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 |
|---|---|---|---|---|---|---|
| 2018-04-13 | DHR | SELL | $1K–$15K | $87.98 | $200.16 2026-07-13 | +50.4% rt |
| 2018-04-13 | A | BUY | $1K–$15K | $67.21 | $134.04 2026-07-13 | +99.4% |
| 2018-04-12 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2018-04-06 | CDXS | BUY | $1K–$15K | $10.40 | $2.25 2026-07-13 | -78.4% |
| 2018-04-02 | ACXM | SELL | $1K–$15K | — | — | — exit |
| 2018-03-29 | HCSG | BUY | $1K–$15K | $43.48 | $24.04 2026-07-13 | -44.7% |
| 2018-03-28 | ULTA | BUY | $1K–$15K | $205.11 | $473.33 2026-07-13 | +130.8% |
| 2018-03-21 | HCSG | BUY | $1K–$15K | $44.74 | $24.04 2026-07-13 | -46.3% |
| 2018-03-20 | BMY | SELL | $1K–$15K | $66.43 | $59.34 2026-07-13 | +10.7% exit |
| 2018-03-19 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2018-03-13 | DNB | SELL | $1K–$15K | — | — | — exit |
| 2018-03-08 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2018-03-08 | PGR | SELL | $1K–$15K | $59.02 | $234.48 2026-07-13 | +49.2% rt |
| 2018-03-08 | MA | SELL | $1K–$15K | $179.25 | $537.70 2026-07-13 | -200.0% exit |
| 2018-03-08 | AKAM | BUY | $1K–$15K | $75.08 | $125.13 2026-07-13 | +66.7% |
| 2018-03-06 | MNST | BUY | $1K–$15K | $27.84 | $97.07 2026-07-13 | +248.7% |
| 2018-03-01 | FAST | SELL | $1K–$15K | $13.45 | $47.05 2026-07-13 | +38.1% rt |
| 2018-02-28 | ROG | BUY | $1K–$15K | $137.32 | $134.83 2026-07-13 | -1.8% |
| 2018-02-22 | ULTA | BUY | $1K–$15K | $204.05 | $473.33 2026-07-13 | +132.0% |
| 2018-02-14 | PX | BUY | $1K–$15K | — | — | — |
| 2018-02-13 | CSRA | SELL | $1K–$15K | $40.58 | $41.23 2018-04-03 | -1.6% exit |
| 2018-02-13 | CRL | BUY | $1K–$15K | $107.66 | $229.75 2026-07-13 | +113.4% |
| 2018-02-12 | BMRN | SELL | $1K–$15K | $83.28 | $59.20 2026-07-13 | +28.9% exit |
| 2018-02-08 | CPRT | BUY | $1K–$15K | $10.19 | $27.45 2026-07-13 | +169.4% |
| 2018-02-08 | AMG | SELL | $1K–$15K | $179.11 | $359.78 2026-07-13 | -0.2% rt |
| 2018-02-07 | PX | BUY | $1K–$15K | — | — | — |
| 2018-02-07 | BALL | BUY | $1K–$15K | $39.33 | $61.30 2026-07-13 | +55.9% |
| 2018-02-02 | ROG | BUY | $1K–$15K | $161.42 | $134.83 2026-07-13 | -16.5% |
| 2018-02-02 | KMX | SELL | $1K–$15K | $68.75 | $54.87 2026-07-13 | +21.3% rt |
| 2018-01-31 | PX | BUY | $1K–$15K | — | — | — |
| 2018-01-31 | PSTG | BUY | $1K–$15K | — | — | — |
| 2018-01-31 | FB | SELL | $1K–$15K | — | — | — exit |
| 2018-01-26 | PX | BUY | $1K–$15K | — | — | — |
| 2018-01-26 | NWL | SELL | $1K–$15K | $25.33 | $5.14 2026-07-13 | +79.7% exit |
| 2018-01-25 | BWXT | BUY | $1K–$15K | $64.02 | $177.14 2026-07-13 | +176.7% |
| 2018-01-23 | SBUX | SELL | $1K–$15K | $61.69 | $107.34 2026-07-13 | +13.9% rt |
| 2018-01-18 | WST | BUY | $1K–$15K | $98.59 | $359.70 2026-07-13 | +264.8% |
| 2018-01-16 | WP | exchange | $1K–$15K | — | — | — |
| 2018-01-16 | VNTV | exchange | $1K–$15K | — | — | — |
| 2018-01-12 | MIK | SELL | $1K–$15K | — | — | — exit |
| 2018-01-11 | ULTA | BUY | $1K–$15K | $233.15 | $473.33 2026-07-13 | +103.0% |
| 2018-01-11 | TXN | SELL | $1K–$15K | $110.67 | $298.57 2026-07-13 | -169.8% exit |
| 2018-01-11 | FAST | SELL | $1K–$15K | $13.77 | $47.05 2026-07-13 | +31.1% rt |
| 2017-12-21 | GOOG | SELL | $1K–$15K | $53.18 | $350.67 2026-07-13 | -559.4% exit |
| 2017-12-21 | GOOGL | BUY | $1K–$15K | $53.54 | $352.51 2026-07-13 | +558.4% |
| 2017-12-20 | TFX | BUY | $1K–$15K | $255.77 | $136.40 2026-07-13 | -46.7% |
| 2017-12-06 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2017-12-06 | MNST | SELL | $1K–$15K | $31.64 | $97.07 2026-07-13 | +44.1% rt |
| 2017-12-06 | MA | SELL | $1K–$15K | $147.42 | $537.70 2026-07-13 | +31.6% rt |
| 2017-12-06 | ALGN | SELL | $1K–$15K | $233.01 | $180.59 2026-07-13 | +22.5% exit |
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 |