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 |
|---|---|---|---|---|---|---|
| 2019-10-11 | SNA | BUY | $100K–$250K | $156.46 | $391.86 2026-08-28 | +150.4% |
| 2019-10-11 | SLB | BUY | $15K–$50K | $32.48 | $57.33 2026-08-28 | +76.5% |
| 2019-10-11 | SGSOY | BUY | $100K–$250K | $9.88 | $11.50 2026-08-28 | +16.4% |
| 2019-10-11 | RIO | BUY | $100K–$250K | $52.85 | $103.30 2026-08-28 | +95.5% |
| 2019-10-11 | PS | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | PEGA | BUY | $500K–$1.0M | $37.97 | $36.17 2026-08-28 | -4.7% |
| 2019-10-11 | PAYC | SELL | $1K–$15K | $220.03 | $238.53 2026-08-28 | +113.5% rt |
| 2019-10-11 | NVZMY | BUY | $50K–$100K | $43.49 | $71.89 2026-08-28 | +65.3% |
| 2019-10-11 | MSM | BUY | $250K–$500K | $72.15 | $119.20 2026-08-28 | +65.2% |
| 2019-10-11 | MIDD | SELL | $15K–$50K | $91.13 | $112.75 2026-08-28 | -23.7% exit |
| 2019-10-11 | LUKOY | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | LTHM | BUY | $50K–$100K | — | — | — |
| 2019-10-11 | KUBTY | BUY | $100K–$250K | $75.37 | $87.91 2026-08-28 | +16.6% |
| 2019-10-11 | KMTUY | BUY | $50K–$100K | $22.85 | $46.82 2026-08-28 | +104.9% |
| 2019-10-11 | INFO | SELL | $15K–$50K | — | — | — exit |
| 2019-10-11 | IFNNY | BUY | $250K–$500K | $18.75 | $65.59 2026-08-28 | +249.8% |
| 2019-10-11 | HSBC | BUY | $100K–$250K | $38.20 | $103.53 2026-08-28 | +171.0% |
| 2019-10-11 | HCSG | BUY | $100K–$250K | $24.82 | $22.44 2026-08-28 | -9.6% |
| 2019-10-11 | GLOB | SELL | $1K–$15K | $98.89 | $40.52 2026-08-28 | +131.1% rt |
| 2019-10-11 | FUPBY | BUY | $100K–$250K | $9.27 | $11.52 2026-08-28 | +24.3% |
| 2019-10-11 | FMX | BUY | $50K–$100K | $91.60 | $120.12 2026-08-28 | +31.1% |
| 2019-10-11 | EVH | BUY | $100K–$250K | $6.87 | $4.60 2026-08-28 | -33.0% |
| 2019-10-11 | DORM | BUY | $1K–$15K | $81.12 | $129.35 2026-08-28 | +59.5% |
| 2019-10-11 | DNTUY | BUY | $100K–$250K | $34.01 | $21.05 2026-08-28 | -38.1% |
| 2019-10-11 | CXW | BUY | $50K–$100K | $15.54 | $33.81 2026-08-28 | +117.6% |
| 2019-10-11 | CHL | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | BIDU | BUY | $100K–$250K | $104.66 | $97.12 2026-08-28 | -7.2% |
| 2019-10-11 | BBVA | BUY | $250K–$500K | $5.18 | $29.00 2026-08-28 | +459.9% |
| 2019-10-11 | AMN | BUY | $100K–$250K | $56.02 | $34.62 2026-08-28 | -38.2% |
| 2019-10-11 | AMADY | BUY | $100K–$250K | $73.24 | $67.30 2026-08-28 | -8.1% |
| 2019-10-04 | DASTY | BUY | $15K–$50K | $28.96 | $26.59 2026-08-28 | -8.2% |
| 2019-09-27 | TSM | SELL | $15K–$50K | $45.51 | $417.52 2026-08-28 | +0.2% rt |
| 2019-09-18 | PRO | SELL | $100K–$250K | — | — | — exit |
| 2019-09-06 | RBA | SELL | $100K–$250K | $39.09 | $86.06 2026-08-28 | -120.2% exit |
| 2019-09-06 | PRLB | BUY | $100K–$250K | $99.64 | $79.74 2026-08-28 | -20.0% |
| 2019-09-06 | GDDY | BUY | $50K–$100K | $64.53 | $97.70 2026-08-28 | +51.4% |
| 2019-09-06 | CSGP | SELL | $50K–$100K | $61.60 | $32.22 2026-08-28 | +47.7% exit |
| 2019-08-30 | NSRGY | SELL | $15K–$50K | $112.39 | $97.28 2026-08-28 | +13.4% exit |
| 2019-08-19 | AJRD | SELL | $500K–$1.0M | — | — | — exit |
| 2019-08-14 | AJRD | SELL | $50K–$100K | — | — | — exit |
| 2019-08-13 | RHHBY | BUY | $15K–$50K | $35.23 | $55.19 2026-08-28 | +56.7% |
| 2019-08-13 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-08-13 | ENS | BUY | $15K–$50K | $57.75 | $185.46 2026-08-28 | +221.1% |
| 2019-07-31 | ENS | BUY | $50K–$100K | $68.11 | $185.46 2026-08-28 | +172.3% |
| 2019-07-31 | APNHY | SELL | $15K–$50K | $6.21 | $8.80 2026-08-28 | -73.1% rt |
| 2019-07-22 | ALRM | BUY | $100K–$250K | $51.51 | $57.47 2026-08-28 | +11.6% |
| 2019-07-11 | TMSNY | SELL | $100K–$250K | $176.76 | $93.31 2026-08-28 | +20.4% rt |
| 2019-07-11 | AMADY | BUY | $100K–$250K | $80.78 | $67.30 2026-08-28 | -16.7% |
| 2019-07-10 | IFNNY | BUY | $50K–$100K | $17.91 | $65.59 2026-08-28 | +266.2% |
| 2019-07-09 | SLB | BUY | $15K–$50K | $40.20 | $57.33 2026-08-28 | +42.6% |
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 |