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 |
|---|---|---|---|---|---|---|
| 2025-05-07 | MKL | BUY | $1K–$15K | $1877.45 | $1920.06 2026-06-26 | +2.3% |
| 2025-05-07 | DAY | SELL | $1K–$15K | — | — | — exit |
| 2025-05-05 | TSCO | BUY | $1K–$15K | $51.24 | $31.21 2026-06-26 | -39.1% |
| 2025-04-29 | TTC | SELL | $1K–$15K | $68.54 | $96.83 2026-06-26 | -41.3% exit |
| 2025-04-29 | TECH | BUY | $1K–$15K | $50.50 | $71.00 2026-06-26 | +40.6% |
| 2025-04-28 | DAY | SELL | $1K–$15K | — | — | — exit |
| 2025-04-24 | MKL | BUY | $1K–$15K | $1808.41 | $1920.06 2026-06-26 | +6.2% |
| 2025-04-16 | AOS | SELL | $1K–$15K | $62.86 | $61.72 2026-06-26 | +1.8% exit |
| 2025-04-10 | TTC | SELL | $1K–$15K | $66.62 | $96.83 2026-06-26 | -45.4% exit |
| 2025-04-10 | AOS | SELL | $1K–$15K | $62.87 | $61.72 2026-06-26 | +1.8% exit |
| 2025-04-09 | TECH | BUY | $1K–$15K | $54.07 | $71.00 2026-06-26 | +31.3% |
| 2025-04-09 | PAYX | BUY | $1K–$15K | $146.15 | $99.90 2026-06-26 | -31.6% |
| 2025-04-09 | MKL | BUY | $1K–$15K | $1790.61 | $1920.06 2026-06-26 | +7.2% |
| 2025-04-09 | IDXX | BUY | $1K–$15K | $397.10 | $551.50 2026-06-26 | +38.9% |
| 2025-04-09 | BJ | BUY | $1K–$15K | $113.10 | $88.87 2026-06-26 | -21.4% |
| 2025-04-07 | IDXX | BUY | $1K–$15K | $378.99 | $551.50 2026-06-26 | +45.5% |
| 2025-04-07 | CNM | BUY | $1K–$15K | $45.40 | $49.14 2026-06-26 | +8.2% |
| 2025-04-04 | IDXX | BUY | $1K–$15K | $393.73 | $551.50 2026-06-26 | +40.1% |
| 2025-04-04 | BJ | BUY | $1K–$15K | $115.41 | $88.87 2026-06-26 | -23.0% |
| 2025-04-02 | TTC | SELL | $1K–$15K | $73.85 | $96.83 2026-06-26 | -31.1% exit |
| 2025-04-02 | CACI | SELL | $1K–$15K | $391.26 | $453.92 2026-06-26 | +16.6% rt |
| 2025-04-01 | PTC | SELL | $1K–$15K | $156.20 | $115.72 2026-06-26 | +25.9% exit |
| 2025-04-01 | IDXX | BUY | $1K–$15K | $418.57 | $551.50 2026-06-26 | +31.8% |
| 2025-04-01 | BJ | BUY | $1K–$15K | $114.88 | $88.87 2026-06-26 | -22.6% |
| 2025-03-25 | WAB | SELL | $1K–$15K | $189.60 | $269.53 2026-06-26 | -42.2% exit |
| 2025-03-20 | TTC | SELL | $1K–$15K | $73.06 | $96.83 2026-06-26 | -32.5% exit |
| 2025-03-18 | DAY | SELL | $15K–$50K | — | — | — exit |
| 2025-03-17 | BJ | BUY | $1K–$15K | $112.18 | $88.87 2026-06-26 | -20.8% |
| 2025-03-14 | JLL | BUY | $1K–$15K | $249.90 | $315.06 2026-06-26 | +26.1% |
| 2025-03-14 | IDXX | BUY | $1K–$15K | $415.30 | $551.50 2026-06-26 | +32.8% |
| 2025-03-14 | BJ | BUY | $1K–$15K | $109.07 | $88.87 2026-06-26 | -18.5% |
| 2025-03-13 | CPAY | BUY | $1K–$15K | $328.42 | $332.48 2026-06-26 | +1.2% |
| 2025-03-10 | MKL | BUY | $1K–$15K | $1835.80 | $1920.06 2026-06-26 | +4.6% |
| 2025-03-10 | JLL | BUY | $1K–$15K | $241.40 | $315.06 2026-06-26 | +30.5% |
| 2025-03-07 | MKL | BUY | $15K–$50K | $1892.76 | $1920.06 2026-06-26 | +1.4% |
| 2025-03-07 | JLL | BUY | $1K–$15K | $250.12 | $315.06 2026-06-26 | +26.0% |
| 2025-03-06 | MKL | BUY | $1K–$15K | $1900.95 | $1920.06 2026-06-26 | +1.0% |
| 2025-03-06 | AOS | SELL | $1K–$15K | $68.23 | $61.72 2026-06-26 | +9.5% exit |
| 2025-03-05 | VIK | BUY | $1K–$15K | $47.85 | $103.26 2026-06-26 | +115.8% |
| 2025-03-05 | JLL | BUY | $1K–$15K | $270.22 | $315.06 2026-06-26 | +16.6% |
| 2025-03-05 | ITT | BUY | $1K–$15K | $139.01 | $193.03 2026-06-26 | +38.9% |
| 2025-02-28 | TPX | SELL | $1K–$15K | — | — | — exit |
| 2025-02-28 | RVTY | SELL | $15K–$50K | $112.15 | $113.02 2026-06-26 | -0.8% exit |
| 2025-02-28 | LH | BUY | $1K–$15K | $251.04 | $271.47 2026-06-26 | +8.1% |
| 2025-02-28 | CPAY | BUY | $15K–$50K | $367.05 | $332.48 2026-06-26 | -9.4% |
| 2025-02-27 | PAYX | BUY | $1K–$15K | $148.76 | $99.90 2026-06-26 | -32.8% |
| 2025-02-27 | LH | BUY | $1K–$15K | $247.79 | $271.47 2026-06-26 | +9.6% |
| 2025-02-27 | CACI | BUY | $1K–$15K | $335.63 | $453.92 2026-06-26 | +35.2% |
| 2025-02-22 | TPX | SELL | $1K–$15K | — | — | — exit |
| 2025-02-22 | TDY | SELL | $15K–$50K | $491.03 | $624.29 2026-06-26 | -27.1% exit |
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 |