house · trading 2014-12-02 → 2019-01-02
*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 |
|---|---|---|---|---|---|---|
| 2019-01-02 | PTLA | BUY | $1K–$15K | — | — | — |
| 2018-12-21 | G | BUY | $1K–$15K | $26.20 | $30.48 2026-07-13 | +16.3% |
| 2018-12-20 | MNST | SELL | $1K–$15K | $24.61 | $97.07 2026-07-13 | +4.4% rt |
| 2018-12-20 | KO | BUY | $1K–$15K | $47.54 | $84.25 2026-07-13 | +77.2% |
| 2018-12-19 | FB | SELL | $1K–$15K | — | — | — exit |
| 2018-12-19 | EL | BUY | $1K–$15K | $128.54 | $81.15 2026-07-13 | -36.9% |
| 2018-12-19 | CPRT | BUY | $1K–$15K | $11.76 | $27.45 2026-07-13 | +133.4% |
| 2018-12-19 | COST | BUY | $1K–$15K | $201.41 | $926.43 2026-07-13 | +360.0% |
| 2018-11-27 | VRSK | SELL | $1K–$15K | $121.69 | $193.73 2026-07-13 | -59.2% exit |
| 2018-11-27 | SABR | BUY | $1K–$15K | $25.36 | $1.76 2026-07-13 | -93.1% |
| 2018-11-20 | VRSK | SELL | $1K–$15K | $120.27 | $193.73 2026-07-13 | -61.1% exit |
| 2018-11-20 | PGR | SELL | $1K–$15K | $64.38 | $234.48 2026-07-13 | -264.2% exit |
| 2018-11-20 | INGN | BUY | $1K–$15K | $141.57 | $6.54 2026-07-13 | -95.4% |
| 2018-11-14 | MSFT | SELL | $1K–$15K | $104.97 | $390.99 2026-07-13 | +93.0% rt |
| 2018-11-14 | ICE | SELL | $1K–$15K | $78.80 | $137.67 2026-07-13 | +72.0% rt |
| 2018-11-14 | BWXT | BUY | $1K–$15K | $43.86 | $177.14 2026-07-13 | +303.9% |
| 2018-11-13 | FB | SELL | $1K–$15K | — | — | — exit |
| 2018-11-06 | ATVI | BUY | $1K–$15K | — | — | — |
| 2018-11-01 | ULTI | SELL | $1K–$15K | — | — | — exit |
| 2018-11-01 | LXFR | BUY | $1K–$15K | $25.66 | $17.04 2026-07-13 | -33.6% |
| 2018-11-01 | ANET | BUY | $1K–$15K | $15.06 | $181.15 2026-07-13 | +1102.9% |
| 2018-10-31 | ZTS | SELL | $1K–$15K | $90.15 | $75.39 2026-07-13 | +67.5% rt |
| 2018-10-31 | WAB | SELL | $1K–$15K | $82.02 | $260.86 2026-07-13 | +7.5% rt |
| 2018-10-31 | BAH | BUY | $1K–$15K | $49.54 | $64.80 2026-07-13 | +30.8% |
| 2018-10-31 | PX | exchange | $1K–$15K | — | — | — |
| 2018-10-31 | LIN | exchange | $1K–$15K | $165.47 | $524.06 2026-07-13 | +216.7% |
| 2018-10-24 | CPRT | BUY | $1K–$15K | $11.58 | $27.45 2026-07-13 | +137.0% |
| 2018-10-17 | AMZN | BUY | $1K–$15K | $91.59 | $247.31 2026-07-13 | +170.0% |
| 2018-10-11 | ULTA | SELL | $1K–$15K | $267.57 | $473.33 2026-07-13 | +14.8% rt |
| 2018-10-11 | PX | SELL | $1K–$15K | — | — | — exit |
| 2018-10-11 | CPRT | BUY | $1K–$15K | $12.26 | $27.45 2026-07-13 | +123.8% |
| 2018-10-11 | CBLK | SELL | $1K–$15K | — | — | — exit |
| 2018-10-10 | PGR | SELL | $1K–$15K | $68.52 | $234.48 2026-07-13 | +39.9% rt |
| 2018-10-10 | BALL | BUY | $1K–$15K | $43.86 | $61.30 2026-07-13 | +39.8% |
| 2018-10-08 | SHOO | SELL | $1K–$15K | $33.17 | $42.36 2026-07-13 | +45.2% rt |
| 2018-10-08 | CCJ | BUY | $1K–$15K | $12.04 | $90.20 2026-07-13 | +649.2% |
| 2018-10-04 | WTW | BUY | $1K–$15K | $142.67 | $295.55 2026-07-13 | +107.2% |
| 2018-10-03 | SIX | SELL | $1K–$15K | — | — | — exit |
| 2018-10-03 | PTLA | BUY | $1K–$15K | — | — | — |
| 2018-10-02 | SIX | SELL | $1K–$15K | — | — | — exit |
| 2018-10-02 | BURL | BUY | $1K–$15K | $154.54 | $327.59 2026-07-13 | +112.0% |
| 2018-09-26 | ULTI | SELL | $1K–$15K | — | — | — exit |
| 2018-09-26 | MTN | SELL | $1K–$15K | $288.71 | $151.47 2026-07-13 | +47.5% exit |
| 2018-09-26 | MIDD | BUY | $1K–$15K | $103.64 | $134.92 2026-07-13 | +30.2% |
| 2018-09-26 | LOPE | BUY | $1K–$15K | $111.09 | $153.37 2026-07-13 | +38.1% |
| 2018-09-26 | DLB | BUY | $1K–$15K | $69.29 | $49.36 2026-07-13 | -28.8% |
| 2018-09-26 | CRL | SELL | $1K–$15K | $131.54 | $229.75 2026-07-13 | -74.7% exit |
| 2018-08-30 | ZTS | SELL | $1K–$15K | $89.81 | $75.39 2026-07-13 | +74.7% rt |
| 2018-08-30 | COST | SELL | $1K–$15K | $230.83 | $926.43 2026-07-13 | -301.4% exit |
| 2018-08-30 | BURL | BUY | $1K–$15K | $165.00 | $327.59 2026-07-13 | +98.5% |
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 |
|---|---|
| James B. Renacci | 66 · AKAM, AMZN, BWA, CTSH, ECL, GILD |
| Josh Gottheimer | 39 · AKAM, AMZN, CTSH, ECL, GILD, LOW |
| SUSAN M COLLINS | 38 · AKAM, AMZN, BWA, ECL, GILD, LOW |
| Thomas H Tuberville | 36 · GILD, DG, ALGN, QCOM, ADBE, MCO |
| Gilbert Cisneros | 32 · AKAM, AMZN, TCBI, DG, ALGN, BKNG |
| Sheldon Whitehouse | 31 · AKAM, AMZN, GILD, LOW, CERN, QCOM |
| Rohit Khanna | 29 · AMZN, CTSH, LOW, ALGN, BKNG, ADBE |
| John A. Yarmuth | 28 · AMZN, ECL, GILD, LOW, PXD, ICE |
| Alan S. Lowenthal | 27 · AMZN, BWA, ECL, MRKT, ICE, BKNG |
| Lois Frankel | 27 · CTSH, LOW, PXD, DG, COL, CTRX |
| Shelley M Capito | 27 · AMZN, GILD, LOW, CERN, ICE, QCOM |
| K. Michael Conaway | 26 · AMZN, GILD, PCP, CERN, SLH, DG |