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  QXO, Inc. (QXO)
← All QXO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,778,389 4.91 Add 4.79% 0.22 $18.06–27.61 · VW $22.30i $131,636,308 SEC
2025   Q4 6,468,854 4.82 Reduce 1.04% 0.05 $15.50–22.31 · VW $18.88i $124,784,186 SEC
2025   Q3 6,537,027 4.99 Reduce 0.08% <0.01 $18.27–22.35 · VW $20.20i $124,595,740 SEC
2025   Q2 6,542,202 6.36 Reduce 10.19% 0.52 $11.97–24.69 · VW $17.96i $140,919,031 SEC
2025   Q1 7,284,827 5.07 Reduce 5.80% 0.33 $11.85–16.39 · VW $13.55i $98,636,557 SEC
2024   Q4 7,733,030 5.67 Reduce 0.11% <0.01 $13.38–18.18 · VW $16.16i $122,955,177 SEC
2024   Q3 7,741,847 5.99 Buy 5.99 $10.61–157.28 · VW $22.16i $122,088,927 SEC
Price snapshot:
Current price$13.89
Avg. buy price$15.94
+/- since buy-12.84%
52-week low$13.82
52-week high$27.61