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  State Street SPDR S&P 500 ETF Trust (SPY)
← All SPY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,115 0.03 Add 3.72% <0.01 $629.28–697.84 · VW $674.63i $725,571 SEC
2025   Q4 1,075 0.03 Add 155.34% 0.02 $650.85–691.66 · VW $676.55i $733,166 SEC
2025   Q3 421 0.01 Buy 0.01 $615.52–667.34 · VW $641.54i $280,509 SEC
2025   Q1 0 0.00 Sell 100.00% 0.09 $546.87–613.23 · VW $583.64i SEC
2024   Q4 3,463 0.09 Add 133.04% 0.05 $565.27–609.07 · VW $585.58i $2,029,363 SEC
2024   Q3 1,486 0.04 Add 101.36% 0.02 $510.27–574.71 · VW $552.85i $852,401 SEC
2024   Q2 738 0.02 Buy 0.02 $493.86–550.28 · VW $518.84i $401,696 SEC
2024   Q1 0 0.00 Sell 100.00% 0.05 $466.43–524.61 · VW $498.53i SEC
2023   Q4 2,091 0.05 Buy 0.05 $409.21–477.55 · VW $443.53i $994,027 SEC
Price snapshot:
Current price$749.17
Avg. buy price$674.95
+/- since buy11.00%
52-week low$611.28
52-week high$758.45