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  Kosmos Energy Ltd. (KOS)
← All KOS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.22 $0.84–1.89 · VW $1.23i SEC
2025   Q3 3,314,653 0.22 Reduce 82.86% 1.24 $1.60–2.43 · VW $1.87i $5,502,324 SEC
2025   Q2 19,339,717 1.50 Add 7.41% 0.10 $1.39–2.32 · VW $1.81i $33,264,314 SEC
2025   Q1 18,004,787 2.11 Add 5.00% 0.10 $2.07–4.01 · VW $2.85i $41,050,915 SEC
2024   Q4 17,147,729 2.71 Add 81.65% 1.22 $2.62–4.68 · VW $3.69i $58,645,233 SEC
2024   Q3 9,440,022 1.87 Add 3.91% 0.07 $3.70–5.97 · VW $4.81i $38,043,286 SEC
2024   Q2 9,084,879 2.67 Add 13.01% 0.31 $5.07–6.58 · VW $5.87i $50,330,228 SEC
2024   Q1 8,039,144 2.33 Add 26.33% 0.49 $5.23–6.93 · VW $5.98i $47,913,298 SEC
2023   Q4 6,363,423 2.27 Add 19.67% 0.37 $5.98–8.23 · VW $7.06i $42,698,570 SEC
2023   Q3 5,317,332 2.56 Buy 2.56 $5.69–8.28 · VW $7.19i $43,495,776 SEC
Price snapshot:
Current price$2.44
52-week low$0.84
52-week high$3.34