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 |
|---|---|---|---|---|---|---|
| 2019-03-21 | ITUB | SELL | $50K–$100K | $6.64 | $8.47 2026-07-13 | -27.5% exit |
| 2019-03-21 | CHL | BUY | $100K–$250K | — | — | — |
| 2019-03-21 | AIQUY | SELL | $100K–$250K | $23.37 | $40.15 2026-07-13 | -71.8% exit |
| 2019-03-21 | ABEV | BUY | $50K–$100K | $4.46 | $3.06 2026-07-13 | -31.4% |
| 2019-03-20 | PRSP | BUY | $15K–$50K | — | — | — |
| 2019-03-20 | LTHM | BUY | $50K–$100K | — | — | — |
| 2019-03-19 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-03-18 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-03-04 | TS | SELL | $50K–$100K | $26.65 | $55.85 2026-07-13 | -109.6% exit |
| 2019-03-01 | UNICY | BUY | $100K–$250K | $5.30 | $2.88 2026-07-13 | -45.7% |
| 2019-03-01 | GBOOY | SELL | $100K–$250K | $27.55 | $51.91 2026-07-13 | -88.4% exit |
| 2019-03-01 | CVET | SELL | $15K–$50K | — | — | — exit |
| 2019-03-01 | CHGCY | BUY | $100K–$250K | $11.25 | $22.34 2026-07-13 | +98.6% |
| 2019-02-25 | LVMUY | SELL | $100K–$250K | $68.50 | $111.30 2026-07-13 | -62.5% exit |
| 2019-02-25 | DEO | BUY | $100K–$250K | $156.45 | $82.50 2026-07-13 | -47.3% |
| 2019-02-25 | CNI | SELL | $50K–$100K | $86.21 | $125.31 2026-07-13 | -45.4% exit |
| 2019-02-08 | PRSP | BUY | $50K–$100K | — | — | — |
| 2019-02-06 | PS | BUY | $100K–$250K | — | — | — |
| 2019-02-06 | KNX | SELL | $50K–$100K | $31.47 | $74.33 2026-07-13 | -36.0% rt |
| 2019-02-06 | BECN | SELL | $50K–$100K | — | — | — exit |
| 2019-02-04 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-01-18 | KUBTY | BUY | $50K–$100K | $78.72 | $83.54 2026-07-13 | +6.1% |
| 2019-01-18 | FANUY | SELL | $100K–$250K | $17.18 | $21.27 2026-07-13 | -23.8% exit |
| 2019-01-18 | DNTUY | BUY | $100K–$250K | $49.20 | $20.85 2026-07-13 | -57.6% |
| 2019-01-11 | NGLOY | SELL | $1K–$15K | $11.36 | $24.12 2026-07-13 | -112.3% exit |
| 2019-01-11 | MRAAY | SELL | $1K–$15K | $6.88 | $27.70 2026-07-13 | -302.6% exit |
| 2019-01-11 | LLESY | SELL | $1K–$15K | $8.55 | $2.25 2026-07-13 | +73.7% exit |
| 2019-01-11 | HENOY | SELL | $1K–$15K | $27.84 | $21.26 2026-07-13 | +23.6% exit |
| 2019-01-11 | DEO | SELL | $1K–$15K | $141.06 | $82.50 2026-07-13 | +41.5% exit |
| 2019-01-08 | PLYA | BUY | $50K–$100K | — | — | — |
| 2019-01-04 | IFNNY | BUY | $250K–$500K | $19.81 | $79.01 2026-07-13 | +298.8% |
| 2019-01-04 | ATLKY | BUY | $100K–$250K | $6.18 | $19.41 2026-07-13 | +213.9% |
| 2019-01-03 | THR | BUY | $50K–$100K | $20.58 | $61.14 2026-05-29 | +197.1% |
| 2019-01-03 | LABL | BUY | $100K–$250K | — | — | — |
| 2019-01-02 | FMCQF | SELL | $100K–$250K | $64.56 | $44.59 2026-07-13 | +30.9% exit |
| 2018-12-31 | VAC | BUY | $100K–$250K | $70.51 | $97.65 2026-07-13 | +38.5% |
| 2018-12-28 | EPOKY | BUY | $15K–$50K | — | — | — |
| 2018-12-28 | AAGIY | SELL | $100K–$250K | $32.93 | $36.99 2026-07-13 | -12.3% exit |
| 2018-12-27 | CHKP | BUY | $15K–$50K | $103.47 | $134.32 2026-07-13 | +29.8% |
| 2018-12-27 | ARCC | BUY | $50K–$100K | $15.42 | $18.64 2026-07-13 | +20.9% |
| 2018-12-26 | TDOC | BUY | $100K–$250K | $48.33 | $9.65 2026-07-13 | -80.0% |
| 2018-12-26 | MMS | SELL | $100K–$250K | $64.40 | $58.36 2026-07-13 | +9.4% exit |
| 2018-12-24 | WSO | BUY | $50K–$100K | $132.59 | $393.71 2026-07-13 | +196.9% |
| 2018-12-24 | WAGE | BUY | $50K–$100K | — | — | — |
| 2018-12-24 | SNA | SELL | $100K–$250K | $136.13 | $401.11 2026-07-13 | -14.1% rt |
| 2018-12-24 | PRAA | BUY | $50K–$100K | $22.82 | $18.29 2026-07-13 | -19.9% |
| 2018-12-24 | LKQ | SELL | $100K–$250K | $23.90 | $25.41 2026-07-13 | -6.3% exit |
| 2018-12-24 | KNX | BUY | $50K–$100K | $24.03 | $74.33 2026-07-13 | +209.3% |
| 2018-12-24 | GWRE | BUY | $100K–$250K | $74.56 | $140.31 2026-07-13 | +88.2% |
| 2018-12-24 | ELLI | BUY | $50K–$100K | — | — | — |
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 |