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
History Stock Activity Share change % change to portfolio
Q1 2026
JPM - JPMorgan Chase & Co. Reduce 0.06% 17 0.00
GM - General Motors Reduce 3.50% 27,017 0.08
PGEN - Precigen Inc. Reduce 4.58% 856,079 0.14
EXPE - Expedia Group Inc. Reduce 4.82% 8,498 0.09
OMF - OneMain Holdings Reduce 5.28% 43,571 0.11
ILMN - Illumina Inc. Reduce 5.38% 30,988 0.16
GOOGL - Alphabet Inc. Reduce 8.19% 47,644 0.58
DAL - Delta Air Lines Inc. Reduce 18.80% 127,891 0.34
PLAY - Dave & Buster's Ent. Inc. Reduce 30.76% 511,683 0.32
BIIB - Biogen Inc. Reduce 34.11% 196,611 1.34
FBTC - Fidelity Wise Origin Bitcoin Fund Reduce 54.74% 427,864 1.26
MAT - Mattel Inc. Sell 100.00% 2,794,343 2.14
BABA - Alibaba Group Holdings Sell 100.00% 100,114 0.57
PTON - Peloton Interactive Inc. Sell 100.00% 1,880,356 0.45
YOU - Clear Secure Inc. Sell 100.00% 125,000 0.17
Q4 2025
JD - JD.com Inc. Reduce 0.23% 1,952 0.00
META - Meta Platforms Inc. Reduce 0.63% 906 0.03
CVS - CVS Health Corp. Reduce 0.68% 8,478 0.03
UNH - United Health Group Inc. Reduce 0.83% 3,070 0.04
ILMN - Illumina Inc. Reduce 0.96% 5,591 0.02
QXO - Qxo Inc Reduce 1.04% 68,173 0.05
C - Citigroup Inc. Reduce 1.42% 18,613 0.08
TEM - Tempus Ai Inc Reduce 1.48% 5,742 0.02
UAL - United Airlines Holdings Inc. Reduce 1.86% 12,394 0.05
GOOGL - Alphabet Inc. Reduce 5.17% 31,696 0.31
SDRL - Seadrill Ltd Reduce 7.90% 176,139 0.21
OMF - OneMain Holdings Reduce 11.95% 111,971 0.25
GM - General Motors Reduce 17.96% 168,950 0.41
UBS - UBS AG Reduce 20.89% 313,523 0.51
DAL - Delta Air Lines Inc. Reduce 21.00% 180,893 0.41
PLAY - Dave & Buster's Ent. Inc. Reduce 22.17% 473,916 0.34
PTON - Peloton Interactive Inc. Reduce 25.79% 653,332 0.23
PGEN - Precigen Inc. Reduce 29.43% 7,787,382 1.02
EXPE - Expedia Group Inc. Reduce 30.45% 77,195 0.66
SOFI - SoFi Technologies Inc. Reduce 46.83% 1,055,582 1.11
BABA - Alibaba Group Holdings Reduce 79.56% 389,563 2.78
ANGI - Angi Inc. Sell 100.00% 799,342 0.52
KOS - Kosmos Energy Ltd Sell 100.00% 3,314,653 0.22
MSTR - MicroStrategy Inc. Sell 100.00% 2,092 0.03
Q3 2025
JPM - JPMorgan Chase & Co. Reduce 0.01% 4 0.00
FBTC - Fidelity Wise Origin Bitcoin Fund Reduce 0.08% 474 0.00
QXO - Qxo Inc Reduce 0.08% 5,175 0.01
ILMN - Illumina Inc. Reduce 0.14% 831 0.00
CVS - CVS Health Corp. Reduce 0.16% 2,030 0.01
TEM - Tempus Ai Inc Reduce 0.19% 757 0.00
META - Meta Platforms Inc. Reduce 0.20% 295 0.01
NVDA - NVIDIA Corp. Reduce 0.23% 1,489 0.01
AMZN - Amazon.com Inc. Reduce 0.27% 1,506 0.01
UAL - United Airlines Holdings Inc. Reduce 0.32% 2,136 0.01
GM - General Motors Reduce 0.44% 4,156 0.01
ANGI - Angi Inc. Reduce 1.07% 8,663 0.01
BABA - Alibaba Group Holdings Reduce 1.89% 9,433 0.05
C - Citigroup Inc. Reduce 2.62% 35,310 0.14
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 3.05% 143,708 0.13
