house · trading 2014-12-17 → 2023-08-10
*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 |
|---|---|---|---|---|---|---|
| 2022-09-19 | SEDG | SELL | $1K–$15K | $307.95 | $33.51 2026-08-27 | +89.1% exit |
| 2022-09-19 | EPAM | SELL | $1K–$15K | $402.79 | $112.77 2026-08-27 | +72.0% exit |
| 2022-09-14 | KLAC | BUY | $1K–$15K | $34.66 | $183.77 2026-08-27 | +430.2% |
| 2022-09-14 | DHR | SELL | $1K–$15K | $249.76 | $215.68 2026-08-27 | +13.7% exit |
| 2022-09-14 | ACN | SELL | $1K–$15K | $278.53 | $187.38 2026-08-27 | +32.7% exit |
| 2022-09-12 | ADI | BUY | $1K–$15K | $155.65 | $374.52 2026-08-27 | +140.6% |
| 2022-09-07 | TGT | BUY | $1K–$15K | $170.79 | $165.93 2026-08-27 | -2.9% |
| 2022-09-07 | LOW | BUY | $1K–$15K | $201.30 | $206.74 2026-08-27 | +2.7% |
| 2022-09-07 | KLAC | BUY | $1K–$15K | $33.78 | $183.77 2026-08-27 | +444.0% |
| 2022-09-07 | ETN | SELL | $1K–$15K | $141.27 | $416.04 2026-08-27 | +73.0% rt |
| 2022-09-07 | CL | SELL | $1K–$15K | $78.55 | $90.96 2026-08-27 | -1.3% rt |
| 2022-09-07 | ACN | SELL | $1K–$15K | $286.76 | $187.38 2026-08-27 | -10.7% rt |
| 2022-08-10 | TGT | BUY | $1K–$15K | $169.67 | $165.93 2026-08-27 | -2.2% |
| 2022-08-10 | CL | SELL | $1K–$15K | $80.34 | $90.96 2026-08-27 | +1.6% rt |
| 2022-08-03 | NOC | SELL | $1K–$15K | $481.75 | $545.13 2026-08-27 | +34.3% rt |
| 2022-08-03 | GD | BUY | $1K–$15K | $230.67 | $380.06 2026-08-27 | +64.8% |
| 2022-07-28 | ZBH | SELL | $1K–$15K | $110.78 | $99.48 2026-08-27 | +10.2% exit |
| 2022-07-28 | BURL | SELL | $1K–$15K | $144.12 | $290.00 2026-08-27 | -25.1% rt |
| 2022-07-28 | ARE | BUY | $1K–$15K | $163.20 | $52.28 2026-08-27 | -68.0% |
| 2022-07-27 | GXO | SELL | $1K–$15K | $44.59 | $47.98 2026-08-27 | -26.3% rt |
| 2022-07-25 | LKQ | BUY | $1K–$15K | $53.25 | $25.36 2026-08-27 | -52.4% |
| 2022-07-22 | TT | BUY | $1K–$15K | $139.22 | $454.31 2026-08-27 | +226.3% |
| 2022-07-22 | HUBB | SELL | $1K–$15K | $193.69 | $470.28 2026-08-27 | +83.4% rt |
| 2022-07-22 | CBOE | SELL | $1K–$15K | $123.73 | $313.95 2026-08-27 | +24.2% rt |
| 2022-07-22 | ADI | SELL | $1K–$15K | $163.27 | $374.52 2026-08-27 | -129.4% exit |
| 2022-07-21 | CL | SELL | $1K–$15K | $76.16 | $90.96 2026-08-27 | -3.8% rt |
| 2022-07-20 | TT | SELL | $1K–$15K | $133.15 | $454.31 2026-08-27 | -241.2% exit |
| 2022-07-20 | GD | BUY | $1K–$15K | $216.72 | $380.06 2026-08-27 | +75.4% |
