house · trading 2019-01-11 → 2026-04-21
*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 |
|---|---|---|---|---|---|---|
| 2020-01-07 | KEY | SELL | $1K–$15K | $19.46 | $23.26 2026-06-26 | -19.5% exit |
| 2020-01-07 | ACIW | BUY | $1K–$15K | $38.56 | $49.26 2026-06-26 | +27.8% |
| 2020-01-06 | RP | BUY | $1K–$15K | — | — | — |
| 2020-01-06 | QSR | BUY | $1K–$15K | $63.11 | $74.34 2026-06-26 | +17.8% |
| 2020-01-06 | KEY | SELL | $1K–$15K | $19.61 | $23.26 2026-06-26 | -18.6% exit |
| 2020-01-06 | FHN | SELL | $1K–$15K | $16.08 | $25.58 2026-06-26 | -59.1% exit |
| 2020-01-06 | COMM | BUY | $1K–$15K | — | — | — |
| 2020-01-06 | BHC | BUY | $1K–$15K | $28.86 | $4.76 2026-06-26 | -83.5% |
| 2019-08-30 | COO | BUY | $1K–$15K | $77.44 | $71.02 2026-06-26 | -8.3% |
| 2019-08-29 | OKE | SELL | $1K–$15K | $70.82 | $89.22 2026-06-26 | +1.5% rt |
| 2019-08-29 | NDAQ | SELL | $1K–$15K | $33.26 | $78.56 2026-06-26 | +11.6% rt |
| 2019-08-29 | FLT | BUY | $1K–$15K | — | — | — |
| 2019-08-29 | CRL | BUY | $1K–$15K | $131.03 | $215.75 2026-06-26 | +64.7% |
| 2019-08-29 | CDK | BUY | $1K–$15K | — | — | — |
| 2019-08-29 | CBRE | SELL | $1K–$15K | $51.63 | $137.40 2026-06-26 | +0.7% rt |
| 2019-08-28 | OKE | SELL | $1K–$15K | $69.53 | $89.22 2026-06-26 | +6.7% rt |
| 2019-08-28 | LKQ | BUY | $1K–$15K | $25.65 | $27.03 2026-06-26 | +5.4% |
| 2019-08-28 | ELAN | BUY | $1K–$15K | $25.78 | $24.57 2026-06-26 | -4.7% |
| 2019-08-21 | ERI | BUY | $1K–$15K | — | — | — |
| 2019-08-19 | ARMK | SELL | $1K–$15K | $29.01 | $56.06 2026-06-26 | -93.2% exit |
| 2019-08-14 | VRSK | BUY | $1K–$15K | $153.09 | $182.18 2026-06-26 | +19.0% |
| 2019-08-14 | PLNT | BUY | $1K–$15K | $69.33 | $52.74 2026-06-26 | -23.9% |
| 2019-08-14 | MGP | SELL | $1K–$15K | — | — | — exit |
| 2019-08-14 | DPZ | BUY | $1K–$15K | $236.20 | $298.18 2026-06-26 | +26.2% |
| 2019-08-14 | COLD | BUY | $1K–$15K | $34.99 | $15.97 2026-06-26 | -54.4% |
| 2019-08-14 | CNC | SELL | $1K–$15K | $47.78 | $65.73 2026-06-26 | -37.6% exit |
| 2019-08-14 | CDK | BUY | $1K–$15K | — | — | — |
| 2019-08-14 | BFAM | BUY | $1K–$15K | $156.22 | $70.14 2026-06-26 | -55.1% |
| 2019-08-14 | AWK | BUY | $1K–$15K | $121.20 | $132.68 2026-06-26 | +9.5% |
| 2019-08-08 | STZ | BUY | $1K–$15K | $193.26 | $146.30 2026-06-26 | -24.3% |
| 2019-08-07 | WH | BUY | $1K–$15K | $53.61 | $87.37 2026-06-26 | +63.0% |
| 2019-08-07 | USFD | BUY | $1K–$15K | $38.75 | $98.31 2026-06-26 | +153.7% |
| 2019-08-07 | STAY | SELL | $1K–$15K | — | — | — exit |
| 2019-08-07 | RHP | BUY | $1K–$15K | $75.43 | $132.13 2026-06-26 | +75.2% |
| 2019-08-07 | PLNT | BUY | $1K–$15K | $72.25 | $52.74 2026-06-26 | -27.0% |
| 2019-08-07 | LSXMK | BUY | $1K–$15K | — | — | — |
| 2019-08-07 | KAR | SELL | $1K–$15K | — | — | — exit |
| 2019-08-07 | IAA | SELL | $1K–$15K | — | — | — exit |
| 2019-08-07 | COT | SELL | $1K–$15K | — | — | — exit |
| 2019-08-07 | BALL | BUY | $1K–$15K | — | — | — |
| 2019-08-07 | AVTR | BUY | $1K–$15K | $16.69 | $10.28 2026-06-26 | -38.4% |
| 2019-07-31 | WCN | SELL | $1K–$15K | $90.72 | $167.90 2026-06-26 | +8.2% rt |
| 2019-07-31 | RSG | BUY | $1K–$15K | $88.65 | $216.39 2026-06-26 | +144.1% |
| 2019-07-31 | EHC | SELL | $1K–$15K | $50.79 | $101.33 2026-06-26 | -99.5% exit |
| 2019-07-25 | PTC | SELL | $1K–$15K | $72.90 | $115.72 2026-06-26 | -58.7% exit |
| 2019-07-25 | LKQ | BUY | $1K–$15K | $27.58 | $27.03 2026-06-26 | -2.0% |
| 2019-07-23 | CHNG | BUY | $1K–$15K | — | — | — |
| 2019-07-23 | AVTR | BUY | $1K–$15K | $18.44 | $10.28 2026-06-26 | -44.3% |
| 2019-07-19 | CHNG | SELL | $1K–$15K | — | — | — exit |
| 2019-07-19 | AVTR | SELL | $1K–$15K | $18.41 | $10.28 2026-06-26 | +8.3% 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 | 54 · ADSW, ATR, BAC, BAX, BERY, BFAM |
| Hon. Lois Frankel | 34 · BAH, BAX, BIO, BSX, CCK, CDK |
| Hon. Alan S. Lowenthal | 28 · BAC, BKI, BSX, CCI, CCK, CDW |
| Thomas H Tuberville | 27 · AWK, BIO, CARR, CCL, CPRT, CTAS |
| Hon. Rohit Khanna | 27 · BAC, BALL, BLDR, CBRE, CHTR, CNC |
| Hon. Dean Phillips | 27 · BALL, BAX, BSX, CTL, CTXS, DG |
| Hon. Lamar Smith | 26 · BAH, BALL, CPRT, CRL, CSGP, DG |
| Hon. Josh Gottheimer | 25 · ALLY, AZO, BSX, CCI, CCL, CHDN |
| Thomas R Carper | 24 · ACIW, BAH, BAX, BP, CAG, DELL |
| Hon. Kurt Schrader | 23 · AWK, BAC, BALL, BAX, BIO, CDW |
| Hon. David B. McKinley | 21 · AJG, ATR, AZO, CACI, CCL, CNC |
| Susan M Collins | 21 · AJG, AWK, BAC, CARR, DHR, ECL |