EXPE - Expedia Group Inc. Reduce 3.20% 8,378 0.06
DAL - Delta Air Lines Inc. Reduce 4.27% 38,402 0.09
PTON - Peloton Interactive Inc. Reduce 5.80% 156,128 0.05
OMF - OneMain Holdings Reduce 9.26% 95,588 0.25
YOU - Clear Secure Inc. Reduce 10.52% 14,700 0.02
COIN - Coinbase Global Inc. Reduce 15.61% 31,764 0.50
UBS - UBS AG Reduce 22.54% 436,790 0.67
SOFI - SoFi Technologies Inc. Reduce 28.61% 903,365 0.74
KOS - Kosmos Energy Ltd Reduce 82.86% 16,025,064 1.24
GOOS - Canada Goose Hldgs Inc Sell 100.00% 735,468 0.37
Q2 2025
COIN - Coinbase Global Inc. Reduce 0.08% 172 0.00
UAL - United Airlines Holdings Inc. Reduce 0.29% 1,973 0.01
META - Meta Platforms Inc. Reduce 0.94% 1,371 0.04
CROX - Crocs Inc. Reduce 1.57% 8,021 0.04
AMZN - Amazon.com Inc. Reduce 1.84% 10,534 0.10
PLAY - Dave & Buster's Ent. Inc. Reduce 3.10% 68,220 0.06
PTON - Peloton Interactive Inc. Reduce 3.52% 98,228 0.03
OMF - OneMain Holdings Reduce 3.73% 39,992 0.10
C - Citigroup Inc. Reduce 4.22% 59,348 0.22
UBS - UBS AG Reduce 5.16% 105,414 0.17
EXPE - Expedia Group Inc. Reduce 6.08% 16,942 0.15
CVS - CVS Health Corp. Reduce 6.31% 83,714 0.29
PGEN - Precigen Inc. Reduce 6.35% 1,103,560 0.08
BABA - Alibaba Group Holdings Reduce 6.55% 34,979 0.24
QXO - Qxo Inc Reduce 10.19% 742,625 0.52
SOFI - SoFi Technologies Inc. Reduce 10.68% 377,434 0.23
ET - Energy Transfer LP Reduce 16.53% 807,407 0.77
BIIB - Biogen Inc. Reduce 29.66% 135,139 0.95
MAT - Mattel Inc. Reduce 36.65% 847,256 0.85
GM - General Motors Reduce 38.12% 582,010 1.41
GOOS - Canada Goose Hldgs Inc Reduce 72.81% 1,969,557 0.81
NFE - New Fortress Energy Inc Sell 100.00% 2,482,800 1.06
CVNA - Carvana Co. Sell 100.00% 236,610 0.51
BRLT - Brilliant Earth Group Inc Sell 100.00% 100,000 0.01
Q1 2025
JPM - JPMorgan Chase & Co. Reduce 0.01% 3 0.00
GM - General Motors Reduce 0.29% 4,381 0.01
META - Meta Platforms Inc. Reduce 1.33% 1,962 0.05
PGEN - Precigen Inc. Reduce 2.85% 508,945 0.03
ET - Energy Transfer LP Reduce 4.09% 208,119 0.19
QXO - Qxo Inc Reduce 5.80% 448,203 0.33
AMZN - Amazon.com Inc. Reduce 5.88% 35,880 0.36
UAL - United Airlines Holdings Inc. Reduce 7.53% 54,620 0.24
MAT - Mattel Inc. Reduce 8.72% 220,818 0.18
C - Citigroup Inc. Reduce 8.84% 136,243 0.44
OMF - OneMain Holdings Reduce 15.09% 190,652 0.46
SOFI - SoFi Technologies Inc. Reduce 16.86% 716,815 0.51
DAL - Delta Air Lines Inc. Reduce 18.92% 179,241 0.50
BABA - Alibaba Group Holdings Reduce 22.56% 155,623 0.61
PTON - Peloton Interactive Inc. Reduce 26.96% 1,029,330 0.41
GOOS - Canada Goose Hldgs Inc Reduce 29.82% 1,149,495 0.53
EXPE - Expedia Group Inc. Reduce 36.98% 163,632 1.41
EXE - Expand Energy Corp. Sell 100.00% 236,911 1.09
TNL - Travel + Leisure Co. Sell 100.00% 116,599 0.27
EVRI - Everi Hldgs Inc Sell 100.00% 300,310 0.19
