Patient Capital Management
Samantha McLemore
$2.22B
AUM
$2.22B
Positions
40
Top Position
QXO 6.4%
Top 10
48%
Notable Trades
Largest New
UNH
UnitedHealth Group Incorporated
$59.88M
Biggest Increase
GOOGL
Alphabet Inc
+7.4K shares
Largest Exit
NFE
New Fortress Energy Inc
2.48M shares
Biggest Decrease
GOOS
Canada Goose Holdings Inc
-1.97M shares