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 |
|---|---|---|---|---|---|---|
| 2020-09-22 | SVCBY | SELL | $1K–$15K | — | — | — exit |
| 2020-09-21 | IFNNY | SELL | $50K–$100K | $27.35 | $79.01 2026-07-13 | -8.3% rt |
| 2020-09-21 | ADYEY | BUY | $15K–$50K | $18.00 | $9.44 2026-07-13 | -47.6% |
| 2020-09-02 | ZBRA | SELL | $15K–$50K | $294.36 | $266.71 2026-07-13 | +9.4% exit |
| 2020-09-02 | AMN | BUY | $1K–$15K | $56.08 | $33.98 2026-07-13 | -39.4% |
| 2020-08-31 | AMN | BUY | $15K–$50K | $53.84 | $33.98 2026-07-13 | -36.9% |
| 2020-08-26 | RUSHA | SELL | $15K–$50K | $21.87 | $75.24 2026-07-13 | -244.1% exit |
| 2020-08-24 | RUSHA | SELL | $50K–$100K | $22.21 | $75.24 2026-07-13 | -238.8% exit |
| 2020-08-12 | SKVKY | SELL | $15K–$50K | — | — | — exit |
| 2020-08-11 | VSAT | BUY | $15K–$50K | $41.90 | $69.54 2026-07-13 | +66.0% |
| 2020-08-11 | VSAT | BUY | $1K–$15K | $41.90 | $69.54 2026-07-13 | +66.0% |
| 2020-08-11 | KMPR | SELL | $15K–$50K | $81.12 | $29.91 2026-07-13 | +63.1% exit |
| 2020-08-11 | KMPR | SELL | $1K–$15K | $81.12 | $29.91 2026-07-13 | +63.1% exit |
| 2020-08-10 | VSAT | BUY | $15K–$50K | $41.83 | $69.54 2026-07-13 | +66.2% |
| 2020-08-10 | VSAT | BUY | $1K–$15K | $41.83 | $69.54 2026-07-13 | +66.2% |
| 2020-08-10 | KMPR | SELL | $15K–$50K | $83.92 | $29.91 2026-07-13 | +7.9% rt |
| 2020-08-05 | AIQUY | BUY | $15K–$50K | $30.52 | $40.15 2026-07-13 | +31.6% |
| 2020-08-04 | TSM | SELL | $50K–$100K | $80.19 | $421.58 2026-07-13 | -425.7% exit |
| 2020-08-04 | SYIEY | BUY | $15K–$50K | $31.44 | $25.10 2026-07-13 | -20.2% |
| 2020-08-04 | SSMXY | BUY | $15K–$50K | $25.87 | $9.54 2026-07-13 | -63.1% |
| 2020-08-04 | SGSOY | SELL | $15K–$50K | $10.46 | $11.63 2026-07-13 | +1.9% rt |
| 2020-08-04 | SGIOY | BUY | $15K–$50K | $9.81 | $8.65 2026-07-13 | -11.8% |
| 2020-08-04 | PNGAY | BUY | $15K–$50K | $21.58 | $13.57 2026-07-13 | -37.1% |
| 2020-08-04 | NVZMY | SELL | $15K–$50K | $59.37 | $65.41 2026-07-13 | +14.5% rt |
| 2020-08-04 | LUKOY | SELL | $15K–$50K | — | — | — exit |
| 2020-08-04 | IFNNY | SELL | $50K–$100K | $26.30 | $79.01 2026-07-13 | -8.2% rt |
| 2020-08-04 | IBN | SELL | $15K–$50K | $9.38 | $29.26 2026-07-13 | -211.9% exit |
| 2020-08-04 | HDB | BUY | $15K–$50K | $23.16 | $26.41 2026-07-13 | +14.1% |
| 2020-08-04 | FANUY | SELL | $15K–$50K | $17.58 | $21.27 2026-07-13 | -21.0% exit |
| 2020-08-04 | DEO | BUY | $15K–$50K | $141.10 | $82.50 2026-07-13 | -41.5% |
| 2020-08-04 | DASTY | SELL | $15K–$50K | $35.82 | $21.13 2026-07-13 | +23.7% rt |
| 2020-08-04 | ATLKY | SELL | $15K–$50K | $11.19 | $19.41 2026-07-13 | +81.0% rt |
| 2020-08-04 | ALFVY | SELL | $15K–$50K | $24.10 | $57.36 2026-07-13 | -138.0% exit |
| 2020-08-04 | AIQUY | BUY | $15K–$50K | $30.47 | $40.15 2026-07-13 | +31.8% |
| 2020-08-04 | ADDYY | BUY | $15K–$50K | $140.08 | $104.04 2026-07-13 | -25.7% |
| 2020-07-28 | TSM | SELL | $100K–$250K | $76.92 | $421.58 2026-07-13 | -448.1% exit |
| 2020-07-28 | IFF | SELL | $100K–$250K | $128.34 | $75.10 2026-07-13 | -2.2% rt |
| 2020-07-28 | IAC | BUY | $100K–$250K | $83.80 | $46.75 2026-07-02 | -44.2% |
| 2020-07-28 | FIVE | BUY | $100K–$250K | $110.48 | $191.53 2026-07-13 | +73.4% |
| 2020-07-22 | VEEV | SELL | $100K–$250K | $258.65 | $196.81 2026-07-13 | +23.9% exit |
| 2020-07-22 | AMN | BUY | $50K–$100K | $53.35 | $33.98 2026-07-13 | -36.3% |
| 2020-07-15 | MSBHY | SELL | $15K–$50K | — | — | — exit |
| 2020-07-14 | MSBHY | SELL | $15K–$50K | — | — | — exit |
| 2020-07-07 | ZBRA | SELL | $1K–$15K | $254.26 | $266.71 2026-07-13 | -4.9% exit |
| 2020-07-02 | ADYEY | BUY | $15K–$50K | $15.10 | $9.44 2026-07-13 | -37.5% |
| 2020-07-01 | ZBRA | SELL | $50K–$100K | $251.23 | $266.71 2026-07-13 | -6.2% exit |
| 2020-07-01 | STAY | BUY | $50K–$100K | — | — | — |
| 2020-06-30 | STAY | BUY | $50K–$100K | — | — | — |
| 2020-06-29 | CXW | SELL | $50K–$100K | $9.53 | $31.43 2026-07-13 | -38.7% rt |
| 2020-06-26 | THR | BUY | $1K–$15K | $14.44 | $61.14 2026-05-29 | +323.4% |
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 |