Samantha McLemore - Patient Capital Management

As of Q2 2026, Samantha McLemore reported 39 long-equity positions worth $3.01B in aggregate.

It also disclosed $40.92M of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.

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Latest quarter: +5.36%
1-year: +22.50%
3-year: +78.88%
5-year: —
3-year vs S&P 500: +5.83%
5-year vs S&P 500: —
5-year top 5: —

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.

Filing period

Ticker	Security	Activity	% portfolio	Shares	Value	Reported price	Q range
NE	NOBLE CORP PLC	Reduce -92.6%	0.12%	100,000	$3.73M	$37.30	$37.29 - $54.98(0%)$48.50 -> $37.30
ILMN	ILLUMINA INC	Reduce -36.6%	2.02%	345,314	$60.72M	$175.83	$118.30 - $182.84(89%)$126.63 -> $175.83
IBIT	ISHARES BITCOIN TRUST ETF	Sold	—	0	$0	—	-
TSLA	TESLA INC	Sold	—	0	$0	—	-
BIIB	BIOGEN INC	Reduce -25.3%	2.04%	283,697	$61.3M	$216.06	$168.64 - $219.72(93%)$183.78 -> $216.06
UBS	UBS GROUP AG	Reduce -23.2%	1.57%	953,734	$47.27M	$49.56	$38.67 - $51.24(87%)$39.74 -> $49.56
IAC	PEOPLE INC	Reduce -10.2%	3.72%	2,425,558	$111.96M	$46.16	$39.20 - $46.33(98%)$39.97 -> $44.77
CVS	CVS HEALTH CORP	Reduce -9.0%	4.25%	1,235,505	$127.81M	$103.45	$71.82 - $106.15(92%)$72.49 -> $103.44
DAL	DELTA AIR LINES INC	Reduce -21.9%	1.34%	431,215	$40.39M	$93.66	$64.17 - $95.14(95%)$67.60 -> $93.65
PLAY	DAVE & BUSTERS ENTMT INC	Reduce -82.3%	0.08%	204,022	$2.33M	$11.40	$9.70 - $15.02(32%)$12.57 -> $11.40
GM	GENERAL MTRS CO	Reduce -15.2%	1.62%	631,558	$48.68M	$77.08	$70.43 - $85.41(44%)$75.04 -> $77.08
SDRL	SEADRILL LTD	Reduce -9.3%	2.45%	1,953,355	$73.88M	$37.82	$37.31 - $55.47(3%)$44.56 -> $37.82
CROX	CROCS INC	Reduce -5.2%	3.20%	799,426	$96.44M	$120.64	$81.13 - $129.79(81%)$83.56 -> $120.64
OMF	ONEMAIN HLDGS INC	Reduce -10.1%	1.42%	702,369	$42.82M	$60.97	$51.62 - $62.55(86%)$54.02 -> $60.97
GOOGL	ALPHABET INC	Reduce -1.5%	6.24%	525,750	$187.89M	$357.37	$289.45 - $408.61(57%)$297.39 -> $357.37
RPRX	ROYALTY PHARMA PLC	Reduce -1.2%	6.70%	3,598,808	$201.79M	$56.07	$46.53 - $57.22(89%)$48.49 -> $56.07
TEM	TEMPUS AI INC	Reduce -9.4%	0.77%	400,698	$23.21M	$57.93	$42.41 - $59.59(90%)$47.03 -> $57.93
C	CITIGROUP INC	Reduce -0.7%	6.53%	1,403,477	$196.43M	$139.96	$111.75 - $147.96(78%)$115.30 -> $139.94
FI	FISERV INC	Reduce -1.5%	1.55%	953,637	$46.78M	—	-
JD	JD.COM INC	Reduce -1.6%	1.17%	1,377,719	$35.1M	$25.48	$24.55 - $34.30(10%)$28.87 -> $25.48
NVDA	NVIDIA CORPORATION	Reduce -0.2%	4.72%	709,587	$141.98M	$200.09	$171.37 - $236.54(44%)$175.75 -> $200.09
META	META PLATFORMS INC	Reduce -0.2%	3.20%	170,790	$96.2M	$563.29	$540.21 - $691.52(15%)$579.23 -> $563.29
ET	ENERGY TRANSFER L P	Reduce -0.1%	3.86%	6,080,678	$116.26M	$19.12	$18.34 - $20.70(33%)$19.02 -> $19.13
UAL	UNITED AIRLS HLDGS INC	Reduce -0.1%	3.31%	731,523	$99.48M	$135.99	$86.65 - $138.77(95%)$95.08 -> $135.99
SPY	STATE STR SPDR S&P 500 ETF T	Reduce -4.9%	0.03%	1,060	$791.6K	$746.79	$645.11 - $760.38(88%)$655.24 -> $746.77
JPM	JPMORGAN CHASE & CO	Reduce -0.0%	0.32%	29,360	$9.61M	$327.32	$288.72 - $343.45(71%)$295.38 -> $327.33