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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
Strategy Inc (MSTR)
← All MSTR superinvestors
Period
Shares
% of Portfolio
Activity
% Change to Portfolio
Price
Value
Filing
2025 Q4
0
0.00
Sell 100.00%
0.03
$151.42–365.21
· VW $212.81
i
SEC
2025 Q3
2,092
0.03
Buy
0.03
$292.36–457.22
· VW $365.72
i
$674,404
SEC
Price snapshot:
Current price
$92.10
52-week low
$81.81
52-week high
$457.22
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