house · trading 2025-02-05 → 2026-04-30
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2026-03-03 | EME | BUY | $1K–$15K | $736.30 | $798.10 2026-06-26 | +8.4% |
| 2026-01-30 | WAB | SELL | $1K–$15K | $230.14 | $269.53 2026-06-26 | -17.1% exit |
| 2026-01-30 | PTC | SELL | $1K–$15K | $156.13 | $115.72 2026-06-26 | +25.9% exit |
| 2026-01-29 | TRMB | SELL | $1K–$15K | $68.37 | $50.70 2026-06-26 | +25.8% exit |
| 2026-01-28 | TRMB | SELL | $1K–$15K | $70.07 | $50.70 2026-06-26 | +27.6% exit |
| 2026-01-28 | TECH | SELL | $1K–$15K | $65.56 | $71.00 2026-06-26 | +2.8% rt |
| 2026-01-28 | LH | BUY | $1K–$15K | $268.04 | $271.47 2026-06-26 | +1.3% |
| 2026-01-28 | BJ | SELL | $1K–$15K | $91.58 | $88.87 2026-06-26 | -16.0% rt |
| 2026-01-23 | PTC | SELL | $1K–$15K | $162.14 | $115.72 2026-06-26 | +28.6% exit |
| 2026-01-22 | WAB | SELL | $1K–$15K | $233.70 | $269.53 2026-06-26 | -15.3% exit |
| 2026-01-22 | SGI | SELL | $1K–$15K | $94.70 | $77.94 2026-06-26 | +17.7% exit |
| 2026-01-15 | MORN | SELL | $1K–$15K | $215.64 | $154.65 2026-06-26 | -20.8% rt |
| 2026-01-14 | WAB | SELL | $1K–$15K | $226.77 | $269.53 2026-06-26 | -18.9% exit |
| 2026-01-13 | VIK | SELL | $1K–$15K | $71.55 | $103.26 2026-06-26 | +49.5% rt |
| 2026-01-13 | IDXX | SELL | $1K–$15K | $714.04 | $551.50 2026-06-26 | +22.8% exit |
| 2026-01-12 | SGI | SELL | $1K–$15K | $92.50 | $77.94 2026-06-26 | +15.7% exit |
| 2025-12-12 | TSCO | BUY | $1K–$15K | $51.97 | $31.21 2026-06-26 | -40.0% |
| 2025-12-12 | BRO | BUY | $1K–$15K | $81.62 | $64.22 2026-06-26 | -21.3% |
| 2025-12-05 | TECH | BUY | $1K–$15K | $61.68 | $71.00 2026-06-26 | +15.1% |
| 2025-12-05 | PTC | SELL | $1K–$15K | $173.52 | $115.72 2026-06-26 | -18.2% rt |
| 2025-12-05 | CDW | SELL | $1K–$15K | $146.25 | $133.30 2026-06-26 | -19.1% rt |
| 2025-12-05 | BRO | BUY | $1K–$15K | $78.37 | $64.22 2026-06-26 | -18.1% |
| 2025-12-03 | CLH | BUY | $1K–$15K | $237.01 | $301.65 2026-06-26 | +27.3% |
| 2025-12-02 | TSCO | BUY | $1K–$15K | $53.22 | $31.21 2026-06-26 | -41.4% |
| 2025-12-02 | TECH | BUY | $1K–$15K | $62.95 | $71.00 2026-06-26 | +12.8% |
| 2025-12-02 | TDY | SELL | $1K–$15K | $495.72 | $624.29 2026-06-26 | -25.9% exit |
| 2025-12-02 | PWR | SELL | $1K–$15K | $454.72 | $687.87 2026-06-26 | -51.3% exit |
| 2025-12-02 | PTC | SELL | $1K–$15K | $176.48 | $115.72 2026-06-26 | -8.8% rt |
| 2025-12-02 | MLM | BUY | $1K–$15K | $607.99 | $616.06 2026-06-26 | +1.3% |
