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 |
|---|---|---|---|---|---|---|
| 2015-08-04 | WDAY | BUY | $1K–$15K | $82.80 | $144.87 2026-07-13 | +75.0% |
| 2015-08-04 | TW | BUY | $1K–$15K | — | — | — |
| 2015-08-04 | ICE | BUY | $1K–$15K | $46.13 | $137.67 2026-07-13 | +198.4% |
| 2015-08-04 | BWA | BUY | $1K–$15K | $42.64 | $63.64 2026-07-13 | +49.3% |
| 2015-08-04 | AKAM | SELL | $1K–$15K | $75.61 | $125.13 2026-07-13 | +17.5% rt |
| 2015-08-03 | LPLA | SELL | $1K–$15K | $47.34 | $321.06 2026-07-13 | -578.2% exit |
| 2015-08-03 | GMCR | BUY | $1K–$15K | — | — | — |
| 2015-07-31 | FB | BUY | $1K–$15K | — | — | — |
| 2015-07-30 | HMSY | SELL | $1K–$15K | — | — | — exit |
| 2015-07-29 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-07-13 | ALOG | SELL | $1K–$15K | $78.94 | $83.95 2018-06-29 | -6.3% exit |
| 2015-07-10 | EFX | SELL | $1K–$15K | $97.77 | $172.61 2026-07-13 | -76.5% exit |
| 2015-07-10 | ARMH | BUY | $1K–$15K | — | — | — |
| 2015-06-30 | UNP | BUY | $1K–$15K | $95.37 | $289.13 2026-07-13 | +203.2% |
| 2015-06-22 | UNP | BUY | $1K–$15K | $101.44 | $289.13 2026-07-13 | +185.0% |
| 2015-06-22 | BKNG | SELL | $1K–$15K | $46.02 | $175.80 2026-07-13 | -282.0% exit |
| 2015-06-18 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-06-03 | CSGP | SELL | $1K–$15K | $20.77 | $28.77 2026-07-13 | -38.5% exit |
| 2015-06-02 | SHPG | BUY | $1K–$15K | $254.92 | $179.20 2019-01-08 | -29.7% |
| 2015-06-02 | IDXX | SELL | $1K–$15K | $67.03 | $564.21 2026-07-13 | -741.7% exit |
| 2015-06-02 | FB | BUY | $1K–$15K | — | — | — |
| 2015-06-01 | PRGO | SELL | $1K–$15K | $192.99 | $10.17 2026-07-13 | +94.7% exit |
| 2015-05-15 | WAGE | SELL | $1K–$15K | — | — | — exit |
| 2015-05-12 | PXD | SELL | $1K–$15K | — | — | — exit |
| 2015-05-05 | MRKT | BUY | $1K–$15K | — | — | — |
| 2015-05-05 | MCO | BUY | $1K–$15K | $108.24 | $495.72 2026-07-13 | +358.0% |
| 2015-05-05 | GILD | BUY | $1K–$15K | $102.99 | $131.40 2026-07-13 | +27.6% |
| 2015-05-05 | COL | BUY | $1K–$15K | $0.70 | $0.05 2020-11-30 | -92.9% |
| 2015-05-05 | BWA | BUY | $1K–$15K | $53.28 | $63.64 2026-07-13 | +19.4% |
| 2015-05-05 | AME | BUY | $1K–$15K | $52.88 | $232.10 2026-07-13 | +338.9% |
| 2015-05-05 | ADBE | BUY | $1K–$15K | $75.00 | $230.61 2026-07-13 | +207.5% |
| 2015-05-04 | SRCL | SELL | $1K–$15K | — | — | — exit |
| 2015-04-17 | YUM | SELL | $1K–$15K | $57.33 | $161.68 2026-07-13 | -182.0% exit |
| 2015-04-17 | NOW | BUY | $1K–$15K | $14.66 | $111.26 2026-07-13 | +659.0% |
| 2015-04-16 | UNP | BUY | $1K–$15K | $108.35 | $289.13 2026-07-13 | +166.8% |
| 2015-04-16 | CTSH | SELL | $1K–$15K | $62.45 | $44.16 2026-07-13 | +29.3% exit |
| 2015-04-15 | ADBE | BUY | $1K–$15K | $76.03 | $230.61 2026-07-13 | +203.3% |
| 2015-04-14 | CTSH | SELL | $1K–$15K | $62.62 | $44.16 2026-07-13 | +29.5% exit |
| 2015-04-14 | COST | SELL | $1K–$15K | $149.52 | $926.43 2026-07-13 | -519.6% exit |
| 2015-04-07 | IPGP | SELL | $1K–$15K | $93.66 | $104.73 2026-07-13 | -11.8% exit |
| 2015-04-02 | NXTM | SELL | $1K–$15K | — | — | — exit |
| 2015-04-02 | MCO | BUY | $1K–$15K | $104.70 | $495.72 2026-07-13 | +373.5% |
| 2015-04-02 | CTRX | SELL | $1K–$15K | — | — | — exit |
| 2015-03-30 | CTSH | SELL | $1K–$15K | $63.34 | $44.16 2026-07-13 | +2.1% rt |
| 2015-03-27 | TDG | BUY | $1K–$15K | $217.87 | $1235.00 2026-07-13 | +466.9% |
| 2015-03-26 | VNTV | BUY | $1K–$15K | — | — | — |
| 2015-03-25 | VFC | BUY | $1K–$15K | $69.75 | $16.88 2026-07-13 | -75.8% |
| 2015-03-25 | DG | BUY | $1K–$15K | $74.17 | $123.44 2026-07-13 | +66.4% |
| 2015-03-18 | WSM | SELL | $1K–$15K | $40.48 | $216.65 2026-07-13 | -435.2% exit |
| 2015-03-18 | PRGO | SELL | $1K–$15K | $173.70 | $10.17 2026-07-13 | +94.2% 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 |