Trey Hollingsworth (R-IN-9), a former Republican member of the House, has disclosed 95 trades since 2018: 76 purchases worth about $9.61M and 19 sales worth about $16.44M, in 4 stocks. Most traded: MMP, EPD, OBDC. As a portfolio, their stock holdings and trades returned +32.4% from Jul 2020, against +17.9% for the S&P 500. Trades took a median 15 days to be disclosed; 2 came late.
Trey Hollingsworth’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2020: +32.4%, against +17.9% for SPY; the largest fall on the way was -19.7%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Trey Hollingsworth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Trey Hollingsworth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Trey Hollingsworth | Nov 2021 | +7.9% | -18.4% | +26.3% | +6.7% | -19.7% | 0.42 | 0.43 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Trey Hollingsworth | Trading began inside this range: see All | |||||||
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Trey Hollingsworth | Jul 2020 | +32.4% | +17.9% | +14.5% | +12.1% | -19.7% | 0.61 | 0.53 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DOCHealthpeak Properties, Inc. | Real Estate | Closed | – | – | 1 | 0 | 1 | $0.00 | $15.00M | – | Jan 26, 2018 |
| EPDEnterprise Products Partners L.P. | Energy | Closed | – | – | 25 | 22 | 3 | $3.93M | $1.30M | -12.8% | Apr 19, 2022 |
| MMPMagellan Midstream Partners Lp | – | Closed | – | – | 33 | 33 | 0 | $2.58M | $0.00 | – | Nov 30, 2021 |
| OBDCBlue Owl Capital Corp | Financial Services | Closed | – | – | 14 | 14 | 0 | $1.17M | $0.00 | -110.7% | Jun 23, 2022 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included; for a former member nothing is shown as held.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| COATUE STRUCTURED FUND PRIVATE INVESTORS, LLCOther | Self | Buy | $250K–$500K | Oct 24, 2022 | Nov 16, 2022 | 23d | – | – | |
| JPMorgan Chase & Co Linked S&P 500 IndexOther | Self | Buy | $500K–$1M | Oct 4, 2022 | Oct 19, 2022 | 15d | – | – | |
| National Bank of Canada New York Linked S&P 500 IndexOther | Self | Buy | $500K–$1M | Sep 1, 2022 | Sep 9, 2022 | 8d | – | – | |
| OBDCOwl Rock Capital Corp (ORCC) (vla HGI, LLC) | Self | Buy | $15K–$50K | Jun 9, 2022 | Jun 23, 2022 | 14d | -20.8% | -108.1% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | Jun 10, 2022 | Jun 23, 2022 | 13d | -20.3% | -113.2% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | Jun 13, 2022 | Jun 23, 2022 | 10d | -17.0% | -117.6% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $15K–$50K | Jun 14, 2022 | Jun 23, 2022 | 9d | -16.0% | -117.2% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $250K–$500K | Jun 16, 2022 | Jun 23, 2022 | 7d | -13.6% | -118.8% | |
| OBDCOwl Rock Capltal Corp (ORCC) (vla HGI, LLC) | Self | Buy | $15K–$50K | Jun 23, 2022 | Jun 23, 2022 | 0d | -15.2% | -114.1% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | May 11, 2022 | Jun 10, 2022 | 30d | -20.2% | -111.7% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | May 11, 2022 | Jun 10, 2022 | 30d | -20.2% | -111.7% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | May 11, 2022 | Jun 10, 2022 | 30d | -20.2% | -111.7% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $1K–$15K | Mar 19, 2022 | Jun 10, 2022 | 83d late | -27.1% | -96.3% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $100K–$250K | May 20, 2022 | Jun 10, 2022 | 21d | -16.8% | -109.8% | |
| OBDCOwl Rock Capital Corp (ORCC) (via HGI, LLC) | Self | Buy | $50K–$100K | Jun 3, 2022 | Jun 10, 2022 | 7d | -22.5% | -105.7% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Trey Hollingsworth (R-IN-9), a former Republican member of the House, has disclosed 95 trades since 2018: 76 purchases worth about $9.61M and 19 sales worth about $16.44M, in 4 stocks. Most traded: MMP, EPD, OBDC. As a portfolio, their stock holdings and trades returned +32.4% from Jul 2020, against +17.9% for the S&P 500. Trades took a median 15 days to be disclosed; 2 came late.
As a portfolio, their stock holdings and trades returned +32.4% from July 2020 to November 2026, against +17.9% for the S&P 500, with a largest fall of -19.7%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 15 days to be disclosed. 2 of 95 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.