Samantha McLemore - Patient Capital Management
As of Q1 2026, Samantha McLemore reported 38 long-equity positions worth $2.68B in aggregate.
It also disclosed $18.59M of put notional and $34.72M 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.
Copy-investor backtest
- Latest quarter
- +7.40%
- 1-year
- +33.64%
- 3-year
- +97.35%
- 3-year top 5
- +88.49%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
Get email alerts when Samantha McLemore files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 32 of 47 rows. Rows without a quote are marked unavailable.
| 1 | TLT | ISHARES TR | 8.08% | Reduce -30.7% | 158,000 | $18.15M | $114.87 | |
| 2 | BABA | ALIBABA GROUP HLDG LTD | 6.29% | Add +20.8% | 124,200 | $14.12M | $113.68 | |
| 3 | OVV | OVINTIV INC | 5.16% | Reduce -1.6% | 262,000 | $11.58M | $44.19 | |
| 4 | MAT | MATTEL INC | 4.64% | Add +9.4% | 467,000 | $10.43M | $22.33 | |
| 5 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 4.00% | Add +19.2% | 1,192,950 | $8.97M | $7.52 | |
| 6 | EXPE | EXPEDIA GROUP INC | 3.89% | New | 92,075 | $8.73M | $94.82 | |
| 7 | OMF | ONEMAIN HLDGS INC | 3.74% | Add +42.3% | 224,375 | $8.39M | $37.38 | |
| 8 | DXC | DXC TECHNOLOGY CO | 3.67% | Reduce -9.9% | 271,600 | $8.23M | No quote | No quote |
| 9 | META | META PLATFORMS INC | 3.51% | Add +39.8% | 48,850 | $7.88M | $161.25 | |
| 10 | GOOGL | ALPHABET INC | 3.46% | Add +3.5% | 3,560 | $7.76M | $2179.21 | |
| 11 | AMZN | AMAZON COM INC | 3.45% | Add +6.1%20:1 split | 72,900 | $7.74M | $106.21 | |
| 12 | ET | ENERGY TRANSFER L P | 3.38% | Add +24.9% | 761,400 | $7.6M | $9.98 | |
| 13 | FI | FISERV INC | 3.02% | Add +10.1% | 76,200 | $6.78M | No quote | No quote |
| 14 | C | CITIGROUP INC | 2.78% | Add +30.6% | 135,800 | $6.25M | $45.99 | |
| 15 | GM | GENERAL MTRS CO | 2.71% | Add +17.9% | 191,500 | $6.08M | $31.76 | |
| 16 | DAL | DELTA AIR LINES INC DEL | 2.65% | Reduce -17.2% | 205,300 | $5.95M | $28.97 | |
| 17 | CLF | CLEVELAND-CLIFFS INC NEW | 2.51% | Add +24.2% | 367,200 | $5.64M | $15.37 | |
| 18 | NCLH | NORWEGIAN CRUISE LINE HLDG L | 2.25% | Reduce -7.3% | 455,250 | $5.06M | $11.12 | |
| 19 | UAL | UNITED AIRLS HLDGS INC | 2.18% | New | 138,500 | $4.91M | $35.42 | |
| 20 | RKT | ROCKET COS INC | 2.07% | Add +203.8% | 632,800 | $4.66M | $7.36 | |
| 21 | UBER | UBER TECHNOLOGIES INC | 2.06% | Add +46.1% | 226,150 | $4.63M | $20.46 | |
| 22 | VNT | VONTIER CORPORATION | 2.01% | Add +36.0% | 196,800 | $4.52M | $22.99 | |
| 23 | JPM | JPMORGAN CHASE & CO | 2.01% | Add +11.1% | 40,100 | $4.52M | $112.62 | |
| 24 | TMHC | TAYLOR MORRISON HOME CORP | 2.01% | Reduce -0.9% | 193,300 | $4.52M | $23.36 | |
| 25 | SPLK | SPLUNK INC | 1.95% | Add +8.6% | 49,400 | $4.37M | No quote | No quote |
| 26 | FTCH | FARFETCH LTD | 1.95% | Add +39.6% | 610,000 | $4.37M | No quote | No quote |
| 27 | ADT | ADT INC DEL | 1.78% | Reduce -28.1% | 650,050 | $4M | $6.15 | |
| 28 | FANG | DIAMONDBACK ENERGY INC | 1.78% | Reduce -2.7% | 32,900 | $3.99M | $121.16 | |
| 29 | TNL | TRAVEL PLUS LEISURE CO | 1.63% | Add +98.0% | 94,350 | $3.66M | $38.82 | |
| 30 | COIN | COINBASE GLOBAL INC | 1.57% | Add +16.1% | 74,800 | $3.52M | $47.03 | |
| 31 | BHC | BAUSCH HEALTH COS INC | 1.51% | Add +49.5% | 405,500 | $3.39M | $8.36 | |
| 32 | COF | CAPITAL ONE FINL CORP | 1.44% | Add +3.2% | 31,050 | $3.24M | $104.19 | |
| 33 | QUOT | QUOTIENT TECHNOLOGY INC | 1.20% | Add +12.4% | 906,000 | $2.69M | No quote | No quote |
| 34 | KRTX | KARUNA THERAPEUTICS INC | 1.09% | Add +8.4% | 19,300 | $2.44M | No quote | No quote |
| 35 | AVID | AVID TECHNOLOGY INC | 1.00% | Reduce -46.4% | 86,700 | $2.25M | No quote | No quote |
| 36 | SOFI | SOFI TECHNOLOGIES INC | 0.54% | Add +65.3% | 231,600 | $1.22M | $5.27 | |
| 37 | BAC | BK OF AMERICA CORP | 0.35% | - | 25,000 | $778K | $31.12 | |
| 38 | LEN/B | LENNAR CORPCUSIP 526057302 | 0.33% | New | 12,500 | $734K | No quote | No quote |
| 39 | UCO | PROSHARES TR II | 0.19% | New | 10,000 | $419K | No quote | No quote |
| 40 | PGEN | PRECIGEN INC | 0.18% | Reduce -60.1% | 298,200 | $400K | $1.34 | |
| 46 | WW | WW INTL INC | - | Sold | 0 | $0 | No quote | No quote |
| 45 | TUP | TUPPERWARE BRANDS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 44 | TVTY | TIVITY HEALTH INC | - | Sold | 0 | $0 | No quote | No quote |
| 43 | SFIX | STITCH FIX INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | PTON | PELOTON INTERACTIVE INC | - | Sold | 0 | $0 | No quote | No quote |
| 41 | HLF | HERBALIFE NUTRITION LTD | - | Sold | 0 | $0 | No quote | No quote |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | PGEN | PRECIGEN INCNOTE 3.500% 7/0 | OTHER | 1,500,000 | $1.21M |