| 2022-07-20 | COP | BUY | $1K–$15K | $90.71 | $129.52 2026-08-27 | +42.8% |
| 2022-07-19 | HPP.PC | SELL | $1K–$15K | $20.25 | $14.32 2026-08-27 | +29.3% exit |
| 2022-07-15 | HPP.PC | SELL | $1K–$15K | $20.20 | $14.32 2026-08-27 | +29.1% exit |
| 2022-07-13 | TT | SELL | $1K–$15K | $127.61 | $454.31 2026-08-27 | -256.0% exit |
| 2022-06-29 | SWK | SELL | $1K–$15K | $106.09 | $99.24 2026-08-27 | -28.5% rt |
| 2022-06-22 | DUK | SELL | $1K–$15K | $100.16 | $120.84 2026-08-27 | +18.3% rt |
| 2022-06-22 | AXP | BUY | $1K–$15K | $144.39 | $334.16 2026-08-27 | +131.4% |
| 2022-06-15 | CMCSA | BUY | $1K–$15K | $37.61 | $26.41 2026-08-27 | -29.8% |
| 2022-06-14 | HELE | SELL | $1K–$15K | $157.76 | $28.92 2026-08-27 | +81.7% exit |
| 2022-06-13 | ZBH | SELL | $1K–$15K | $110.10 | $99.48 2026-08-27 | -8.9% rt |
| 2022-06-01 | MRK | SELL | $1K–$15K | $91.14 | $149.54 2026-08-27 | +16.5% rt |
| 2022-06-01 | BLK | BUY | $1K–$15K | $660.51 | $1167.57 2026-08-27 | +76.8% |
| 2022-05-25 | GXO | SELL | $1K–$15K | $52.36 | $47.98 2026-08-27 | -25.8% rt |
| 2022-05-18 | GD | BUY | $1K–$15K | $225.98 | $380.06 2026-08-27 | +68.2% |
| 2022-05-18 | FRC | BUY | $1K–$15K | — | — | — |
| 2022-05-18 | CI | SELL | $1K–$15K | $257.57 | $277.67 2026-08-27 | +54.3% rt |
| 2022-05-11 | JCI | BUY | $1K–$15K | $51.03 | $142.21 2026-08-27 | +178.7% |
| 2022-05-11 | C | SELL | $1K–$15K | $47.66 | $132.68 2026-08-27 | -19.9% rt |
| 2022-05-04 | JNJ | SELL | $1K–$15K | $180.20 | $265.77 2026-08-27 | +49.0% rt |
| 2022-05-04 | GD | BUY | $1K–$15K | $242.92 | $380.06 2026-08-27 | +56.5% |
| 2022-05-02 | Y | SELL | $1K–$15K | — | — | — exit |
| 2022-05-02 | COLD | BUY | $1K–$15K | $25.77 | $15.03 2026-08-27 | -41.7% |
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 | 95 · MCD, SRE, VZ, CCK, MDT, ORCL |
| Alan Armstrong | 88 · MCD, NOC, VZ, WELL, MDT, ORCL |
| SUSAN M COLLINS | 64 · MCD, PPG, SLB, VZ, MDT, ORCL |
| Sheldon Whitehouse | 63 · MCD, SLB, VZ, MDT, ORCL, USB |
| Josh Gottheimer | 60 · MCD, SLB, VZ, ORCL, ETN, UPS |
| Thomas H Tuberville | 59 · MCD, NOC, VZ, MDT, ORCL, UPS |
| Shelley M Capito | 59 · MCD, PPG, SLB, SRE, VZ, MDT |
| K. Michael Conaway | 53 · MCD, NOC, SLB, VZ, MDT, ORCL |
| David P. Roe | 53 · MCD, NOC, VZ, WELL, MDT, ORCL |
| Thomas R Carper | 50 · MCD, VZ, WELL, MDT, ETN, LMT |
| Rohit Khanna | 49 · MCD, PPG, MDT, ETN, OXY, ABT |
| Alan S. Lowenthal | 48 · PPG, SRE, VZ, CCK, MDT, ORCL |