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 |
|---|---|---|---|---|---|---|
| 2018-07-05 | SYIEY | SELL | $15K–$50K | $22.19 | $26.83 2026-08-28 | -20.9% exit |
| 2018-07-05 | SSMXY | SELL | $15K–$50K | $30.98 | $12.16 2026-08-28 | +60.8% exit |
| 2018-07-05 | NSRGY | SELL | $15K–$50K | $79.99 | $97.28 2026-08-28 | -21.6% exit |
| 2018-07-05 | LVMUY | SELL | $15K–$50K | $66.42 | $106.56 2026-08-28 | -60.4% exit |
| 2018-07-05 | FMCQF | SELL | $15K–$50K | $100.97 | $51.44 2026-08-28 | +49.0% exit |
| 2018-07-05 | DBSDY | SELL | $15K–$50K | $69.56 | $238.90 2026-08-28 | -243.4% exit |
| 2018-07-05 | CNI | SELL | $15K–$50K | $80.70 | $126.01 2026-08-28 | -56.1% exit |
| 2018-07-05 | BBVA | SELL | $15K–$50K | $7.37 | $29.00 2026-08-28 | -293.5% exit |
| 2018-07-05 | AAGIY | SELL | $15K–$50K | $34.27 | $38.58 2026-08-28 | -12.6% exit |
| 2018-06-29 | AQUA | BUY | $100K–$250K | — | — | — |
| 2018-06-21 | AQUA | BUY | $100K–$250K | — | — | — |
| 2018-06-07 | ULTI | SELL | $100K–$250K | — | — | — exit |
| 2018-06-07 | PAYC | BUY | $100K–$250K | $103.04 | $238.53 2026-08-28 | +131.5% |
| 2018-06-07 | LOPE | SELL | $100K–$250K | $114.00 | $151.19 2026-08-28 | -32.6% exit |
| 2018-06-07 | LII | BUY | $100K–$250K | $209.67 | $393.39 2026-08-28 | +87.6% |
| 2018-06-07 | HSTM | SELL | $50K–$100K | $27.73 | $29.38 2026-08-28 | -6.0% exit |
| 2018-06-07 | FIVE | SELL | $50K–$100K | $99.05 | $241.89 2026-08-28 | -144.2% exit |
| 2018-06-07 | EVH | BUY | $50K–$100K | $22.20 | $4.60 2026-08-28 | -79.3% |
| 2018-06-07 | DORM | SELL | $100K–$250K | $68.49 | $129.35 2026-08-28 | -88.9% exit |
| 2018-06-07 | AMN | BUY | $100K–$250K | $56.25 | $34.62 2026-08-28 | -38.5% |
| 2018-05-23 | TMSNY | BUY | $100K–$250K | $146.79 | $93.31 2026-08-28 | -36.4% |
| 2018-05-14 | LZAGY | BUY | $100K–$250K | $26.63 | $72.04 2026-08-28 | +170.5% |
| 2018-05-14 | DASTY | SELL | $100K–$250K | $26.27 | $26.59 2026-08-28 | -1.2% exit |
| 2018-05-10 | SHPG | SELL | $100K–$250K | $164.09 | $179.20 2019-01-08 | +11.7% rt |
| 2018-05-10 | FCFS | SELL | $100K–$250K | $89.10 | $219.21 2026-08-28 | -146.0% exit |
| 2018-04-26 | TKGBY | SELL | $50K–$100K | $2.21 | $2.74 2026-08-28 | -24.0% exit |
| 2018-03-21 | INOV | SELL | $50K–$100K | — | — | — exit |
| 2018-03-21 | HCSG | BUY | $15K–$50K | $44.74 | $22.44 2026-08-28 | -49.8% |
| 2018-03-20 | NVZMY | BUY | $100K–$250K | $51.87 | $71.89 2026-08-28 | +38.6% |
| 2018-03-12 | VRNT | SELL | $100K–$250K | — | — | — exit |
| 2018-03-12 | KNX | BUY | $100K–$250K | $49.20 | $67.24 2026-08-28 | +36.7% |
| 2018-03-07 | BKD | SELL | $15K–$50K | $7.47 | $11.72 2026-08-28 | -56.9% exit |
| 2018-03-01 | FNGN | SELL | $50K–$100K | — | — | — exit |
| 2018-03-01 | AOS | BUY | $100K–$250K | $62.06 | $60.38 2026-08-28 | -2.7% |
| 2018-02-27 | TVPT | BUY | $15K–$50K | $14.10 | $15.75 2019-05-30 | +11.7% |
| 2018-02-27 | DPLO | SELL | $50K–$100K | — | — | — exit |
| 2018-02-26 | ILG | SELL | $100K–$250K | $32.28 | $34.13 2018-09-05 | -5.7% exit |
| 2018-02-26 | BKD | SELL | $15K–$50K | $7.00 | $11.72 2026-08-28 | -28.1% rt |
| 2018-02-23 | NPSNY | SELL | $50K–$100K | $7.97 | $9.77 2026-08-28 | -22.6% exit |
| 2018-02-22 | APNHY | BUY | $15K–$50K | $23.08 | $8.80 2026-08-28 | -61.9% |
| 2018-02-06 | VTR | BUY | $50K–$100K | $53.19 | $91.81 2026-08-28 | +72.6% |
| 2018-02-06 | VER | BUY | $50K–$100K | — | — | — |
| 2018-02-06 | SRC | BUY | $50K–$100K | — | — | — |
| 2018-02-06 | SKT | SELL | $50K–$100K | $23.55 | $37.73 2026-08-28 | -60.2% exit |
| 2018-02-06 | SIR | BUY | $50K–$100K | $0.28 | $0.40 2026-08-27 | +42.9% |
| 2018-02-06 | SCG | SELL | $1K–$15K | $37.62 | $47.78 2018-12-31 | -27.0% exit |
| 2018-02-06 | PK | SELL | $50K–$100K | $27.65 | $15.83 2026-08-28 | +42.8% exit |
| 2018-02-06 | PEI | SELL | $15K–$50K | — | — | — exit |
| 2018-02-06 | PCG | SELL | $15K–$50K | $39.86 | $16.60 2026-08-28 | +58.4% exit |
| 2018-02-06 | OHI | BUY | $50K–$100K | $26.37 | $45.99 2026-08-28 | +74.4% |
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 |