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 | $325.36 2026-07-13 | +207.5% |
| 2018-12-24 | AOS | BUY | $50K–$100K | $42.01 | $59.53 2026-07-13 | +41.7% |
| 2018-12-24 | AMN | SELL | $100K–$250K | $52.97 | $33.98 2026-07-13 | -5.8% rt |
| 2018-12-12 | BBAVY | SELL | $15K–$50K | — | — | — exit |
| 2018-12-11 | WTW | BUY | $100K–$250K | $154.90 | $295.55 2026-07-13 | +90.8% |
| 2018-12-07 | LIN | BUY | $100K–$250K | $152.72 | $524.06 2026-07-13 | +243.2% |
| 2018-12-07 | FMX | BUY | $100K–$250K | $82.50 | $129.01 2026-07-13 | +56.4% |
| 2018-12-07 | CSLLY | SELL | $100K–$250K | $32.81 | $21.10 2026-07-13 | +35.7% exit |
| 2018-12-07 | AIQUY | SELL | $100K–$250K | $21.75 | $40.15 2026-07-13 | +0.5% rt |
| 2018-11-30 | TWOU | BUY | $500K–$1.0M | — | — | — |
| 2018-11-30 | BL | BUY | $100K–$250K | $42.87 | $30.09 2026-07-13 | -29.8% |
| 2018-11-14 | ATHN | SELL | $100K–$250K | — | — | — exit |
| 2018-11-05 | VSAT | BUY | $15K–$50K | $69.35 | $69.54 2026-07-13 | +0.3% |
| 2018-11-05 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-11-01 | ZBRA | SELL | $100K–$250K | $169.00 | $266.71 2026-07-13 | -57.8% exit |
| 2018-11-01 | PRAA | SELL | $15K–$50K | $32.09 | $18.29 2026-07-13 | -11.3% rt |
| 2018-10-31 | ADDYY | BUY | $100K–$250K | $117.89 | $104.04 2026-07-13 | -11.8% |
| 2018-10-29 | WPP | SELL | $50K–$100K | $55.38 | $18.86 2026-07-13 | -39.1% rt |
| 2018-10-29 | KMTUY | BUY | $50K–$100K | $24.15 | $39.67 2026-07-13 | +64.3% |
| 2018-10-29 | DIFTY | SELL | $50K–$100K | $6.67 | $4.87 2026-07-13 | -33.5% rt |
| 2018-10-29 | DASTY | SELL | $100K–$250K | $24.02 | $21.13 2026-07-13 | +12.0% exit |
| 2018-10-26 | MD | SELL | $50K–$100K | $40.98 | $26.14 2026-07-13 | -25.8% rt |
| 2018-10-26 | GWRE | BUY | $100K–$250K | $84.06 | $140.31 2026-07-13 | +66.9% |
| 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 | $180.19 2026-07-13 | -115.8% exit |
| 2018-10-15 | OMI | SELL | $1K–$15K | — | — | — exit |
| 2018-10-15 | GIS | SELL | $1K–$15K | $43.57 | $36.60 2026-07-13 | +16.0% exit |
| 2018-10-15 | DFIN | SELL | $1K–$15K | $16.40 | $45.25 2026-07-13 | -175.9% 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 | $7.67 2026-07-13 | -88.9% |
| 2018-10-03 | DBSDY | BUY | $50K–$100K | $68.91 | $218.67 2026-07-13 | +217.3% |
| 2018-09-25 | WST | BUY | $50K–$100K | $122.59 | $359.70 2026-07-13 | +193.4% |
| 2018-09-25 | TYL | BUY | $50K–$100K | $244.17 | $314.22 2026-07-13 | +28.7% |
| 2018-09-25 | FIVE | SELL | $100K–$250K | $126.48 | $191.53 2026-07-13 | -51.4% exit |
| 2018-09-12 | SSMXF | SELL | $50K–$100K | $28.11 | $8.85 2026-07-13 | +68.5% exit |
| 2018-08-28 | HHH | BUY | $50K–$100K | $124.54 | $71.67 2026-07-13 | -42.5% |
| 2018-08-28 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | AQUA | BUY | $15K–$50K | — | — | — |
| 2018-08-15 | ABEV | BUY | $100K–$250K | $4.98 | $3.06 2026-07-13 | -38.5% |
| 2018-07-27 | UNFI | SELL | $50K–$100K | $32.51 | $48.98 2026-07-13 | -50.7% exit |
| 2018-07-27 | IFF | BUY | $50K–$100K | $131.22 | $75.10 2026-07-13 | -42.8% |
| 2018-07-27 | CGNX | BUY | $50K–$100K | $45.66 | $63.91 2026-07-13 | +40.0% |
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 |