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 |
|---|---|---|---|---|---|---|
| 2020-03-31 | MTSC | SELL | $15K–$50K | — | — | — exit |
| 2020-03-30 | UL | BUY | $15K–$50K | $56.96 | $65.07 2026-08-28 | +14.2% |
| 2020-03-30 | NSRGY | SELL | $50K–$100K | $104.54 | $97.28 2026-08-28 | -4.2% rt |
| 2020-03-30 | DNTUY | SELL | $50K–$100K | $19.25 | $21.05 2026-08-28 | -60.9% rt |
| 2020-03-30 | CHKP | SELL | $50K–$100K | $99.19 | $138.32 2026-08-28 | -4.1% rt |
| 2020-03-30 | ADYEY | BUY | $100K–$250K | $8.72 | $12.54 2026-08-28 | +43.7% |
| 2020-03-27 | IFNNY | BUY | $50K–$100K | $14.75 | $65.59 2026-08-28 | +344.7% |
| 2020-03-27 | HSBC | SELL | $100K–$250K | $28.87 | $103.53 2026-08-28 | -258.6% exit |
| 2020-03-27 | DBSDY | BUY | $50K–$100K | $47.68 | $238.90 2026-08-28 | +401.0% |
| 2020-03-27 | AAGIY | BUY | $50K–$100K | $34.40 | $38.58 2026-08-28 | +12.2% |
| 2020-03-26 | TDOC | SELL | $50K–$100K | $159.50 | $6.50 2026-08-28 | +230.0% rt |
| 2020-03-26 | PLYA | SELL | $50K–$100K | — | — | — exit |
| 2020-03-23 | WCC | BUY | $15K–$50K | $18.65 | $336.42 2026-08-28 | +1703.9% |
| 2020-03-13 | TSM | SELL | $50K–$100K | $52.23 | $417.52 2026-08-28 | -10.0% rt |
| 2020-03-11 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-03-11 | NVEE | BUY | $1K–$15K | — | — | — |
| 2020-03-06 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-03-04 | VSAT | BUY | $1K–$15K | $57.42 | $67.37 2026-08-28 | +17.3% |
| 2020-03-03 | VSAT | BUY | $15K–$50K | $59.03 | $67.37 2026-08-28 | +14.1% |
| 2020-03-03 | OSW | BUY | $15K–$50K | $12.44 | $25.26 2026-08-28 | +103.0% |
| 2020-03-03 | OSW | BUY | $1K–$15K | $12.44 | $25.26 2026-08-28 | +103.0% |
| 2020-03-02 | WW | BUY | $15K–$50K | — | — | — |
| 2020-03-02 | ENS | BUY | $15K–$50K | $63.87 | $185.46 2026-08-28 | +190.4% |
| 2020-02-20 | SGIOY | BUY | $100K–$250K | $9.77 | $9.04 2026-08-28 | -7.4% |
| 2020-02-11 | PRSP | BUY | $15K–$50K | — | — | — |
| 2020-02-11 | PRSP | BUY | $1K–$15K | — | — | — |
| 2020-02-11 | KRNT | BUY | $100K–$250K | $43.00 | $16.72 2026-08-28 | -61.1% |
| 2020-02-11 | AQUA | SELL | $50K–$100K | — | — | — exit |
| 2020-02-10 | AQUA | SELL | $50K–$100K | — | — | — exit |
| 2020-02-06 | EXLS | SELL | $100K–$250K | $14.83 | $38.40 2026-08-28 | -158.9% exit |
| 2020-02-05 | SNA | SELL | $100K–$250K | $163.74 | $391.86 2026-08-28 | +4.7% rt |
| 2020-02-05 | PAYC | SELL | $15K–$50K | $322.50 | $238.53 2026-08-28 | +26.0% exit |
| 2020-02-05 | OLLI | BUY | $100K–$250K | $53.99 | $72.42 2026-08-28 | +34.1% |
| 2020-01-31 | GS | BUY | $15K–$50K | $237.75 | $1033.99 2026-08-28 | +334.9% |
| 2020-01-27 | PLYA | BUY | $15K–$50K | — | — | — |
| 2020-01-27 | GSAH | BUY | $100K–$250K | — | — | — |
| 2020-01-24 | GSAH | BUY | $50K–$100K | — | — | — |
| 2020-01-23 | GSAH | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | PLYA | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | MTSC | BUY | $100K–$250K | — | — | — |
| 2020-01-09 | MSM | BUY | $250K–$500K | $75.05 | $119.20 2026-08-28 | +58.8% |
| 2020-01-09 | KMPR | BUY | $250K–$500K | $77.76 | $27.93 2026-08-28 | -64.1% |
| 2020-01-09 | DASTY | BUY | $50K–$100K | $33.94 | $26.59 2026-08-28 | -21.6% |
| 2020-01-09 | CXW | BUY | $50K–$100K | $15.56 | $33.81 2026-08-28 | +117.3% |
| 2020-01-08 | NVEE | BUY | $15K–$50K | — | — | — |
| 2020-01-07 | NVEE | BUY | $50K–$100K | — | — | — |
| 2020-01-03 | YNDX | SELL | $15K–$50K | — | — | — exit |
| 2020-01-03 | TSM | BUY | $50K–$100K | $58.06 | $417.52 2026-08-28 | +619.1% |
| 2020-01-03 | SONVY | SELL | $15K–$50K | $45.54 | $57.83 2026-08-28 | -27.0% exit |
| 2020-01-03 | RHHBY | BUY | $15K–$50K | $40.65 | $55.19 2026-08-28 | +35.8% |
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 |