WAL - Western Alliance Bancorp Sell 100.00% 28,282 0.11
FISV - Fiserv Inc. Sell 100.00% 10,042 0.10
TEVA - Teva Pharmaceutical Industries Ltd. Sell 100.00% 100,000 0.10
SPY - SPDR S&P 500 ETF Trust Sell 100.00% 3,463 0.09
Q4 2024
NVDA - NVIDIA Corp. Reduce 0.03% 165 0.00
C - Citigroup Inc. Reduce 0.04% 550 0.00
GOOGL - Alphabet Inc. Reduce 0.04% 246 0.00
QXO - Qxo Inc Reduce 0.11% 8,817 0.01
META - Meta Platforms Inc. Reduce 0.13% 196 0.01
MAT - Mattel Inc. Reduce 0.16% 4,173 0.00
PGEN - Precigen Inc. Reduce 0.31% 56,448 0.00
ILMN - Illumina Inc. Reduce 0.39% 1,600 0.01
GM - General Motors Reduce 1.22% 18,930 0.04
AMZN - Amazon.com Inc. Reduce 2.47% 15,432 0.14
ET - Energy Transfer LP Reduce 3.87% 204,948 0.16
OMF - OneMain Holdings Reduce 10.62% 150,070 0.35
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 11.35% 318,141 0.32
EVRI - Everi Hldgs Inc Reduce 17.18% 62,310 0.04
PTON - Peloton Interactive Inc. Reduce 24.49% 1,237,958 0.28
DAL - Delta Air Lines Inc. Reduce 25.01% 316,065 0.79
SOFI - SoFi Technologies Inc. Reduce 26.64% 1,544,007 0.60
UAL - United Airlines Holdings Inc. Reduce 27.88% 280,313 0.79
EXPE - Expedia Group Inc. Reduce 31.65% 204,900 1.49
BRLT - Brilliant Earth Group Inc Reduce 58.58% 141,445 0.02
TNL - Travel + Leisure Co. Reduce 86.81% 767,534 1.74
WAL - Western Alliance Bancorp Reduce 87.99% 207,210 0.88
FISV - Fiserv Inc. Reduce 92.44% 122,828 1.08
Q3 2024
UBS - UBS AG Reduce 0.34% 6,918 0.01
BIIB - Biogen Inc. Reduce 0.52% 1,327 0.02
ILMN - Illumina Inc. Reduce 0.80% 3,303 0.02
GOOGL - Alphabet Inc. Reduce 0.92% 5,542 0.05
AMZN - Amazon.com Inc. Reduce 1.01% 6,369 0.07
MAT - Mattel Inc. Reduce 1.15% 29,426 0.03
ET - Energy Transfer LP Reduce 1.19% 63,827 0.06
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 1.24% 35,058 0.03
COIN - Coinbase Global Inc. Reduce 1.30% 2,321 0.03
PGEN - Precigen Inc. Reduce 1.30% 236,964 0.02
TNL - Travel + Leisure Co. Reduce 1.75% 15,742 0.04
EXE - Expand Energy Corp. Reduce 2.69% 6,553 0.03
GOOS - Canada Goose Hldgs Inc Reduce 4.07% 157,948 0.11
PTON - Peloton Interactive Inc. Reduce 4.97% 264,668 0.05
GM - General Motors Reduce 5.43% 88,939 0.22
DAL - Delta Air Lines Inc. Reduce 5.81% 77,929 0.20
FBTC - Fidelity Wise Origin Bitcoin Fund Reduce 5.82% 5,986 0.02
C - Citigroup Inc. Reduce 7.29% 121,252 0.41
META - Meta Platforms Inc. Reduce 7.57% 12,101 0.32
OMF - OneMain Holdings Reduce 9.07% 140,895 0.36
BABA - Alibaba Group Holdings Reduce 9.33% 67,800 0.26
EXPE - Expedia Group Inc. Reduce 9.59% 68,646 0.46
FISV - Fiserv Inc. Reduce 30.68% 58,820 0.47
WAL - Western Alliance Bancorp Reduce 38.79% 149,255 0.50
EVRI - Everi Hldgs Inc Reduce 75.22% 1,100,633 0.49
JPM - JPMorgan Chase & Co. Reduce 81.16% 126,593 1.36
UBER - Uber Technologies Inc. Sell 100.00% 26,183 0.10
Q2 2024
