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 | $215.68 2026-08-27 | +50.4% rt |
| 2018-04-13 | A | BUY | $1K–$15K | $67.21 | $157.69 2026-08-27 | +134.6% |
| 2018-04-12 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2018-04-06 | CDXS | BUY | $1K–$15K | $10.40 | $1.66 2026-08-27 | -84.0% |
| 2018-04-02 | ACXM | SELL | $1K–$15K | — | — | — exit |
| 2018-03-29 | HCSG | BUY | $1K–$15K | $43.48 | $22.94 2026-08-27 | -47.2% |
| 2018-03-28 | ULTA | BUY | $1K–$15K | $205.11 | $540.10 2026-08-27 | +163.3% |
| 2018-03-21 | HCSG | BUY | $1K–$15K | $44.74 | $22.94 2026-08-27 | -48.7% |
| 2018-03-20 | BMY | SELL | $1K–$15K | $66.43 | $66.95 2026-08-27 | -0.8% 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 | $217.65 2026-08-27 | +49.2% rt |
| 2018-03-08 | MA | SELL | $1K–$15K | $179.25 | $591.73 2026-08-27 | -230.1% exit |
| 2018-03-08 | AKAM | BUY | $1K–$15K | $75.08 | $111.24 2026-08-27 | +48.2% |
| 2018-03-06 | MNST | BUY | $1K–$15K | $27.84 | $46.70 2026-08-27 | +67.8% |
| 2018-03-01 | FAST | SELL | $1K–$15K | $13.45 | $51.13 2026-08-27 | +38.1% rt |
| 2018-02-28 | ROG | BUY | $1K–$15K | $137.32 | $129.33 2026-08-27 | -5.8% |
| 2018-02-22 | ULTA | BUY | $1K–$15K | $204.05 | $540.10 2026-08-27 | +164.7% |
| 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 | $296.41 2026-08-27 | +175.3% |
| 2018-02-12 | BMRN | SELL | $1K–$15K | $83.28 | $65.29 2026-08-27 | +21.6% exit |
| 2018-02-08 | CPRT | BUY | $1K–$15K | $10.19 | $32.76 2026-08-27 | +221.6% |
| 2018-02-08 | AMG | SELL | $1K–$15K | $179.11 | $370.48 2026-08-27 | -0.2% rt |
| 2018-02-07 | PX | BUY | $1K–$15K | — | — | — |
| 2018-02-07 | BALL | BUY | $1K–$15K | $39.33 | $63.37 2026-08-27 | +61.1% |
| 2018-02-02 | ROG | BUY | $1K–$15K | $161.42 | $129.33 2026-08-27 | -19.9% |
| 2018-02-02 | KMX | SELL | $1K–$15K | $68.75 | $62.64 2026-08-27 | +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 | $5.88 2026-08-27 | +76.8% exit |
| 2018-01-25 | BWXT | BUY | $1K–$15K | $64.02 | $155.85 2026-08-27 | +143.4% |
| 2018-01-23 | SBUX | SELL | $1K–$15K | $61.69 | $107.26 2026-08-27 | +13.9% rt |
| 2018-01-18 | WST | BUY | $1K–$15K | $98.59 | $346.09 2026-08-27 | +251.0% |
| 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 | $540.10 2026-08-27 | +131.7% |
| 2018-01-11 | TXN | SELL | $1K–$15K | $110.67 | $266.54 2026-08-27 | -140.8% exit |
| 2018-01-11 | FAST | SELL | $1K–$15K | $13.77 | $51.13 2026-08-27 | +31.1% rt |
| 2017-12-21 | GOOG | SELL | $1K–$15K | $53.18 | $337.71 2026-08-27 | -535.0% exit |
| 2017-12-21 | GOOGL | BUY | $1K–$15K | $53.54 | $340.65 2026-08-27 | +536.2% |
| 2017-12-20 | TFX | BUY | $1K–$15K | $255.77 | $137.71 2026-08-27 | -46.2% |
| 2017-12-06 | RHT | SELL | $1K–$15K | — | — | — exit |
| 2017-12-06 | MNST | SELL | $1K–$15K | $31.64 | $46.70 2026-08-27 | +44.1% rt |
| 2017-12-06 | MA | SELL | $1K–$15K | $147.42 | $591.73 2026-08-27 | +31.6% rt |
| 2017-12-06 | ALGN | SELL | $1K–$15K | $233.01 | $158.84 2026-08-27 | +31.8% 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 |
| 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 |