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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$1.89B
13F
2023 Q4
9 of 17 quarters
Overview
Activity
Holdings
43 Positions
Total: $1.89B
Show $
EXPE
AMZN
OMF
C
GOOGL
ET
DAL
UBS
IAC
GM
META
MAT
NCLH
UAL
CVS
JPM
GOOS
BABA
TNL
KOS
COF
COIN
CROX
PTON
SOFI
UBER
RPRX
FISV
ILMN
SDRL
WAL
PGEN
CHK
CLF
RKT
KRTX
TWOU
LEN.B
FANG
VNT
TEVA
SPY
BRLT
4 Exited Positions
Previously $103.27M
SPLK
EXIT
OVV
EXIT
DXC
EXIT
FTCH
EXIT
