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 |
|---|---|---|---|---|---|---|
| 2017-05-03 | BALL | BUY | $1K–$15K | $38.11 | $61.30 2026-07-13 | +60.9% |
| 2017-05-02 | EWBC | BUY | $1K–$15K | $54.82 | $131.41 2026-07-13 | +139.7% |
| 2017-05-01 | SHOO | BUY | $1K–$15K | $25.37 | $42.36 2026-07-13 | +67.0% |
| 2017-05-01 | DNB | SELL | $1K–$15K | — | — | — exit |
| 2017-04-27 | UNP | SELL | $1K–$15K | $113.53 | $289.13 2026-07-13 | +11.9% rt |
| 2017-04-27 | ULTI | BUY | $1K–$15K | — | — | — |
| 2017-04-27 | BMY | SELL | $1K–$15K | $55.67 | $59.34 2026-07-13 | -6.6% exit |
| 2017-04-27 | AMZN | SELL | $1K–$15K | $45.92 | $247.31 2026-07-13 | -438.6% exit |
| 2017-04-25 | MD | SELL | $1K–$15K | $61.54 | $26.14 2026-07-13 | -8.6% rt |
| 2017-04-19 | UNH | BUY | $1K–$15K | $169.25 | $429.09 2026-07-13 | +153.5% |
| 2017-04-17 | PGR | BUY | $1K–$15K | $39.56 | $234.48 2026-07-13 | +492.7% |
| 2017-04-11 | WLTW | SELL | $1K–$15K | — | — | — exit |
| 2017-04-05 | TSN | SELL | $1K–$15K | $61.95 | $57.92 2026-07-13 | -2.5% rt |
| 2017-04-05 | KMX | BUY | $1K–$15K | $56.66 | $54.87 2026-07-13 | -3.2% |
| 2017-03-29 | ZTS | BUY | $1K–$15K | $53.82 | $75.39 2026-07-13 | +40.1% |
| 2017-03-29 | UNH | BUY | $1K–$15K | $163.44 | $429.09 2026-07-13 | +162.5% |
| 2017-03-29 | SBUX | BUY | $1K–$15K | $57.54 | $107.34 2026-07-13 | +86.5% |
| 2017-03-29 | MA | BUY | $1K–$15K | $112.06 | $537.70 2026-07-13 | +379.8% |
| 2017-03-29 | BIIB | SELL | $1K–$15K | $268.53 | $209.03 2026-07-13 | -11.8% rt |
| 2017-03-28 | TXN | SELL | $1K–$15K | $80.61 | $298.57 2026-07-13 | -270.4% exit |
| 2017-03-28 | PPG | SELL | $1K–$15K | $104.97 | $113.84 2026-07-13 | +2.0% rt |
| 2017-03-28 | BMY | SELL | $1K–$15K | $56.20 | $59.34 2026-07-13 | -5.6% exit |
| 2017-03-23 | RTX | BUY | $1K–$15K | $70.38 | $196.39 2026-07-13 | +179.0% |
| 2017-03-23 | KR | BUY | $1K–$15K | $29.26 | $59.31 2026-07-13 | +102.7% |
| 2017-03-23 | DG | SELL | $1K–$15K | $68.90 | $123.44 2026-07-13 | -5.7% rt |
| 2017-03-22 | VRSK | BUY | $1K–$15K | $80.03 | $193.73 2026-07-13 | +142.1% |
| 2017-03-22 | UNH | BUY | $1K–$15K | $167.03 | $429.09 2026-07-13 | +156.9% |
| 2017-03-22 | TDG | SELL | $1K–$15K | $214.85 | $1235.00 2026-07-13 | -474.8% exit |
| 2017-03-22 | MNST | BUY | $1K–$15K | $23.57 | $97.07 2026-07-13 | +311.9% |
| 2017-03-17 | VEEV | BUY | $1K–$15K | $49.79 | $196.81 2026-07-13 | +295.3% |
| 2017-03-17 | MD | SELL | $1K–$15K | $70.55 | $26.14 2026-07-13 | +2.9% rt |
| 2017-03-16 | UNH | BUY | $1K–$15K | $171.30 | $429.09 2026-07-13 | +150.5% |
| 2017-03-16 | SBUX | BUY | $1K–$15K | $54.80 | $107.34 2026-07-13 | +95.9% |
| 2017-03-16 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2017-03-13 | DG | SELL | $1K–$15K | $72.59 | $123.44 2026-07-13 | +2.7% rt |
| 2017-03-09 | SBUX | BUY | $1K–$15K | $55.19 | $107.34 2026-07-13 | +94.5% |
| 2017-03-08 | DG | SELL | $1K–$15K | $72.53 | $123.44 2026-07-13 | +6.9% rt |
| 2017-03-08 | BWXT | BUY | $1K–$15K | $46.02 | $177.14 2026-07-13 | +284.9% |
| 2017-03-01 | HBI | SELL | $1K–$15K | — | — | — exit |
| 2017-03-01 | ACXM | BUY | $1K–$15K | — | — | — |
| 2017-02-23 | MNST | BUY | $1K–$15K | $21.95 | $97.07 2026-07-13 | +342.1% |
| 2017-02-23 | MJN | SELL | $1K–$15K | — | — | — exit |
| 2017-02-17 | WLTW | SELL | $1K–$15K | — | — | — exit |
| 2017-02-14 | LOPE | BUY | $1K–$15K | $57.71 | $153.37 2026-07-13 | +165.8% |
| 2017-02-03 | MJN | SELL | $1K–$15K | — | — | — exit |
| 2017-02-03 | MIK | BUY | $1K–$15K | — | — | — |
| 2017-02-03 | AKAM | SELL | $1K–$15K | $69.55 | $125.13 2026-07-13 | -79.9% exit |
| 2017-01-26 | AKAM | SELL | $1K–$15K | $67.78 | $125.13 2026-07-13 | +35.1% rt |
| 2017-01-18 | MXL | BUY | $1K–$15K | $24.33 | $89.30 2026-07-13 | +267.0% |
| 2017-01-17 | ULTI | 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 |