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Samantha McLemore — 13F History

Patient Capital Management, LLCCIK 0001854794Form 13F-HR on EDGAR
Portfolio value$3.1B
Positions40
QuarterQ2 2026ended 2026-06-30
Filed08/132026

Every 13F on file since Q4 2021: what Samantha McLemore bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

19 filings · newest first
Q2 2026$3.1B · 39 stocks · filed Aug 13, 2026
2 bought11 added24 reduced1 sold
bought GPNreduced −93% NEadded +244% FBTCsold IBITreduced −37% ILMNadded +42% CHYM
Q1 2026$2.7B · 38 stocks · filed May 14, 2026
2 bought23 added11 reduced4 sold
Q4 2025$2.6B · 40 stocks · filed Feb 13, 2026
2 bought13 added21 reduced3 sold
reduced −80% BABAbought CHYMreduced −29% PGENadded +45% BIIBreduced −47% SOFIreduced −30% EXPE
Q3 2025$2.5B · 41 stocks · filed Oct 30, 2025
2 bought13 added24 reduced1 sold
added +93% UNHadded +63% PGENreduced −83% KOSreduced −29% SOFIreduced −23% UBSadded +20% ET
Q2 2025$2.2B · 40 stocks · filed Aug 13, 2025
4 bought11 added21 reduced3 sold
bought UNHreduced −38% GMbought TEMadded +31% NCLHreduced −73% GOOSsold NFE1EUR
Q1 2025$1.9B · 39 stocks · filed May 14, 2025
3 bought16 added17 reduced7 sold
added +686% JDreduced −37% EXPEsold EXEadded +103% FBTCadded +45% NCLHbought NFE1EUR
Q4 2024$2.2B · 43 stocks · filed Feb 14, 2025
2 bought15 added23 reduced0 sold
reduced −87% TNLreduced −32% EXPEreduced −28% UALadded +82% KOSadded +63% SDRLreduced −92% FISV
Q3 2024$2.0B · 41 stocks · filed Nov 14, 2024
2 bought10 added26 reduced1 sold
bought QXObought PLAYreduced −81% JPMadded +43% RPRXadded +51% SOFIreduced −75% G2C
Q2 2024$1.9B · 40 stocks · filed Aug 14, 2024
2 bought11 added25 reduced4 sold
sold COFreduced −94% UBERreduced −30% DALadded +69% ILMNreduced −17% OMFbought G2C
Q1 2024$2.1B · 42 stocks · filed May 15, 2024
3 bought11 added25 reduced4 sold
Q4 2023$1.9B · 43 stocks · filed Feb 14, 2024
5 bought10 added24 reduced4 sold
reduced −93% KARUNA THERAPEUTICS INCsold SPLKCHFbought CROXreduced −47% COINbought RPRXsold OVV
Q3 2023$1.7B · 42 stocks · filed Nov 14, 2023
3 bought10 added25 reduced5 sold
bought KOSbought CVSsold FTCHQadded +85% PPLIsold TMHCreduced −44% OVV

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.