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  UBS Group AG (UBS)
← All UBS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,241,955 1.81 Add 4.60% 0.08 $36.29–49.36 · VW $42.62i $48,523,214 SEC
2025   Q4 1,187,326 2.12 Reduce 20.89% 0.51 $36.44–47.31 · VW $40.71i $54,985,061 SEC
2025   Q3 1,500,849 2.46 Reduce 22.54% 0.67 $33.48–42.56 · VW $38.53i $61,534,800 SEC
2025   Q2 1,937,639 2.96 Reduce 5.16% 0.17 $25.75–34.56 · VW $31.08i $65,530,949 SEC
2025   Q1 2,043,053 3.22 Add 0.03% <0.01 $30.14–35.84 · VW $33.04i $62,578,716 SEC
2024   Q4 2,042,420 2.86 Add 1.01% 0.03 $29.58–33.34 · VW $31.50i $61,926,182 SEC
2024   Q3 2,022,019 3.07 Reduce 0.34% 0.01 $27.37–31.45 · VW $30.11i $62,500,598 SEC
2024   Q2 2,028,937 3.18 Reduce 13.29% 0.47 $26.00–31.94 · VW $29.42i $59,934,794 SEC
2024   Q1 2,339,900 3.50 Reduce 4.53% 0.18 $26.89–32.13 · VW $29.55i $71,881,740 SEC
2023   Q4 2,450,937 4.02 Reduce 1.28% 0.05 $23.23–31.40 · VW $27.30i $75,733,966 SEC
2023   Q3 2,482,612 3.61 Reduce 0.23% <0.01 $19.25–26.97 · VW $24.18i $61,196,391 SEC
2023   Q2 2,488,265 2.81 Add 1016.82% 2.56 $18.71–22.15 · VW $20.12i $50,437,133 SEC
2023   Q1 222,800 2.13 Buy 2.13 $17.99–22.30 · VW $20.70i $4,754,552 SEC
Price snapshot:
Current price$51.93
Avg. buy price$21.29
+/- since buy143.96%
52-week low$34.50
52-week high$52.28