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 |
|---|---|---|---|---|---|---|
| 2018-02-22 | CBSH | BUY | $1K–$15K | $43.21 | $58.04 2026-08-28 | +34.3% |
| 2018-02-16 | VRSK | BUY | $1K–$15K | $98.79 | $191.77 2026-08-28 | +94.1% |
| 2018-02-16 | MRVL | BUY | $1K–$15K | $22.68 | $216.62 2026-08-28 | +855.1% |
| 2018-02-14 | SAFRY | BUY | $1K–$15K | $27.18 | $99.58 2026-08-28 | +266.4% |
| 2018-02-14 | PNGAY | BUY | $1K–$15K | $21.94 | $14.57 2026-08-28 | -33.6% |
| 2018-02-13 | LOW | BUY | $1K–$15K | $96.06 | $208.05 2026-08-28 | +116.6% |
| 2018-02-13 | AMT | BUY | $1K–$15K | $136.31 | $176.23 2026-08-28 | +29.3% |
| 2018-02-09 | BERY | BUY | $1K–$15K | — | — | — |
| 2018-02-07 | SHPG | BUY | $1K–$15K | $130.42 | $179.20 2019-01-08 | +37.4% |
| 2018-02-07 | SAFRY | BUY | $1K–$15K | $26.55 | $99.58 2026-08-28 | +275.1% |
| 2018-02-07 | PNGAY | BUY | $1K–$15K | $21.40 | $14.57 2026-08-28 | -31.9% |
| 2018-02-07 | MRKAY | BUY | $1K–$15K | — | — | — |
| 2018-02-07 | CIOXY | BUY | $1K–$15K | — | — | — |
| 2018-02-06 | WLYB | SELL | $1K–$15K | $61.90 | $54.18 2026-08-27 | +15.1% rt |
| 2018-02-06 | WLYB | BUY | $1K–$15K | $61.90 | $54.18 2026-08-27 | -12.5% |
| 2018-02-05 | CUB | SELL | $1K–$15K | — | — | — exit |
| 2018-02-05 | CUB | BUY | $1K–$15K | — | — | — |
| 2018-02-01 | AAPL | SELL | $1K–$15K | $41.95 | $319.70 2026-08-28 | +53.1% rt |
| 2018-02-01 | AAPL | BUY | $1K–$15K | $41.95 | $319.70 2026-08-28 | +662.2% |
| 2018-01-24 | RELX | BUY | $1K–$15K | $22.65 | $36.54 2026-08-28 | +61.3% |
| 2018-01-24 | ABBNY | BUY | $1K–$15K | $27.25 | $98.46 2026-08-28 | +261.4% |
| 2018-01-22 | WASYX | BUY | $1K–$15K | $25.38 | $24.37 2026-08-27 | -4.0% |
| 2018-01-22 | OXY | BUY | $1K–$15K | $77.63 | $59.10 2026-08-28 | -23.9% |
| 2018-01-22 | MRO | BUY | $1K–$15K | — | — | — |
| 2018-01-22 | CRC | BUY | $1K–$15K | — | — | — |
| 2018-01-19 | V | BUY | $1K–$15K | $122.70 | $381.60 2026-08-28 | +211.0% |
| 2018-01-19 | AMT | BUY | $1K–$15K | $137.62 | $176.23 2026-08-28 | +28.1% |
| 2018-01-18 | SBH | BUY | $1K–$15K | $18.27 | $16.55 2026-08-28 | -9.4% |
| 2018-01-18 | PDCO | BUY | $1K–$15K | — | — | — |
| 2018-01-18 | MMDY | BUY | $1K–$15K | — | — | — |
| 2018-01-18 | MGP | BUY | $1K–$15K | — | — | — |
| 2018-01-18 | MANH | BUY | $1K–$15K | $52.94 | $223.28 2026-08-28 | +321.8% |
| 2018-01-18 | CLB | BUY | $1K–$15K | $115.30 | $12.36 2026-08-28 | -89.3% |
| 2018-01-18 | CGNX | BUY | $1K–$15K | $68.27 | $60.46 2026-08-28 | -11.4% |
| 2018-01-17 | FANUY | BUY | $1K–$15K | $29.26 | $18.68 2026-08-28 | -36.2% |
| 2018-01-12 | SJB | BUY | $1K–$15K | $23.03 | $15.16 2026-08-28 | -34.2% |
| 2018-01-12 | LQD | BUY | $1K–$15K | $120.83 | $106.35 2026-08-28 | -12.0% |
| 2018-01-12 | GSK | BUY | $1K–$15K | $37.50 | $50.82 2026-08-28 | +35.5% |
| 2018-01-12 | FPE | BUY | $1K–$15K | $20.05 | $17.69 2026-08-28 | -11.8% |
| 2018-01-12 | EMC | BUY | $1K–$15K | — | — | — |
| 2018-01-10 | GSK | BUY | $1K–$15K | $36.40 | $50.82 2026-08-28 | +39.6% |
| 2018-01-09 | GSK | BUY | $1K–$15K | $36.95 | $50.82 2026-08-28 | +37.5% |
| 2017-12-21 | PLD | BUY | $1K–$15K | $63.01 | $140.70 2026-08-28 | +123.3% |
| 2017-12-21 | GXP | BUY | $1K–$15K | $31.93 | $31.99 2018-06-04 | +0.2% |
| 2017-12-21 | CCI | BUY | $1K–$15K | $108.18 | $76.14 2026-08-28 | -29.6% |
| 2017-12-19 | OMCL | BUY | $1K–$15K | $49.95 | $33.08 2026-08-28 | -33.8% |
| 2017-12-19 | NEU | BUY | $1K–$15K | $396.88 | $914.69 2026-08-28 | +130.5% |
| 2017-12-19 | CCK | BUY | $1K–$15K | $56.53 | $118.44 2026-08-28 | +109.5% |
| 2017-12-18 | STE | BUY | $1K–$15K | $89.09 | $233.78 2026-08-28 | +162.4% |
| 2017-12-18 | SHPG | BUY | $1K–$15K | $151.80 | $179.20 2019-01-08 | +18.1% |
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 |