FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$1.94B

Overview Activity Holdings

Buys

NFENEW

New Fortress Energy Inc

$20.63M

+2.48M shares

Carvana Co.

$9.89M

+47.3K shares

YOUNEW

Clear Secure Inc

$3.24M

+125.0K shares

Alphabet Inc

$112.73M =$93.66M

595.5K+10.2K (+1.71%)

Royalty Pharma Plc

$73.34M + $19.19M =$92.54M

2.88M+97.6K (+3.39%)

CVS Health Corporation

$58.29M + $31.53M =$89.81M

1.30M+27.2K (+2.10%)

Iac Inc

$71.93M + $5.47M =$77.39M

1.67M+17.4K (+1.04%)

Norwegian Cruise Line Holdings Ltd.

$63.91M + $4.16M =$68.07M

2.48M+1.11M (+44.54%)

Nvidia Corporation

$81.72M =$67.95M

608.6K+18.4K (+3.02%)

Ubs Group AG

$61.93M + $652.5K =$62.58M

2.04M+633 (+0.03%)

Biogen Inc

$63.30M =$62.35M

414.0K+41.6K (+10.06%)

Crocs Inc

$48.77M + $5.54M =$54.31M

445.2K+66.2K (+14.86%)

Seadrill Limited

$65.28M =$49.32M

1.68M+295.9K (+17.65%)

Fidelity Wise Origin Bitcoin Fund

$24.93M + $19.71M =$44.64M

305.6K+314.6K (+102.95%)

Kosmos Energy Ltd

$58.65M =$41.05M

17.15M+857.1K (+5.00%)

Dave & Buster'S Entertainment, Inc.

$51.88M =$38.68M

1.78M+424.2K (+23.87%)

Illumina Inc

$54.78M =$36.39M

410.0K+48.7K (+11.88%)

Coinbase Global Inc

$50.50M =$35.08M

203.4K+271 (+0.13%)

Jd.com Inc

$3.47M + $28.85M =$32.32M

100.0K+685.9K (+685.92%)

Sells

CHKEXIT

Chesapeake Energy Corporation

$23.58M - $23.58M =Closed

-236.9K shares (100%)

EVRIEXIT

Everi Holdings Inc

$4.06M - $4.06M =Closed

-300.3K shares (100%)

FISVEXIT

Fiserv, Inc.

$2.06M - $2.06M =Closed

-10.0K shares (100%)

SPYEXIT

SPDR S&P 500 ETF Trust

$2.03M - $2.03M =Closed

-3.5K shares (100%)

TEVAEXIT

Teva Pharmaceutical Industries Ltd

$2.20M - $2.20M =Closed

-100.0K shares (100%)

TNLEXIT

Travel + Leisure Co.

$5.88M - $5.88M =Closed

-116.6K shares (100%)

WALEXIT

Western Alliance Bancorp

$2.36M - $2.36M =Closed

-28.3K shares (100%)

Amazon.com Inc

$133.80M - $24.59M =$109.21M

574.0K left-35.9K (-5.88%)

Citigroup Inc

$108.49M - $8.75M =$99.75M

1.41M left-136.2K (-8.84%)

Qxo Inc

$122.96M - $24.32M =$98.64M

7.28M left-448.2K (-5.80%)

Energy Transfer LP

$99.75M - $8.96M =$90.79M

4.88M left-208.1K (-4.09%)

Meta Platforms Inc

$86.44M - $2.48M =$83.96M

145.7K left-2.0K (-1.33%)

General Motors Company

$81.56M - $9.76M =$71.80M

1.53M left-4.4K (-0.29%)

Alibaba Group Holding Limited

$58.48M =$70.62M

534.1K left-155.6K (-22.56%)

Onemain Holdings Inc

$65.85M - $13.42M =$52.42M

1.07M left-190.7K (-15.09%)

Expedia Group Inc.

$82.44M - $35.57M =$46.87M

278.8K left-163.6K (-36.98%)

United Airlines Holdings, Inc.

$70.42M - $24.11M =$46.31M

670.6K left-54.6K (-7.53%)

Mattel, Inc.

$44.90M =$44.92M

2.31M left-220.8K (-8.72%)

Sofi Technologies Inc

$65.48M - $24.37M =$41.11M

3.53M left-716.8K (-16.86%)

Delta Air Lines Inc

$57.32M - $23.83M =$33.50M

768.3K left-179.2K (-18.92%)