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 | $7.50 2026-08-28 | -12.9% exit |
| 2019-03-21 | CHL | BUY | $100K–$250K | — | — | — |
| 2019-03-21 | AIQUY | SELL | $100K–$250K | $23.37 | $39.43 2026-08-28 | -68.7% exit |
| 2019-03-21 | ABEV | BUY | $50K–$100K | $4.46 | $2.86 2026-08-28 | -35.9% |
| 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 | $53.97 2026-08-28 | -102.5% exit |
| 2019-03-01 | UNICY | BUY | $100K–$250K | $5.30 | $3.06 2026-08-28 | -42.3% |
| 2019-03-01 | GBOOY | SELL | $100K–$250K | $27.55 | $55.96 2026-08-28 | -103.1% exit |
| 2019-03-01 | CVET | SELL | $15K–$50K | — | — | — exit |
| 2019-03-01 | CHGCY | BUY | $100K–$250K | $11.25 | $21.82 2026-08-28 | +94.0% |
| 2019-02-25 | LVMUY | SELL | $100K–$250K | $68.50 | $106.56 2026-08-28 | -55.6% exit |
| 2019-02-25 | DEO | BUY | $100K–$250K | $156.45 | $92.99 2026-08-28 | -40.6% |
| 2019-02-25 | CNI | SELL | $50K–$100K | $86.21 | $126.01 2026-08-28 | -46.2% exit |
| 2019-02-08 | PRSP | BUY | $50K–$100K | — | — | — |
| 2019-02-06 | PS | BUY | $100K–$250K | — | — | — |
| 2019-02-06 | KNX | SELL | $50K–$100K | $31.47 | $67.24 2026-08-28 | -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 | $87.91 2026-08-28 | +11.7% |
| 2019-01-18 | FANUY | SELL | $100K–$250K | $17.18 | $18.68 2026-08-28 | -8.7% exit |
| 2019-01-18 | DNTUY | BUY | $100K–$250K | $49.20 | $21.05 2026-08-28 | -57.2% |
| 2019-01-11 | NGLOY | SELL | $1K–$15K | $11.36 | $28.58 2026-08-28 | -151.5% exit |
| 2019-01-11 | MRAAY | SELL | $1K–$15K | $6.88 | $22.78 2026-08-28 | -231.1% exit |
| 2019-01-11 | LLESY | SELL | $1K–$15K | $8.55 | $2.24 2026-08-28 | +73.8% exit |
| 2019-01-11 | HENOY | SELL | $1K–$15K | $27.84 | $22.02 2026-08-28 | +20.9% exit |
| 2019-01-11 | DEO | SELL | $1K–$15K | $141.06 | $92.99 2026-08-28 | +34.1% exit |
| 2019-01-08 | PLYA | BUY | $50K–$100K | — | — | — |
| 2019-01-04 | IFNNY | BUY | $250K–$500K | $19.81 | $65.59 2026-08-28 | +231.1% |
| 2019-01-04 | ATLKY | BUY | $100K–$250K | $6.18 | $21.64 2026-08-28 | +250.0% |
| 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 | $51.44 2026-08-28 | +20.3% exit |
| 2018-12-31 | VAC | BUY | $100K–$250K | $70.51 | $110.09 2026-08-28 | +56.1% |
| 2018-12-28 | EPOKY | BUY | $15K–$50K | — | — | — |
| 2018-12-28 | AAGIY | SELL | $100K–$250K | $32.93 | $38.58 2026-08-28 | -17.2% exit |
| 2018-12-27 | CHKP | BUY | $15K–$50K | $103.47 | $138.32 2026-08-28 | +33.7% |
| 2018-12-27 | ARCC | BUY | $50K–$100K | $15.42 | $19.95 2026-08-28 | +29.4% |
| 2018-12-26 | TDOC | BUY | $100K–$250K | $48.33 | $6.50 2026-08-28 | -86.5% |
| 2018-12-26 | MMS | SELL | $100K–$250K | $64.40 | $59.75 2026-08-28 | +7.2% exit |
| 2018-12-24 | WSO | BUY | $50K–$100K | $132.59 | $310.76 2026-08-28 | +134.4% |
| 2018-12-24 | WAGE | BUY | $50K–$100K | — | — | — |
| 2018-12-24 | SNA | SELL | $100K–$250K | $136.13 | $391.86 2026-08-28 | -14.1% rt |
| 2018-12-24 | PRAA | BUY | $50K–$100K | $22.82 | $19.14 2026-08-28 | -16.1% |
| 2018-12-24 | LKQ | SELL | $100K–$250K | $23.90 | $25.53 2026-08-28 | -6.8% exit |
| 2018-12-24 | KNX | BUY | $50K–$100K | $24.03 | $67.24 2026-08-28 | +179.8% |
| 2018-12-24 | GWRE | BUY | $100K–$250K | $74.56 | $205.85 2026-08-28 | +176.1% |
| 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 · 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 |