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  Crocs, Inc. (CROX)
← All CROX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 842,842 2.61 Add 11.08% 0.26 $75.13–101.59 · VW $86.66i $69,972,795 SEC
2025   Q4 758,797 2.50 Add 28.87% 0.56 $73.21–92.12 · VW $83.49i $64,892,321 SEC
2025   Q3 588,794 1.97 Add 16.97% 0.29 $73.76–110.18 · VW $89.59i $49,193,697 SEC
2025   Q2 503,378 2.30 Reduce 1.57% 0.04 $86.11–122.84 · VW $101.76i $50,982,102 SEC
2025   Q1 511,399 2.79 Add 14.86% 0.36 $88.25–115.08 · VW $102.94i $54,310,622 SEC
2024   Q4 445,227 2.25 Add 16.87% 0.32 $95.05–144.44 · VW $111.30i $48,765,674 SEC
2024   Q3 380,969 2.71 Add 0.38% 0.01 $112.50–151.13 · VW $136.71i $55,168,167 SEC
2024   Q2 379,509 2.94 Reduce 9.44% 0.28 $118.60–165.32 · VW $142.50i $55,385,499 SEC
2024   Q1 419,057 2.93 Reduce 0.70% 0.01 $85.71–144.89 · VW $112.74i $60,260,447 SEC
2023   Q4 422,010 2.09 Buy 2.09 $74.00–110.90 · VW $93.89i $39,419,951 SEC
Price snapshot:
Current price$130.46
Avg. buy price$92.07
+/- since buy41.70%
52-week low$73.21
52-week high$134.77