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 |
|---|---|---|---|---|---|---|
| 2017-12-01 | LGND | BUY | $1K–$15K | $81.45 | $309.25 2026-07-13 | +279.7% |
| 2017-11-15 | ALGN | SELL | $1K–$15K | $249.19 | $180.59 2026-07-13 | +27.5% exit |
| 2017-11-08 | SHPG | SELL | $1K–$15K | $141.31 | $179.20 2019-01-08 | -44.6% rt |
| 2017-11-08 | LYV | BUY | $1K–$15K | $45.45 | $183.25 2026-07-13 | +303.2% |
| 2017-11-01 | EW | SELL | $1K–$15K | $33.94 | $91.79 2026-07-13 | -170.4% exit |
| 2017-11-01 | EL | BUY | $1K–$15K | $122.12 | $81.15 2026-07-13 | -33.5% |
| 2017-10-31 | SBUX | SELL | $1K–$15K | $54.84 | $107.34 2026-07-13 | -0.0% rt |
| 2017-10-31 | EWBC | BUY | $1K–$15K | $59.84 | $131.41 2026-07-13 | +119.6% |
| 2017-10-30 | SBNY | SELL | $1K–$15K | — | — | — exit |
| 2017-10-27 | WAB | BUY | $1K–$15K | $76.27 | $260.86 2026-07-13 | +242.0% |
| 2017-10-26 | SLB | SELL | $1K–$15K | $63.37 | $47.36 2026-07-13 | +25.3% exit |
| 2017-10-25 | MIDD | BUY | $1K–$15K | $93.13 | $134.92 2026-07-13 | +44.9% |
| 2017-10-23 | WST | BUY | $1K–$15K | $92.51 | $359.70 2026-07-13 | +288.8% |
| 2017-10-16 | PGR | BUY | $1K–$15K | $48.98 | $234.48 2026-07-13 | +378.7% |
| 2017-10-13 | HLF | SELL | $1K–$15K | $38.84 | $13.10 2026-07-13 | +15.9% rt |
| 2017-10-12 | DPZ | BUY | $1K–$15K | $201.03 | $309.85 2026-07-13 | +54.1% |
| 2017-10-10 | YELP | BUY | $1K–$15K | $44.40 | $26.36 2026-07-13 | -40.6% |
| 2017-10-06 | JCOM | SELL | $1K–$15K | — | — | — exit |
| 2017-09-29 | CSGP | BUY | $1K–$15K | $26.82 | $28.77 2026-07-13 | +7.3% |
| 2017-09-28 | RTX | SELL | $1K–$15K | $72.90 | $196.39 2026-07-13 | +5.0% rt |
| 2017-09-28 | LOW | SELL | $1K–$15K | $79.45 | $207.70 2026-07-13 | -161.4% exit |
| 2017-09-15 | CSRA | SELL | $1K–$15K | $31.98 | $41.23 2018-04-03 | +29.8% rt |
| 2017-08-25 | SIX | BUY | $1K–$15K | — | — | — |
| 2017-08-24 | LOW | SELL | $1K–$15K | $72.61 | $207.70 2026-07-13 | -186.1% exit |
| 2017-08-24 | AMZN | BUY | $1K–$15K | $47.62 | $247.31 2026-07-13 | +419.3% |
| 2017-07-28 | SIX | BUY | $1K–$15K | — | — | — |
| 2017-07-13 | LOW | SELL | $1K–$15K | $76.52 | $207.70 2026-07-13 | -171.4% exit |
| 2017-06-30 | DHR | BUY | $1K–$15K | $74.81 | $200.16 2026-07-13 | +167.5% |
| 2017-06-28 | LAUR | BUY | $1K–$15K | $18.48 | $40.11 2026-07-13 | +117.0% |
| 2017-06-19 | PGR | BUY | $1K–$15K | $44.70 | $234.48 2026-07-13 | +424.6% |
| 2017-06-19 | MNST | BUY | $1K–$15K | $25.43 | $97.07 2026-07-13 | +281.7% |
| 2017-06-19 | COST | SELL | $1K–$15K | $164.34 | $926.43 2026-07-13 | +12.0% rt |
| 2017-06-19 | BALL | BUY | $1K–$15K | $41.89 | $61.30 2026-07-13 | +46.3% |
| 2017-06-19 | BAH | BUY | $1K–$15K | $32.46 | $64.80 2026-07-13 | +99.6% |
| 2017-06-16 | VRSK | BUY | $1K–$15K | $83.14 | $193.73 2026-07-13 | +133.0% |
| 2017-06-16 | SFM | SELL | $1K–$15K | $21.01 | $79.67 2026-07-13 | -9.3% rt |
| 2017-06-16 | KR | SELL | $1K–$15K | $22.29 | $59.31 2026-07-13 | -42.6% rt |
| 2017-06-15 | GOOG | SELL | $1K–$15K | $47.12 | $350.67 2026-07-13 | -644.3% exit |
| 2017-06-15 | ADBE | SELL | $1K–$15K | $137.52 | $230.61 2026-07-13 | -67.7% exit |
| 2017-06-14 | WAB | BUY | $1K–$15K | $88.03 | $260.86 2026-07-13 | +196.3% |
| 2017-06-12 | EW | SELL | $1K–$15K | $38.13 | $91.79 2026-07-13 | +28.6% rt |
| 2017-06-12 | ADBE | SELL | $1K–$15K | $137.25 | $230.61 2026-07-13 | +83.0% rt |
| 2017-06-06 | GOOG | SELL | $1K–$15K | $48.83 | $350.67 2026-07-13 | +25.8% rt |
| 2017-06-06 | GOOGL | BUY | $1K–$15K | $49.83 | $352.51 2026-07-13 | +607.4% |
| 2017-06-01 | KR | BUY | $1K–$15K | $30.25 | $59.31 2026-07-13 | +96.1% |
| 2017-06-01 | COST | SELL | $1K–$15K | $180.63 | $926.43 2026-07-13 | +19.7% rt |
| 2017-05-19 | PGR | BUY | $1K–$15K | $41.10 | $234.48 2026-07-13 | +470.5% |
| 2017-05-19 | AKAM | SELL | $1K–$15K | $47.38 | $125.13 2026-07-13 | -164.1% exit |
| 2017-05-11 | PPG | SELL | $1K–$15K | $107.46 | $113.84 2026-07-13 | -5.9% exit |
| 2017-05-11 | NATI | BUY | $1K–$15K | — | — | — |
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 |