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 |
|---|---|---|---|---|---|---|
| 2022-04-29 | Y | SELL | $1K–$15K | — | — | — exit |
| 2022-04-29 | COLD | BUY | $1K–$15K | $26.38 | $15.03 2026-08-27 | -43.0% |
| 2022-04-27 | PXD | BUY | $1K–$15K | — | — | — |
| 2022-04-27 | GXO | BUY | $1K–$15K | $60.50 | $47.98 2026-08-27 | -20.7% |
| 2022-04-27 | C | SELL | $1K–$15K | $49.60 | $132.68 2026-08-27 | -18.8% rt |
| 2022-04-25 | VNT | BUY | $1K–$15K | $26.46 | $33.12 2026-08-27 | +25.2% |
| 2022-04-25 | SHW | BUY | $1K–$15K | $248.02 | $345.21 2026-08-27 | +39.2% |
| 2022-04-25 | JNJ | SELL | $1K–$15K | $186.01 | $265.77 2026-08-27 | +31.6% rt |
| 2022-04-25 | AVY | BUY | $1K–$15K | $168.69 | $178.34 2026-08-27 | +5.7% |
| 2022-04-13 | SHW | BUY | $1K–$15K | $258.40 | $345.21 2026-08-27 | +33.6% |
| 2022-04-13 | FIS | SELL | $1K–$15K | $101.50 | $40.55 2026-08-27 | +60.0% exit |
| 2022-04-13 | CB | SELL | $1K–$15K | $212.84 | $338.31 2026-08-27 | +39.2% rt |
| 2022-04-06 | NXPI | BUY | $1K–$15K | $174.02 | $225.86 2026-08-27 | +29.8% |
| 2022-04-06 | FIS | SELL | $1K–$15K | $101.56 | $40.55 2026-08-27 | +60.1% exit |
| 2022-03-30 | PXD | BUY | $1K–$15K | — | — | — |
| 2022-03-30 | C | SELL | $1K–$15K | $54.97 | $132.68 2026-08-27 | +20.9% rt |
| 2022-03-24 | JCI | BUY | $1K–$15K | $65.58 | $142.21 2026-08-27 | +116.8% |
| 2022-03-23 | JCI | BUY | $1K–$15K | $64.76 | $142.21 2026-08-27 | +119.6% |
| 2022-03-23 | C | SELL | $1K–$15K | $56.35 | $132.68 2026-08-27 | +39.6% rt |
| 2022-03-09 | TXN | BUY | $1K–$15K | $172.46 | $266.54 2026-08-27 | +54.5% |
| 2022-03-09 | SO | SELL | $1K–$15K | $67.12 | $89.05 2026-08-27 | +20.4% rt |
| 2022-03-09 | NOC | SELL | $1K–$15K | $449.92 | $545.13 2026-08-27 | +193.5% rt |
| 2022-03-09 | MAR | BUY | $1K–$15K | $159.47 | $353.87 2026-08-27 | +121.9% |
| 2022-03-08 | SEDG | SELL | $1K–$15K | $328.91 | $33.51 2026-08-27 | +89.8% exit |
| 2022-03-08 | MCK | BUY | $1K–$15K | $272.75 | $890.51 2026-08-27 | +226.5% |
| 2022-03-08 | IAA | SELL | $1K–$15K | — | — | — exit |
| 2022-03-02 | MCK | SELL | $1K–$15K | $273.80 | $890.51 2026-08-27 | +92.4% rt |
| 2022-03-02 | BLK | BUY | $1K–$15K | $738.04 | $1167.57 2026-08-27 | +58.2% |
| 2022-02-22 | PFE | BUY | $1K–$15K | $47.53 | $28.02 2026-08-27 | -41.0% |
| 2022-02-22 | MDT | SELL | $1K–$15K | $103.72 | $89.97 2026-08-27 | +13.3% exit |
| 2022-02-22 | KMB | SELL | $1K–$15K | $132.85 | $109.98 2026-08-27 | +17.2% exit |
| 2022-02-22 | ACN | BUY | $1K–$15K | $321.11 | $187.38 2026-08-27 | -41.6% |
| 2022-02-21 | KMB | SELL | $1K–$15K | $133.15 | $109.98 2026-08-27 | +17.4% exit |
| 2022-02-14 | NUVA | SELL | $1K–$15K | — | — | — exit |
| 2022-02-10 | KMB | SELL | $1K–$15K | $130.95 | $109.98 2026-08-27 | -7.8% rt |
| 2022-02-10 | HXL | SELL | $1K–$15K | $54.70 | $94.71 2026-08-27 | -2.3% rt |
| 2022-02-09 | PFE | BUY | $1K–$15K | $51.47 | $28.02 2026-08-27 | -45.6% |
| 2022-02-09 | NXPI | BUY | $1K–$15K | $209.76 | $225.86 2026-08-27 | +7.7% |
| 2022-02-09 | MDT | SELL | $1K–$15K | $106.09 | $89.97 2026-08-27 | +15.2% exit |
| 2022-02-09 | KMB | SELL | $1K–$15K | $131.89 | $109.98 2026-08-27 | +27.6% rt |
| 2022-02-07 | SSNC | SELL | $1K–$15K | $79.77 | $83.47 2026-08-27 | +73.0% rt |
| 2022-02-07 | MCK | BUY | $1K–$15K | $270.20 | $890.51 2026-08-27 | +229.6% |
| 2022-02-07 | CLX | SELL | $1K–$15K | $146.21 | $103.63 2026-08-27 | -17.2% rt |
| 2022-02-07 | AOS | SELL | $1K–$15K | $73.86 | $61.95 2026-08-27 | +49.0% rt |
| 2022-02-03 | MDT | SELL | $1K–$15K | $102.17 | $89.97 2026-08-27 | +26.1% rt |
| 2022-02-02 | PPG | BUY | $1K–$15K | $157.62 | $113.47 2026-08-27 | -28.0% |
| 2022-02-02 | PFE | BUY | $1K–$15K | $53.86 | $28.02 2026-08-27 | -48.0% |
| 2022-02-02 | MDT | SELL | $1K–$15K | $103.37 | $89.97 2026-08-27 | +36.4% rt |
| 2022-01-27 | FANG | BUY | $1K–$15K | $128.64 | $200.52 2026-08-27 | +55.9% |
| 2022-01-26 | C | SELL | $1K–$15K | $64.75 | $132.68 2026-08-27 | +43.3% rt |
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 |