Follow-The-Filings

Featured 13F manager

Patient Capital Management, LLC Samantha McLemore

Baltimore, MD 19 processed 13Fs on this site · 2021 Q4–2026 Q2

  • $3.1B
  • 39 Positions
  • 2026 Q2
  • +11.5% QoQ
  • Top 5 30.5%

Portfolio

2026 Q2 · filed 8/13/2026 · 39 long · top 12 shown

top 5 30.5% · top 10 51.3%

AUM over time

2026 Q2 $3.1B +11.5% QoQ
2021 Q4 · $347M 2021 Q4 · $347M
Q4 2021
2022 Q1 · $295M · −15.0% QoQ 2022 Q1 · $295M · −15.0% QoQ
Q1 2022
2022 Q2 · $226M · −23.4% QoQ 2022 Q2 · $226M · −23.4% QoQ
Q2
2022 Q3 · $200M · −11.5% QoQ 2022 Q3 · $200M · −11.5% QoQ
Q3
2022 Q4 · $206M · +3.0% QoQ 2022 Q4 · $206M · +3.0% QoQ
Q4
2023 Q1 · $224M · +8.7% QoQ 2023 Q1 · $224M · +8.7% QoQ
Q1 2023
2023 Q2 · $1.8B · +702.2% QoQ 2023 Q2 · $1.8B · +702.2% QoQ
Q2
2023 Q3 · $1.7B · −5.2% QoQ 2023 Q3 · $1.7B · −5.2% QoQ
Q3
2023 Q4 · $1.9B · +10.8% QoQ 2023 Q4 · $1.9B · +10.8% QoQ
Q4
2024 Q1 · $2.1B · +8.8% QoQ 2024 Q1 · $2.1B · +8.8% QoQ
Q1 2024
2024 Q2 · $1.9B · −8.3% QoQ 2024 Q2 · $1.9B · −8.3% QoQ
Q2
2024 Q3 · $2B · +8.2% QoQ 2024 Q3 · $2B · +8.2% QoQ
Q3
2024 Q4 · $2.2B · +6.4% QoQ 2024 Q4 · $2.2B · +6.4% QoQ
Q4
2025 Q1 · $1.9B · −10.2% QoQ 2025 Q1 · $1.9B · −10.2% QoQ
Q1 2025
2025 Q2 · $2.2B · +13.9% QoQ 2025 Q2 · $2.2B · +13.9% QoQ
Q2
2025 Q3 · $2.5B · +12.7% QoQ 2025 Q3 · $2.5B · +12.7% QoQ
Q3
2025 Q4 · $2.6B · +3.7% QoQ 2025 Q4 · $2.6B · +3.7% QoQ
Q4
2026 Q1 · $2.7B · +5.6% QoQ 2026 Q1 · $2.7B · +5.6% QoQ
Q1 2026
2026 Q2 · $3.1B · +11.5% QoQ 2026 Q2 · $3.1B · +11.5% QoQ
Q2

