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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$1.70B
13F
2023 Q3
10 of 17 quarters
Overview
Activity
Holdings
42 Positions
Total: $1.70B
Show $
EXPE
AMZN
OMF
GOOGL
ET
MAT
C
DAL
IAC
UBS
META
BABA
GM
GOOS
UAL
TNL
JPM
KOS
SPLK
CVS
UBER
NCLH
COF
OVV
COIN
FISV
KRTX
SOFI
CHK
DXC
PTON
WAL
CLF
PGEN
TWOU
RKT
FANG
LEN.B
TEVA
VNT
FTCH
BRLT
5 Exited Positions
Previously $75.38M
FTCH
EXIT
TMHC
EXIT
SFIX
EXIT
BAC
EXIT
ADT
EXIT
