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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$1.88B
13F
2024 Q2
7 of 17 quarters
Overview
Activity
Holdings
40 Positions
Total: $1.88B
Show $
AMZN
GOOGL
C
EXPE
ET
META
GM
OMF
NVDA
IAC
DAL
UBS
BIIB
CROX
NCLH
BABA
KOS
GOOS
UAL
SDRL
CVS
ILMN
MAT
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COIN
RPRX
JPM
PGEN
FISV
SOFI
WAL
CHK
PTON
EVRI
FBTC
UBER
LEN.B
TEVA
BRLT
SPY
4 Exited Positions
Previously $41.62M
COF
EXIT
RKT
EXIT
VNT
EXIT
FANG
EXIT
