Patient Capital Management
Samantha McLemore
$2.50B
AUM
$2.50B
Positions
41
Top Position
GOOGL 6.0%
Top 10
48%
Notable Trades
Largest New
MSTR
Microstrategy Inc.
$674.4K
Biggest Increase
GOOGL
Alphabet Inc
+280 shares
Largest Exit
GOOS
Canada Goose Holdings Inc
735.5K shares
Biggest Decrease
KOS
Kosmos Energy Ltd
-16.03M shares