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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  Carvana Co. (CVNA)
← All CVNA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 0.51 $29.65–70.29 · VW $55.01i SEC
2025   Q1 236,610 0.51 Buy 0.51 $30.93–58.57 · VW $42.10i $9,894,083 SEC
Price snapshot:
Current price$64.99
52-week low$54.46
52-week high$97.38
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Quotes delayed 15 minutes for NASDAQ, NYSE and AMEX. 13F holdings sourced from SEC EDGAR filings.
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