Susie Lee
Representative
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-06-29. Trade sizes are disclosed only as ranges, so every figure is an estimate.
| Window | Portfolio | SPY | vs SPY |
|---|---|---|---|
| 1 week | -5.2% | -0.5% | -4.7% |
| 1 month | +3.7% | -2.1% | +5.7% |
| 1 quarter | +22.2% | +16.9% | +5.4% |
| Year to date | +36.3% | +9.0% | +27.4% |
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-06-29). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| CCC | 2,285 | $11.2K | 0.5% |
| VRT | 2,032 | $623.9K | 25.7% |
| MAT | 1,984 | $27.2K | 1.1% |
| RXT | 1,918 | $11.8K | 0.5% |
| SABR | 1,553 | $3.3K | 0.1% |
| CWK | 1,088 | $15K | 0.6% |
| GFL | 1,079 | $39.7K | 1.6% |
| GT | 1,042 | $6.8K | 0.3% |
| UAA | 1,019 | $6.3K | 0.3% |
| AHCO | 838 | $8.6K | 0.4% |
| ALLY | 825 | $39K | 1.6% |
| SYF | 760 | $59.6K | 2.5% |
| ACI | 760 | $10.2K | 0.4% |
| BKR | 745 | $41.8K | 1.7% |
| VICI | 694 | $18.9K | 0.8% |
| CARR | 620 | $45.5K | 1.9% |
| VNT | 524 | $15K | 0.6% |
| BLDR | 516 | $46.7K | 1.9% |
| WDC | 455 | $296.7K | 12.2% |
| PHM | 439 | $60.6K | 2.5% |
| LW | 409 | $18.1K | 0.7% |
| LYV | 352 | $63.8K | 2.6% |
| WCC | 346 | $118.7K | 4.9% |
| TAP | 326 | $12.9K | 0.5% |
| WYNN | 311 | $30.9K | 1.3% |
| REZI | 298 | $9K | 0.4% |
| HASI | 289 | $11.3K | 0.5% |
| OKE | 284 | $25.2K | 1.0% |
| TOL | 262 | $43.3K | 1.8% |
| FOUR | 255 | $12.3K | 0.5% |
| SCHW | 239 | $21.6K | 0.9% |
| CZR | 238 | $7.1K | 0.3% |
| IT | 232 | $30.9K | 1.3% |
| ALGM | 221 | $14.6K | 0.6% |
| GDDY | 215 | $18.3K | 0.8% |
| SIRI | 196 | $5.7K | 0.2% |
| LITE | 191 | $162.7K | 6.7% |
| LDOS | 183 | $18.4K | 0.8% |
| AMRC | 182 | $4.8K | 0.2% |
| CNC | 178 | $11.5K | 0.5% |
| O | 177 | $11.2K | 0.5% |
| SYY | 165 | $13.8K | 0.6% |
| AMP | 153 | $68.2K | 2.8% |
| APTV | 152 | $9K | 0.4% |
| HRI | 151 | $22.1K | 0.9% |
| AEIS | 141 | $49.2K | 2.0% |
| TNL | 131 | $10.2K | 0.4% |
| DLTR | 125 | $15.3K | 0.6% |
| WLK | 124 | $9.3K | 0.4% |
| DOV | 123 | $27.6K | 1.1% |
| SAIC | 120 | $13.6K | 0.6% |
| BHC | 114 | $554 | 0.0% |
| PII | 114 | $8.1K | 0.3% |
| KMX | 113 | $6K | 0.3% |
| FMC | 111 | $1.3K | 0.1% |
| LPLA | 105 | $28.2K | 1.2% |
| DIN | 75 | $2.7K | 0.1% |
| BFAM | 72 | $5.1K | 0.2% |
| SWK | 71 | $6.7K | 0.3% |
| DG | 62 | $7.3K | 0.3% |
| TER | 61 | $28.2K | 1.2% |
| LEA | 59 | $7.9K | 0.3% |
| CHGG | 53 | $58 | 0.0% |
| CDNS | 51 | $19.1K | 0.8% |
| QSR | 39 | $2.9K | 0.1% |
| RHI | 35 | $1.1K | 0.1% |
| LESL | 35 | $371 | 0.0% |
| CDW | 31 | $4.3K | 0.2% |
| TTEK | 20 | $586 | 0.0% |
| WM | 18 | $4.1K | 0.2% |
