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 |
|---|---|---|---|---|---|---|
| 2019-10-11 | SNA | BUY | $100K–$250K | $156.46 | $398.36 2026-06-29 | +154.6% |
| 2019-10-11 | SLB | BUY | $15K–$50K | $32.48 | $46.38 2026-06-29 | +42.8% |
| 2019-10-11 | SGSOY | BUY | $100K–$250K | $9.88 | $11.62 2026-06-29 | +17.6% |
| 2019-10-11 | RIO | BUY | $100K–$250K | $52.85 | $94.29 2026-06-29 | +78.4% |
| 2019-10-11 | PS | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | PEGA | BUY | $500K–$1.0M | $37.97 | $30.45 2026-06-29 | -19.8% |
| 2019-10-11 | PAYC | SELL | $1K–$15K | $220.03 | $127.18 2026-06-29 | +113.5% rt |
| 2019-10-11 | NVZMY | BUY | $50K–$100K | $43.49 | $62.38 2026-06-29 | +43.4% |
| 2019-10-11 | MSM | BUY | $250K–$500K | $72.15 | $116.67 2026-06-29 | +61.7% |
| 2019-10-11 | MIDD | SELL | $15K–$50K | $113.28 | $173.02 2026-06-29 | -52.7% exit |
| 2019-10-11 | LUKOY | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | LTHM | BUY | $50K–$100K | — | — | — |
| 2019-10-11 | KUBTY | BUY | $100K–$250K | $75.37 | $84.51 2026-06-29 | +12.1% |
| 2019-10-11 | KMTUY | BUY | $50K–$100K | $22.85 | $39.58 2026-06-29 | +73.2% |
| 2019-10-11 | INFO | SELL | $15K–$50K | — | — | — exit |
| 2019-10-11 | IFNNY | BUY | $250K–$500K | $18.75 | $90.93 2026-06-29 | +385.0% |
| 2019-10-11 | HSBC | BUY | $100K–$250K | $38.20 | $95.08 2026-06-29 | +148.9% |
| 2019-10-11 | HCSG | BUY | $100K–$250K | $24.82 | $24.50 2026-06-29 | -1.3% |
| 2019-10-11 | GLOB | SELL | $1K–$15K | $98.89 | $30.08 2026-06-29 | +131.1% rt |
| 2019-10-11 | FUPBY | BUY | $100K–$250K | $9.27 | $10.93 2026-06-29 | +17.9% |
| 2019-10-11 | FMX | BUY | $50K–$100K | $91.60 | $131.20 2026-06-29 | +43.2% |
| 2019-10-11 | EVH | BUY | $100K–$250K | $6.87 | $5.77 2026-06-29 | -16.0% |
| 2019-10-11 | DORM | BUY | $1K–$15K | $81.12 | $132.56 2026-06-29 | +63.4% |
| 2019-10-11 | DNTUY | BUY | $100K–$250K | $34.01 | $19.43 2026-06-29 | -42.9% |
| 2019-10-11 | CXW | BUY | $50K–$100K | $15.54 | $30.29 2026-06-29 | +94.9% |
| 2019-10-11 | CHL | BUY | $100K–$250K | — | — | — |
| 2019-10-11 | BIDU | BUY | $100K–$250K | $104.66 | $112.18 2026-06-29 | +7.2% |
| 2019-10-11 | BBVA | BUY | $250K–$500K | $5.18 | $24.71 2026-06-29 | +377.0% |
| 2019-10-11 | AMN | BUY | $100K–$250K | $56.02 | $32.38 2026-06-29 | -42.2% |
| 2019-10-11 | AMADY | BUY | $100K–$250K | $73.24 | $58.83 2026-06-29 | -19.7% |
| 2019-10-04 | DASTY | BUY | $15K–$50K | $28.96 | $20.64 2026-06-29 | -28.7% |
| 2019-09-27 | TSM | SELL | $15K–$50K | $45.51 | $455.10 2026-06-29 | +0.2% rt |
| 2019-09-18 | PRO | SELL | $100K–$250K | — | — | — exit |
| 2019-09-06 | RBA | SELL | $100K–$250K | $39.09 | $113.95 2026-06-29 | -191.5% exit |
| 2019-09-06 | PRLB | BUY | $100K–$250K | $99.64 | $79.79 2026-06-29 | -19.9% |
| 2019-09-06 | GDDY | BUY | $50K–$100K | $64.53 | $85.24 2026-06-29 | +32.1% |
| 2019-09-06 | CSGP | SELL | $50K–$100K | $61.60 | $29.32 2026-06-29 | +52.4% exit |
| 2019-08-30 | NSRGY | SELL | $15K–$50K | $112.39 | $104.52 2026-06-29 | +7.0% exit |
| 2019-08-19 | AJRD | SELL | $500K–$1.0M | — | — | — exit |
| 2019-08-14 | AJRD | SELL | $50K–$100K | — | — | — exit |
| 2019-08-13 | RHHBY | BUY | $15K–$50K | $35.23 | $52.58 2026-06-29 | +49.3% |
| 2019-08-13 | PLYA | BUY | $15K–$50K | — | — | — |
| 2019-08-13 | ENS | BUY | $15K–$50K | $57.75 | $224.13 2026-06-29 | +288.1% |
| 2019-07-31 | ENS | BUY | $50K–$100K | $68.11 | $224.13 2026-06-29 | +229.1% |
| 2019-07-31 | APNHY | SELL | $15K–$50K | $6.21 | $9.22 2026-06-29 | -73.1% rt |
| 2019-07-22 | ALRM | BUY | $100K–$250K | $51.51 | $46.30 2026-06-29 | -10.1% |
| 2019-07-11 | TMSNY | SELL | $100K–$250K | $176.76 | $82.65 2026-06-29 | +20.4% rt |
| 2019-07-11 | AMADY | BUY | $100K–$250K | $80.78 | $58.83 2026-06-29 | -27.2% |
| 2019-07-10 | IFNNY | BUY | $50K–$100K | $17.91 | $90.93 2026-06-29 | +407.7% |
| 2019-07-09 | SLB | BUY | $15K–$50K | $40.20 | $46.38 2026-06-29 | +15.4% |
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 |
|---|---|
| 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 |