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 | $63.77 2026-08-28 | +67.3% |
| 2017-05-02 | EWBC | BUY | $1K–$15K | $54.82 | $129.44 2026-08-28 | +136.1% |
| 2017-05-01 | SHOO | BUY | $1K–$15K | $25.37 | $44.24 2026-08-28 | +74.4% |
| 2017-05-01 | DNB | SELL | $1K–$15K | — | — | — exit |
| 2017-04-27 | UNP | SELL | $1K–$15K | $113.53 | $307.41 2026-08-28 | +11.9% rt |
| 2017-04-27 | ULTI | BUY | $1K–$15K | — | — | — |
| 2017-04-27 | BMY | SELL | $1K–$15K | $55.67 | $66.58 2026-08-28 | -19.6% exit |
| 2017-04-27 | AMZN | SELL | $1K–$15K | $45.92 | $266.43 2026-08-28 | -480.2% exit |
| 2017-04-25 | MD | SELL | $1K–$15K | $61.54 | $26.61 2026-08-28 | -8.6% rt |
| 2017-04-19 | UNH | BUY | $1K–$15K | $169.25 | $392.95 2026-08-28 | +132.2% |
| 2017-04-17 | PGR | BUY | $1K–$15K | $39.56 | $218.64 2026-08-28 | +452.7% |
| 2017-04-11 | WLTW | SELL | $1K–$15K | — | — | — exit |
| 2017-04-05 | TSN | SELL | $1K–$15K | $61.95 | $55.40 2026-08-28 | -2.5% rt |
| 2017-04-05 | KMX | BUY | $1K–$15K | $56.66 | $62.11 2026-08-28 | +9.6% |
| 2017-03-29 | ZTS | BUY | $1K–$15K | $53.82 | $77.34 2026-08-28 | +43.7% |
| 2017-03-29 | UNH | BUY | $1K–$15K | $163.44 | $392.95 2026-08-28 | +140.4% |
| 2017-03-29 | SBUX | BUY | $1K–$15K | $57.54 | $107.85 2026-08-28 | +87.4% |
| 2017-03-29 | MA | BUY | $1K–$15K | $112.06 | $595.30 2026-08-28 | +431.2% |
| 2017-03-29 | BIIB | SELL | $1K–$15K | $268.53 | $218.50 2026-08-28 | -11.8% rt |
| 2017-03-28 | TXN | SELL | $1K–$15K | $80.61 | $258.64 2026-08-28 | -220.8% exit |
| 2017-03-28 | PPG | SELL | $1K–$15K | $104.97 | $114.22 2026-08-28 | +2.0% rt |
| 2017-03-28 | BMY | SELL | $1K–$15K | $56.20 | $66.58 2026-08-28 | -18.5% exit |
| 2017-03-23 | RTX | BUY | $1K–$15K | $70.38 | $211.71 2026-08-28 | +200.8% |
| 2017-03-23 | KR | BUY | $1K–$15K | $29.26 | $57.72 2026-08-28 | +97.3% |
| 2017-03-23 | DG | SELL | $1K–$15K | $68.90 | $122.89 2026-08-28 | -5.7% rt |
| 2017-03-22 | VRSK | BUY | $1K–$15K | $80.03 | $191.77 2026-08-28 | +139.6% |
| 2017-03-22 | UNH | BUY | $1K–$15K | $167.03 | $392.95 2026-08-28 | +135.3% |
| 2017-03-22 | TDG | SELL | $1K–$15K | $214.85 | $1185.97 2026-08-28 | -452.0% exit |
| 2017-03-22 | MNST | BUY | $1K–$15K | $23.57 | $46.86 2026-08-28 | +98.8% |
| 2017-03-17 | VEEV | BUY | $1K–$15K | $49.79 | $276.69 2026-08-28 | +455.7% |
| 2017-03-17 | MD | SELL | $1K–$15K | $70.55 | $26.61 2026-08-28 | +2.9% rt |
| 2017-03-16 | UNH | BUY | $1K–$15K | $171.30 | $392.95 2026-08-28 | +129.4% |
| 2017-03-16 | SBUX | BUY | $1K–$15K | $54.80 | $107.85 2026-08-28 | +96.8% |
| 2017-03-16 | CERN | SELL | $1K–$15K | — | — | — exit |
| 2017-03-13 | DG | SELL | $1K–$15K | $72.59 | $122.89 2026-08-28 | +2.7% rt |
| 2017-03-09 | SBUX | BUY | $1K–$15K | $55.19 | $107.85 2026-08-28 | +95.4% |
| 2017-03-08 | DG | SELL | $1K–$15K | $72.53 | $122.89 2026-08-28 | +6.9% rt |
| 2017-03-08 | BWXT | BUY | $1K–$15K | $46.02 | $152.85 2026-08-28 | +232.1% |
| 2017-03-01 | HBI | SELL | $1K–$15K | — | — | — exit |
| 2017-03-01 | ACXM | BUY | $1K–$15K | — | — | — |
| 2017-02-23 | MNST | BUY | $1K–$15K | $21.95 | $46.86 2026-08-28 | +113.4% |
| 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 | $151.19 2026-08-28 | +162.0% |
| 2017-02-03 | MJN | SELL | $1K–$15K | — | — | — exit |
| 2017-02-03 | MIK | BUY | $1K–$15K | — | — | — |
| 2017-02-03 | AKAM | SELL | $1K–$15K | $69.55 | $107.47 2026-08-28 | -54.5% exit |
| 2017-01-26 | AKAM | SELL | $1K–$15K | $67.78 | $107.47 2026-08-28 | +35.1% rt |
| 2017-01-18 | MXL | BUY | $1K–$15K | $24.33 | $61.73 2026-08-28 | +153.7% |
| 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 |
| 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 |