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 | $37.53 2026-08-27 | +43.2% |
| 2018-12-20 | MNST | SELL | $1K–$15K | $24.61 | $46.70 2026-08-27 | +4.4% rt |
| 2018-12-20 | KO | BUY | $1K–$15K | $47.54 | $89.06 2026-08-27 | +87.3% |
| 2018-12-19 | FB | SELL | $1K–$15K | — | — | — exit |
| 2018-12-19 | EL | BUY | $1K–$15K | $128.54 | $106.21 2026-08-27 | -17.4% |
| 2018-12-19 | CPRT | BUY | $1K–$15K | $11.76 | $32.76 2026-08-27 | +178.6% |
| 2018-12-19 | COST | BUY | $1K–$15K | $201.41 | $934.66 2026-08-27 | +364.1% |
| 2018-11-27 | VRSK | SELL | $1K–$15K | $121.69 | $191.02 2026-08-27 | -57.0% exit |
| 2018-11-27 | SABR | BUY | $1K–$15K | $25.36 | $2.14 2026-08-27 | -91.6% |
| 2018-11-20 | VRSK | SELL | $1K–$15K | $120.27 | $191.02 2026-08-27 | -58.8% exit |
| 2018-11-20 | PGR | SELL | $1K–$15K | $64.38 | $217.65 2026-08-27 | -238.1% exit |
| 2018-11-20 | INGN | BUY | $1K–$15K | $141.57 | $5.51 2026-08-27 | -96.1% |
| 2018-11-14 | MSFT | SELL | $1K–$15K | $104.97 | $505.06 2026-08-27 | +93.0% rt |
| 2018-11-14 | ICE | SELL | $1K–$15K | $78.80 | $161.24 2026-08-27 | +72.0% rt |
| 2018-11-14 | BWXT | BUY | $1K–$15K | $43.86 | $155.85 2026-08-27 | +255.3% |
| 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 | $17.15 2026-08-27 | -33.2% |
| 2018-11-01 | ANET | BUY | $1K–$15K | $15.06 | $201.09 2026-08-27 | +1235.3% |
| 2018-10-31 | ZTS | SELL | $1K–$15K | $90.15 | $75.02 2026-08-27 | +67.5% rt |
| 2018-10-31 | WAB | SELL | $1K–$15K | $82.02 | $297.28 2026-08-27 | +7.5% rt |
| 2018-10-31 | BAH | BUY | $1K–$15K | $49.54 | $74.88 2026-08-27 | +51.1% |
| 2018-10-31 | PX | exchange | $1K–$15K | — | — | — |
| 2018-10-31 | LIN | exchange | $1K–$15K | $165.47 | $485.35 2026-08-27 | +193.3% |
| 2018-10-24 | CPRT | BUY | $1K–$15K | $11.58 | $32.76 2026-08-27 | +182.8% |
| 2018-10-17 | AMZN | BUY | $1K–$15K | $91.59 | $256.26 2026-08-27 | +179.8% |
| 2018-10-11 | ULTA | SELL | $1K–$15K | $267.57 | $540.10 2026-08-27 | +14.8% rt |
| 2018-10-11 | PX | SELL | $1K–$15K | — | — | — exit |
| 2018-10-11 | CPRT | BUY | $1K–$15K | $12.26 | $32.76 2026-08-27 | +167.2% |
| 2018-10-11 | CBLK | SELL | $1K–$15K | — | — | — exit |
| 2018-10-10 | PGR | SELL | $1K–$15K | $68.52 | $217.65 2026-08-27 | +39.9% rt |
| 2018-10-10 | BALL | BUY | $1K–$15K | $43.86 | $63.37 2026-08-27 | +44.5% |
| 2018-10-08 | SHOO | SELL | $1K–$15K | $33.17 | $44.69 2026-08-27 | +45.2% rt |
| 2018-10-08 | CCJ | BUY | $1K–$15K | $12.04 | $106.33 2026-08-27 | +783.1% |
| 2018-10-04 | WTW | BUY | $1K–$15K | $142.67 | $339.58 2026-08-27 | +138.0% |
| 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 | $290.00 2026-08-27 | +87.7% |
| 2018-09-26 | ULTI | SELL | $1K–$15K | — | — | — exit |
| 2018-09-26 | MTN | SELL | $1K–$15K | $288.71 | $144.61 2026-08-27 | +49.9% exit |
| 2018-09-26 | MIDD | BUY | $1K–$15K | $103.64 | $113.61 2026-08-27 | +9.6% |
| 2018-09-26 | LOPE | BUY | $1K–$15K | $111.09 | $150.19 2026-08-27 | +35.2% |
| 2018-09-26 | DLB | BUY | $1K–$15K | $69.29 | $62.41 2026-08-27 | -9.9% |
| 2018-09-26 | CRL | SELL | $1K–$15K | $131.54 | $296.41 2026-08-27 | -125.3% exit |
| 2018-08-30 | ZTS | SELL | $1K–$15K | $89.81 | $75.02 2026-08-27 | +74.7% rt |
| 2018-08-30 | COST | SELL | $1K–$15K | $230.83 | $934.66 2026-08-27 | -304.9% exit |
| 2018-08-30 | BURL | BUY | $1K–$15K | $165.00 | $290.00 2026-08-27 | +75.8% |
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 |
| Alan Armstrong | 40 · AKAM, AMZN, CTSH, GILD, LOW, ICE |
| Josh Gottheimer | 39 · AKAM, AMZN, CTSH, ECL, GILD, LOW |
| SUSAN M COLLINS | 38 · AKAM, AMZN, BWA, ECL, GILD, LOW |
| Thomas H Tuberville | 37 · 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 | 30 · 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 |