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 |
|---|---|---|---|---|---|---|
| 2018-05-21 | WMB | BUY | $1K–$15K | $27.62 | $73.73 2026-08-28 | +166.9% |
| 2018-05-21 | ORTEA | BUY | $1K–$15K | — | — | — |
| 2018-05-18 | WMB | BUY | $1K–$15K | $27.80 | $73.73 2026-08-28 | +165.2% |
| 2018-05-17 | CABGY | BUY | $1K–$15K | $22.18 | $27.57 2026-08-28 | +24.3% |
| 2018-05-16 | UN | BUY | $1K–$15K | — | — | — |
| 2018-05-16 | TCEHY | BUY | $1K–$15K | $53.80 | $57.96 2026-08-28 | +7.7% |
| 2018-05-15 | OLLI | BUY | $1K–$15K | $68.35 | $72.42 2026-08-28 | +6.0% |
| 2018-05-15 | LKQ | BUY | $1K–$15K | $30.32 | $25.53 2026-08-28 | -15.8% |
| 2018-05-15 | BURL | BUY | $1K–$15K | $139.84 | $272.95 2026-08-28 | +95.2% |
| 2018-05-14 | MOT | BUY | $1K–$15K | — | — | — |
| 2018-05-11 | QRTEA | BUY | $1K–$15K | — | — | — |
| 2018-05-11 | BDS | BUY | $1K–$15K | $0.03 | $0.03 2013-07-03 | 0.0% |
| 2018-05-10 | V | BUY | $1K–$15K | $131.00 | $381.60 2026-08-28 | +191.3% |
| 2018-05-10 | VLO | BUY | $1K–$15K | $114.49 | $352.36 2026-08-28 | +207.8% |
| 2018-05-10 | RMAX | BUY | $1K–$15K | $53.35 | $11.10 2026-07-17 | -79.2% |
| 2018-05-10 | NEE | BUY | $1K–$15K | $40.06 | $81.84 2026-08-28 | +104.3% |
| 2018-05-10 | MA | BUY | $1K–$15K | $193.05 | $595.30 2026-08-28 | +208.4% |
| 2018-05-10 | HD | BUY | $1K–$15K | $187.16 | $330.19 2026-08-28 | +76.4% |
| 2018-05-10 | CNK | BUY | $1K–$15K | $37.04 | $35.99 2026-08-28 | -2.8% |
| 2018-05-10 | BMI | BUY | $1K–$15K | $44.00 | $135.61 2026-08-28 | +208.2% |
| 2018-05-10 | AON | BUY | $1K–$15K | $144.24 | $355.40 2026-08-28 | +146.4% |
| 2018-05-10 | ACN | BUY | $1K–$15K | $156.54 | $189.61 2026-08-28 | +21.1% |
| 2018-05-09 | KHOLY | BUY | $1K–$15K | $15.45 | $22.45 2026-08-28 | +45.3% |
| 2018-05-08 | JNPR | BUY | $1K–$15K | — | — | — |
| 2018-05-08 | BMY | BUY | $1K–$15K | $50.53 | $66.58 2026-08-28 | +31.8% |
| 2018-05-07 | BMY | BUY | $1K–$15K | $51.32 | $66.58 2026-08-28 | +29.7% |
| 2018-05-04 | QCOM | BUY | $1K–$15K | $52.49 | $164.19 2026-08-28 | +212.8% |
| 2018-05-04 | LOW | BUY | $1K–$15K | $84.23 | $208.05 2026-08-28 | +147.0% |
| 2018-05-04 | HUM | BUY | $1K–$15K | $287.39 | $385.54 2026-08-28 | +34.1% |
| 2018-05-04 | ESRX | BUY | $1K–$15K | $70.22 | $92.33 2018-12-21 | +31.5% |
| 2018-05-04 | CVS | BUY | $15K–$50K | $63.10 | $93.06 2026-08-28 | +47.5% |
| 2018-05-04 | CCI | BUY | $1K–$15K | $103.31 | $76.14 2026-08-28 | -26.3% |
| 2018-05-04 | AIG | BUY | $1K–$15K | $52.84 | $76.93 2026-08-28 | +45.6% |
| 2018-05-03 | VRSK | BUY | $1K–$15K | $100.61 | $191.77 2026-08-28 | +90.6% |
| 2018-05-03 | BERY | BUY | $1K–$15K | — | — | — |
| 2018-05-01 | HLI | BUY | $1K–$15K | $44.96 | $133.02 2026-08-28 | +195.9% |
| 2018-04-30 | OHI | SELL | $1K–$15K | $25.98 | $45.99 2026-08-28 | -77.0% exit |
| 2018-04-30 | V | BUY | $1K–$15K | $126.88 | $381.60 2026-08-28 | +200.8% |
| 2018-04-30 | MSFT | BUY | $1K–$15K | $93.52 | $513.53 2026-08-28 | +449.1% |
| 2018-04-30 | DHR | BUY | $1K–$15K | $88.94 | $216.07 2026-08-28 | +142.9% |
| 2018-04-30 | CPF | BUY | $1K–$15K | $29.08 | $37.83 2026-08-28 | +30.1% |
| 2018-04-23 | V | SELL | $1K–$15K | $124.46 | $381.60 2026-08-28 | +83.8% rt |
| 2018-04-23 | MSFT | SELL | $1K–$15K | $95.35 | $513.53 2026-08-28 | +70.9% rt |
| 2018-04-23 | MKTAY | BUY | $1K–$15K | $43.65 | $33.23 2026-08-28 | -23.9% |
| 2018-04-23 | MKTAY | BUY | $1K–$15K | $43.65 | $33.23 2026-08-28 | -23.9% |
| 2018-04-23 | CTTAY | BUY | $1K–$15K | $54.41 | $8.03 2026-08-28 | -85.2% |
| 2018-04-19 | CTKAY | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | STO | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | KPCAY | BUY | $1K–$15K | — | — | — |
| 2018-04-17 | STO | 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 |