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 |
|---|---|---|---|---|---|---|
| 2020-07-23 | SYY | SELL | $1K–$15K | $54.94 | $82.45 2026-08-27 | -50.1% exit |
| 2020-07-22 | FE | SELL | $1K–$15K | $27.09 | $46.25 2026-08-27 | -31.4% rt |
| 2020-07-16 | STOR | SELL | $1K–$15K | — | — | — exit |
| 2020-07-15 | STOR | SELL | $1K–$15K | — | — | — exit |
| 2020-07-15 | INTC | BUY | $1K–$15K | $59.03 | $92.09 2026-08-27 | +56.0% |
| 2020-07-15 | FE | SELL | $1K–$15K | $40.82 | $46.25 2026-08-27 | +3.7% rt |
| 2020-07-15 | D | BUY | $1K–$15K | $75.45 | $66.50 2026-08-27 | -11.9% |
| 2020-07-15 | BLUE | BUY | $1K–$15K | — | — | — |
| 2020-07-15 | ACN | SELL | $1K–$15K | $219.76 | $187.38 2026-08-27 | +14.7% exit |
| 2020-07-08 | PM | SELL | $1K–$15K | $72.30 | $190.48 2026-08-27 | -163.5% exit |
| 2020-07-08 | LOW | BUY | $1K–$15K | $135.75 | $206.74 2026-08-27 | +52.3% |
| 2020-07-08 | FIS | SELL | $1K–$15K | $136.80 | $40.55 2026-08-27 | +70.4% exit |
| 2020-06-17 | PM | SELL | $1K–$15K | $74.09 | $190.48 2026-08-27 | -157.1% exit |
| 2020-06-17 | KMB | BUY | $1K–$15K | $142.05 | $109.98 2026-08-27 | -22.6% |
| 2020-06-17 | INTC | BUY | $1K–$15K | $60.49 | $92.09 2026-08-27 | +52.2% |
| 2020-06-17 | FIS | SELL | $1K–$15K | $138.59 | $40.55 2026-08-27 | +82.5% rt |
| 2020-06-10 | TFC | SELL | $1K–$15K | $41.51 | $50.30 2026-08-27 | -21.2% exit |
| 2020-06-10 | SO | BUY | $1K–$15K | $59.20 | $89.05 2026-08-27 | +50.4% |
| 2020-06-10 | SEDG | BUY | $1K–$15K | $147.37 | $33.51 2026-08-27 | -77.3% |
| 2020-06-10 | PPG | SELL | $1K–$15K | $109.04 | $113.47 2026-08-27 | -7.3% rt |
| 2020-06-10 | MRSH | BUY | $1K–$15K | $110.12 | $190.00 2026-08-27 | +72.5% |
| 2020-06-10 | DORM | SELL | $1K–$15K | $72.99 | $128.21 2026-08-27 | -0.1% rt |
| 2020-06-10 | BR | BUY | $1K–$15K | $121.78 | $183.08 2026-08-27 | +50.3% |
| 2020-06-09 | PBF | BUY | $1K–$15K | $14.46 | $68.59 2026-08-27 | +374.3% |
| 2020-06-09 | HXL | BUY | $1K–$15K | $44.54 | $94.71 2026-08-27 | +112.6% |
| 2020-06-09 | EPAM | SELL | $1K–$15K | $235.00 | $112.77 2026-08-27 | +52.0% exit |
| 2020-06-09 | EFX | SELL | $1K–$15K | $175.03 | $190.36 2026-08-27 | +41.4% rt |
| 2020-06-09 | CLX | SELL | $1K–$15K | $202.07 | $103.63 2026-08-27 | +48.7% exit |
| 2020-05-28 | POR | BUY | $1K–$15K | $46.07 | $49.84 2026-08-27 | +8.2% |
| 2020-05-28 | PBF | BUY | $1K–$15K | $10.91 | $68.59 2026-08-27 | +528.7% |
| 2020-05-28 | HST | BUY | $1K–$15K | $12.03 | $22.34 2026-08-27 | +85.7% |
| 2020-05-28 | DD | SELL | $1K–$15K | $63.39 | $138.80 2026-08-27 | -24.2% rt |
| 2020-05-27 | POR | BUY | $1K–$15K | $44.76 | $49.84 2026-08-27 | +11.3% |
| 2020-05-27 | INTC | BUY | $1K–$15K | $63.56 | $92.09 2026-08-27 | +44.9% |
| 2020-05-27 | DG | SELL | $1K–$15K | $187.20 | $125.89 2026-08-27 | +159.8% rt |
| 2020-05-27 | DD | SELL | $1K–$15K | $62.08 | $138.80 2026-08-27 | -25.8% rt |
| 2020-05-27 | BAX | SELL | $1K–$15K | $86.44 | $25.93 2026-08-27 | +70.0% exit |
| 2020-05-26 | SEDG | SELL | $1K–$15K | $136.54 | $33.51 2026-08-27 | +41.9% rt |
| 2020-05-26 | HELE | SELL | $1K–$15K | $180.40 | $28.92 2026-08-27 | +94.2% rt |
| 2020-05-20 | SO | BUY | $1K–$15K | $54.83 | $89.05 2026-08-27 | +62.4% |
| 2020-05-14 | DOX | SELL | $1K–$15K | $59.94 | $62.70 2026-08-27 | -4.6% exit |
| 2020-05-14 | DEO | BUY | $1K–$15K | $134.60 | $92.09 2026-08-27 | -31.6% |
| 2020-05-13 | FISV | SELL | $1K–$15K | $98.86 | $52.58 2026-08-27 | +87.7% rt |
| 2020-05-06 | PM | SELL | $1K–$15K | $71.50 | $190.48 2026-08-27 | -166.4% exit |
| 2020-04-30 | ETR | BUY | $1K–$15K | $47.76 | $106.49 2026-08-27 | +123.0% |
| 2020-04-27 | ZBH | SELL | $1K–$15K | $114.07 | $99.48 2026-08-27 | +12.8% exit |
| 2020-04-27 | OLLI | SELL | $1K–$15K | $67.94 | $71.51 2026-08-27 | +33.6% rt |
| 2020-04-27 | FRC | SELL | $1K–$15K | — | — | — exit |
| 2020-04-27 | FLIR | BUY | $1K–$15K | — | — | — |
| 2020-04-27 | BR | SELL | $1K–$15K | $114.34 | $183.08 2026-08-27 | -60.1% 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 | 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 |