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 |
|---|---|---|---|---|---|---|
| 2018-05-03 | HHH | SELL | $50K–$100K | $124.41 | $64.92 2026-08-27 | +47.8% exit |
| 2018-04-30 | BKCC | SELL | $50K–$100K | — | — | — exit |
| 2018-04-30 | ARCC | SELL | $15K–$50K | $16.04 | $19.88 2026-08-27 | -23.9% exit |
| 2018-04-27 | AGN | SELL | $15K–$50K | — | — | — exit |
| 2018-04-10 | LW | SELL | $15K–$50K | $63.77 | $54.80 2026-08-27 | +59.8% rt |
| 2018-04-09 | MIC | BUY | $250K–$500K | — | — | — |
| 2018-04-02 | TMO | SELL | $1K–$15K | $203.14 | $630.70 2026-08-27 | -210.5% exit |
| 2018-04-02 | CBRE | SELL | $1K–$15K | $46.46 | $147.22 2026-08-27 | -216.9% exit |
| 2018-04-02 | AMZN | SELL | $1K–$15K | $68.60 | $256.26 2026-08-27 | -273.6% exit |
| 2018-03-28 | THO | BUY | $1K–$15K | $112.39 | $76.31 2026-08-27 | -32.1% |
| 2018-03-28 | AMAT | BUY | $1K–$15K | $54.06 | $482.36 2026-08-27 | +792.3% |
| 2018-02-28 | WY | SELL | $1K–$15K | $35.03 | $23.70 2026-08-27 | +32.3% exit |
| 2018-02-28 | TJX | SELL | $1K–$15K | $41.34 | $134.22 2026-08-27 | -224.7% exit |
| 2018-02-28 | AGN | SELL | $1K–$15K | — | — | — exit |
| 2018-02-27 | THO | BUY | $15K–$50K | $127.44 | $76.31 2026-08-27 | -40.1% |
| 2018-02-27 | AMZN | SELL | $1K–$15K | $75.60 | $256.26 2026-08-27 | -239.0% exit |
| 2017-12-20 | NKE | SELL | $15K–$50K | $63.59 | $38.44 2026-08-27 | +39.5% exit |
| 2017-12-20 | CLB | BUY | $15K–$50K | $103.59 | $12.29 2026-08-27 | -88.1% |
| 2017-12-11 | BKCC | SELL | $250K–$500K | — | — | — exit |
| 2017-12-08 | SLB | SELL | $15K–$50K | $63.54 | $55.01 2026-08-27 | +13.4% exit |
| 2017-12-08 | CLB | SELL | $15K–$50K | $101.00 | $12.29 2026-08-27 | +87.8% exit |
| 2017-12-08 | BKCC | SELL | $50K–$100K | — | — | — exit |
| 2017-12-08 | AGN | SELL | $15K–$50K | — | — | — exit |
| 2017-12-04 | DORM | BUY | $1K–$15K | $67.45 | $128.21 2026-08-27 | +90.1% |
| 2017-10-30 | NXPI | SELL | $15K–$50K | $116.73 | $225.86 2026-08-27 | -93.5% exit |
| 2017-10-30 | BABA | BUY | $1K–$15K | $181.58 | $116.31 2026-08-27 | -36.0% |
| 2017-10-06 | CE | SELL | $1K–$15K | $107.92 | $44.87 2026-08-27 | +58.4% exit |
| 2017-09-26 | FTAI | BUY | $50K–$100K | $15.35 | $199.42 2026-08-27 | +1198.8% |
| 2017-09-25 | BABA | BUY | $15K–$50K | $169.59 | $116.31 2026-08-27 | -31.4% |
| 2017-09-22 | WEC | SELL | $1K–$15K | $63.61 | $106.28 2026-08-27 | -67.1% exit |
| 2017-09-22 | SYY | SELL | $1K–$15K | $53.37 | $82.45 2026-08-27 | -54.5% exit |
| 2017-09-22 | SJM | SELL | $1K–$15K | $104.59 | $131.84 2026-08-27 | -26.1% exit |
| 2017-09-22 | SCG | SELL | $1K–$15K | $55.22 | $47.78 2018-12-31 | +13.5% exit |
| 2017-09-22 | PSX | SELL | $1K–$15K | $89.89 | $239.81 2026-08-27 | -166.8% exit |
| 2017-09-22 | PII | SELL | $1K–$15K | $107.38 | $63.85 2026-08-27 | +40.5% exit |
| 2017-09-22 | PAYX | SELL | $1K–$15K | $59.75 | $126.48 2026-08-27 | -111.7% exit |
| 2017-09-22 | HRS | SELL | $1K–$15K | — | — | — exit |
| 2017-09-22 | GWW | SELL | $1K–$15K | $176.61 | $1321.08 2026-08-27 | -648.0% exit |
| 2017-09-22 | GD | SELL | $1K–$15K | $205.41 | $380.06 2026-08-27 | -85.0% exit |
| 2017-09-22 | FV | SELL | $15K–$50K | $25.89 | $74.50 2026-08-27 | -187.8% exit |
| 2017-09-22 | FRT | SELL | $1K–$15K | $123.14 | $116.92 2026-08-27 | +5.0% exit |
| 2017-09-22 | FDS | SELL | $1K–$15K | $168.61 | $304.47 2026-08-27 | -80.6% exit |
| 2017-09-22 | EV | SELL | $1K–$15K | — | — | — exit |
| 2017-09-22 | ES | SELL | $1K–$15K | $60.71 | $70.92 2026-08-27 | -16.8% exit |
| 2017-09-22 | CLX | SELL | $1K–$15K | $129.83 | $103.63 2026-08-27 | +20.2% exit |
| 2017-09-22 | BDX | SELL | $1K–$15K | $148.07 | $188.13 2026-08-27 | -27.1% exit |
| 2017-09-22 | ADI | SELL | $1K–$15K | $84.92 | $374.52 2026-08-27 | -341.0% exit |
| 2017-08-14 | LC | SELL | $15K–$50K | $29.05 | $20.10 2026-07-09 | +30.8% exit |
| 2017-08-07 | AKX | SELL | $1K–$15K | — | — | — exit |
| 2017-07-20 | CE | SELL | $1K–$15K | $98.30 | $44.87 2026-08-27 | +54.4% 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 |