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 | $79.15 2026-08-28 | +50.1% |
| 2020-06-24 | CATM | BUY | $15K–$50K | — | — | — |
| 2020-06-23 | WCC | BUY | $15K–$50K | $37.22 | $336.42 2026-08-28 | +803.9% |
| 2020-06-23 | LTHM | SELL | $50K–$100K | — | — | — exit |
| 2020-06-23 | ESI | BUY | $15K–$50K | $10.95 | $34.93 2026-08-28 | +219.0% |
| 2020-06-19 | VEEV | SELL | $100K–$250K | $226.67 | $276.69 2026-08-28 | -22.1% exit |
| 2020-06-18 | KIDS | BUY | $15K–$50K | $46.67 | $23.65 2026-08-28 | -49.3% |
| 2020-06-05 | TCEHY | BUY | $50K–$100K | $56.00 | $57.96 2026-08-28 | +3.5% |
| 2020-06-05 | ITUB | BUY | $100K–$250K | $4.02 | $7.50 2026-08-28 | +86.4% |
| 2020-06-05 | FMX | BUY | $50K–$100K | $72.32 | $120.12 2026-08-28 | +66.1% |
| 2020-06-05 | BIDU | SELL | $250K–$500K | $114.40 | $97.12 2026-08-28 | +9.3% rt |
| 2020-06-05 | AMADY | SELL | $100K–$250K | $60.40 | $67.30 2026-08-28 | -25.2% rt |
| 2020-06-05 | ALC | BUY | $100K–$250K | $63.04 | $72.01 2026-08-28 | +14.2% |
| 2020-05-12 | NSRGY | SELL | $100K–$250K | $108.40 | $97.28 2026-08-28 | +10.3% exit |
| 2020-05-12 | CNI | SELL | $100K–$250K | $81.42 | $126.01 2026-08-28 | -54.8% exit |
| 2020-05-12 | BABA | BUY | $100K–$250K | $200.31 | $118.90 2026-08-28 | -40.6% |
| 2020-05-11 | EVH | SELL | $50K–$100K | $7.01 | $4.60 2026-08-28 | -51.7% rt |
| 2020-05-07 | VEEV | SELL | $100K–$250K | $191.25 | $276.69 2026-08-28 | -44.7% exit |
| 2020-05-07 | JKHY | BUY | $100K–$250K | $183.81 | $169.73 2026-08-28 | -7.7% |
| 2020-05-07 | CSGP | SELL | $50K–$100K | $63.90 | $32.22 2026-08-28 | +49.6% exit |
| 2020-05-01 | OSW | BUY | $15K–$50K | $5.96 | $25.26 2026-08-28 | +323.8% |
| 2020-04-30 | OSW | BUY | $15K–$50K | $6.51 | $25.26 2026-08-28 | +288.0% |
| 2020-04-30 | HCSG | BUY | $50K–$100K | $25.49 | $22.44 2026-08-28 | -12.0% |
| 2020-04-29 | TDOC | SELL | $50K–$100K | $175.10 | $6.50 2026-08-28 | +96.3% exit |
| 2020-04-29 | AYI | SELL | $100K–$250K | $89.69 | $335.16 2026-08-28 | -45.2% rt |
| 2020-04-29 | ALGN | BUY | $100K–$250K | $220.58 | $157.58 2026-08-28 | -28.6% |
| 2020-04-27 | ASGN | BUY | $1K–$15K | — | — | — |
| 2020-04-24 | ASGN | BUY | $50K–$100K | — | — | — |
| 2020-04-16 | SBGSY | BUY | $50K–$100K | $17.35 | $69.84 2026-08-28 | +302.5% |
| 2020-04-15 | SSL | SELL | $1K–$15K | $3.32 | $11.82 2026-08-28 | -256.0% exit |
| 2020-04-15 | RIO | BUY | $50K–$100K | $46.02 | $103.30 2026-08-28 | +124.5% |
| 2020-04-15 | RHHBY | SELL | $100K–$250K | $40.09 | $55.19 2026-08-28 | -1.4% rt |
| 2020-04-14 | SLB | SELL | $50K–$100K | $15.54 | $57.33 2026-08-28 | -79.7% rt |
| 2020-04-14 | RDS.B | BUY | $50K–$100K | — | — | — |
| 2020-04-14 | LIN | SELL | $50K–$100K | $189.84 | $489.51 2026-08-28 | +24.3% rt |
| 2020-04-14 | KMTUY | BUY | $15K–$50K | $17.72 | $46.82 2026-08-28 | +164.2% |
| 2020-04-14 | CHGCY | SELL | $50K–$100K | $21.35 | $21.82 2026-08-28 | +89.8% rt |
| 2020-04-14 | BIDU | BUY | $50K–$100K | $100.92 | $97.12 2026-08-28 | -3.8% |
| 2020-04-08 | UPLD | BUY | $15K–$50K | $276.10 | $4.70 2026-08-28 | -98.3% |
| 2020-04-07 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-06 | UPLD | BUY | $15K–$50K | $271.90 | $4.70 2026-08-28 | -98.3% |
| 2020-04-06 | MTSC | SELL | $15K–$50K | — | — | — exit |
| 2020-04-03 | ESI | BUY | $1K–$15K | $7.77 | $34.93 2026-08-28 | +349.6% |
| 2020-04-02 | UPLD | BUY | $50K–$100K | $263.00 | $4.70 2026-08-28 | -98.2% |
| 2020-04-02 | ESI | BUY | $15K–$50K | $8.03 | $34.93 2026-08-28 | +335.0% |
| 2020-04-01 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-01 | ESI | BUY | $15K–$50K | $8.09 | $34.93 2026-08-28 | +331.8% |
| 2020-04-01 | ESI | BUY | $1K–$15K | $8.09 | $34.93 2026-08-28 | +331.8% |
| 2020-04-01 | ABEV | BUY | $15K–$50K | $2.25 | $2.86 2026-08-28 | +27.1% |
| 2020-03-31 | UNF | SELL | $50K–$100K | $151.09 | $281.88 2026-08-28 | -86.6% 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 · 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 |