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 | $401.11 2026-07-13 | +156.4% |
| 2019-10-11 | SLB | BUY | $15K–$50K | $32.48 | $47.36 2026-07-13 | +45.8% |
| 2019-10-11 | SGSOY | BUY | $100K–$250K | $9.88 | $11.63 2026-07-13 | +17.7% |
| 2019-10-11 | RIO | BUY | $100K–$250K | $52.85 | $89.85 2026-07-13 | +70.0% |
| 2019-10-11 | PS | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | PEGA | BUY | $500K–$1.0M | $37.97 | $31.94 2026-07-13 | -15.9% |
| 2019-10-11 | PAYC | SELL | $1K–$15K | $220.03 | $146.50 2026-07-13 | +113.5% rt |
| 2019-10-11 | NVZMY | BUY | $50K–$100K | $43.49 | $65.41 2026-07-13 | +50.4% |
| 2019-10-11 | MSM | BUY | $250K–$500K | $72.15 | $123.99 2026-07-13 | +71.8% |
| 2019-10-11 | MIDD | SELL | $15K–$50K | $91.13 | $134.92 2026-07-13 | -48.0% exit |
| 2019-10-11 | LUKOY | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | LTHM | BUY | $50K–$100K | — | — | — |
| 2019-10-11 | KUBTY | BUY | $100K–$250K | $75.37 | $83.54 2026-07-13 | +10.8% |
| 2019-10-11 | KMTUY | BUY | $50K–$100K | $22.85 | $39.67 2026-07-13 | +73.6% |
| 2019-10-11 | INFO | SELL | $15K–$50K | — | — | — exit |
| 2019-10-11 | IFNNY | BUY | $250K–$500K | $18.75 | $79.01 2026-07-13 | +321.4% |
| 2019-10-11 | HSBC | BUY | $100K–$250K | $38.20 | $98.09 2026-07-13 | +156.8% |
| 2019-10-11 | HCSG | BUY | $100K–$250K | $24.82 | $24.04 2026-07-13 | -3.1% |
| 2019-10-11 | GLOB | SELL | $1K–$15K | $98.89 | $32.12 2026-07-13 | +131.1% rt |
| 2019-10-11 | FUPBY | BUY | $100K–$250K | $9.27 | $11.16 2026-07-13 | +20.4% |
| 2019-10-11 | FMX | BUY | $50K–$100K | $91.60 | $129.01 2026-07-13 | +40.8% |
| 2019-10-11 | EVH | BUY | $100K–$250K | $6.87 | $5.92 2026-07-13 | -13.8% |
| 2019-10-11 | DORM | BUY | $1K–$15K | $81.12 | $138.91 2026-07-13 | +71.2% |
| 2019-10-11 | DNTUY | BUY | $100K–$250K | $34.01 | $20.85 2026-07-13 | -38.7% |
| 2019-10-11 | CXW | BUY | $50K–$100K | $15.54 | $31.43 2026-07-13 | +102.3% |
| 2019-10-11 | CHL | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | BIDU | BUY | $100K–$250K | $104.66 | $113.39 2026-07-13 | +8.3% |
| 2019-10-11 | BBVA | BUY | $250K–$500K | $5.18 | $25.39 2026-07-13 | +390.1% |
| 2019-10-11 | AMN | BUY | $100K–$250K | $56.02 | $33.98 2026-07-13 | -39.3% |
| 2019-10-11 | AMADY | BUY | $100K–$250K | $73.24 | $56.41 2026-07-13 | -23.0% |
| 2019-10-04 | DASTY | BUY | $15K–$50K | $28.96 | $21.13 2026-07-13 | -27.0% |
| 2019-09-27 | TSM | SELL | $15K–$50K | $45.51 | $421.58 2026-07-13 | +0.2% rt |
| 2019-09-18 | PRO | SELL | $100K–$250K | — | — | — exit |
| 2019-09-06 | RBA | SELL | $100K–$250K | $39.09 | $108.78 2026-07-13 | -178.3% exit |
| 2019-09-06 | PRLB | BUY | $100K–$250K | $99.64 | $74.72 2026-07-13 | -25.0% |
| 2019-09-06 | GDDY | BUY | $50K–$100K | $64.53 | $90.86 2026-07-13 | +40.8% |
| 2019-09-06 | CSGP | SELL | $50K–$100K | $61.60 | $28.77 2026-07-13 | +53.3% exit |
| 2019-08-30 | NSRGY | SELL | $15K–$50K | $112.39 | $103.37 2026-07-13 | +8.0% 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 | $50.50 2026-07-13 | +43.3% |
| 2019-08-13 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-08-13 | ENS | BUY | $15K–$50K | $57.75 | $201.09 2026-07-13 | +248.2% |
| 2019-07-31 | ENS | BUY | $50K–$100K | $68.11 | $201.09 2026-07-13 | +195.2% |
| 2019-07-31 | APNHY | SELL | $15K–$50K | $6.21 | $9.00 2026-07-13 | -73.1% rt |
| 2019-07-22 | ALRM | BUY | $100K–$250K | $51.51 | $52.24 2026-07-13 | +1.4% |
| 2019-07-11 | TMSNY | SELL | $100K–$250K | $176.76 | $86.07 2026-07-13 | +20.4% rt |
| 2019-07-11 | AMADY | BUY | $100K–$250K | $80.78 | $56.41 2026-07-13 | -30.2% |
| 2019-07-10 | IFNNY | BUY | $50K–$100K | $17.91 | $79.01 2026-07-13 | +341.1% |
| 2019-07-09 | SLB | BUY | $15K–$50K | $40.20 | $47.36 2026-07-13 | +17.8% |
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 |