house · trading 2017-06-30 → 2020-12-21
*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 |
|---|---|---|---|---|---|---|
| 2020-06-24 | WK | BUY | $100K–$250K | $52.74 | $49.05 2026-06-26 | -7.0% |
| 2020-06-24 | CATM | BUY | $15K–$50K | — | — | — |
| 2020-06-23 | WCC | BUY | $15K–$50K | $37.22 | $347.33 2026-06-26 | +833.2% |
| 2020-06-23 | LTHM | SELL | $50K–$100K | — | — | — exit |
| 2020-06-23 | ESI | BUY | $15K–$50K | $10.95 | $45.66 2026-06-26 | +317.0% |
| 2020-06-19 | VEEV | SELL | $100K–$250K | $226.67 | $171.36 2026-06-26 | +24.4% exit |
| 2020-06-18 | KIDS | BUY | $15K–$50K | $46.67 | $20.30 2026-06-26 | -56.5% |
| 2020-06-05 | TCEHY | BUY | $50K–$100K | $56.00 | $53.32 2026-06-26 | -4.8% |
| 2020-06-05 | ITUB | BUY | $100K–$250K | $4.02 | $8.23 2026-06-26 | +104.5% |
| 2020-06-05 | FMX | BUY | $50K–$100K | $72.32 | $128.87 2026-06-26 | +78.2% |
| 2020-06-05 | BIDU | SELL | $250K–$500K | $114.40 | $104.22 2026-06-26 | +9.3% rt |
| 2020-06-05 | AMADY | SELL | $100K–$250K | $60.40 | $58.95 2026-06-26 | -25.2% rt |
| 2020-06-05 | ALC | BUY | $100K–$250K | $63.04 | $67.80 2026-06-26 | +7.5% |
| 2020-05-12 | NSRGY | SELL | $100K–$250K | $108.40 | $102.71 2026-06-26 | +5.3% exit |
| 2020-05-12 | CNI | SELL | $100K–$250K | $81.42 | $120.56 2026-06-26 | -48.1% exit |
| 2020-05-12 | BABA | BUY | $100K–$250K | $200.31 | $94.81 2026-06-26 | -52.7% |
| 2020-05-11 | EVH | SELL | $50K–$100K | $7.01 | $5.51 2026-06-26 | -51.7% rt |
| 2020-05-07 | VEEV | SELL | $100K–$250K | $191.25 | $171.36 2026-06-26 | +10.4% exit |
| 2020-05-07 | JKHY | BUY | $100K–$250K | $183.81 | $135.00 2026-06-26 | -26.6% |
| 2020-05-07 | CSGP | SELL | $50K–$100K | $63.90 | $30.25 2026-06-26 | +52.7% exit |
| 2020-05-01 | OSW | BUY | $15K–$50K | $5.96 | $28.20 2026-06-26 | +373.1% |
| 2020-04-30 | OSW | BUY | $15K–$50K | $6.51 | $28.20 2026-06-26 | +333.2% |
| 2020-04-30 | HCSG | BUY | $50K–$100K | $25.49 | $24.31 2026-06-26 | -4.6% |
| 2020-04-29 | TDOC | SELL | $50K–$100K | $175.10 | $8.39 2026-06-26 | +95.2% exit |
| 2020-04-29 | AYI | SELL | $100K–$250K | $89.69 | $362.48 2026-06-26 | -45.2% rt |
| 2020-04-29 | ALGN | BUY | $100K–$250K | $220.58 | $178.43 2026-06-26 | -19.1% |
| 2020-04-27 | ASGN | BUY | $1K–$15K | — | — | — |
| 2020-04-24 | ASGN | BUY | $50K–$100K | — | — | — |
| 2020-04-16 | SBGSY | BUY | $50K–$100K | $17.35 | $62.45 2026-06-26 | +259.9% |
| 2020-04-15 | SSL | SELL | $1K–$15K | $3.32 | $9.67 2026-06-26 | -191.3% exit |
| 2020-04-15 | RIO | BUY | $50K–$100K | $46.02 | $93.74 2026-06-26 | +103.7% |
| 2020-04-15 | RHHBY | SELL | $100K–$250K | $40.09 | $51.74 2026-06-26 | -1.4% rt |
| 2020-04-14 | SLB | SELL | $50K–$100K | $15.54 | $47.00 2026-06-26 | -79.7% rt |
| 2020-04-14 | RDS.B | BUY | $50K–$100K | — | — | — |
| 2020-04-14 | LIN | SELL | $50K–$100K | $189.84 | $519.62 2026-06-26 | +24.3% rt |
| 2020-04-14 | KMTUY | BUY | $15K–$50K | $17.72 | $39.49 2026-06-26 | +122.9% |
| 2020-04-14 | CHGCY | SELL | $50K–$100K | $21.35 | $23.21 2026-06-26 | +89.8% rt |
| 2020-04-14 | BIDU | BUY | $50K–$100K | $100.92 | $104.22 2026-06-26 | +3.3% |
| 2020-04-08 | UPLD | BUY | $15K–$50K | $276.10 | $4.04 2026-06-26 | -98.5% |
| 2020-04-07 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-06 | UPLD | BUY | $15K–$50K | $271.90 | $4.04 2026-06-26 | -98.5% |
| 2020-04-06 | MTSC | SELL | $15K–$50K | — | — | — exit |
| 2020-04-03 | ESI | BUY | $1K–$15K | $7.77 | $45.66 2026-06-26 | +487.6% |
| 2020-04-02 | UPLD | BUY | $50K–$100K | $263.00 | $4.04 2026-06-26 | -98.5% |
| 2020-04-02 | ESI | BUY | $15K–$50K | $8.03 | $45.66 2026-06-26 | +468.6% |
| 2020-04-01 | HAYN | SELL | $15K–$50K | — | — | — exit |
| 2020-04-01 | ESI | BUY | $15K–$50K | $8.09 | $45.66 2026-06-26 | +464.4% |
| 2020-04-01 | ESI | BUY | $1K–$15K | $8.09 | $45.66 2026-06-26 | +464.4% |
| 2020-04-01 | ABEV | BUY | $15K–$50K | $2.25 | $3.23 2026-06-26 | +43.6% |
| 2020-03-31 | UNF | SELL | $50K–$100K | $151.09 | $266.07 2026-06-26 | -76.1% 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. Josh Gottheimer | 73 · AAGIY, ABEV, ADDYY, ADYEY, AIQUY, ALC |
| Hon. James B. Renacci | 64 · ABEV, ALGN, ALRM, ANSS, AOS, ASGN |
| SUSAN M COLLINS | 24 · ALGN, ARCC, AYI, CNSL, CVET, DUK |
| Hon. Gilbert Cisneros | 24 · ALGN, ANSS, BABA, CGNX, CSGP, CVET |
| Hon. Lois Frankel | 23 · AOS, CXW, DEO, DORM, DUK, FAST |
| Thomas H Tuberville | 22 · ALGN, BABA, CHE, DEO, DUK, ECOM |
| Shelley M Capito | 21 · AAGIY, AZN, DEO, DUK, FANUY, GDDY |
| Hon. Lamar Smith | 19 · ALGN, CSGP, FAST, GWRE, HCSG, LIN |
| Thomas R Carper | 18 · AJRD, ARCC, DEO, DUK, FAST, GS |
| Hon. Alan S. Lowenthal | 16 · ALC, ARCC, AZN, BABA, BIDU, CHKP |
| Sheldon Whitehouse | 15 · BABA, CGNX, CHL, DEO, GE, GIS |
| Hon. Kurt Schrader | 14 · ABEV, AMN, BABA, CHL, CTL, ENS |