| 2025-12-02 | LYV | BUY | $1K–$15K | $128.54 | $179.46 2026-06-26 | +39.6% |
| 2025-12-02 | IDXX | SELL | $1K–$15K | $732.73 | $551.50 2026-06-26 | +24.7% exit |
| 2025-12-02 | CDW | SELL | $1K–$15K | $144.16 | $133.30 2026-06-26 | -27.9% rt |
| 2025-11-20 | BRO | BUY | $1K–$15K | $79.62 | $64.22 2026-06-26 | -19.3% |
| 2025-11-17 | PWR | SELL | $1K–$15K | $426.87 | $687.87 2026-06-26 | -61.1% exit |
| 2025-11-17 | LH | BUY | $1K–$15K | $261.37 | $271.47 2026-06-26 | +3.9% |
| 2025-11-17 | EME | SELL | $1K–$15K | $611.40 | $798.10 2026-06-26 | -30.5% exit |
| 2025-11-03 | MKL | BUY | $1K–$15K | $1955.11 | $1920.06 2026-06-26 | -1.8% |
| 2025-10-31 | TSCO | BUY | $1K–$15K | $54.11 | $31.21 2026-06-26 | -42.3% |
| 2025-10-31 | TDY | SELL | $1K–$15K | $526.82 | $624.29 2026-06-26 | -18.5% exit |
| 2025-10-31 | LH | BUY | $1K–$15K | $253.96 | $271.47 2026-06-26 | +6.9% |
| 2025-10-31 | FBIN | SELL | $1K–$15K | $50.80 | $45.96 2026-06-26 | +9.5% exit |
| 2025-10-31 | BRO | BUY | $1K–$15K | $79.74 | $64.22 2026-06-26 | -19.5% |
| 2025-10-29 | LH | BUY | $1K–$15K | $248.14 | $271.47 2026-06-26 | +9.4% |
| 2025-10-29 | IDXX | SELL | $1K–$15K | $627.66 | $551.50 2026-06-26 | +58.1% rt |
| 2025-10-29 | FBIN | SELL | $1K–$15K | $49.74 | $45.96 2026-06-26 | -27.9% rt |
| 2025-10-29 | BRO | BUY | $1K–$15K | $80.30 | $64.22 2026-06-26 | -20.0% |
| 2025-10-22 | TECH | BUY | $1K–$15K | $63.79 | $71.00 2026-06-26 | +11.3% |
| 2025-10-22 | NDAQ | BUY | $15K–$50K | $87.42 | $78.56 2026-06-26 | -10.1% |
| 2025-10-22 | MIDD | SELL | $1K–$15K | $132.83 | $173.36 2026-06-26 | -30.5% exit |
| 2025-10-16 | IDXX | SELL | $1K–$15K | $637.34 | $551.50 2026-06-26 | +68.2% rt |
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 |
|---|---|
| Hon. James B. Renacci | 10 · AOS, CLH, LH, MIDD, NDAQ, PWR |
| Hon. Susie Lee | 9 · CACI, CDW, ENTG, LYV, NDAQ, PTC |
| Thomas H Tuberville | 7 · BRO, IDXX, NDAQ, PAYX, SCI, TDY |
| Hon. Gilbert Cisneros | 7 · DAY, ENTG, IDXX, PTC, RVTY, STE |
| Hon. Lamar Smith | 6 · IDXX, LYV, MIDD, TDG, TRMB, WAB |
| Hon. Rohit Khanna | 6 · AOS, CLH, IDXX, MLM, NDAQ, WAB |
| Hon. Byron Donalds | 5 · BRO, CHRW, IDXX, LH, RVTY |
| Hon. John K. Delaney | 5 · CDW, IDXX, PAYX, ROL, WAB |
| Hon. Josh Gottheimer | 5 · ENTG, ITT, MLM, TDG, TSCO |
| Hon. Kenny Marchant | 5 · ENTG, MKL, MLM, NDAQ, TSCO |
| Hon. Bradley S. Schneider | 4 · CDW, LH, MIDD, PTC |
| Hon. Greg Gianforte | 4 · AOS, MIDD, ROL, TECH |