GOOGL - Alphabet Inc. Reduce 0.04% 259 0.00
EXPE - Expedia Group Inc. Reduce 1.87% 13,619 0.09
AMZN - Amazon.com Inc. Reduce 1.91% 12,292 0.11
META - Meta Platforms Inc. Reduce 3.08% 5,074 0.12
BRLT - Brilliant Earth Group Inc Reduce 3.42% 8,555 0.00
ET - Energy Transfer LP Reduce 5.59% 317,572 0.24
GOOS - Canada Goose Hldgs Inc Reduce 6.03% 249,226 0.15
C - Citigroup Inc. Reduce 6.41% 113,965 0.35
FBTC - Fidelity Wise Origin Bitcoin Fund Reduce 8.51% 9,564 0.03
GM - General Motors Reduce 8.83% 158,759 0.35
TNL - Travel + Leisure Co. Reduce 9.05% 89,550 0.21
CROX - Crocs Inc. Reduce 9.44% 39,548 0.28
UAL - United Airlines Holdings Inc. Reduce 10.53% 116,870 0.27
EXE - Expand Energy Corp. Reduce 11.03% 30,148 0.13
PTON - Peloton Interactive Inc. Reduce 13.29% 815,576 0.17
UBS - UBS AG Reduce 13.29% 310,963 0.47
WAL - Western Alliance Bancorp Reduce 14.67% 66,144 0.21
OMF - OneMain Holdings Reduce 16.61% 309,628 0.77
COIN - Coinbase Global Inc. Reduce 17.76% 38,683 0.50
FISV - Fiserv Inc. Reduce 17.89% 41,755 0.33
MAT - Mattel Inc. Reduce 18.97% 600,713 0.58
JPM - JPMorgan Chase & Co. Reduce 28.03% 60,745 0.59
DAL - Delta Air Lines Inc. Reduce 30.00% 575,000 1.34
UBER - Uber Technologies Inc. Reduce 94.47% 447,284 1.67
COF - Capital One Financial Sell 100.00% 252,467 1.83
RKT - Rocket Companies Inc. Sell 100.00% 142,791 0.10
VNT - Vontier Corp. Sell 100.00% 30,000 0.07
FANG - Diamondback Energy Inc. Sell 100.00% 3,000 0.03
Q1 2024
EXE - Expand Energy Corp. Reduce 0.12% 326 0.00
SOFI - SoFi Technologies Inc. Reduce 0.42% 15,945 0.01
CROX - Crocs Inc. Reduce 0.70% 2,953 0.01
PTON - Peloton Interactive Inc. Reduce 0.98% 60,709 0.02
WAL - Western Alliance Bancorp Reduce 1.31% 5,992 0.02
GM - General Motors Reduce 3.68% 68,595 0.13
MAT - Mattel Inc. Reduce 3.72% 122,287 0.12
UBS - UBS AG Reduce 4.53% 111,037 0.18
CVS - CVS Health Corp. Reduce 4.73% 28,403 0.12
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 4.75% 120,325 0.13
C - Citigroup Inc. Reduce 5.94% 112,256 0.31
COIN - Coinbase Global Inc. Reduce 6.11% 14,186 0.13
FISV - Fiserv Inc. Reduce 9.05% 23,234 0.16
UAL - United Airlines Holdings Inc. Reduce 9.07% 110,701 0.24
AMZN - Amazon.com Inc. Reduce 10.83% 78,244 0.63
TNL - Travel + Leisure Co. Reduce 11.84% 132,862 0.28
META - Meta Platforms Inc. Reduce 12.43% 23,425 0.44
OMF - OneMain Holdings Reduce 13.27% 285,239 0.74
UBER - Uber Technologies Inc. Reduce 18.61% 108,266 0.35
JPM - JPMorgan Chase & Co. Reduce 19.26% 51,687 0.47
COF - Capital One Financial Reduce 21.57% 69,425 0.48
EXPE - Expedia Group Inc. Reduce 22.01% 205,896 1.66
VNT - Vontier Corp. Reduce 25.00% 10,000 0.02
RKT - Rocket Companies Inc. Reduce 59.97% 213,886 0.16
FANG - Diamondback Energy Inc. Reduce 70.00% 7,000 0.06
CLF - Cleveland-Cliffs Inc. Sell 100.00% 1,027,036 1.11
