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 | $201.09 2026-07-13 | +210.0% |
| 2019-07-09 | ENS | BUY | $100K–$250K | $64.86 | $201.09 2026-07-13 | +210.0% |
| 2019-07-09 | DNTUY | BUY | $15K–$50K | $35.62 | $20.85 2026-07-13 | -41.5% |
| 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 | $9.65 2026-07-13 | -68.4% |
| 2019-06-12 | HEI | SELL | $100K–$250K | $127.20 | $344.11 2026-07-13 | -170.5% exit |
| 2019-06-12 | AOS | BUY | $100K–$250K | $44.92 | $59.53 2026-07-13 | +32.5% |
| 2019-06-06 | VEEV | SELL | $100K–$250K | $159.00 | $196.81 2026-07-13 | -23.8% 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 | $13.20 2026-07-13 | -23.4% rt |
| 2019-05-20 | JGCCY | SELL | $1K–$15K | $25.44 | $26.54 2026-07-13 | -4.3% exit |
| 2019-05-17 | JGCCY | SELL | $1K–$15K | $26.38 | $26.54 2026-07-13 | -0.6% 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 | $1045.91 2026-07-13 | +420.5% |
| 2019-04-29 | OSW | BUY | $15K–$50K | $13.89 | $26.10 2026-07-13 | +87.9% |
| 2019-04-24 | YNDX | BUY | $15K–$50K | — | — | — |
| 2019-04-24 | TSM | BUY | $15K–$50K | $45.41 | $421.58 2026-07-13 | +828.4% |
| 2019-04-24 | PEGA | BUY | $100K–$250K | $37.11 | $31.94 2026-07-13 | -13.9% |
| 2019-04-24 | FMX | BUY | $15K–$50K | $95.05 | $129.01 2026-07-13 | +35.7% |
| 2019-04-24 | ATLKY | BUY | $15K–$50K | $7.55 | $19.41 2026-07-13 | +157.1% |
| 2019-04-23 | OSW | BUY | $100K–$250K | $13.93 | $26.10 2026-07-13 | +87.4% |
| 2019-04-18 | OSW | BUY | $100K–$250K | $13.77 | $26.10 2026-07-13 | +89.5% |
| 2019-04-17 | ULTI | SELL | $250K–$500K | — | — | — exit |
| 2019-04-17 | TYL | BUY | $50K–$100K | $218.97 | $314.22 2026-07-13 | +43.5% |
| 2019-04-17 | PCTY | BUY | $100K–$250K | $91.01 | $124.50 2026-07-13 | +36.8% |
| 2019-04-17 | AYI | BUY | $50K–$100K | $141.23 | $325.36 2026-07-13 | +130.4% |
| 2019-04-15 | RIO | BUY | $100K–$250K | $62.46 | $89.85 2026-07-13 | +43.9% |
| 2019-04-15 | BAYRY | SELL | $250K–$500K | $17.40 | $14.16 2026-07-13 | +18.6% exit |
| 2019-04-10 | SGSOY | BUY | $100K–$250K | $10.27 | $11.63 2026-07-13 | +13.3% |
| 2019-04-10 | FMX | BUY | $50K–$100K | $95.76 | $129.01 2026-07-13 | +34.7% |
| 2019-04-09 | BBVA | BUY | $50K–$100K | $6.03 | $25.39 2026-07-13 | +321.1% |
| 2019-04-09 | ALIZY | BUY | $50K–$100K | $23.12 | $47.90 2026-07-13 | +107.2% |
| 2019-04-09 | AAGIY | SELL | $50K–$100K | $40.53 | $36.99 2026-07-13 | +8.7% exit |
| 2019-03-28 | ELLI | SELL | $100K–$250K | — | — | — exit |
| 2019-03-25 | MONOY | SELL | $100K–$250K | $10.82 | $11.97 2026-07-13 | -10.6% 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 | $13.57 2026-07-13 | -37.4% |
| 2019-03-22 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-03-22 | LUKOY | BUY | $100K–$250K | — | — | — |
| 2019-03-22 | DASTY | SELL | $100K–$250K | $29.28 | $21.13 2026-07-13 | +27.8% 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 · 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 |