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  Western Alliance Bancorporation (WAL)
← All WAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.11 $71.58–94.40 · VW $84.39i SEC
2024   Q4 28,282 0.11 Reduce 87.99% 0.88 $80.28–98.10 · VW $87.60i $2,362,659 SEC
2024   Q3 235,492 1.00 Reduce 38.79% 0.50 $60.26–88.92 · VW $79.68i $20,367,662 SEC
2024   Q2 384,747 1.28 Reduce 14.67% 0.21 $53.75–65.79 · VW $60.14i $24,169,832 SEC
2024   Q1 450,891 1.41 Reduce 1.31% 0.02 $54.55–70.23 · VW $61.62i $28,942,715 SEC
2023   Q4 456,883 1.60 Reduce 0.32% <0.01 $38.81–67.60 · VW $49.83i $30,058,354 SEC
2023   Q3 458,355 1.24 Add 3.84% 0.05 $35.67–53.87 · VW $47.86i $21,070,573 SEC
2023   Q2 441,407 0.90 Buy 0.90 $11.35–41.88 · VW $31.28i $16,098,121 SEC
Price snapshot:
Current price$80.49
52-week low$65.45
52-week high$96.24