | +60.3% |
| 2017-09-14 | HSIC | BUY | $15K–$50K | $63.20 | $85.79 2026-07-13 | +35.8% |
| 2017-09-14 | HRL | SELL | $1K–$15K | $30.91 | $24.46 2026-07-13 | +1.2% rt |
| 2017-09-14 | HD | BUY | $15K–$50K | $159.38 | $337.11 2026-07-13 | +111.5% |
| 2017-09-14 | FAST | SELL | $1K–$15K | $10.89 | $47.05 2026-07-13 | -10.9% rt |
| 2017-09-14 | EXPD | BUY | $1K–$15K | $57.04 | $175.50 2026-07-13 | +207.7% |
| 2017-09-14 | ESRX | BUY | $1K–$15K | $62.34 | $92.33 2018-12-21 | +48.1% |
| 2017-09-14 | EFX | SELL | $1K–$15K | $96.66 | $172.61 2026-07-13 | -10.2% rt |
| 2017-09-14 | ECL | BUY | $15K–$50K | $131.01 | $271.85 2026-07-13 | +107.5% |
| 2017-09-14 | DIS | SELL | $1K–$15K | $97.90 | $96.00 2026-07-13 | -4.8% rt |
| 2017-09-14 | COST | BUY | $15K–$50K | $162.37 | $926.43 2026-07-13 | +470.6% |
| 2017-09-14 | CLX | BUY | $1K–$15K | $134.74 | $95.05 2026-07-13 | -29.5% |
| 2017-09-14 | CERN | BUY | $1K–$15K | — | — | — |
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 | 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 |
| Dean Phillips | 26 · CERN, CTSH, DHR, MMM, TJX, ACN |