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Focused investors/Samantha McLemore

Samantha McLemore - Patient Capital Management

As of Q1 2026, this manager 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.

As of Q1 2026, Samantha McLemore's Patient Capital Management held 38 long-equity positions with a reported value of $2.68B.

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Updated 2026-05-10 from SEC 13F data.

Live quotes available for 33 of 47 rows. Rows without a quote are marked unavailable.

1EXPEEXPEDIA GROUP INC5.90%Add +7.1%971,037$100.08M$103.0752w: $82.39 - $124.95; reported $103.07
2AMZNAMAZON COM INC5.83%Reduce -0.5%778,627$98.98M$127.1252w: $81.43 - $145.86; reported $127.12
3OMFONEMAIN HLDGS INC5.09%Reduce -0.7%2,154,876$86.39M$40.0952w: $29.25 - $48.64; reported $40.09
4GOOGLALPHABET INC4.87%Add +1.4%631,690$82.66M$130.8652w: $83.34 - $139.16; reported $130.86
5ETENERGY TRANSFER L P4.64%Reduce -0.5%5,615,903$78.79M$14.0352w: $11.08 - $14.09; reported $14.03
6MATMATTEL INC4.57%Reduce -3.5%3,522,838$77.61M$22.0352w: $15.36 - $22.64; reported $22.03
7CCITIGROUP INC4.56%Add +25.0%1,882,429$77.42M$41.1352w: $39.94 - $53.23; reported $41.13
8DALDELTA AIR LINES INC DEL3.98%Reduce -2.2%1,825,489$67.54M$37.0052w: $27.20 - $49.81; reported $37.00
9IACIAC INC3.77%Add +85.3%1,269,000$63.94M$50.3952w: $41.52 - $69.85; reported $50.39
10UBSUBS GROUP AG3.61%Reduce -0.2%2,482,612$61.2M$24.6552w: $13.80 - $26.97; reported $24.65
11METAMETA PLATFORMS INC3.35%Reduce -18.9%189,352$56.85M$300.2152w: $88.09 - $326.20; reported $300.21
12BABAALIBABA GROUP HLDG LTD3.24%Reduce -5.4%634,125$55M$86.7452w: $58.01 - $121.30; reported $86.74
13GMGENERAL MTRS CO3.15%Reduce -0.7%1,621,305$53.45M$32.9752w: $31.11 - $43.63; reported $32.97
14GOOSCANADA GOOSE HLDGS INC2.86%Add +17.4%3,313,647$48.58MNo quoteNo quote
15UALUNITED AIRLS HLDGS INC2.72%Reduce -1.9%1,091,072$46.15M$42.3052w: $31.58 - $58.23; reported $42.30
16TNLTRAVEL PLUS LEISURE CO2.71%Reduce -0.6%1,252,336$46M$36.7352w: $33.57 - $44.99; reported $36.73
17JPMJPMORGAN CHASE & CO2.63%Reduce -0.0%307,118$44.54M$145.0252w: $101.28 - $159.38; reported $145.02
18KOSKOSMOS ENERGY LTD2.56%New5,317,332$43.5MNo quoteNo quote
19SPLKSPLUNK INC2.50%Reduce -33.2%290,196$42.44MNo quoteNo quote
20CVSCVS HEALTH CORP2.49%New605,120$42.25M$69.8252w: $64.62 - $104.83; reported $69.82
21UBERUBER TECHNOLOGIES INC2.48%Reduce -34.4%913,417$42.01M$45.9952w: $22.94 - $49.49; reported $45.99
22NCLHNORWEGIAN CRUISE LINE HLDG L2.46%Reduce -18.2%2,534,597$41.77M$16.4852w: $10.83 - $22.75; reported $16.48
23COFCAPITAL ONE FINL CORP2.09%Reduce -12.8%365,383$35.46M$97.0552w: $83.93 - $123.09; reported $97.05
24OVVOVINTIV INC2.05%Reduce -43.6%730,990$34.77M$47.5752w: $32.07 - $59.11; reported $47.57
25COINCOINBASE GLOBAL INC1.95%Reduce -24.9%441,270$33.13M$75.0852w: $31.55 - $114.43; reported $75.08
26FIFISERV INC1.80%Reduce -6.5%270,626$30.57MNo quoteNo quote
27KRTXKARUNA THERAPEUTICS INC1.76%Reduce -0.3%176,252$29.8MNo quoteNo quote
28SOFISOFI TECHNOLOGIES INC1.76%Reduce -15.9%3,728,538$29.79M$7.9952w: $4.24 - $11.70; reported $7.99
29EXECHESAPEAKE ENERGY CORP1.62%Reduce -36.4%318,745$27.49M$86.2352w: $69.68 - $107.31; reported $86.23
30DXCDXC TECHNOLOGY CO1.47%Add +1065.0%1,198,173$24.96MNo quoteNo quote
31PTONPELOTON INTERACTIVE INC1.39%Add +65.7%4,668,814$23.58M$5.0552w: $4.30 - $17.83; reported $5.05
32WALWESTERN ALLIANCE BANCORP1.24%Add +3.8%458,355$21.07M$45.9752w: $7.46 - $81.17; reported $45.97
33CLFCLEVELAND-CLIFFS INC NEW1.18%Reduce -35.6%1,281,694$20.03M$15.6352w: $11.83 - $22.83; reported $15.63
34PGENPRECIGEN INC1.15%Add +22.3%13,753,176$19.53M$1.4252w: $0.81 - $2.29; reported $1.42
35RKTROCKET COS INC0.19%Reduce -19.5%396,677$3.24M$8.1852w: $5.97 - $11.95; reported $8.18
36FANGDIAMONDBACK ENERGY INC0.09%-10,000$1.55M$154.8852w: $119.01 - $168.95; reported $154.88
37LEN-BLENNAR CORP0.08%-12,500$1.28M$102.2352w: $54.14 - $115.10; reported $102.23
38TEVATEVA PHARMACEUTICAL INDS LTD0.08%Reduce -59.2%125,000$1.28M$10.2052w: $7.09 - $11.45; reported $10.20
39VNTVONTIER CORPORATION0.07%-40,000$1.24M$30.9252w: $16.61 - $33.08; reported $30.92
40BRLTBRILLIANT EARTH GROUP INC0.04%Add +386.7%250,000$737.5KNo quoteNo quote
45TMHCTAYLOR MORRISON HOME CORP-Sold0$0No quoteNo quote
44SFIXSTITCH FIX INC-Sold0$0No quoteNo quote
43FTCHFARFETCH LTD-Sold0$0No quoteNo quote
42BACBANK AMERICA CORP-Sold0$0No quoteNo quote
41ADTADT INC DEL-Sold0$0No quoteNo quote

Other instruments

Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.

1TWOU2U INCNOTE 2.250% 5/0OTHER11,000,000$6.57M
2-FARFETCH LTDNOTE 3.750% 5/0OTHER2,000,000$1.09M