house · trading 2012-04-24 → 2018-12-13
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2018-10-11 | ASH | SELL | $1K–$15K | $75.23 | $73.94 2026-08-27 | -2.4% rt |
| 2018-10-10 | ASH | BUY | $1K–$15K | $77.05 | $73.94 2026-08-27 | -4.0% |
| 2018-09-28 | CGNX | BUY | $1K–$15K | $55.82 | $62.97 2026-08-27 | +12.8% |
| 2018-09-28 | BMTC | BUY | $1K–$15K | — | — | — |
| 2018-09-27 | ULTI | BUY | $1K–$15K | — | — | — |
| 2018-09-27 | PVH | BUY | $1K–$15K | $144.05 | $76.16 2026-08-27 | -47.1% |
| 2018-09-27 | ELU | BUY | $1K–$15K | $22.75 | $25.08 2020-12-18 | +10.2% |
| 2018-09-27 | ANSS | BUY | $1K–$15K | — | — | — |
| 2018-09-26 | WMB | BUY | $1K–$15K | $27.10 | $74.19 2026-08-27 | +173.8% |
| 2018-09-25 | VVHY | BUY | $1K–$15K | — | — | — |
| 2018-09-24 | VVHY | BUY | $1K–$15K | — | — | — |
| 2018-09-21 | SONY | BUY | $1K–$15K | $11.40 | $24.07 2026-08-27 | +111.1% |
| 2018-09-21 | PNGAY | BUY | $1K–$15K | $20.20 | $14.62 2026-08-27 | -27.6% |
| 2018-09-20 | WST | BUY | $1K–$15K | $120.10 | $346.09 2026-08-27 | +188.2% |
| 2018-09-19 | PFE | BUY | $1K–$15K | $41.04 | $28.02 2026-08-27 | -31.7% |
| 2018-09-19 | NVS | BUY | $1K–$15K | $76.08 | $154.65 2026-08-27 | +103.3% |
| 2018-09-14 | QCOM | SELL | $1K–$15K | $75.09 | $164.78 2026-08-27 | +4.4% rt |
| 2018-09-12 | TUR | BUY | $1K–$15K | $20.96 | $40.53 2026-08-27 | +93.4% |
| 2018-08-30 | MGDY | BUY | $1K–$15K | — | — | — |
| 2018-08-29 | FTI | BUY | $1K–$15K | $22.96 | $76.32 2026-08-27 | +232.4% |
| 2018-08-28 | ROEY | BUY | $15K–$50K | — | — | — |
| 2018-08-28 | RCI | BUY | $1K–$15K | $52.91 | $36.44 2026-08-27 | -31.1% |
| 2018-08-28 | QCOM | BUY | $1K–$15K | $69.78 | $164.78 2026-08-27 | +136.1% |
| 2018-08-28 | NRAAY | BUY | $1K–$15K | — | — | — |
| 2018-08-28 | KMTUY | BUY | $1K–$15K | $28.30 | $47.24 2026-08-27 | +66.9% |
| 2018-08-28 | ABNRY | BUY | $1K–$15K | — | — | — |
| 2018-08-27 | VNM | BUY | $1K–$15K | $16.76 | $18.24 2026-08-27 | +8.8% |
| 2018-08-24 | CTTAY | BUY | $1K–$15K | $36.21 | $7.97 2026-08-27 | -78.0% |
| 2018-08-21 | WST | BUY | $1K–$15K | $115.96 | $346.09 2026-08-27 | +198.5% |
| 2018-08-21 | BCPC | BUY | $1K–$15K | $104.18 | $177.86 2026-08-27 | +70.7% |
| 2018-08-20 | VLO | BUY | $1K–$15K | $113.40 | $346.59 2026-08-27 | +205.6% |
| 2018-08-20 | UNP | BUY | $1K–$15K | $150.85 | $307.67 2026-08-27 | +104.0% |
| 2018-08-20 | TPX | BUY | $1K–$15K | — | — | — |
| 2018-08-20 | PBH | BUY | $1K–$15K | $38.90 | $51.21 2026-08-27 | +31.6% |
| 2018-08-20 | LOW | BUY | $1K–$15K | $98.97 | $206.74 2026-08-27 | +108.9% |
| 2018-08-20 | IART | BUY | $1K–$15K | $58.39 | $16.85 2026-08-27 | -71.1% |
| 2018-08-20 | GSK | BUY | $1K–$15K | $41.33 | $50.27 2026-08-27 | +21.6% |
| 2018-08-20 | GPK | BUY | $1K–$15K | $14.31 | $11.33 2026-08-27 | -20.8% |
| 2018-08-20 | COST | BUY | $15K–$50K | $227.35 | $934.66 2026-08-27 | +311.1% |
| 2018-08-20 | BERY | BUY | $1K–$15K | — | — | — |
| 2018-08-20 | BCPC | BUY | $1K–$15K | $103.32 | $177.86 2026-08-27 | +72.1% |
| 2018-08-20 | AMAT | BUY | $1K–$15K | $43.53 | $482.36 2026-08-27 | +1008.1% |
| 2018-08-17 | UNM | BUY | $1K–$15K | $36.00 | $92.45 2026-08-27 | +156.8% |
| 2018-08-17 | CBSH | BUY | $1K–$15K | $53.07 | $58.05 2026-08-27 | +9.4% |
| 2018-08-09 | AES | BUY | $1K–$15K | $13.74 | $14.75 2026-08-27 | +7.3% |
| 2018-07-27 | XYL | BUY | $1K–$15K | $70.19 | $112.65 2026-08-27 | +60.5% |
| 2018-07-27 | TMO | BUY | $1K–$15K | $231.10 | $630.70 2026-08-27 | +172.9% |
| 2018-07-27 | COST | BUY | $1K–$15K | $219.65 | $934.66 2026-08-27 | +325.5% |
| 2018-07-24 | GOOG | BUY | $1K–$15K | $62.40 | $337.71 2026-08-27 | +441.2% |
| 2018-07-24 | CTLT | BUY | $1K–$15K | — | — | — |
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 |
|---|---|
| Alan Armstrong | 149 · AMAT, BAC, BMY, COST, C, CSX |
| Josh Gottheimer | 125 · AMAT, COST, CVX, DLTR, FCX, GD |
| SUSAN M COLLINS | 105 · APC, BAC, BMY, C, CVX, ESRX |
| Thomas H Tuberville | 102 · AMAT, BMY, CSX, CVX, FCX, GD |
| Sheldon Whitehouse | 97 · BAC, BMY, COST, C, CSX, ESRX |
| Lois Frankel | 95 · AMAT, APC, C, ESRX, GD, JPM |
| Rohit Khanna | 94 · AMAT, BAC, C, JPM, MET, MS |
| Gilbert Cisneros | 92 · AMAT, BMY, COST, JPM, MU, PFE |
| K. Michael Conaway | 85 · BAC, BMY, COST, CVX, DLTR, ESRX |
| Shelley M Capito | 82 · BMY, COST, C, CSX, CVX, GD |
| Thomas R Tillis | 82 · BECN, CRZO, CTCT, MDCA, PBH, TUMI |
| Alan S. Lowenthal | 81 · BAC, BMY, COST, C, ESRX, GD |