FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$2.17B

Overview Activity Holdings

Buys

JDNEW

Jd.com Inc

$3.47M

+100.0K shares

APANEW

Apa Corp.

$1.15M

+50.0K shares

Royalty Pharma Plc

$57.75M + $15.60M =$73.34M

2.04M+833.9K (+40.85%)

Iac Inc

$89.53M =$71.93M

1.66M+3.7K (+0.22%)

Seadrill Limited

$40.76M + $24.52M =$65.28M

1.03M+651.1K (+63.49%)

Biogen Inc

$49.61M + $13.69M =$63.30M

255.9K+158.0K (+61.74%)

Ubs Group AG

$62.50M =$61.93M

2.02M+20.4K (+1.01%)

Kosmos Energy Ltd

$38.04M + $20.60M =$58.65M

9.44M+7.71M (+81.65%)

Alibaba Group Holding Limited

$69.90M =$58.48M

658.7K+31.0K (+4.70%)

CVS Health Corporation

$48.36M + $9.93M =$58.29M

769.1K+529.3K (+68.83%)

Dave & Buster'S Entertainment, Inc.

$44.29M + $7.59M =$51.88M

1.30M+476.7K (+36.65%)

Coinbase Global Inc

$31.51M + $19.00M =$50.50M

176.8K+26.6K (+15.03%)

Crocs Inc

$55.17M =$48.77M

381.0K+64.3K (+16.87%)

Canada Goose Holdings Inc

$46.69M =$38.66M

3.73M+128.1K (+3.44%)

Fidelity Wise Origin Bitcoin Fund

$5.38M + $19.55M =$24.93M

96.9K+208.8K (+215.54%)

Chesapeake Energy Corporation

$19.47M + $4.12M =$23.58M

236.7K+227 (+0.10%)

SPDR S&P 500 ETF Trust

$852.4K + $1.18M =$2.03M

1.5K+2.0K (+133.04%)

Sells

Amazon.com Inc

$116.52M =$133.80M

609.9K left-15.4K (-2.47%)

Qxo Inc

$122.09M =$122.96M

7.73M left-8.8K (-0.11%)

Alphabet Inc

$98.80M =$112.73M

595.5K left-246 (-0.04%)

Citigroup Inc

$96.52M =$108.49M

1.54M left-550 (-0.04%)

Energy Transfer LP

$85.01M =$99.75M

5.09M left-204.9K (-3.87%)

Meta Platforms Inc

$84.62M =$86.44M

147.6K left-196 (-0.13%)

Expedia Group Inc.

$95.82M - $13.38M =$82.44M

442.4K left-204.9K (-31.65%)

Nvidia Corporation

$73.92M =$81.72M

608.6K left-165 (-0.03%)

General Motors Company

$69.51M =$81.56M

1.53M left-18.9K (-1.22%)

United Airlines Holdings, Inc.

$57.38M =$70.42M

725.2K left-280.3K (-27.88%)

Onemain Holdings Inc

$66.52M - $672.3K =$65.85M

1.26M left-150.1K (-10.62%)

Sofi Technologies Inc

$45.55M =$65.48M

4.25M left-1.54M (-26.64%)

Norwegian Cruise Line Holdings Ltd.

$57.47M =$63.91M

2.48M left-318.1K (-11.35%)

Delta Air Lines Inc

$64.18M - $6.85M =$57.32M

947.5K left-316.1K (-25.01%)

Illumina Inc

$53.67M =$54.78M

410.0K left-1.6K (-0.39%)

Mattel, Inc.

$48.32M - $3.42M =$44.90M

2.53M left-4.2K (-0.16%)

Peloton Interactive Inc

$23.66M =$33.21M

3.82M left-1.24M (-24.49%)

Precigen, Inc.

$16.99M =$20.03M

17.88M left-56.4K (-0.31%)

Travel + Leisure Co.

$40.74M - $34.86M =$5.88M

116.6K left-767.5K (-86.81%)

Everi Holdings Inc

$4.76M - $707.6K =$4.06M

300.3K left-62.3K (-17.18%)