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  Dave & Buster's Entertainment, Inc. (PLAY)
← All PLAY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,151,658 0.47 Reduce 30.76% 0.32 $9.61–22.10 · VW $14.84i $12,472,459 SEC
2025   Q4 1,663,341 1.04 Reduce 22.17% 0.34 $13.04–21.26 · VW $16.72i $26,962,752 SEC
2025   Q3 2,137,257 1.55 Add 0.19% <0.01 $18.03–35.53 · VW $24.60i $38,812,579 SEC
2025   Q2 2,133,287 2.90 Reduce 3.10% 0.06 $15.08–33.00 · VW $22.69i $64,169,275 SEC
2025   Q1 2,201,507 1.99 Add 23.87% 0.38 $17.01–32.40 · VW $23.64i $38,680,477 SEC
2024   Q4 1,777,260 2.39 Add 36.65% 0.64 $25.00–43.73 · VW $34.29i $51,878,211 SEC
2024   Q3 1,300,598 2.17 Buy 2.17 $29.31–41.10 · VW $34.39i $44,285,358 SEC
Price snapshot:
Current price$10.05
Avg. buy price$29.80
+/- since buy-66.28%
52-week low$9.61
52-week high$35.38