| ENR | 17 | $360 | 0.0% |
| SHW | 16 | $5.5K | 0.2% |
| REYN | 16 | $425 | 0.0% |
| EFX | 8 | $1.2K | 0.1% |
| GPC | 7 | $874 | 0.0% |
| LH | 7 | $2K | 0.1% |
| WTRG | 4 | $144 | 0.0% |
| TDY | 4 | $2.3K | 0.1% |
| MSCI | 3 | $1.5K | 0.1% |
| TJX | 2 | $261 | 0.0% |
| HOLX | 2 | — | — |
| W | 1 | $127 | 0.0% |
| TFX | 1 | $159 | 0.0% |
| POOL | 1 | $174 | 0.0% |
| AZO | 1 | $1.8K | 0.1% |
| KR | 0 | $1 | 0.0% |
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$3M – $13.8M
Reporting year
2024
Disclosed assets
26
Disclosed liabilities
1
Net worth band by reporting year
2021
2022
2023
2024
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2024 | 2025-08-12 | $3M – $13.8M |
| 2023 | 2024-08-09 | $7M – $20.3M |
| 2022 | 2023-08-11 | $6.8M – $23.5M |
| 2021 | 2022-08-13 | $13.3M – $52.2M |
Recent stock trades
Disclosed trades
727
Avg. disclosure lag
40.8 days
Filed past 45-day deadline
27.4%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-04-21 | FLL | Sell | — | $1K - $15K | 2026-06-04 | 44d |
| 2025-07-23 | FLL | Sell | — | $500K - $1M | 2025-08-22 | 30d |
| 2025-06-13 | FLL | Sell | — | $250K - $500K | 2025-07-10 | 27d |
| 2025-03-28 | FLL | Sell | — | $1K - $15K | 2025-04-11 | 14d |
| 2025-03-20 | FLL | Sell | — | $15K - $50K | 2025-04-11 | 22d |
| 2025-03-14 | CCL | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | CNTY | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | GDEN | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | MAR | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | MGM | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | SONY | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | SBUX | Sell | — | $15K - $50K | 2025-04-11 | 28d |
| 2025-03-14 | TNC | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-14 | WYNN | Sell | — | $1K - $15K | 2025-04-11 | 28d |
| 2025-03-12 | FLL | Sell | — | $15K - $50K | 2025-03-14 | 2d |
| 2025-02-24 | FLL | Sell | — | $15K - $50K | 2025-03-14 | 18d |
| 2025-02-21 | FLL | Sell | — | $15K - $50K | 2025-03-14 | 21d |
| 2025-02-13 | FLL | Sell | — | $15K - $50K | 2025-03-14 | 29d |
| 2023-09-13 | RCL | Sell | JT | $1K - $15K | 2023-10-10 | 27d |
| 2023-05-09 | ON | Sell | JT | $1K - $15K | 2023-05-26 | 17d |
| 2023-05-09 | IT | Sell | JT | $1K - $15K | 2023-05-26 | 17d |
| 2023-05-09 | IQV | Sell | JT | $1K - $15K | 2023-05-26 | 17d |
| 2023-05-09 | KEYS | Sell | JT | $1K - $15K | 2023-05-26 | 17d |
| 2023-05-09 | MSI | Sell | JT | $15K - $50K | 2023-05-26 | 17d |
| 2023-05-09 | NDAQ | Sell | JT | $1K - $15K | 2023-05-26 | 17d |