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 |
|---|---|---|---|---|---|---|
| 2015-10-20 | EXPD | BUY | $15K–$50K | $50.27 | $190.72 2026-08-27 | +279.4% |
| 2015-10-20 | EXPD | BUY | $1K–$15K | $50.27 | $190.72 2026-08-27 | +279.4% |
| 2015-10-20 | EFX | BUY | $15K–$50K | $107.67 | $190.36 2026-08-27 | +76.8% |
| 2015-10-20 | ARG | SELL | $1K–$15K | — | — | — exit |
| 2015-10-20 | APD | BUY | $1K–$15K | $127.06 | $305.47 2026-08-27 | +140.4% |
| 2015-09-18 | VFC | BUY | $1K–$15K | $66.50 | $13.64 2026-08-27 | -79.5% |
| 2015-09-18 | UNH | BUY | $15K–$50K | $122.47 | $395.05 2026-08-27 | +222.6% |
| 2015-09-18 | UNH | BUY | $1K–$15K | $122.47 | $395.05 2026-08-27 | +222.6% |
| 2015-09-18 | UHS | BUY | $15K–$50K | $137.23 | $172.58 2026-08-27 | +25.8% |
| 2015-09-18 | TMO | BUY | $15K–$50K | $125.78 | $630.70 2026-08-27 | +401.4% |
| 2015-09-18 | SBUX | BUY | $15K–$50K | $56.84 | $107.26 2026-08-27 | +88.7% |
| 2015-09-18 | ORLY | BUY | $15K–$50K | $16.42 | $87.83 2026-08-27 | +434.9% |
| 2015-09-18 | MMM | BUY | $15K–$50K | $116.74 | $178.83 2026-08-27 | +53.2% |
| 2015-09-18 | KMB | BUY | $15K–$50K | $107.85 | $109.98 2026-08-27 | +2.0% |
| 2015-09-18 | KMB | BUY | $1K–$15K | $107.85 | $109.98 2026-08-27 | +2.0% |
| 2015-09-18 | HSY | BUY | $15K–$50K | $92.46 | $181.32 2026-08-27 | +96.1% |
| 2015-09-18 | HSY | BUY | $1K–$15K | $92.46 | $181.32 2026-08-27 | +96.1% |
| 2015-09-18 | HRL | BUY | $15K–$50K | $30.54 | $21.28 2026-08-27 | -30.3% |
| 2015-09-18 | HD | BUY | $15K–$50K | $115.12 | $328.61 2026-08-27 | +185.4% |
| 2015-09-18 | FISV | BUY | $15K–$50K | $43.27 | $52.58 2026-08-27 | +21.5% |
| 2015-09-18 | ESRX | BUY | $15K–$50K | $83.92 | $92.33 2018-12-21 | +10.0% |
| 2015-09-18 | ECL | BUY | $15K–$50K | $112.55 | $285.91 2026-08-27 | +154.0% |
| 2015-09-18 | ECL | BUY | $1K–$15K | $112.55 | $285.91 2026-08-27 | +154.0% |
| 2015-09-18 | DLTR | BUY | $15K–$50K | $66.65 | $127.00 2026-08-27 | +90.5% |
| 2015-09-18 | DLTR | BUY | $1K–$15K | $66.65 | $127.00 2026-08-27 | +90.5% |
| 2015-09-18 | DIS | BUY | $15K–$50K | $102.84 | $106.82 2026-08-27 | +3.9% |
| 2015-09-18 | DIS | BUY | $1K–$15K | $102.84 | $106.82 2026-08-27 | +3.9% |
| 2015-09-18 | DHR | BUY | $15K–$50K | $57.94 | $215.68 2026-08-27 | +272.2% |
| 2015-09-18 | DHR | BUY | $1K–$15K | $57.94 | $215.68 2026-08-27 | +272.2% |
| 2015-09-18 | CHD | BUY | $15K–$50K | $41.95 | $102.37 2026-08-27 | +144.1% |
| 2015-09-18 | CHD | BUY | $1K–$15K | $41.95 | $102.37 2026-08-27 | +144.1% |
| 2015-09-18 | CERN | BUY | $15K–$50K | — | — | — |
| 2015-09-18 | CERN | BUY | $1K–$15K | — | — | — |
| 2015-09-18 | BCR | BUY | $15K–$50K | — | — | — |
| 2015-09-18 | BCR | BUY | $1K–$15K | — | — | — |
| 2015-09-18 | AMGN | BUY | $15K–$50K | $150.59 | $436.99 2026-08-27 | +190.2% |
| 2015-09-18 | AMGN | BUY | $1K–$15K | $150.59 | $436.99 2026-08-27 | +190.2% |
| 2015-05-01 | UNT | SELL | $15K–$50K | — | — | — exit |
| 2015-05-01 | APA | SELL | $1K–$15K | $68.48 | $42.38 2026-08-27 | +38.1% exit |
| 2015-05-01 | ACN | SELL | $15K–$50K | $93.36 | $187.38 2026-08-27 | -100.7% exit |
| 2014-03-07 | WAG | BUY | $1K–$15K | — | — | — |
| 2014-03-07 | VAL | BUY | $1K–$15K | — | — | — |
| 2014-03-07 | UTX | BUY | $1K–$15K | — | — | — |
| 2014-03-07 | UHS | BUY | $1K–$15K | $79.24 | $172.58 2026-08-27 | +117.8% |
| 2014-03-07 | TJX | BUY | $1K–$15K | $30.86 | $134.22 2026-08-27 | +335.0% |
| 2014-03-07 | SBUX | BUY | $1K–$15K | $36.53 | $107.26 2026-08-27 | +193.6% |
| 2014-03-07 | ROST | BUY | $1K–$15K | $36.02 | $229.87 2026-08-27 | +538.1% |
| 2014-03-07 | PX | BUY | $1K–$15K | — | — | — |
| 2014-03-07 | PDCO | BUY | $1K–$15K | — | — | — |
| 2014-03-07 | ORLY | BUY | $1K–$15K | $10.03 | $87.83 2026-08-27 | +775.6% |
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 |