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 |
|---|---|---|---|---|---|---|
| 2018-08-16 | BWXT | BUY | $1K–$15K | $63.27 | $177.14 2026-07-13 | +180.0% |
| 2018-08-10 | GOOG | SELL | $1K–$15K | $61.88 | $350.67 2026-07-13 | -466.7% exit |
| 2018-08-10 | GOOGL | BUY | $1K–$15K | $62.63 | $352.51 2026-07-13 | +462.9% |
| 2018-08-08 | TFX | BUY | $1K–$15K | $232.62 | $136.40 2026-07-13 | -41.4% |
| 2018-08-08 | MXL | BUY | $1K–$15K | $17.67 | $89.30 2026-07-13 | +405.4% |
| 2018-08-08 | DLB | BUY | $1K–$15K | $65.45 | $49.36 2026-07-13 | -24.6% |
| 2018-08-01 | AKAM | SELL | $1K–$15K | $71.63 | $125.13 2026-07-13 | -4.6% rt |
| 2018-07-31 | VRSK | SELL | $1K–$15K | $110.62 | $193.73 2026-07-13 | +33.0% rt |
| 2018-07-31 | VRSK | SELL | $1K–$15K | $110.62 | $193.73 2026-07-13 | +38.2% rt |
| 2018-07-27 | MIDD | BUY | $1K–$15K | $81.91 | $134.92 2026-07-13 | +64.7% |
| 2018-07-27 | FB | SELL | $1K–$15K | — | — | — exit |
| 2018-07-26 | ULTI | SELL | $1K–$15K | — | — | — exit |
| 2018-07-26 | MA | SELL | $1K–$15K | $207.37 | $537.70 2026-07-13 | -159.3% exit |
| 2018-07-26 | KO | BUY | $1K–$15K | $46.24 | $84.25 2026-07-13 | +82.2% |
| 2018-07-26 | CRL | SELL | $1K–$15K | $124.64 | $229.75 2026-07-13 | +15.8% rt |
| 2018-07-26 | AMZN | SELL | $1K–$15K | $90.40 | $247.31 2026-07-13 | +89.8% rt |
| 2018-07-24 | RTX | BUY | $1K–$15K | $84.48 | $196.39 2026-07-13 | +132.5% |
| 2018-07-17 | MTN | SELL | $1K–$15K | $290.38 | $151.47 2026-07-13 | +77.3% rt |
| 2018-07-17 | DPZ | SELL | $1K–$15K | $282.04 | $309.85 2026-07-13 | +40.3% rt |
| 2018-07-10 | PSTG | BUY | $1K–$15K | — | — | — |
| 2018-07-02 | GWRE | SELL | $1K–$15K | $89.20 | $140.31 2026-07-13 | -57.3% exit |
| 2018-06-29 | HGV | BUY | $1K–$15K | $34.70 | $49.67 2026-07-13 | +43.1% |
| 2018-06-28 | CSGP | SELL | $1K–$15K | $41.53 | $28.77 2026-07-13 | +54.8% rt |
| 2018-06-22 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2018-06-05 | SABR | BUY | $1K–$15K | $24.65 | $1.76 2026-07-13 | -92.9% |
| 2018-06-05 | AGN | SELL | $1K–$15K | — | — | — exit |
| 2018-06-04 | ZTS | SELL | $1K–$15K | $85.39 | $75.39 2026-07-13 | +98.8% rt |
| 2018-06-04 | ECPG | BUY | $1K–$15K | $40.20 | $90.91 2026-07-13 | +126.1% |
| 2018-06-04 | CARS | BUY | $1K–$15K | $26.29 | $11.10 2026-07-13 | -57.8% |
| 2018-06-01 | WAB | SELL | $1K–$15K | $99.91 | $260.86 2026-07-13 | +13.5% rt |
| 2018-06-01 | EWBC | SELL | $1K–$15K | $71.13 | $131.41 2026-07-13 | +29.8% rt |
| 2018-05-31 | PGR | SELL | $1K–$15K | $62.09 | $234.48 2026-07-13 | +38.9% rt |
| 2018-05-25 | PSTG | BUY | $1K–$15K | — | — | — |
| 2018-05-16 | PGR | SELL | $1K–$15K | $61.61 | $234.48 2026-07-13 | +49.9% rt |
| 2018-05-16 | A | BUY | $1K–$15K | $61.94 | $134.04 2026-07-13 | +116.4% |
| 2018-05-09 | HGV | BUY | $1K–$15K | $40.05 | $49.67 2026-07-13 | +24.0% |
| 2018-05-08 | MIK | SELL | $1K–$15K | — | — | — exit |
| 2018-05-08 | GOOGL | BUY | $1K–$15K | $52.93 | $352.51 2026-07-13 | +566.0% |
| 2018-05-08 | CBLK | BUY | $1K–$15K | — | — | — |
| 2018-05-07 | YELP | SELL | $1K–$15K | $46.88 | $26.36 2026-07-13 | +43.8% exit |
| 2018-05-01 | AKAM | BUY | $1K–$15K | $70.84 | $125.13 2026-07-13 | +76.6% |
| 2018-04-30 | WST | BUY | $1K–$15K | $88.21 | $359.70 2026-07-13 | +307.8% |
| 2018-04-27 | PX | BUY | $1K–$15K | — | — | — |
| 2018-04-26 | YELP | SELL | $1K–$15K | $44.65 | $26.36 2026-07-13 | +0.6% rt |
| 2018-04-26 | UNP | SELL | $1K–$15K | $132.18 | $289.13 2026-07-13 | -118.7% exit |
| 2018-04-23 | UNP | SELL | $1K–$15K | $136.03 | $289.13 2026-07-13 | +42.6% rt |
| 2018-04-23 | SYK | BUY | $1K–$15K | $166.78 | $331.45 2026-07-13 | +98.7% |
| 2018-04-23 | AKAM | BUY | $1K–$15K | $71.67 | $125.13 2026-07-13 | +74.6% |
| 2018-04-20 | ALGN | SELL | $1K–$15K | $247.07 | $180.59 2026-07-13 | +26.9% exit |
| 2018-04-13 | SYK | BUY | $1K–$15K | $158.35 | $331.45 2026-07-13 | +109.3% |
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 |