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IAC position history

The shares of IAC Inc. (IAC) that Patient Capital Management, LLC reported in each quarter’s 13F.

Equity, COM NEW

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q2: 684,672 shares, $43M, 2.4% of portfolio, New
  2. 2023 Q3: 1,269,000 shares, $64M, 3.8% of portfolio, Add +85.3%
  3. 2023 Q4: 1,366,938 shares, $72M, 3.8% of portfolio, Add +7.7%
  4. 2024 Q1: 1,437,311 shares, $77M, 3.7% of portfolio, Add +5.1%
  5. 2024 Q2: 1,597,469 shares, $75M, 4.0% of portfolio, Add +11.1%
  6. 2024 Q3: 1,663,534 shares, $90M, 4.4% of portfolio, Add +4.1%
  7. 2024 Q4: 1,667,261 shares, $72M, 3.3% of portfolio, Add +0.2%
  8. 2025 Q1: 1,684,663 shares, $77M, 4.0% of portfolio, Add +1.0%
  9. 2025 Q2: 1,739,006 shares, $65M, 2.9% of portfolio, Add +3.2%
  10. 2025 Q3: 2,108,245 shares, $72M, 2.9% of portfolio, Add +21.2%
  11. 2025 Q4: 2,374,050 shares, $93M, 3.6% of portfolio, Add +12.6%
  12. 2026 Q1: 2,699,564 shares, $108M, 4.0% of portfolio, Add +13.7%
  13. 2026 Q2: 2,425,558 shares, $112M, 3.7% of portfolio, Reduce −10.2%
Holdings date Value % of holdings Shares Filing date All 13F holders