Patient Capital Management, LLC

Q1 2026 vs. Q4 2025 13F holdings

Period
Q1 2026
Q4 2025
Holdings as of
3/31/2026
12/31/2025
Value ($000)
$2,735,137,666
$2,590,708,835
Num holdings
40
40
Form type
13F-HR
13F-HR
Date filed
5/14/2026
2/13/2026
Shares / principal amt Value ($000)
Issuer name Class CUSIP Option type Q1 2026 Q4 2025 Diff Chg % Q1 2026 Q4 2025 Diff Chg %