FilingSpy

Patient Capital Management (Samantha McLemore) - FilingSpy

Samantha McLemore

Patient Capital Management

Samantha McLemore

$2.22B

Overview Activity Holdings

Buys

UNHNEW

UnitedHealth Group Incorporated

$59.88M

+191.9K shares

TEMNEW

Tempus AI Inc

$24.69M

+388.6K shares

NENEW

Noble Corporation Plc

$19.07M

+718.3K shares

Angi Inc

$12.33M

+808.0K shares

Alphabet Inc

$93.66M + $14.37M =$108.04M

605.7K+7.4K (+1.22%)

Royalty Pharma Plc

$92.54M + $15.12M =$107.66M

2.97M+15.3K (+0.52%)

Nvidia Corporation

$67.95M + $32.24M =$100.19M

627.0K+7.2K (+1.15%)

Norwegian Cruise Line Holdings Ltd.

$68.07M + $27.42M =$95.49M

3.59M+1.12M (+31.15%)

Iac Inc

$77.39M =$64.93M

1.68M+54.3K (+3.23%)

Seadrill Limited

$49.32M + $9.21M =$58.53M

1.97M+256.8K (+13.02%)

Illumina Inc

$36.39M + $19.16M =$55.55M

458.7K+123.5K (+26.93%)

Delta Air Lines Inc

$33.50M + $10.75M =$44.25M

768.3K+131.4K (+17.11%)

Kosmos Energy Ltd

$41.05M =$33.26M

18.00M+1.33M (+7.41%)

Jd.com Inc

$32.32M =$25.76M

785.9K+3.2K (+0.41%)

Clear Secure Inc

$3.24M + $639.3K =$3.88M

125.0K+14.7K (+11.76%)

Sells

BRLTEXIT

Brilliant Earth Group Inc

$158.0K - $158.0K =Closed

-100.0K shares (100%)

CVNAEXIT

Carvana Co.

$9.89M - $9.89M =Closed

-47.3K shares (100%)

NFEEXIT

New Fortress Energy Inc

$20.63M - $20.63M =Closed

-2.48M shares (100%)

Qxo Inc

$98.64M =$140.92M

6.54M left-742.6K (-10.19%)

Amazon.com Inc

$109.21M =$123.62M

563.5K left-10.5K (-1.84%)

Citigroup Inc

$99.75M =$114.55M

1.35M left-59.3K (-4.22%)

Meta Platforms Inc

$83.96M =$106.50M

144.3K left-1.4K (-0.94%)

CVS Health Corporation

$89.81M - $4.14M =$85.67M

1.24M left-83.7K (-6.32%)

Energy Transfer LP

$90.79M - $16.88M =$73.90M

4.08M left-807.4K (-16.53%)

Coinbase Global Inc

$35.08M =$71.32M

203.5K left-172 (-0.08%)

Ubs Group AG

$62.58M =$65.53M

1.94M left-105.4K (-5.16%)

Dave & Buster'S Entertainment, Inc.

$38.68M =$64.17M

2.13M left-68.2K (-3.10%)

Onemain Holdings Inc

$52.42M =$58.85M

1.03M left-40.0K (-3.73%)

Sofi Technologies Inc

$41.11M =$57.50M

3.16M left-377.4K (-10.68%)

Alibaba Group Holding Limited

$70.62M - $14.02M =$56.60M

499.1K left-35.0K (-6.55%)

United Airlines Holdings, Inc.

$46.31M =$53.24M

668.7K left-2.0K (-0.29%)

Crocs Inc

$54.31M - $3.33M =$50.98M

503.4K left-8.0K (-1.57%)

General Motors Company

$71.80M - $25.31M =$46.49M

944.8K left-582.0K (-38.12%)

Expedia Group Inc.

$46.87M - $2.70M =$44.17M

261.9K left-16.9K (-6.08%)

Biogen Inc

$62.35M - $22.10M =$40.25M

320.5K left-135.1K (-29.66%)