FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$2.05B

Overview Activity Holdings

Buys

Nvidia Corporation

$54.76M

+60.6K shares

Biogen Inc

$46.98M

+217.9K shares

Fidelity Wise Origin Bitcoin Fund

$6.98M

+112.4K shares

Delta Air Lines Inc

$76.98M + $14.77M =$91.74M

1.91M+3.1K (+0.16%)

Alphabet Inc

$83.90M + $6.89M =$90.79M

600.6K+949 (+0.16%)

Energy Transfer LP

$77.43M + $11.89M =$89.32M

5.61M+67.3K (+1.20%)

Iac Inc

$71.60M + $5.07M =$76.67M

1.37M+70.4K (+5.15%)

Canada Goose Holdings Inc

$45.54M + $4.31M =$49.85M

3.84M+290.7K (+7.57%)

Kosmos Energy Ltd

$42.70M + $5.21M =$47.91M

6.36M+1.68M (+26.33%)

Alibaba Group Holding Limited

$44.68M + $1.14M =$45.82M

576.5K+56.7K (+9.84%)

Seadrill Limited

$31.33M + $13.96M =$45.29M

662.6K+237.7K (+35.88%)

Royalty Pharma Plc

$35.25M + $7.87M =$43.12M

1.25M+165.0K (+13.15%)

Illumina Inc

$33.51M + $170.9K =$33.68M

240.7K+4.6K (+1.92%)

Precigen, Inc.

$21.42M + $3.89M =$25.31M

15.98M+1.47M (+9.20%)

Sells

CLFEXIT

Cleveland-Cliffs Inc.

$20.97M - $20.97M =Closed

-1.03M shares (100%)

KRTXEXIT

Karuna Therapeutics Inc

$3.68M - $3.68M =Closed

-11.6K shares (100%)

SPYEXIT

SPDR S&P 500 ETF Trust

$994.0K - $994.0K =Closed

-2.1K shares (100%)

TWOUEXIT

2u Inc

$3.56M - $3.56M =Closed

-7.00M shares (100%)

Amazon.com Inc

$109.74M =$116.16M

644.0K left-78.2K (-10.83%)

Citigroup Inc

$97.19M =$112.38M

1.78M left-112.3K (-5.94%)

Expedia Group Inc.

$142.00M - $41.50M =$100.50M

729.6K left-205.9K (-22.01%)

Onemain Holdings Inc

$105.73M - $10.51M =$95.22M

1.86M left-285.2K (-13.27%)

General Motors Company

$67.04M =$81.53M

1.80M left-68.6K (-3.68%)

Meta Platforms Inc

$66.69M =$80.12M

165.0K left-23.4K (-12.43%)

Ubs Group AG

$75.73M - $3.85M =$71.88M

2.34M left-111.0K (-4.53%)

Mattel, Inc.

$62.10M =$62.73M

3.17M left-122.3K (-3.72%)

Crocs Inc

$39.42M =$60.26M

419.1K left-3.0K (-0.70%)

Coinbase Global Inc

$40.35M =$57.75M

217.8K left-14.2K (-6.11%)

United Airlines Holdings, Inc.

$50.38M =$53.16M

1.11M left-110.7K (-9.07%)

Norwegian Cruise Line Holdings Ltd.

$50.77M - $263.5K =$50.51M

2.41M left-120.3K (-4.75%)

Travel + Leisure Co.

$43.87M =$48.44M

989.4K left-132.9K (-11.84%)

CVS Health Corporation

$47.45M - $1.78M =$45.67M

572.6K left-28.4K (-4.73%)

JPMorgan Chase & Co.

$45.66M - $2.25M =$43.41M

216.7K left-51.7K (-19.26%)

Capital One Financial Corporation

$42.21M - $4.62M =$37.59M

252.5K left-69.4K (-21.57%)