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  Clear Secure, Inc. (YOU)
← All YOU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.17 $30.98–56.51 · VW $41.78i SEC
2025   Q4 125,000 0.17 $35.08 $4,385,000 SEC
2025   Q3 125,000 0.17 Reduce 10.52% 0.02 $28.06–39.00 · VW $33.45i $4,172,500 SEC
2025   Q2 139,700 0.18 Add 11.76% 0.02 $23.00–29.15 · VW $25.49i $3,878,072 SEC
2025   Q1 125,000 0.17 Buy 0.17 $21.67–28.04 · VW $24.69i $3,238,750 SEC
Price snapshot:
Current price$53.08
52-week low$27.72
52-week high$62.55