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 |
|---|---|---|---|---|---|---|
| 2020-06-24 | WK | BUY | $100K–$250K | $52.74 | $54.54 2026-07-13 | +3.4% |
| 2020-06-24 | CATM | BUY | $15K–$50K | — | — | — |
| 2020-06-23 | WCC | BUY | $15K–$50K | $37.22 | $330.84 2026-07-13 | +788.9% |
| 2020-06-23 | LTHM | SELL | $50K–$100K | — | — | — exit |
| 2020-06-23 | ESI | BUY | $15K–$50K | $10.95 | $39.60 2026-07-13 | +261.6% |
| 2020-06-19 | VEEV | SELL | $100K–$250K | $226.67 | $196.81 2026-07-13 | +13.2% exit |
| 2020-06-18 | KIDS | BUY | $15K–$50K | $46.67 | $20.72 2026-07-13 | -55.6% |
| 2020-06-05 | TCEHY | BUY | $50K–$100K | $56.00 | $58.01 2026-07-13 | +3.6% |
| 2020-06-05 | ITUB | BUY | $100K–$250K | $4.02 | $8.47 2026-07-13 | +110.5% |
| 2020-06-05 | FMX | BUY | $50K–$100K | $72.32 | $129.01 2026-07-13 | +78.4% |
| 2020-06-05 | BIDU | SELL | $250K–$500K | $114.40 | $113.39 2026-07-13 | +9.3% rt |
| 2020-06-05 | AMADY | SELL | $100K–$250K | $60.40 | $56.41 2026-07-13 | -25.2% rt |
| 2020-06-05 | ALC | BUY | $100K–$250K | $63.04 | $69.00 2026-07-13 | +9.4% |
| 2020-05-12 | NSRGY | SELL | $100K–$250K | $108.40 | $103.37 2026-07-13 | +4.6% exit |
| 2020-05-12 | CNI | SELL | $100K–$250K | $81.42 | $125.31 2026-07-13 | -53.9% exit |
| 2020-05-12 | BABA | BUY | $100K–$250K | $200.31 | $112.35 2026-07-13 | -43.9% |
| 2020-05-11 | EVH | SELL | $50K–$100K | $7.01 | $5.92 2026-07-13 | -51.7% rt |
| 2020-05-07 | VEEV | SELL | $100K–$250K | $191.25 | $196.81 2026-07-13 | -2.9% exit |
| 2020-05-07 | JKHY | BUY | $100K–$250K | $183.81 | $150.73 2026-07-13 | -18.0% |
| 2020-05-07 | CSGP | SELL | $50K–$100K | $63.90 | $28.77 2026-07-13 | +55.0% exit |
| 2020-05-01 | OSW | BUY | $15K–$50K | $5.96 | $26.10 2026-07-13 | +337.9% |
| 2020-04-30 | OSW | BUY | $15K–$50K | $6.51 | $26.10 2026-07-13 | +300.9% |
| 2020-04-30 | HCSG | BUY | $50K–$100K | $25.49 | $24.04 2026-07-13 | -5.7% |
| 2020-04-29 | TDOC | SELL | $50K–$100K | $175.10 | $9.65 2026-07-13 | +94.5% exit |
| 2020-04-29 | AYI | SELL | $100K–$250K | $89.69 | $325.36 2026-07-13 | -45.2% rt |
| 2020-04-29 | ALGN | BUY | $100K–$250K | $220.58 | $180.59 2026-07-13 | -18.1% |
| 2020-04-27 | ASGN | BUY | $1K–$15K | — | — | — |
| 2020-04-24 | ASGN | BUY | $50K–$100K | — | — | — |
| 2020-04-16 | SBGSY | BUY | $50K–$100K | $17.35 | $60.51 2026-07-13 | +248.8% |
| 2020-04-15 | SSL | SELL | $1K–$15K | $3.32 | $10.89 2026-07-13 | -228.0% exit |
| 2020-04-15 | RIO | BUY | $50K–$100K | $46.02 | $89.85 2026-07-13 | +95.2% |
| 2020-04-15 | RHHBY | SELL | $100K–$250K | $40.09 | $50.50 2026-07-13 | -1.4% rt |
| 2020-04-14 | SLB | SELL | $50K–$100K | $15.54 | $47.36 2026-07-13 | -79.7% rt |
| 2020-04-14 | RDS.B | BUY | $50K–$100K | — | — | — |
| 2020-04-14 | LIN | SELL | $50K–$100K | $189.84 | $524.06 2026-07-13 | +24.3% rt |
| 2020-04-14 | KMTUY | BUY | $15K–$50K | $17.72 | $39.67 2026-07-13 | +123.9% |
| 2020-04-14 | CHGCY | SELL | $50K–$100K | $21.35 | $22.34 2026-07-13 | +89.8% rt |
| 2020-04-14 | BIDU | BUY | $50K–$100K | $100.92 | $113.39 2026-07-13 | +12.4% |
| 2020-04-08 | UPLD | BUY | $15K–$50K | $276.10 | $5.00 2026-07-13 | -98.2% |
| 2020-04-07 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-06 | UPLD | BUY | $15K–$50K | $271.90 | $5.00 2026-07-13 | -98.2% |
| 2020-04-06 | MTSC | SELL | $15K–$50K | — | — | — exit |
| 2020-04-03 | ESI | BUY | $1K–$15K | $7.77 | $39.60 2026-07-13 | +409.6% |
| 2020-04-02 | UPLD | BUY | $50K–$100K | $263.00 | $5.00 2026-07-13 | -98.1% |
| 2020-04-02 | ESI | BUY | $15K–$50K | $8.03 | $39.60 2026-07-13 | +393.1% |
| 2020-04-01 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-01 | ESI | BUY | $15K–$50K | $8.09 | $39.60 2026-07-13 | +389.5% |
| 2020-04-01 | ESI | BUY | $1K–$15K | $8.09 | $39.60 2026-07-13 | +389.5% |
| 2020-04-01 | ABEV | BUY | $15K–$50K | $2.25 | $3.06 2026-07-13 | +36.0% |
| 2020-03-31 | UNF | SELL | $50K–$100K | $151.09 | $272.93 2026-07-13 | -80.6% exit |
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 |