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 |
|---|---|---|---|---|---|---|
| 2025-10-16 | BJ | BUY | $1K–$15K | $93.00 | $88.87 2026-06-26 | -4.4% |
| 2025-10-15 | BJ | BUY | $1K–$15K | $94.73 | $88.87 2026-06-26 | -6.2% |
| 2025-10-09 | NDAQ | BUY | $1K–$15K | $91.40 | $78.56 2026-06-26 | -14.1% |
| 2025-10-01 | PAYX | BUY | $1K–$15K | $124.01 | $99.90 2026-06-26 | -19.4% |
| 2025-09-19 | SGI | SELL | $1K–$15K | $85.55 | $77.94 2026-06-26 | +8.9% exit |
| 2025-09-19 | NDAQ | BUY | $15K–$50K | $89.57 | $78.56 2026-06-26 | -12.3% |
| 2025-09-18 | STE | BUY | $1K–$15K | $250.50 | $215.67 2026-06-26 | -13.9% |
| 2025-09-18 | MIDD | SELL | $1K–$15K | $135.16 | $173.36 2026-06-26 | -28.3% exit |
| 2025-09-18 | JLL | BUY | $1K–$15K | $319.66 | $315.06 2026-06-26 | -1.4% |
| 2025-09-18 | BRO | BUY | $1K–$15K | $91.87 | $64.22 2026-06-26 | -30.1% |
| 2025-09-11 | STE | BUY | $1K–$15K | $252.43 | $215.67 2026-06-26 | -14.6% |
| 2025-09-11 | DAY | SELL | $1K–$15K | — | — | — exit |
| 2025-08-25 | BJ | BUY | $1K–$15K | $95.32 | $88.87 2026-06-26 | -6.8% |
| 2025-08-21 | MKL | BUY | $15K–$50K | $1969.39 | $1920.06 2026-06-26 | -2.5% |
| 2025-08-19 | DAY | SELL | $15K–$50K | — | — | — exit |
| 2025-08-13 | VIK | SELL | $1K–$15K | $59.99 | $103.26 2026-06-26 | +16.6% rt |
| 2025-08-11 | CNM | SELL | $15K–$50K | $63.71 | $49.14 2026-06-26 | +40.3% rt |
| 2025-08-07 | MKL | BUY | $1K–$15K | $1898.34 | $1920.06 2026-06-26 | +1.1% |
| 2025-08-07 | JLL | BUY | $1K–$15K | $274.32 | $315.06 2026-06-26 | +14.8% |
| 2025-08-07 | IDXX | SELL | $1K–$15K | $650.06 | $551.50 2026-06-26 | +65.1% rt |
| 2025-08-07 | CLH | SELL | $1K–$15K | $242.10 | $301.65 2026-06-26 | -24.6% exit |
| 2025-08-04 | CNM | SELL | $15K–$50K | $63.82 | $49.14 2026-06-26 | +16.9% rt |
| 2025-08-02 | MORN | BUY | $15K–$50K | $272.42 | $154.65 2026-06-26 | -43.2% |
| 2025-08-01 | TECH | SELL | $1K–$15K | $54.89 | $71.00 2026-06-26 | +8.7% rt |
| 2025-08-01 | PTC | BUY | $15K–$50K | $212.11 | $115.72 2026-06-26 | -45.4% |
| 2025-08-01 | MLM | SELL | $1K–$15K | $577.86 | $616.06 2026-06-26 | -6.6% exit |
| 2025-08-01 | MKL | BUY | $15K–$50K | $1929.87 | $1920.06 2026-06-26 | -0.5% |
| 2025-08-01 | IDXX | SELL | $1K–$15K | $535.54 | $551.50 2026-06-26 | +27.9% rt |
| 2025-07-28 | ENTG | SELL | $1K–$15K | $92.00 | $161.43 2026-06-26 | -75.5% exit |
| 2025-07-25 | MKL | BUY | $1K–$15K | $2026.69 | $1920.06 2026-06-26 | -5.3% |
| 2025-07-25 | BRO | BUY | $1K–$15K | $103.38 | $64.22 2026-06-26 | -37.9% |
| 2025-07-23 | PAYX | BUY | $1K–$15K | $145.24 | $99.90 2026-06-26 | -31.2% |
| 2025-07-11 | PTC | BUY | $1K–$15K | $193.51 | $115.72 2026-06-26 | -40.2% |
| 2025-07-09 | MKL | BUY | $1K–$15K | $1997.85 | $1920.06 2026-06-26 | -3.9% |
| 2025-07-09 | IDXX | SELL | $1K–$15K | $540.64 | $551.50 2026-06-26 | +30.2% rt |
| 2025-07-09 | ENTG | SELL | $1K–$15K | $86.99 | $161.43 2026-06-26 | -18.8% rt |
| 2025-07-09 | CDW | BUY | $1K–$15K | $180.75 | $133.30 2026-06-26 | -26.3% |
| 2025-06-26 | STE | SELL | $1K–$15K | $238.53 | $215.67 2026-06-26 | +9.6% exit |
| 2025-06-26 | PAYX | BUY | $1K–$15K | $141.01 | $99.90 2026-06-26 | -29.1% |
| 2025-06-20 | CLH | SELL | $1K–$15K | $226.02 | $301.65 2026-06-26 | -33.5% exit |
| 2025-06-06 | TSCO | BUY | $1K–$15K | $50.94 | $31.21 2026-06-26 | -38.7% |
| 2025-06-06 | MKL | BUY | $1K–$15K | $1963.49 | $1920.06 2026-06-26 | -2.2% |
| 2025-05-29 | FBIN | SELL | $15K–$50K | $51.09 | $45.96 2026-06-26 | -25.0% rt |
| 2025-05-28 | TTC | SELL | $1K–$15K | $75.31 | $96.83 2026-06-26 | -28.6% exit |
| 2025-05-27 | TSCO | BUY | $1K–$15K | $50.38 | $31.21 2026-06-26 | -38.0% |
| 2025-05-27 | MKL | BUY | $1K–$15K | $1908.08 | $1920.06 2026-06-26 | +0.6% |
| 2025-05-27 | DAY | SELL | $1K–$15K | — | — | — exit |
| 2025-05-26 | TECH | SELL | $1K–$15K | $46.78 | $71.00 2026-06-26 | -13.5% rt |
| 2025-05-13 | TSCO | BUY | $1K–$15K | $52.31 | $31.21 2026-06-26 | -40.3% |
| 2025-05-13 | MKL | BUY | $1K–$15K | $1913.55 | $1920.06 2026-06-26 | +0.3% |
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 |