house · trading 2017-01-01 → 2019-01-02
*Notional-weighted price return on disclosed buys, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2019-01-02 | GS | BUY | $15K–$50K | $172.03 | $1019.61 2026-06-26 | +492.7% |
| 2018-12-27 | MIC | BUY | $100K–$250K | — | — | — |
| 2018-12-27 | FTAI | BUY | $250K–$500K | $11.96 | $260.08 2026-06-26 | +2075.4% |
| 2018-12-27 | BKCC | BUY | $250K–$500K | — | — | — |
| 2018-12-21 | FTAI | BUY | $100K–$250K | $11.11 | $260.08 2026-06-26 | +2240.9% |
| 2018-12-10 | WY | SELL | $50K–$100K | — | — | — exit |
| 2018-12-10 | FTAI | BUY | $100K–$250K | $12.66 | $260.08 2026-06-26 | +1955.0% |
| 2018-12-10 | CLB | SELL | $15K–$50K | $73.10 | $11.02 2026-06-26 | -29.4% rt |
| 2018-12-10 | AMAT | SELL | $15K–$50K | $34.17 | $626.84 2026-06-26 | -36.8% rt |
| 2018-12-06 | AZO | SELL | $15K–$50K | $868.68 | $3128.70 2026-06-26 | -260.2% exit |
| 2018-12-05 | FTAI | BUY | $100K–$250K | $13.52 | $260.08 2026-06-26 | +1823.9% |
| 2018-12-03 | WBT | SELL | $15K–$50K | — | — | — exit |
| 2018-12-02 | BV | SELL | $15K–$50K | $12.60 | $14.63 2026-06-26 | -7.4% rt |
| 2018-11-21 | SLB | SELL | $15K–$50K | $47.64 | $47.00 2026-06-26 | +1.3% exit |
| 2018-11-21 | IEZ | BUY | $15K–$50K | $26.98 | $27.18 2026-06-26 | +0.7% |
| 2018-11-21 | BV | SELL | $15K–$50K | $12.25 | $14.63 2026-06-26 | -30.7% rt |
| 2018-11-13 | DORM | SELL | $1K–$15K | $82.98 | $134.37 2026-06-25 | +23.0% rt |
| 2018-11-05 | NRZ | BUY | $50K–$100K | — | — | — |
| 2018-11-05 | ABT | BUY | $15K–$50K | $70.39 | $94.12 2026-06-26 | +33.7% |
| 2018-10-23 | BV | BUY | $15K–$50K | $13.61 | $14.63 2026-06-26 | +7.5% |
| 2018-10-10 | LW | SELL | $1K–$15K | $73.22 | $45.16 2026-06-26 | +81.2% rt |
| 2018-10-02 | FTAI | BUY | $15K–$50K | $15.47 | $260.08 2026-06-26 | +1581.7% |
| 2018-09-20 | WRK | BUY | $1K–$15K | — | — | — |
| 2018-09-20 | THO | SELL | $15K–$50K | $91.95 | $78.74 2026-06-26 | -27.9% rt |
| 2018-09-20 | RCL | BUY | $1K–$15K | $132.14 | $318.13 2026-06-26 | +140.8% |
| 2018-09-20 | MMM | BUY | $1K–$15K | $179.99 | $164.01 2026-06-26 | -8.9% |
| 2018-09-20 | IPGP | BUY | $1K–$15K | $162.56 | $107.19 2026-06-26 | -34.1% |
| 2018-09-20 | BV | BUY | $50K–$100K | $17.68 | $14.63 2026-06-26 | -17.3% |
| 2018-09-20 | BKCC | BUY | $100K–$250K | — | — | — |
| 2018-09-20 | BABA | BUY | $1K–$15K | $165.88 | $94.81 2026-06-26 | -42.8% |
| 2018-09-20 | AN | SELL | $15K–$50K | $44.47 | $191.64 2026-06-26 | -330.9% exit |
| 2018-09-20 | ADBE | SELL | $1K–$15K | $266.34 | $202.73 2026-06-26 | +134.2% rt |
| 2018-08-27 | NKE | SELL | $1K–$15K | $82.65 | $40.75 2026-06-26 | +50.7% exit |
| 2018-08-27 | IPGP | BUY | $15K–$50K | $168.01 | $107.19 2026-06-26 | -36.2% |
| 2018-08-27 | CBRE | SELL | $1K–$15K | $47.97 | $137.40 2026-06-26 | -186.4% 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 | $155.43 2026-06-26 | -221.7% exit |
| 2018-07-18 | RCL | BUY | $15K–$50K | $112.82 | $318.13 2026-06-26 | +182.0% |
| 2018-07-18 | AMZN | SELL | $1K–$15K | $92.15 | $232.69 2026-06-26 | -152.5% exit |
| 2018-07-18 | AAPL | SELL | $1K–$15K | $47.60 | $283.78 2026-06-26 | -496.2% exit |
| 2018-07-06 | BKCC | BUY | $50K–$100K | — | — | — |
| 2018-05-29 | THO | BUY | $1K–$15K | $95.83 | $78.74 2026-06-26 | -17.8% |
| 2018-05-29 | MMM | BUY | $1K–$15K | $163.66 | $164.01 2026-06-26 | +0.2% |
| 2018-05-29 | AMAT | BUY | $1K–$15K | $52.02 | $626.84 2026-06-26 | +1105.0% |
| 2018-05-24 | NXPI | SELL | $15K–$50K | $111.51 | $298.64 2026-06-25 | -167.8% 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 |
|---|---|
| Hon. James B. Renacci | 22 · AAPL, ABT, ADBE, AGN, AMAT, AMZN |
| Hon. Josh Gottheimer | 17 · AAPL, ABT, ADBE, ADI, AMAT, AMZN |
| Hon. Frank A. LoBiondo | 17 · AAPL, ABT, ADI, BDX, CLX, ES |
| Hon. Lois Frankel | 16 · ABT, ADI, AMAT, CLX, DORM, ES |
| Hon. David B. McKinley | 15 · AAPL, ABT, AZO, BDX, CLX, FDS |
| Hon. Alan S. Lowenthal | 14 · AAPL, ADBE, ADI, AGN, AMZN, ARCC |
| Hon. K. Michael Conaway | 14 · AAPL, ABT, AGN, AMZN, BDX, CE |
| Hon. John A. Yarmuth | 13 · AAPL, AGN, AMZN, GD, GILD, GS |
| Hon. Robert J. Wittman | 13 · AAPL, ABT, AGN, AMZN, BDX, CLX |
| Hon. Earl Blumenauer | 12 · AAPL, AGN, AMZN, AZO, GD, GILD |
| Hon. Kurt Schrader | 12 · AAPL, ADBE, AMZN, CLB, GD, GILD |
| Hon. Dean Phillips | 12 · AAPL, ABT, AMZN, CLX, GILD, GS |