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 $212.81i SEC
2025   Q3 2,092 0.03 Buy 0.03 $292.36–457.22 · VW $365.72i $674,404 SEC
Price snapshot:
Current price$92.10
52-week low$81.81
52-week high$457.22