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 |
|---|---|---|---|---|---|---|
| 2018-12-24 | AYI | BUY | $50K–$100K | $105.80 | $335.16 2026-08-28 | +216.8% |
| 2018-12-24 | AOS | BUY | $50K–$100K | $42.01 | $60.38 2026-08-28 | +43.7% |
| 2018-12-24 | AMN | SELL | $100K–$250K | $52.97 | $34.62 2026-08-28 | -5.8% rt |
| 2018-12-12 | BBAVY | SELL | $15K–$50K | — | — | — exit |
| 2018-12-11 | WTW | BUY | $100K–$250K | $154.90 | $343.75 2026-08-28 | +121.9% |
| 2018-12-07 | LIN | BUY | $100K–$250K | $152.72 | $489.51 2026-08-28 | +220.5% |
| 2018-12-07 | FMX | BUY | $100K–$250K | $82.50 | $120.12 2026-08-28 | +45.6% |
| 2018-12-07 | CSLLY | SELL | $100K–$250K | $32.81 | $30.92 2026-08-28 | +5.8% exit |
| 2018-12-07 | AIQUY | SELL | $100K–$250K | $21.75 | $39.43 2026-08-28 | +0.5% rt |
| 2018-11-30 | TWOU | BUY | $500K–$1.0M | — | — | — |
| 2018-11-30 | BL | BUY | $100K–$250K | $42.87 | $32.98 2026-08-28 | -23.1% |
| 2018-11-14 | ATHN | SELL | $100K–$250K | — | — | — exit |
| 2018-11-05 | VSAT | BUY | $15K–$50K | $69.35 | $67.37 2026-08-28 | -2.9% |
| 2018-11-05 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-11-01 | ZBRA | SELL | $100K–$250K | $169.00 | $356.45 2026-08-28 | -110.9% exit |
| 2018-11-01 | PRAA | SELL | $15K–$50K | $32.09 | $19.14 2026-08-28 | -11.3% rt |
| 2018-10-31 | ADDYY | BUY | $100K–$250K | $117.89 | $89.22 2026-08-28 | -24.3% |
| 2018-10-29 | WPP | SELL | $50K–$100K | $55.38 | $25.82 2026-08-28 | -39.1% rt |
| 2018-10-29 | KMTUY | BUY | $50K–$100K | $24.15 | $46.82 2026-08-28 | +93.9% |
| 2018-10-29 | DIFTY | SELL | $50K–$100K | $6.67 | $5.16 2026-08-28 | -33.5% rt |
| 2018-10-29 | DASTY | SELL | $100K–$250K | $24.02 | $26.59 2026-08-28 | -10.7% exit |
| 2018-10-26 | MD | SELL | $50K–$100K | $40.98 | $26.61 2026-08-28 | -25.8% rt |
| 2018-10-26 | GWRE | BUY | $100K–$250K | $84.06 | $205.85 2026-08-28 | +144.9% |
| 2018-10-23 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-23 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-10-22 | YNDX | BUY | $50K–$100K | — | — | — |
| 2018-10-22 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-22 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-10-15 | RVI | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | QTS | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | PM | SELL | $15K–$50K | $83.49 | $191.89 2026-08-28 | -129.8% exit |
| 2018-10-15 | OMI | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | GIS | SELL | $1K–$15K | $43.57 | $41.55 2026-08-28 | +4.6% exit |
| 2018-10-15 | DFIN | SELL | $1K–$15K | $16.40 | $48.32 2026-08-28 | -194.6% exit |
| 2018-10-10 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-09 | LABL | BUY | $15K–$50K | — | — | — |
| 2018-10-08 | LABL | BUY | $50K–$100K | — | — | — |
| 2018-10-03 | WB | BUY | $15K–$50K | $69.37 | $6.99 2026-08-28 | -89.9% |
| 2018-10-03 | DBSDY | BUY | $50K–$100K | $68.91 | $238.90 2026-08-28 | +246.7% |
| 2018-09-25 | WST | BUY | $50K–$100K | $122.59 | $337.47 2026-08-28 | +175.3% |
| 2018-09-25 | TYL | BUY | $50K–$100K | $244.17 | $377.94 2026-08-28 | +54.8% |
| 2018-09-25 | FIVE | SELL | $100K–$250K | $126.48 | $241.89 2026-08-28 | -91.3% exit |
| 2018-09-12 | SSMXF | SELL | $50K–$100K | $28.11 | $12.30 2026-08-28 | +56.3% exit |
| 2018-08-28 | HHH | BUY | $50K–$100K | $124.54 | $64.80 2026-08-28 | -48.0% |
| 2018-08-28 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | ABEV | BUY | $100K–$250K | $4.98 | $2.86 2026-08-28 | -42.6% |
| 2018-07-27 | UNFI | SELL | $50K–$100K | $32.51 | $45.80 2026-08-28 | -40.9% exit |
| 2018-07-27 | IFF | BUY | $50K–$100K | $131.22 | $87.95 2026-08-28 | -33.0% |
| 2018-07-27 | CGNX | BUY | $50K–$100K | $45.66 | $60.46 2026-08-28 | +32.4% |
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 |