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 |
|---|---|---|---|---|---|---|
| 2018-02-06 | MPT | SELL | $15K–$50K | $12.38 | $4.09 2026-08-28 | +67.0% exit |
| 2018-02-06 | LXP | BUY | $50K–$100K | $41.85 | $60.69 2026-08-28 | +45.0% |
| 2018-02-06 | KIM | SELL | $50K–$100K | $14.67 | $23.78 2026-08-28 | -62.1% exit |
| 2018-02-06 | JCAP | BUY | $15K–$50K | — | — | — |
| 2018-02-06 | HTA | SELL | $1K–$15K | — | — | — exit |
| 2018-02-06 | HIFR | BUY | $15K–$50K | — | — | — |
| 2018-02-06 | HCP | SELL | $50K–$100K | — | — | — exit |
| 2018-02-06 | WELL | SELL | $15K–$50K | $57.21 | $238.07 2026-08-28 | -316.1% exit |
| 2018-02-06 | GNL | BUY | $50K–$100K | $17.19 | $9.16 2026-08-28 | -46.7% |
| 2018-02-06 | GE | BUY | $1K–$15K | $73.18 | $342.58 2026-08-28 | +368.1% |
| 2018-02-06 | DUK | SELL | $15K–$50K | $74.49 | $120.25 2026-08-28 | -61.4% exit |
| 2018-02-06 | DDR | SELL | $50K–$100K | $12.32 | $5.35 2026-05-22 | +56.6% exit |
| 2018-02-06 | CTL | BUY | $15K–$50K | — | — | — |
| 2018-02-06 | CNSL | BUY | $15K–$50K | — | — | — |
| 2018-02-06 | CLNS | SELL | $15K–$50K | — | — | — exit |
| 2018-02-06 | CBL | SELL | $1K–$15K | — | — | — exit |
| 2018-02-06 | BRX | SELL | $50K–$100K | $15.03 | $29.17 2026-08-28 | -94.1% exit |
| 2018-01-29 | WPP | BUY | $100K–$250K | $91.00 | $25.82 2026-08-28 | -71.6% |
| 2018-01-29 | WAGE | BUY | $100K–$250K | — | — | — |
| 2018-01-29 | SLB | BUY | $100K–$250K | $76.38 | $57.33 2026-08-28 | -24.9% |
| 2018-01-29 | SHPG | BUY | $100K–$250K | $146.93 | $179.20 2019-01-08 | +22.0% |
| 2018-01-29 | PRAA | BUY | $100K–$250K | $36.20 | $19.14 2026-08-28 | -47.1% |
| 2018-01-29 | PKCOY | BUY | $100K–$250K | $25.89 | $11.25 2026-08-28 | -56.5% |
| 2018-01-29 | MD | BUY | $100K–$250K | $55.20 | $26.61 2026-08-28 | -51.8% |
| 2018-01-29 | IFNNY | BUY | $50K–$100K | $29.81 | $65.59 2026-08-28 | +120.0% |
| 2018-01-29 | HSIC | BUY | $50K–$100K | $62.28 | $89.52 2026-08-28 | +43.7% |
| 2018-01-29 | HAYN | BUY | $50K–$100K | — | — | — |
| 2018-01-29 | FNGN | BUY | $50K–$100K | — | — | — |
| 2018-01-29 | EVH | BUY | $15K–$50K | $14.50 | $4.60 2026-08-28 | -68.3% |
| 2018-01-29 | CXW | BUY | $100K–$250K | $23.06 | $33.81 2026-08-28 | +46.6% |
| 2018-01-29 | CATM | BUY | $100K–$250K | — | — | — |
| 2018-01-29 | BKD | BUY | $100K–$250K | $9.73 | $11.72 2026-08-28 | +20.4% |
| 2018-01-29 | AYI | BUY | $100K–$250K | $163.58 | $335.16 2026-08-28 | +104.9% |
| 2018-01-12 | UUGRY | SELL | $15K–$50K | $21.21 | $38.72 2026-08-28 | -82.6% exit |
| 2018-01-09 | DIFTY | BUY | $100K–$250K | $10.02 | $5.16 2026-08-28 | -48.5% |
| 2017-12-01 | WB | BUY | $50K–$100K | $104.83 | $6.99 2026-08-28 | -93.3% |
| 2017-11-21 | ECOM | SELL | $15K–$50K | — | — | — exit |
| 2017-11-17 | TV | SELL | $50K–$100K | $18.68 | $2.76 2026-08-28 | +85.2% exit |
| 2017-11-17 | IFNNY | BUY | $50K–$100K | $28.66 | $65.59 2026-08-28 | +128.9% |
| 2017-11-08 | TGNA | BUY | $15K–$50K | — | — | — |
| 2017-11-08 | GDDY | BUY | $100K–$250K | $48.02 | $97.70 2026-08-28 | +103.5% |
| 2017-10-27 | SNA | BUY | $15K–$50K | $158.45 | $391.86 2026-08-28 | +147.3% |
| 2017-10-27 | CSGP | SELL | $100K–$250K | $29.94 | $32.22 2026-08-28 | -7.6% exit |
| 2017-10-27 | CGNX | SELL | $15K–$50K | $62.70 | $60.46 2026-08-28 | +3.6% exit |
| 2017-10-16 | WAGE | BUY | $50K–$100K | — | — | — |
| 2017-10-11 | WFC | BUY | $100K–$250K | $55.66 | $86.69 2026-08-28 | +55.8% |
| 2017-10-11 | LB | BUY | $50K–$100K | — | — | — |
| 2017-10-05 | WPPGY | SELL | $50K–$100K | — | — | — exit |
| 2017-09-27 | AIQUY | BUY | $100K–$250K | $21.64 | $39.43 2026-08-28 | +82.2% |
| 2017-09-26 | WB | BUY | $100K–$250K | $96.91 | $6.99 2026-08-28 | -92.8% |
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 · AKX, HCSG, PRAA, SNA, MSM, PDCO |
| Alan Armstrong | 40 · SNA, RHHBY, AIQUY, LIN, WFC, GDDY |
| Gilbert Cisneros | 26 · AKX, 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 |