house · trading 2021-01-07 → 2022-06-27
*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 |
|---|---|---|---|---|---|---|
| 2022-06-27 | DE | SELL | $1K–$15K | $315.33 | $585.64 2026-07-13 | -85.7% exit |
| 2021-02-16 | TJX | SELL | $674.96–$674.96 | $67.50 | $150.53 2026-07-13 | -123.0% exit |
| 2021-02-16 | SGEN | SELL | $796.67–$796.67 | — | — | — exit |
| 2021-02-16 | ROST | SELL | $1K–$15K | $119.93 | $219.46 2026-07-13 | -83.0% exit |
| 2021-02-16 | PK | SELL | $971.25–$971.25 | $20.68 | $14.18 2026-07-13 | +31.4% exit |
| 2021-02-16 | PCAR | SELL | $971.25–$971.25 | $64.75 | $124.26 2026-07-13 | -91.9% exit |
| 2021-02-16 | MAS | SELL | $802.14–$802.14 | $53.48 | $76.18 2026-07-13 | -42.5% exit |
| 2021-02-16 | LYFT | SELL | $876.76–$876.76 | $58.45 | $15.67 2026-07-13 | +73.2% exit |
| 2021-02-16 | GT | SELL | $496.9–$496.9 | $14.20 | $6.64 2026-07-13 | +53.2% exit |
| 2021-02-16 | CVX | SELL | $651.88–$651.88 | $93.13 | $182.20 2026-07-13 | -95.6% exit |
| 2021-02-16 | CNC | SELL | $581.86–$581.86 | $58.19 | $68.29 2026-07-13 | -17.4% exit |
| 2021-02-11 | BABA | BUY | $1K–$15K | $268.93 | $112.35 2026-07-13 | -58.2% |
| 2021-01-26 | PPC | SELL | $819.48–$819.48 | $20.49 | $28.51 2026-07-13 | -39.1% exit |
| 2021-01-16 | EFX | SELL | $902.42–$902.42 | $177.00 | $172.61 2026-07-13 | +2.5% exit |
| 2021-01-07 | TIF | SELL | $15K–$50K | — | — | — 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 |
|---|---|
| Josh Gottheimer | 7 · DE, BABA, CVX, EFX, PCAR, ROST |
| James B. Renacci | 5 · BABA, CNC, CVX, ROST, TJX |
| Sheldon Whitehouse | 4 · DE, BABA, PCAR, TJX |
| Kelly Loeffler | 4 · BABA, CVX, ROST, TJX |
| David B. McKinley | 4 · CNC, EFX, ROST, TJX |
| Dean Phillips | 4 · DE, MAS, PCAR, TJX |
| Alan S. Lowenthal | 3 · BABA, EFX, TJX |
| Pat Roberts | 3 · BABA, CVX, TJX |
| K. Michael Conaway | 3 · DE, CVX, TJX |
| Kurt Schrader | 3 · DE, BABA, CVX |
| Susie Lee | 3 · CNC, PK, TJX |
| Kenny Marchant | 3 · BABA, CVX, ROST |