FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$1.88B

Overview Activity Holdings

Buys

Everi Holdings Inc

$12.29M

+1.46M shares

SPYNEW

SPDR S&P 500 ETF Trust

$401.7K

+738 shares

Nvidia Corporation

$54.76M + $20.08M =$74.85M

60.6K+545.2K (+899.64%)

Iac Inc

$76.67M =$74.84M

1.44M+160.2K (+11.14%)

Biogen Inc

$46.98M + $12.66M =$59.64M

217.9K+39.4K (+18.07%)

Norwegian Cruise Line Holdings Ltd.

$50.51M + $2.80M =$53.31M

2.41M+423.7K (+17.56%)

Alibaba Group Holding Limited

$45.82M + $6.49M =$52.31M

633.2K+93.3K (+14.74%)

Kosmos Energy Ltd

$47.91M + $2.42M =$50.33M

8.04M+1.05M (+13.01%)

Seadrill Limited

$45.29M + $1.46M =$46.74M

900.3K+7.3K (+0.81%)

CVS Health Corporation

$45.67M =$43.69M

572.6K+167.1K (+29.19%)

Illumina Inc

$33.68M + $9.62M =$43.30M

245.3K+169.6K (+69.13%)

Royalty Pharma Plc

$43.12M =$37.56M

1.42M+4.6K (+0.32%)

Precigen, Inc.

$25.31M + $3.41M =$28.72M

17.45M+721.2K (+4.13%)

Sofi Technologies Inc

$27.45M =$25.42M

3.76M+84.4K (+2.25%)

Sells

COFEXIT

Capital One Financial Corporation

$37.59M - $37.59M =Closed

-252.5K shares (100%)

FANGEXIT

Diamondback Energy Inc

$594.5K - $594.5K =Closed

-3.0K shares (100%)

RKTEXIT

Rocket Companies Inc

$2.08M - $2.08M =Closed

-142.8K shares (100%)

VNTEXIT

Vontier Corp

$1.36M - $1.36M =Closed

-30.0K shares (100%)

Amazon.com Inc

$116.16M =$122.08M

631.7K left-12.3K (-1.91%)

Alphabet Inc

$90.79M =$109.52M

601.3K left-259 (-0.04%)

Citigroup Inc

$112.38M - $6.84M =$105.54M

1.66M left-114.0K (-6.41%)

Expedia Group Inc.

$100.50M - $10.30M =$90.21M

716.0K left-13.6K (-1.87%)

Energy Transfer LP

$89.32M - $2.37M =$86.95M

5.36M left-317.6K (-5.59%)

Meta Platforms Inc

$80.12M =$80.64M

159.9K left-5.1K (-3.08%)

General Motors Company

$81.53M - $5.38M =$76.15M

1.64M left-158.8K (-8.83%)

Onemain Holdings Inc

$95.22M - $19.86M =$75.36M

1.55M left-309.6K (-16.61%)

Delta Air Lines Inc

$91.74M - $28.10M =$63.64M

1.34M left-575.0K (-30.00%)

Ubs Group AG

$71.88M - $11.95M =$59.93M

2.03M left-311.0K (-13.29%)

Crocs Inc

$60.26M - $4.87M =$55.39M

379.5K left-39.5K (-9.44%)

Canada Goose Holdings Inc

$49.85M =$50.22M

3.88M left-249.2K (-6.03%)

United Airlines Holdings, Inc.

$53.16M - $4.82M =$48.34M

993.5K left-116.9K (-10.53%)

Mattel, Inc.

$62.73M - $21.01M =$41.72M

2.57M left-600.7K (-18.97%)

Travel + Leisure Co.

$48.44M - $7.97M =$40.48M

899.9K left-89.5K (-9.05%)

Coinbase Global Inc

$57.75M - $17.94M =$39.81M

179.2K left-38.7K (-17.76%)