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  United Airlines Holdings, Inc. (UAL)
← All UAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 732,020 2.51 Add 11.91% 0.27 $84.64–119.21 · VW $101.60i $67,397,145 SEC
2025   Q4 654,121 2.82 Reduce 1.86% 0.05 $88.55–116.32 · VW $101.00i $73,143,776 SEC
2025   Q3 666,515 2.57 Reduce 0.32% <0.01 $78.33–110.66 · VW $93.96i $64,318,722 SEC
2025   Q2 668,651 2.40 Reduce 0.29% <0.01 $52.00–85.80 · VW $72.30i $53,244,653 SEC
2025   Q1 670,624 2.38 Reduce 7.53% 0.24 $64.11–116.00 · VW $90.51i $46,306,592 SEC
2024   Q4 725,244 3.25 Reduce 27.88% 0.79 $54.64–105.09 · VW $82.90i $70,421,212 SEC
2024   Q3 1,005,557 2.82 Add 1.22% 0.03 $37.02–60.23 · VW $47.41i $57,377,058 SEC
2024   Q2 993,482 2.57 Reduce 10.53% 0.27 $40.10–56.18 · VW $49.98i $48,342,834 SEC
2024   Q1 1,110,352 2.59 Reduce 9.07% 0.24 $37.68–48.00 · VW $43.19i $53,163,641 SEC
2023   Q4 1,221,053 2.67 Add 11.91% 0.28 $33.68–43.87 · VW $38.77i $50,380,629 SEC
2023   Q3 1,091,072 2.72 Reduce 1.87% 0.06 $41.62–58.23 · VW $50.67i $46,152,325 SEC
2023   Q2 1,111,880 3.40 Add 727.91% 2.99 $41.05–56.97 · VW $47.38i $61,008,863 SEC
2023   Q1 134,300 2.67 Reduce 3.93% 0.10 $36.82–55.04 · VW $47.35i $5,942,775 SEC
2022   Q4 139,800 2.60 $37.70 $5,270,460 SEC
2022   Q3 139,800 2.31 Add 0.94% 0.02 $31.80–41.97 · VW $36.52i $4,548,000 SEC
2022   Q2 138,500 2.41 Buy 2.41 $33.73–53.12 · VW $44.91i $4,906,000 SEC
Price snapshot:
Current price$121.16
Avg. buy price$55.72
+/- since buy117.46%
52-week low$82.42
52-week high$138.77