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Patient Capital Management (Samantha McLemore) - FilingSpy
Patient Capital Management
Samantha McLemore
$1.94B
13F
2025 Q1
4 of 17 quarters
Overview
Activity
Holdings
39 Positions
Total: $1.94B
Show $
AMZN
C
QXO
GOOGL
RPRX
ET
CVS
META
IAC
GM
BABA
NCLH
NVDA
UBS
BIIB
CROX
OMF
SDRL
EXPE
UAL
MAT
FBTC
SOFI
KOS
PLAY
ILMN
COIN
DAL
JD
PGEN
GOOS
NFE
PTON
CVNA
JPM
YOU
LEN.B
APA
BRLT
7 Exited Positions
Previously $42.18M
CHK
EXIT
TNL
EXIT
EVRI
EXIT
WAL
EXIT
TEVA
EXIT
FISV
EXIT
SPY
EXIT
