# Samantha McLemore — Patient Capital Management

Source: SEC EDGAR 13F filings (CIK 0001854794).
Page URL: https://superinvestorclub.com/manager/294
Last updated: 2026-07-08T12:24:59.381Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Samantha McLemore reported 40 long equity positions in their Patient Capital Management 13F filing, with a total reported value of $2.74B.

### About

Ex-Bill Miller, deep value contrarian

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | RPRX | ROYALTY PHARMA PLC | 3643716 | $174.8M | 6.39% | +9.3% |
| 2 | C | CITIGROUP INC | 1413870 | $160.3M | 5.86% | +9.5% |
| 3 | GOOGL | ALPHABET INC | 533993 | $153.6M | 5.61% | -8.2% |
| 4 | AMZN | AMAZON COM INC | 654419 | $136.3M | 4.98% | +16.3% |
| 5 | QXO-PB | QXO INC | 6778389 | $131.6M | 4.81% | +4.8% |
| 6 | NVDA | NVIDIA CORPORATION | 711115 | $124.0M | 4.53% | +11.3% |
| 7 | UNH | UNITEDHEALTH GROUP INC | 437141 | $118.3M | 4.32% | +18.7% |
| 8 | ET | ENERGY TRANSFER L P | 6088203 | $117.5M | 4.30% | +15.5% |
| 9 | IAC | IAC INC | 2699564 | $108.1M | 3.95% | +13.7% |
| 10 | NCLH | NORWEGIAN CRUISE LINE HLDGS | 5749640 | $107.5M | 3.93% | +8.3% |
| 11 | SDRL | SEADRILL LTD | 2152685 | $97.9M | 3.58% | +4.8% |
| 12 | META | META PLATFORMS INC | 171086 | $97.9M | 3.58% | +19.6% |
| 13 | CVS | CVS HEALTH CORP | 1357159 | $97.5M | 3.56% | +10.2% |
| 14 | COIN | COINBASE GLOBAL INC | 430405 | $75.2M | 2.75% | +140.6% |
| 15 | ADBE | ADOBE INC | 297279 | $72.3M | 2.64% | NEW |
| 16 | CROX | CROCS INC | 842842 | $70.0M | 2.56% | +11.1% |
| 17 | BIIB | BIOGEN INC | 379741 | $69.6M | 2.55% | -34.1% |
| 18 | PGEN | PRECIGEN INC | 17817387 | $69.0M | 2.52% | -4.6% |
| 19 | UTHR | UNITED AIRLS HLDGS INC | 732020 | $67.4M | 2.46% | +11.9% |
| 20 | ILMN | ILLUMINA INC | 544780 | $67.1M | 2.46% | -5.4% |
| 21 | NE-WT | NOBLE CORP PLC | 1347854 | $66.1M | 2.42% | +5.2% |
| 22 | GM | GENERAL MTRS CO | 744630 | $55.5M | 2.03% | -3.5% |
| 23 | FISV | FISERV INC | 968194 | $54.0M | 1.98% | +273.6% |
| 24 | CHME | CHIME FINL INC | 2882016 | $54.0M | 1.97% | +41.6% |
| 25 | UBS | UBS GROUP AG | 1241955 | $48.5M | 1.77% | +4.6% |

## New positions this quarter (4)

- ADBE (ADOBE INC): 297279 shares, $72.3M
- IBIT (ISHARES BITCOIN TRUST ETF): 1100000 shares, $42.3M
- BIIB (BIOGEN INC): 1894 shares, $34.7M
- TSLA (TESLA INC): 500 shares, $18.6M

## Increased positions (22)

- RPRX: 3643716 shares (+9.3%), $174.8M
- C: 1413870 shares (+9.5%), $160.3M
- AMZN: 654419 shares (+16.3%), $136.3M
- QXO-PB: 6778389 shares (+4.8%), $131.6M
- NVDA: 711115 shares (+11.3%), $124.0M
- UNH: 437141 shares (+18.7%), $118.3M
- ET: 6088203 shares (+15.5%), $117.5M
- IAC: 2699564 shares (+13.7%), $108.1M
- NCLH: 5749640 shares (+8.3%), $107.5M
- SDRL: 2152685 shares (+4.8%), $97.9M
- META: 171086 shares (+19.6%), $97.9M
- CVS: 1357159 shares (+10.2%), $97.5M
- COIN: 430405 shares (+140.6%), $75.2M
- CROX: 842842 shares (+11.1%), $70.0M
- UTHR: 732020 shares (+11.9%), $67.4M
- NE-WT: 1347854 shares (+5.2%), $66.1M
- FISV: 968194 shares (+273.6%), $54.0M
- CHME: 2882016 shares (+41.6%), $54.0M
- UBS: 1241955 shares (+4.6%), $48.5M
- SOFI: 1326246 shares (+10.7%), $21.1M

## Reduced positions (12)

- GOOGL: 533993 shares (-8.2%), $153.6M
- BIIB: 379741 shares (-34.1%), $69.6M
- PGEN: 17817387 shares (-4.6%), $69.0M
- ILMN: 544780 shares (-5.4%), $67.1M
- GM: 744630 shares (-3.5%), $55.5M
- OMF: 781371 shares (-5.3%), $41.8M
- JD: 1399468 shares (66.4%), $41.4M
- EXPE: 167784 shares (-4.8%), $38.7M
- DAL: 552514 shares (-18.8%), $36.7M
- FBTC: 353831 shares (-54.7%), $20.9M
- PLAY: 1151658 shares (-30.8%), $12.5M
- JPM: 29362 shares (-0.1%), $8.6M

## Sold positions (4)

- MAT: previously held 2794343 shares worth $55.4M
- BABA: previously held 100114 shares worth $14.7M
- PTON: previously held 1880356 shares worth $11.6M
- YOU: previously held 125000 shares worth $4.4M

## Filing history (5)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-10-30)
- 2025-06-30 (filed 2025-08-13)
- 2025-03-31 (filed 2025-05-14)

## Citation

When citing, use: "Samantha McLemore, Patient Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/294)".