Samantha McLemore - Patient Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  ADT Inc. (ADT)
← All ADT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.03 $5.75–6.80 · VW $6.23i SEC
2023   Q2 100,000 0.03 Reduce 68.97% 0.72 $4.89–7.31 · VW $6.21i $603,000 SEC
2023   Q1 322,300 1.05 Reduce 15.14% 0.26 $6.74–9.84 · VW $8.02i $2,330,229 SEC
2022   Q4 379,800 1.70 Reduce 21.80% 0.40 $7.47–10.10 · VW $8.81i $3,444,786 SEC
2022   Q3 485,700 1.85 Reduce 25.28% 0.50 $6.00–8.72 · VW $7.75i $3,638,000 SEC
2022   Q2 650,050 1.96 Reduce 28.09% 0.76 $6.04–7.78 · VW $6.84i $3,998,000 SEC
2022   Q1 904,000 2.71 Reduce 7.26% 0.24 $6.68–8.97 · VW $7.57i $6,861,000 SEC
2021   Q4 974,800 3.32 $8.41 $8,198,000 SEC
Price snapshot:
Current price$6.78
52-week low$6.15
52-week high$8.73