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 |
|---|---|---|---|---|---|---|
| 2020-01-03 | NSRGY | BUY | $15K–$50K | $109.11 | $103.37 2026-07-13 | -5.3% |
| 2020-01-03 | IBN | SELL | $15K–$50K | $14.92 | $29.26 2026-07-13 | -96.1% exit |
| 2020-01-03 | CHKP | BUY | $15K–$50K | $112.29 | $134.32 2026-07-13 | +19.6% |
| 2020-01-03 | BBVA | BUY | $15K–$50K | $5.58 | $25.39 2026-07-13 | +355.0% |
| 2020-01-03 | ATLKY | BUY | $15K–$50K | $10.00 | $19.41 2026-07-13 | +94.2% |
| 2020-01-03 | ALFVY | SELL | $15K–$50K | $25.27 | $57.36 2026-07-13 | -127.0% exit |
| 2020-01-03 | AAIGY | BUY | $15K–$50K | — | — | — |
| 2020-01-02 | NVEE | BUY | $50K–$100K | — | — | — |
| 2019-12-17 | TSM | SELL | $15K–$50K | $59.23 | $421.58 2026-07-13 | -611.8% exit |
| 2019-12-16 | EXPO | BUY | $100K–$250K | $67.24 | $63.59 2026-07-13 | -5.4% |
| 2019-12-11 | UNICY | SELL | $100K–$250K | $5.38 | $2.88 2026-07-13 | +1.4% rt |
| 2019-12-11 | SSL | SELL | $50K–$100K | $18.44 | $10.89 2026-07-13 | -3.1% rt |
| 2019-12-11 | HSBC | SELL | $100K–$250K | $37.16 | $98.09 2026-07-13 | +1.2% rt |
| 2019-12-11 | CHL | SELL | $100K–$250K | — | — | — exit |
| 2019-12-11 | ABEV | SELL | $50K–$100K | $4.45 | $3.06 2026-07-13 | -10.6% rt |
| 2019-12-10 | XOM | SELL | $100K–$250K | $69.06 | $144.51 2026-07-13 | -109.3% exit |
| 2019-12-10 | VOD | SELL | $15K–$50K | $18.79 | $15.47 2026-07-13 | +17.7% exit |
| 2019-12-10 | SAN | SELL | $1K–$15K | $3.88 | $13.66 2026-07-13 | -252.1% exit |
| 2019-12-10 | RNLSY | SELL | $15K–$50K | $9.09 | $5.86 2026-07-13 | +35.5% exit |
| 2019-12-10 | RHHBY | SELL | $50K–$100K | $38.40 | $50.50 2026-07-13 | +9.0% rt |
| 2019-12-10 | QUAD | SELL | $1K–$15K | $4.50 | $8.38 2026-07-13 | -86.2% exit |
| 2019-12-10 | NOK | SELL | $1K–$15K | $3.42 | $11.69 2026-07-13 | -241.8% exit |
| 2019-12-10 | LZAGY | SELL | $50K–$100K | $33.92 | $71.94 2026-07-13 | +27.4% rt |
| 2019-12-10 | HSBC | SELL | $15K–$50K | $36.71 | $98.09 2026-07-13 | -3.9% rt |
| 2019-12-10 | HSBC | BUY | $100K–$250K | $36.71 | $98.09 2026-07-13 | +167.2% |
| 2019-12-10 | DB | SELL | $15K–$50K | $7.19 | $35.24 2026-07-13 | -390.1% exit |
| 2019-12-09 | PLYA | SELL | $100K–$250K | — | — | — exit |
| 2019-12-09 | MTSC | SELL | $100K–$250K | — | — | — exit |
| 2019-12-09 | MSM | SELL | $250K–$500K | $72.59 | $123.99 2026-07-13 | +0.3% rt |
| 2019-12-09 | LOPE | BUY | $100K–$250K | $89.08 | $153.37 2026-07-13 | +72.2% |
| 2019-12-09 | LKQ | SELL | $100K–$250K | $35.62 | $25.41 2026-07-13 | +28.7% exit |
| 2019-12-09 | KMPR | SELL | $250K–$500K | $74.12 | $29.91 2026-07-13 | +59.6% exit |
| 2019-12-09 | INFO | SELL | $250K–$500K | — | — | — exit |
| 2019-12-09 | DORM | SELL | $1K–$15K | $73.01 | $138.91 2026-07-13 | -10.0% rt |
| 2019-12-09 | CXW | SELL | $50K–$100K | $15.37 | $31.43 2026-07-13 | -33.4% rt |
| 2019-11-11 | VSAT | BUY | $15K–$50K | $70.99 | $69.54 2026-07-13 | -2.0% |
| 2019-11-11 | UL | SELL | $15K–$50K | $67.05 | $61.48 2026-07-13 | +8.3% exit |
| 2019-11-11 | PROSY | SELL | $50K–$100K | — | — | — exit |
| 2019-11-11 | NPSNY | SELL | $50K–$100K | $5.73 | $10.20 2026-07-13 | -78.1% exit |
| 2019-11-11 | GRFS | SELL | $100K–$250K | $21.39 | $7.20 2026-07-13 | +66.3% exit |
| 2019-10-31 | HHH | BUY | $1K–$15K | $106.60 | $71.67 2026-07-13 | -32.8% |
| 2019-10-15 | TSM | SELL | $15K–$50K | $50.39 | $421.58 2026-07-13 | -736.6% exit |
| 2019-10-15 | TCEHY | BUY | $15K–$50K | $42.09 | $58.01 2026-07-13 | +37.8% |
| 2019-10-12 | SBGSY | BUY | $100K–$250K | $17.57 | $60.51 2026-07-13 | +244.4% |
| 2019-10-11 | WCC | BUY | $100K–$250K | $46.71 | $330.84 2026-07-13 | +608.3% |
| 2019-10-11 | UNICY | BUY | $100K–$250K | $5.39 | $2.88 2026-07-13 | -46.6% |
| 2019-10-11 | TYL | SELL | $15K–$50K | $268.24 | $314.22 2026-07-13 | +52.3% rt |
| 2019-10-11 | TWOU | BUY | $50K–$100K | — | — | — |
| 2019-10-11 | TCEHY | BUY | $100K–$250K | $41.66 | $58.01 2026-07-13 | +39.3% |
| 2019-10-11 | SSL | BUY | $50K–$100K | $19.04 | $10.89 2026-07-13 | -42.8% |
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 · 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 |