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.
Copy-investor backtest
- Latest quarter
- +5.60%
- 1-year
- +22.78%
- 3-year
- +77.61%
- 5-year
- —
- 3-year vs S&P 500
- +4.02%
- 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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Live quotes available for 33 of 45 rows. Rows without a quote are marked unavailable.
| 1 | OVV | OVINTIV INC | 6.27% | Reduce -2.9% | 250,400 | $12.7M | $50.71 | |
| 2 | EXPE | EXPEDIA GROUP INC | 5.71% | Add +4.6% | 132,025 | $11.57M | $87.60 | |
| 3 | OMF | ONEMAIN HLDGS INC | 4.58% | - | 278,900 | $9.29M | $33.31 | |
| 4 | ET | ENERGY TRANSFER L P | 4.33% | Reduce -2.8% | 739,800 | $8.78M | $11.87 | |
| 5 | BABA | ALIBABA GROUP HLDG LTD | 3.84% | Reduce -4.0% | 88,375 | $7.78M | $88.09 | |
| 6 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 3.75% | Reduce -29.1% | 832,575 | $7.59M | $9.12 | |
| 7 | MAT | MATTEL INC | 3.75% | Reduce -1.8% | 425,500 | $7.59M | $17.84 | |
| 8 | DAL | DELTA AIR LINES INC DEL | 3.41% | - | 210,300 | $6.91M | $32.86 | |
| 9 | AMZN | AMAZON COM INC | 3.30% | - | 79,700 | $6.69M | $84.00 | |
| 10 | FI | FISERV INC | 3.29% | Reduce -11.8% | 65,900 | $6.66M | No quote | No quote |
| 11 | GOOS | CANADA GOOSE HLDGS INC | 3.28% | Add +114.9% | 373,700 | $6.66M | No quote | No quote |
| 12 | GOOGL | ALPHABET INC | 3.10% | - | 71,200 | $6.28M | $88.23 | |
| 13 | NCLH | NORWEGIAN CRUISE LINE HLDG L | 3.04% | Add +8.1% | 503,100 | $6.16M | $12.24 | |
| 14 | GM | GENERAL MTRS CO | 3.03% | Reduce -2.7% | 182,700 | $6.15M | $33.64 | |
| 15 | C | CITIGROUP INC | 3.03% | - | 135,800 | $6.14M | $45.23 | |
| 16 | JPM | JPMORGAN CHASE & CO | 3.01% | Add +2.4% | 45,500 | $6.1M | $134.10 | |
| 17 | TMHC | TAYLOR MORRISON HOME CORP | 2.82% | - | 188,600 | $5.72M | $30.35 | |
| 18 | UBER | UBER TECHNOLOGIES INC | 2.69% | Reduce -4.2% | 220,200 | $5.45M | $24.73 | |
| 19 | UAL | UNITED AIRLS HLDGS INC | 2.60% | - | 139,800 | $5.27M | $37.70 | |
| 20 | FTCH | FARFETCH LTD | 2.52% | Add +41.7% | 1,081,100 | $5.11M | No quote | No quote |
| 21 | META | META PLATFORMS INC | 2.39% | Add +4.3% | 40,175 | $4.83M | $120.34 | |
| 22 | TNL | TRAVEL PLUS LEISURE CO | 2.29% | Add +8.6% | 127,300 | $4.63M | $36.40 | |
| 23 | SPLK | SPLUNK INC | 2.25% | Add +11.4% | 53,000 | $4.56M | No quote | No quote |
| 24 | CLF | CLEVELAND-CLIFFS INC NEW | 2.22% | Reduce -23.9% | 279,600 | $4.5M | $16.11 | |
| 25 | DXC | DXC TECHNOLOGY CO | 2.10% | Reduce -15.5% | 160,600 | $4.26M | No quote | No quote |
| 26 | EXE | CHESAPEAKE ENERGY CORP | 1.77% | Add +72.7% | 38,000 | $3.59M | $94.37 | |
| 27 | RKT | ROCKET COS INC | 1.75% | Reduce -5.6% | 507,700 | $3.55M | $7.00 | |
| 28 | KRTX | KARUNA THERAPEUTICS INC | 1.72% | - | 17,700 | $3.48M | No quote | No quote |
| 29 | ADT | ADT INC DEL | 1.70% | Reduce -21.8% | 379,800 | $3.44M | $9.07 | |
| 30 | COIN | COINBASE GLOBAL INC | 1.39% | Add +14.4% | 79,500 | $2.81M | $35.39 | |
| 31 | QUOT | QUOTIENT TECHNOLOGY INC | 1.39% | Reduce -9.6% | 819,400 | $2.81M | No quote | No quote |
| 32 | COF | CAPITAL ONE FINL CORP | 1.32% | - | 28,700 | $2.67M | $92.96 | |
| 33 | SICP | SILVERGATE CAP CORP | 1.16% | New | 135,600 | $2.36M | No quote | No quote |
| 34 | SOFI | SOFI TECHNOLOGIES INC | 1.07% | - | 469,700 | $2.17M | $4.61 | |
| 35 | SFIX | STITCH FIX INC | 1.02% | - | 662,350 | $2.06M | No quote | No quote |
| 36 | FANG | DIAMONDBACK ENERGY INC | 0.86% | Reduce -55.6% | 12,800 | $1.75M | $136.78 | |
| 37 | PGEN | PRECIGEN INC | 0.60% | Add +167.7% | 798,200 | $1.21M | $1.52 | |
| 38 | LEN-B | LENNAR CORP | 0.46% | - | 12,500 | $934.75K | $74.78 | |
| 39 | BAC | BANK AMERICA CORP | 0.41% | - | 25,000 | $828K | $33.12 | |
| 40 | PTON | PELOTON INTERACTIVE INC | 0.39% | New | 100,000 | $794K | $7.94 | |
| 41 | VNT | VONTIER CORPORATION | 0.38% | Reduce -38.5% | 40,000 | $773.2K | $19.33 | |
| 43 | BRLT | BRILLIANT EARTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 42 | BHC | BAUSCH HEALTH COS INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
| 1 | COIN | COINBASE GLOBAL INCCOM CL A | CALL | - | 51,500 | $1.82M |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | FARFETCH LTDNOTE 3.750% 5/0 | OTHER | 2,000,000 | $1.51M |