Book

2022 Q4 2022 Q3 · filed 14 Feb · long equity

OVV - Ovintiv 6.16% Reduce −2.9% 250,400 $50.71 $13M −7,500 +$835K
EXPE - Expedia Group 5.62% Add +4.6% 132,025 $87.60 $12M +5,825 −$259K
OMF - Onemain 4.51% Hold 278,900 $33.31 $9M
ET - Energy Transfer L P 4.26% Reduce −2.8% 739,800 $11.87 $9M −21,600 +$383K
BABA - Alibaba Group 3.78% Reduce −4.0% 88,375 $88.09 $8M −3,675 +$422K
TEVA - Teva Pharmaceutical Inds 3.69% Reduce −29.1% 832,575 $9.12 $8M −342,425 −$2M
MAT - Mattel 3.69% Reduce −1.8% 425,500 $17.84 $8M −7,800 −$616K
DAL - Delta Air Lines Del 3.36% Hold 210,300 $32.86 $7M
AMZN - Amazon 3.25% Hold 79,700 $84.00 $7M
FISV - Fiserv 3.23% Reduce −11.8% 65,900 $101.07 $7M −8,800 −$329K
GOOS - Canada Goose 3.23% Add +114.9% 373,700 $17.81 $7M +199,800 +$4M
GOOGL - Alphabet · CL A 3.05% Hold 71,200 $88.23 $6M
NCLH - Norwegian Cruise 2.99% Add +8.1% 503,100 $12.24 $6M +37,850 +$873K
GM - General Mtrs 2.98% Reduce −2.7% 182,700 $33.64 $6M −5,000 +$123K
C - Citigroup 2.98% Hold 135,800 $45.23 $6M
JPM - Jpmorgan Chase & 2.96% Add +2.4% 45,500 $134.10 $6M +1,050 +$1M
TMHC - Taylor Morrison Home 2.78% Hold 188,600 $30.35 $6M
UBER - UBER Technologies 2.64% Reduce −4.2% 220,200 $24.73 $5M −9,700 −$646K
UAL - United Airls 2.56% Hold 139,800 $37.70 $5M
Farfetch · CL A 2.48% Add +41.7% 1,081,100 $4.73 $5M +318,100 −$570K
META - Meta Platforms · CL A 2.35% Add +4.3% 40,175 $120.34 $5M +1,645 −$393K
TNL - Travel Plus Leisure 2.25% Add +8.6% 127,300 $36.40 $5M +10,100 +$635K
Splunk 2.22% Add +11.4% 53,000 $86.09 $5M +5,425 +$985K
CLF - Cleveland-Cliffs 2.19% Reduce −23.9% 279,600 $16.11 $5M −87,600 −$442K
DXC - Dxc Technology 2.07% Reduce −15.5% 160,600 $26.50 $4M −29,400 −$395K
EXE - Chesapeake Energy 1.74% Add +72.7% 38,000 $94.37 $4M +16,000 +$2M
RKT - Rocket Cos · CL A 1.73% Reduce −5.6% 507,700 $7.00 $4M −30,000 +$156K
Karuna Therapeutics 1.69% Hold 17,700 $196.50 $3M
ADT - ADT Del 1.67% Reduce −21.8% 379,800 $9.07 $3M −105,900 −$193K
COIN - Coinbase Global · CL A 1.37% Add +14.4% 79,500 $35.39 $3M +10,000 −$2M
Quotient Technology 1.36% Reduce −9.6% 819,400 $3.43 $3M −86,600 +$718K
COF - Capital One Finl 1.30% Hold 28,700 $92.96 $3M
Silvergate Cap · CL A 1.15% New 135,600 $17.40 $2M +135,600 +$2M
SOFI - SOFI Technologies 1.05% Hold 469,700 $4.61 $2M
SFIX - Stitch Fix · CL A 1.00% Hold 662,350 $3.11 $2M
FANG - Diamondback Energy 0.85% Reduce −55.6% 12,800 $136.78 $2M −16,000 −$2M
PGEN - Precigen 0.59% Add +167.7% 798,200 $1.52 $1M +500,000 +$581K
LEN.B — · CL B 0.45% Hold 12,500 $74.78 $935K
BAC - Bank of America 0.40% Hold 25,000 $33.12 $828K
PTON - Peloton Interactive · CL A 0.39% New 100,000 $7.94 $794K +100,000 +$794K
VNT - Vontier 0.38% Reduce −38.5% 40,000 $19.33 $773K −25,000 −$313K

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
BHC - Bausch Health Cos 0.65% Exit 0 $6.89 $1M −187,600 −$1M
BRLT - Brilliant Earth Group · CL A 0.21% Exit 0 $5.73 $430K −75,000 −$430K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2022 Q3. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

19 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 40 $3.1B +11.5% 13F-HR 8/13/2026 000185479426000005
2026 Q1 40 $2.7B +5.6% 13F-HR 5/14/2026 000185479426000004
2025 Q4 40 $2.6B +3.7% 13F-HR 2/13/2026 000185479426000003
2025 Q3 41 $2.5B +12.7% 13F-HR 10/30/2025 000185479425000004
2025 Q2 40 $2.2B +13.9% 13F-HR 8/13/2025 000108514625004963
2025 Q1 39 $1.9B −10.2% 13F-HR 5/14/2025 000108514625003124
2024 Q4 43 $2.2B +6.4% 13F-HR 2/14/2025 000108514625001553
2024 Q3 41 $2B +8.2% 13F-HR 11/14/2024 000108514624005800
2024 Q2 40 $1.9B −8.3% 13F-HR 8/14/2024 000108514624003874
2024 Q1 42 $2.1B +8.8% 13F-HR 5/15/2024 000108514624002548
2023 Q4 43 $1.9B +10.8% 13F-HR 2/14/2024 000108514624001375
2023 Q3 42 $1.7B −5.2% 13F-HR 11/14/2023 000108514623004442
2023 Q2 44 $1.8B +702.2% 13F-HR 8/14/2023 000108514623003400
2023 Q1 42 $224M +8.7% 13F-HR 5/15/2023 000108514623002385
2022 Q4 43 $206M +3.0% 13F-HR 2/14/2023 000108514623001252
2022 Q3 42 $200M −11.5% 13F-HR 11/14/2022 000108514622004043
2022 Q2 42 $226M −23.4% 13F-HR 8/15/2022 000108514622003092
2022 Q1 45 $295M −15.0% 13F-HR 5/16/2022 000108514622002149
2021 Q4 43 $347M 13F-HR 2/14/2022 000108514622001017

About

Patient Capital Management, LLC

19 processed 13Fs on this site · 2021 Q4–2026 Q2

Notable person
Samantha McLemore
SEC filing name
Patient Capital Management, LLC
Location
Baltimore, MD
All SEC filings
View on sec.gov