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 |
|---|---|---|---|---|---|---|
| 2019-07-09 | LUKOY | BUY | $15K–$50K | — | — | — |
| 2019-07-09 | ENS | BUY | $50K–$100K | $64.86 | $185.46 2026-08-28 | +185.9% |
| 2019-07-09 | ENS | BUY | $100K–$250K | $64.86 | $185.46 2026-08-28 | +185.9% |
| 2019-07-09 | DNTUY | BUY | $15K–$50K | $35.62 | $21.05 2026-08-28 | -40.9% |
| 2019-07-09 | BMWYY | SELL | $100K–$250K | — | — | — exit |
| 2019-06-27 | WAGE | SELL | $100K–$250K | — | — | — exit |
| 2019-06-27 | WAGE | SELL | $100K–$250K | — | — | — exit |
| 2019-06-12 | NEOG | BUY | $100K–$250K | $30.55 | $11.66 2026-08-28 | -61.8% |
| 2019-06-12 | HEI | SELL | $100K–$250K | $127.20 | $336.53 2026-08-28 | -164.6% exit |
| 2019-06-12 | AOS | BUY | $100K–$250K | $44.92 | $60.38 2026-08-28 | +34.4% |
| 2019-06-06 | VEEV | SELL | $100K–$250K | $159.00 | $276.69 2026-08-28 | -74.0% exit |
| 2019-06-06 | AZPN | BUY | $100K–$250K | — | — | — |
| 2019-05-30 | WBC | SELL | $100K–$250K | — | — | — exit |
| 2019-05-30 | AMED | BUY | $100K–$250K | — | — | — |
| 2019-05-28 | PKCOY | SELL | $50K–$100K | $19.82 | $11.25 2026-08-28 | -23.4% rt |
| 2019-05-20 | JGCCY | SELL | $1K–$15K | $25.44 | $26.57 2026-08-28 | -4.4% exit |
| 2019-05-17 | JGCCY | SELL | $1K–$15K | $26.38 | $26.57 2026-08-28 | -0.7% exit |
| 2019-05-15 | PLYA | BUY | $50K–$100K | — | — | — |
| 2019-05-14 | WW | BUY | $15K–$50K | — | — | — |
| 2019-05-13 | WW | BUY | $15K–$50K | — | — | — |
| 2019-05-13 | QRTEA | SELL | $50K–$100K | — | — | — exit |
| 2019-05-13 | QRTEA | SELL | $15K–$50K | — | — | — exit |
| 2019-05-08 | GS | BUY | $100K–$250K | $200.95 | $1033.99 2026-08-28 | +414.6% |
| 2019-04-29 | OSW | BUY | $15K–$50K | $13.89 | $25.26 2026-08-28 | +81.9% |
| 2019-04-24 | YNDX | BUY | $15K–$50K | — | — | — |
| 2019-04-24 | TSM | BUY | $15K–$50K | $45.41 | $417.52 2026-08-28 | +819.5% |
| 2019-04-24 | PEGA | BUY | $100K–$250K | $37.11 | $36.17 2026-08-28 | -2.5% |
| 2019-04-24 | FMX | BUY | $15K–$50K | $95.05 | $120.12 2026-08-28 | +26.4% |
| 2019-04-24 | ATLKY | BUY | $15K–$50K | $7.55 | $21.64 2026-08-28 | +186.6% |
| 2019-04-23 | OSW | BUY | $100K–$250K | $13.93 | $25.26 2026-08-28 | +81.3% |
| 2019-04-18 | OSW | BUY | $100K–$250K | $13.77 | $25.26 2026-08-28 | +83.4% |
| 2019-04-17 | ULTI | SELL | $250K–$500K | — | — | — exit |
| 2019-04-17 | TYL | BUY | $50K–$100K | $218.97 | $377.94 2026-08-28 | +72.6% |
| 2019-04-17 | PCTY | BUY | $100K–$250K | $91.01 | $157.93 2026-08-28 | +73.5% |
| 2019-04-17 | AYI | BUY | $50K–$100K | $141.23 | $335.16 2026-08-28 | +137.3% |
| 2019-04-15 | RIO | BUY | $100K–$250K | $62.46 | $103.30 2026-08-28 | +65.4% |
| 2019-04-15 | BAYRY | SELL | $250K–$500K | $17.40 | $14.02 2026-08-28 | +19.4% exit |
| 2019-04-10 | SGSOY | BUY | $100K–$250K | $10.27 | $11.50 2026-08-28 | +12.0% |
| 2019-04-10 | FMX | BUY | $50K–$100K | $95.76 | $120.12 2026-08-28 | +25.4% |
| 2019-04-09 | BBVA | BUY | $50K–$100K | $6.03 | $29.00 2026-08-28 | +380.9% |
| 2019-04-09 | ALIZY | BUY | $50K–$100K | $23.12 | $52.47 2026-08-28 | +127.0% |
| 2019-04-09 | AAGIY | SELL | $50K–$100K | $40.53 | $38.58 2026-08-28 | +4.8% exit |
| 2019-03-28 | ELLI | SELL | $100K–$250K | — | — | — exit |
| 2019-03-25 | MONOY | SELL | $100K–$250K | $10.82 | $11.94 2026-08-28 | -10.3% exit |
| 2019-03-25 | EPIROC | BUY | $50K–$100K | — | — | — |
| 2019-03-22 | RDS.B | SELL | $100K–$250K | — | — | — exit |
| 2019-03-22 | PNGAY | BUY | $100K–$250K | $21.67 | $14.57 2026-08-28 | -32.8% |
| 2019-03-22 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-03-22 | LUKOY | BUY | $100K–$250K | — | — | — |
| 2019-03-22 | DASTY | SELL | $100K–$250K | $29.28 | $26.59 2026-08-28 | +9.2% 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 |