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  People Inc. (PPLI)
← All PPLI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,699,564 4.03 Add 13.71% 0.49 $33.21–40.65 · VW $37.79i $108,063,564 SEC
2025   Q4 2,374,050 3.58 Add 12.61% 0.40 $29.56–40.55 · VW $34.64i $92,825,369 SEC
2025   Q3 2,108,245 2.88 Add 21.23% 0.50 $32.08–41.86 · VW $36.51i $71,827,891 SEC
2025   Q2 1,739,006 2.93 Reduce 15.32% 0.61 $32.04–40.30 · VW $36.25i $64,934,485 SEC
2025   Q1 2,053,604 3.98 Add 1.04% 0.04 $32.49–41.42 · VW $36.91i $77,393,439 SEC
2024   Q4 2,032,391 3.32 Add 0.22% <0.01 $33.70–45.25 · VW $39.17i $71,925,627 SEC
2024   Q3 2,027,848 4.40 Add 4.14% 0.17 $35.69–45.45 · VW $41.84i $89,531,385 SEC
2024   Q2 1,947,315 3.97 Add 11.14% 0.40 $37.51–47.82 · VW $41.55i $74,841,411 SEC
2024   Q1 1,752,082 3.73 Add 5.15% 0.18 $39.61–47.76 · VW $43.65i $76,666,168 SEC
2023   Q4 1,666,297 3.80 Add 7.72% 0.27 $33.95–43.94 · VW $38.67i $71,600,231 SEC
2023   Q3 1,546,911 3.77 Add 85.34% 1.74 $40.44–57.30 · VW $48.23i $63,944,917 SEC
2023   Q2 834,615 2.39 Buy 2.39 $38.97–52.81 · VW $45.94i $42,997,408 SEC
Price snapshot:
Current price$45.89
Avg. buy price$42.62
+/- since buy7.68%
52-week low$29.56
52-week high$48.32