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  Vontier Corp. (VNT)
← All VNT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.07 $37.75–45.62 · VW $40.34i SEC
2024   Q1 30,000 0.07 Reduce 25.00% 0.02 $33.21–45.40 · VW $39.61i $1,360,800 SEC
2023   Q4 40,000 0.07 $34.55 $1,382,000 SEC
2023   Q3 40,000 0.07 $30.92 $1,236,800 SEC
2023   Q2 40,000 0.07 $32.21 $1,288,400 SEC
2023   Q1 40,000 0.49 $27.34 $1,093,600 SEC
2022   Q4 40,000 0.38 Reduce 38.46% 0.21 $16.61–20.79 · VW $18.75i $773,200 SEC
2022   Q3 65,000 0.55 Reduce 66.97% 1.49 $16.55–26.42 · VW $21.51i $1,086,000 SEC
2022   Q2 196,800 2.22 Add 36.01% 0.59 $22.00–28.45 · VW $25.56i $4,524,000 SEC
2022   Q1 144,700 1.45 Reduce 10.57% 0.21 $21.95–31.30 · VW $25.87i $3,674,000 SEC
2021   Q4 161,800 2.01 $30.73 $4,972,000 SEC
Price snapshot:
Current price$29.34
52-week low$27.23
52-week high$48.13