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  OneMain Holdings, Inc. (OMF)
← All OMF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 781,371 1.56 Reduce 5.28% 0.11 $45.78–71.93 · VW $58.04i $41,795,601 SEC
2025   Q4 824,942 2.15 Reduce 11.95% 0.25 $52.09–70.17 · VW $60.82i $55,724,826 SEC
2025   Q3 936,913 2.12 Reduce 9.26% 0.25 $54.96–63.25 · VW $58.58i $52,898,121 SEC
2025   Q2 1,032,501 2.66 Reduce 3.73% 0.10 $38.00–57.40 · VW $49.06i $58,852,576 SEC
2025   Q1 1,072,493 2.70 Reduce 15.09% 0.46 $45.05–58.90 · VW $52.47i $52,423,466 SEC
2024   Q4 1,263,145 3.04 Reduce 10.62% 0.35 $44.50–57.97 · VW $52.24i $65,847,752 SEC
2024   Q3 1,413,215 3.27 Reduce 9.07% 0.36 $41.70–54.94 · VW $48.34i $66,520,024 SEC
2024   Q2 1,554,110 4.00 Reduce 16.61% 0.77 $46.23–53.65 · VW $49.69i $75,358,805 SEC
2024   Q1 1,863,738 4.63 Reduce 13.27% 0.74 $43.02–51.65 · VW $47.63i $95,218,376 SEC
2023   Q4 2,148,977 5.61 Reduce 0.27% 0.01 $35.00–49.89 · VW $41.23i $105,729,684 SEC
2023   Q3 2,154,876 5.09 Reduce 0.70% 0.04 $38.39–48.64 · VW $42.77i $86,388,964 SEC
2023   Q2 2,170,073 5.28 Add 632.89% 4.56 $33.67–44.35 · VW $38.75i $94,810,480 SEC
2023   Q1 296,100 4.93 Add 6.17% 0.29 $32.79–46.99 · VW $40.42i $10,979,388 SEC
2022   Q4 278,900 4.58 $33.31 $9,290,159 SEC
2022   Q3 278,900 4.18 Add 24.30% 0.82 $28.77–42.49 · VW $35.52i $8,233,000 SEC
2022   Q2 224,375 4.11 Add 42.28% 1.22 $34.22–50.80 · VW $43.15i $8,387,000 SEC
2022   Q1 157,700 2.95 Add 49.62% 0.98 $42.13–55.50 · VW $49.71i $7,477,000 SEC
2021   Q4 105,400 2.14 $50.04 $5,274,000 SEC
Price snapshot:
Current price$59.25
Avg. buy price$43.49
+/- since buy36.25%
52-week low$44.92
52-week high$69.28