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  Noble Corp. plc (NE)
← All NE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,347,854 2.47 Add 5.21% 0.12 $28.12–51.61 · VW $41.56i $66,139,240 SEC
2025   Q4 1,281,155 1.40 Add 18.51% 0.22 $26.69–33.66 · VW $29.51i $36,179,831 SEC
2025   Q3 1,081,074 1.22 Add 50.51% 0.41 $25.24–31.99 · VW $28.71i $30,572,770 SEC
2025   Q2 718,290 0.86 Buy 0.86 $17.40–29.89 · VW $24.03i $19,070,600 SEC
Price snapshot:
Current price$41.79
Avg. buy price$28.38
+/- since buy47.25%
52-week low$23.90
52-week high$54.39