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  CVS Health Corp. (CVS)
← All CVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,357,159 3.63 Add 10.21% 0.34 $69.51–83.93 · VW $78.91i $97,471,170 SEC
2025   Q4 1,231,416 3.77 Reduce 0.68% 0.03 $70.69–84.00 · VW $76.40i $97,725,148 SEC
2025   Q3 1,239,894 3.74 Reduce 0.16% <0.01 $61.19–85.15 · VW $74.83i $93,475,577 SEC
2025   Q2 1,241,924 3.87 Reduce 6.31% 0.29 $58.35–72.51 · VW $64.32i $85,667,945 SEC
2025   Q1 1,325,638 4.62 Add 2.10% 0.09 $53.36–71.45 · VW $63.84i $89,811,996 SEC
2024   Q4 1,298,429 2.69 Add 68.83% 1.10 $43.56–63.33 · VW $54.46i $58,286,461 SEC
2024   Q3 769,096 2.37 Add 3.97% 0.09 $54.81–67.80 · VW $59.69i $48,360,744 SEC
2024   Q2 739,709 2.32 Add 29.19% 0.52 $52.77–63.92 · VW $59.01i $43,687,207 SEC
2024   Q1 572,574 2.22 Reduce 4.73% 0.12 $66.75–80.75 · VW $71.74i $45,668,474 SEC
2023   Q4 600,977 2.52 Reduce 0.68% 0.02 $64.41–83.25 · VW $74.01i $47,453,109 SEC
2023   Q3 605,120 2.49 Buy 2.49 $64.62–77.38 · VW $70.34i $42,249,505 SEC
Price snapshot:
Current price$105.90
Avg. buy price$59.56
+/- since buy77.79%
52-week low$57.05
52-week high$106.39