house · trading 2017-01-01 → 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 |
|---|---|---|---|---|---|---|
| 2019-01-02 | GS | BUY | $15K–$50K | $172.03 | $1040.87 2026-08-27 | +505.1% |
| 2018-12-27 | MIC | BUY | $100K–$250K | — | — | — |
| 2018-12-27 | FTAI | BUY | $250K–$500K | $11.96 | $199.42 2026-08-27 | +1568.0% |
| 2018-12-27 | BKCC | BUY | $250K–$500K | — | — | — |
| 2018-12-21 | FTAI | BUY | $100K–$250K | $11.11 | $199.42 2026-08-27 | +1694.9% |
| 2018-12-10 | WY | SELL | $50K–$100K | $25.69 | $23.70 2026-08-27 | +7.8% exit |
| 2018-12-10 | FTAI | BUY | $100K–$250K | $12.66 | $199.42 2026-08-27 | +1475.7% |
| 2018-12-10 | CLB | SELL | $15K–$50K | $73.10 | $12.29 2026-08-27 | -29.4% rt |
| 2018-12-10 | AMAT | SELL | $15K–$50K | $34.17 | $482.36 2026-08-27 | -36.8% rt |
| 2018-12-06 | AZO | SELL | $15K–$50K | $868.68 | $2932.33 2026-08-27 | -237.6% exit |
| 2018-12-05 | FTAI | BUY | $100K–$250K | $13.52 | $199.42 2026-08-27 | +1375.2% |
| 2018-12-03 | WBT | SELL | $15K–$50K | — | — | — exit |
| 2018-12-02 | BV | SELL | $15K–$50K | $12.60 | $11.08 2026-08-27 | -7.4% rt |
| 2018-11-21 | SLB | SELL | $15K–$50K | $47.64 | $55.01 2026-08-27 | -15.5% exit |
| 2018-11-21 | IEZ | BUY | $15K–$50K | $26.98 | $29.69 2026-08-27 | +10.0% |
| 2018-11-21 | BV | SELL | $15K–$50K | $12.25 | $11.08 2026-08-27 | -30.7% rt |
| 2018-11-13 | DORM | SELL | $1K–$15K | $82.98 | $128.21 2026-08-27 | +23.0% rt |
| 2018-11-05 | GONYF | BUY | $50K–$100K | — | — | — |
| 2018-11-05 | ABT | BUY | $15K–$50K | $70.39 | $111.59 2026-08-27 | +58.5% |
| 2018-10-23 | BV | BUY | $15K–$50K | $13.61 | $11.08 2026-08-27 | -18.6% |
| 2018-10-10 | LW | SELL | $1K–$15K | $73.22 | $54.80 2026-08-27 | +81.2% rt |
| 2018-10-02 | FTAI | BUY | $15K–$50K | $15.47 | $199.42 2026-08-27 | +1189.5% |
| 2018-09-20 | WRK | BUY | $1K–$15K | — | — | — |
| 2018-09-20 | THO | SELL | $15K–$50K | $91.95 | $76.31 2026-08-27 | -27.9% rt |
| 2018-09-20 | RCL | BUY | $1K–$15K | $132.14 | $284.80 2026-08-27 | +115.5% |
| 2018-09-20 | MMM | BUY | $1K–$15K | $179.99 | $178.83 2026-08-27 | -0.7% |
| 2018-09-20 | IPGP | BUY | $1K–$15K | $162.56 | $77.25 2026-08-27 | -52.5% |
| 2018-09-20 | BV | BUY | $50K–$100K | $17.68 | $11.08 2026-08-27 | -37.3% |
| 2018-09-20 | BKCC | BUY | $100K–$250K | — | — | — |
| 2018-09-20 | BABA | BUY | $1K–$15K | $165.88 | $116.31 2026-08-27 | -29.9% |
| 2018-09-20 | AN | SELL | $15K–$50K | $44.47 | $198.75 2026-08-27 | -346.9% exit |
| 2018-09-20 | ADBE | SELL | $1K–$15K | $266.34 | $289.15 2026-08-27 | +134.2% rt |
| 2018-08-27 | NKE | SELL | $1K–$15K | $82.65 | $38.44 2026-08-27 | +53.5% exit |
| 2018-08-27 | IPGP | BUY | $15K–$50K | $168.01 | $77.25 2026-08-27 | -54.0% |
| 2018-08-27 | CBRE | SELL | $1K–$15K | $47.97 | $147.22 2026-08-27 | -206.9% exit |
| 2018-08-24 | OZM | SELL | $15K–$50K | — | — | — exit |
| 2018-08-23 | OZM | SELL | $15K–$50K | — | — | — exit |
| 2018-08-22 | OZM | SELL | $1K–$15K | — | — | — exit |
| 2018-08-16 | BKCC | BUY | $50K–$100K | — | — | — |
| 2018-07-18 | TJX | SELL | $15K–$50K | $48.31 | $134.22 2026-08-27 | -177.8% exit |
| 2018-07-18 | RCL | BUY | $15K–$50K | $112.82 | $284.80 2026-08-27 | +152.4% |
| 2018-07-18 | AMZN | SELL | $1K–$15K | $92.15 | $256.26 2026-08-27 | -178.1% exit |
| 2018-07-18 | AAPL | SELL | $1K–$15K | $47.60 | $314.58 2026-08-27 | -560.9% exit |
| 2018-07-06 | BKCC | BUY | $50K–$100K | — | — | — |
| 2018-05-29 | THO | BUY | $1K–$15K | $95.83 | $76.31 2026-08-27 | -20.4% |
| 2018-05-29 | MMM | BUY | $1K–$15K | $163.66 | $178.83 2026-08-27 | +9.3% |
| 2018-05-29 | AMAT | BUY | $1K–$15K | $52.02 | $482.36 2026-08-27 | +827.3% |
| 2018-05-24 | NXPI | SELL | $15K–$50K | $111.51 | $225.86 2026-08-27 | -102.5% exit |
| 2018-05-11 | BKCC | BUY | $100K–$250K | — | — | — |
| 2018-05-03 | MSG | SELL | $50K–$100K | — | — | — 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 |
|---|---|
| Shelley M Capito | 28 · UNH, GILD, ADI, BDX, CLX, ES |
| James B. Renacci | 22 · ADBE, AKX, UNH, GILD, BABA, GD |
| Alan Armstrong | 22 · ADBE, UNH, GILD, SYF, ADI, BDX |
| Josh Gottheimer | 17 · ADBE, UNH, GILD, SYF, ADI, BABA |
| Thomas H Tuberville | 17 · ADBE, GILD, CE, ADI, BABA, BDX |
| Sheldon Whitehouse | 17 · LW, UNH, GILD, ADI, BABA, CLX |
| SUSAN M COLLINS | 17 · LW, UNH, GILD, HRS, PSX, VFC |
| Frank A. LoBiondo | 17 · ADI, BDX, CLX, ES, FDS, GD |
| Lois Frankel | 16 · SYF, ADI, CLX, ES, GD, SJM |
| David B. McKinley | 15 · UNH, BDX, CLX, FDS, GWW, SJM |
| Alan S. Lowenthal | 14 · ADBE, UNH, SYF, ADI, BABA, GD |
| K. Michael Conaway | 14 · UNH, GILD, CE, BDX, GD, AGN |