house · trading 2017-06-30 → 2020-12-21
*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 |
|---|---|---|---|---|---|---|
| 2020-12-21 | CHL | SELL | $100K–$250K | — | — | — exit |
| 2020-12-18 | VSAT | BUY | $100K–$250K | $31.41 | $69.54 2026-07-13 | +121.4% |
| 2020-12-18 | IWN | SELL | $250K–$500K | $130.41 | $219.78 2026-07-13 | -68.5% exit |
| 2020-12-17 | CATM | SELL | $1K–$15K | — | — | — exit |
| 2020-12-15 | WW | BUY | $100K–$250K | — | — | — |
| 2020-12-15 | THR | BUY | $100K–$250K | $16.58 | $61.14 2026-05-29 | +268.8% |
| 2020-12-15 | OSW | BUY | $100K–$250K | $8.41 | $26.10 2026-07-13 | +210.3% |
| 2020-12-15 | IWN | SELL | $500K–$1.0M | $131.72 | $219.78 2026-07-13 | +8.0% rt |
| 2020-12-15 | HHH | BUY | $100K–$250K | $75.83 | $71.67 2026-07-13 | -5.5% |
| 2020-12-08 | DASTY | BUY | $50K–$100K | $37.60 | $21.13 2026-07-13 | -43.8% |
| 2020-12-07 | IFNNY | SELL | $50K–$100K | $36.39 | $79.01 2026-07-13 | +83.7% rt |
| 2020-12-01 | WIX | BUY | $1K–$15K | $249.73 | $52.41 2026-07-13 | -79.0% |
| 2020-12-01 | OT | SELL | $15K–$50K | — | — | — exit |
| 2020-12-01 | OT | BUY | $1K–$15K | — | — | — |
| 2020-12-01 | NTDOY | BUY | $1K–$15K | $13.77 | $10.86 2026-07-13 | -21.1% |
| 2020-12-01 | LOGI | BUY | $15K–$50K | $88.22 | $102.22 2026-07-13 | +15.9% |
| 2020-12-01 | AZN | BUY | $1K–$15K | $105.96 | $169.47 2026-07-13 | +59.9% |
| 2020-11-18 | STAY | BUY | $15K–$50K | — | — | — |
| 2020-11-18 | GDDY | BUY | $100K–$250K | $75.39 | $90.86 2026-07-13 | +20.5% |
| 2020-11-18 | ALGN | SELL | $100K–$250K | $444.61 | $180.59 2026-07-13 | +101.6% rt |
| 2020-11-17 | STAY | BUY | $50K–$100K | — | — | — |
| 2020-11-16 | VSAT | SELL | $1K–$15K | $36.65 | $69.54 2026-07-13 | -47.1% rt |
| 2020-11-16 | VAC | SELL | $50K–$100K | $130.00 | $97.65 2026-07-13 | +84.4% rt |
| 2020-11-16 | IWN | BUY | $1K–$15K | $121.97 | $219.78 2026-07-13 | +80.2% |
| 2020-10-28 | PRLB | SELL | $100K–$250K | $117.51 | $74.72 2026-07-13 | +17.9% rt |
| 2020-10-28 | GWRE | BUY | $100K–$250K | $98.32 | $140.31 2026-07-13 | +42.7% |
| 2020-10-15 | DORM | SELL | $100K–$250K | $92.12 | $138.91 2026-07-13 | -50.8% exit |
| 2020-10-13 | VRSK | SELL | $1K–$15K | $193.65 | $193.73 2026-07-13 | -0.0% exit |
| 2020-10-13 | TECH | SELL | $1K–$15K | $67.39 | $71.36 2026-07-13 | -5.9% exit |
| 2020-10-13 | TDOC | SELL | $1K–$15K | $231.80 | $9.65 2026-07-13 | +95.8% exit |
| 2020-10-13 | ROL | SELL | $1K–$15K | $39.16 | $44.92 2026-07-13 | -14.7% exit |
| 2020-10-13 | RBA | SELL | $1K–$15K | $65.56 | $108.78 2026-07-13 | -65.9% exit |
| 2020-10-13 | PEGA | SELL | $1K–$15K | $66.20 | $31.94 2026-07-13 | +78.4% rt |
| 2020-10-13 | PCTY | SELL | $1K–$15K | $189.05 | $124.50 2026-07-13 | +107.7% rt |
| 2020-10-13 | PAYC | SELL | $1K–$15K | $373.78 | $146.50 2026-07-13 | +60.8% exit |
| 2020-10-13 | NEOG | SELL | $1K–$15K | $35.84 | $9.65 2026-07-13 | +17.3% rt |
| 2020-10-13 | LOPE | SELL | $1K–$15K | $82.99 | $153.37 2026-07-13 | -6.8% rt |
| 2020-10-13 | LII | SELL | $1K–$15K | $285.41 | $551.18 2026-07-13 | +36.1% rt |
| 2020-10-13 | JKHY | SELL | $1K–$15K | $161.91 | $150.73 2026-07-13 | -11.9% rt |
| 2020-10-13 | FAST | SELL | $1K–$15K | $22.68 | $47.05 2026-07-13 | -107.5% exit |
| 2020-10-13 | CSGP | SELL | $1K–$15K | $88.32 | $28.77 2026-07-13 | +67.4% exit |
| 2020-10-13 | CHE | SELL | $1K–$15K | $493.25 | $492.27 2026-07-13 | +0.2% exit |
| 2020-10-13 | CGNX | SELL | $1K–$15K | $69.13 | $63.91 2026-07-13 | +51.4% rt |
| 2020-10-13 | ANSS | SELL | $15K–$50K | — | — | — exit |
| 2020-10-13 | AMED | SELL | $1K–$15K | — | — | — exit |
| 2020-10-09 | DORM | SELL | $100K–$250K | $92.96 | $138.91 2026-07-13 | -49.4% exit |
| 2020-10-08 | YNDX | SELL | $100K–$250K | — | — | — exit |
| 2020-09-24 | WST | SELL | $50K–$100K | $263.64 | $359.70 2026-07-13 | +115.1% rt |
| 2020-09-24 | CSGP | SELL | $100K–$250K | $81.92 | $28.77 2026-07-13 | +64.9% exit |
| 2020-09-24 | AVLR | BUY | $100K–$250K | — | — | — |
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 |
|---|---|
| Josh Gottheimer | 74 · DASTY, HDB, LOPE, PRAA, RHHBY, BIDU |
| James B. Renacci | 64 · ANSS, HCSG, PRAA, SNA, MSM, PDCO |
| Gilbert Cisneros | 26 · ANSS, HCSG, LOPE, PRAA, GLOB, CGNX |
| SUSAN M COLLINS | 24 · AYI, SNA, RHHBY, LIN, WFC, HSIC |
| Lois Frankel | 23 · RHHBY, WSO, WFC, CXW, HSIC, SLB |
| Thomas H Tuberville | 22 · SNA, VEEV, CHE, SSYS, GNTX, ECOM |
| Shelley M Capito | 21 · RHHBY, LRLCY, LIN, WFC, GDDY, SLB |
| Lamar Smith | 19 · HCSG, LOPE, NATI, VEEV, LIN, CSGP |
| Thomas R Carper | 18 · WFC, DUK, WELL, MPT, OHI, KNX |
| Alan S. Lowenthal | 16 · BIDU, WFC, GE, IFF, GIS, ARCC |
| Sheldon Whitehouse | 15 · SSYS, LB, WFC, CGNX, SLB, GE |
| Kurt Schrader | 14 · WFC, CTL, GE, AMN, ABEV, OMI |