KRTX - Karuna Therapeutics Inc Sell 100.00% 11,631 0.20
SPY - SPDR S&P 500 ETF Trust Sell 100.00% 2,091 0.05
Q4 2023
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 0.04% 1,012 0.00
ET - Energy Transfer LP Reduce 0.09% 4,986 0.00
OMF - OneMain Holdings Reduce 0.27% 5,899 0.01
WAL - Western Alliance Bancorp Reduce 0.32% 1,472 0.00
META - Meta Platforms Inc. Reduce 0.49% 928 0.02
CVS - CVS Health Corp. Reduce 0.68% 4,143 0.02
UBS - UBS AG Reduce 1.28% 31,675 0.05
EXPE - Expedia Group Inc. Reduce 3.66% 35,547 0.22
GOOGL - Alphabet Inc. Reduce 4.92% 31,102 0.24
FISV - Fiserv Inc. Reduce 5.15% 13,947 0.09
MAT - Mattel Inc. Reduce 6.64% 233,767 0.30
AMZN - Amazon.com Inc. Reduce 7.24% 56,394 0.42
BABA - Alibaba Group Holdings Reduce 9.09% 57,661 0.29
RKT - Rocket Companies Inc. Reduce 10.08% 40,000 0.02
TNL - Travel + Leisure Co. Reduce 10.38% 130,049 0.28
COF - Capital One Financial Reduce 11.90% 43,491 0.25
JPM - JPMorgan Chase & Co. Reduce 12.60% 38,707 0.33
EXE - Expand Energy Corp. Reduce 14.13% 45,034 0.23
CLF - Cleveland-Cliffs Inc. Reduce 19.87% 254,658 0.23
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 20.00% 25,000 0.02
UBER - Uber Technologies Inc. Reduce 36.31% 331,684 0.90
COIN - Coinbase Global Inc. Reduce 47.42% 209,248 0.92
KRTX - Karuna Therapeutics Inc Reduce 93.40% 164,621 1.64
SPLK - Splunk Inc Sell 100.00% 290,196 2.50
OVV - Ovintiv Inc. Sell 100.00% 730,990 2.05
DXC - Dxc Technology Co Sell 100.00% 1,198,173 1.47
Q3 2023
JPM - JPMorgan Chase & Co. Reduce 0.02% 52 0.00
UBS - UBS AG Reduce 0.23% 5,653 0.01
KRTX - Karuna Therapeutics Inc Reduce 0.32% 574 0.01
AMZN - Amazon.com Inc. Reduce 0.46% 3,564 0.03
ET - Energy Transfer LP Reduce 0.51% 28,596 0.02
TNL - Travel + Leisure Co. Reduce 0.56% 7,071 0.02
GM - General Motors Reduce 0.66% 10,777 0.02
OMF - OneMain Holdings Reduce 0.70% 15,197 0.04
UAL - United Airlines Holdings Inc. Reduce 1.87% 20,808 0.06
DAL - Delta Air Lines Inc. Reduce 2.22% 41,396 0.11
MAT - Mattel Inc. Reduce 3.46% 126,350 0.14
BABA - Alibaba Group Holdings Reduce 5.41% 36,285 0.17
FISV - Fiserv Inc. Reduce 6.55% 18,983 0.13
COF - Capital One Financial Reduce 12.83% 53,792 0.33
SOFI - SoFi Technologies Inc. Reduce 15.95% 707,326 0.33
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 18.20% 563,997 0.68
META - Meta Platforms Inc. Reduce 18.92% 44,198 0.71
RKT - Rocket Companies Inc. Reduce 19.47% 95,923 0.05
COIN - Coinbase Global Inc. Reduce 24.87% 146,089 0.58
SPLK - Splunk Inc Reduce 33.23% 144,410 0.85
UBER - Uber Technologies Inc. Reduce 34.40% 478,988 1.15
CLF - Cleveland-Cliffs Inc. Reduce 35.64% 709,613 0.66
EXE - Expand Energy Corp. Reduce 36.36% 182,090 0.85
OVV - Ovintiv Inc. Reduce 43.64% 566,104 1.20
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 59.16% 181,054 0.08
FTCHQ - Farfetch Ltd Sell 100.00% 6,916,449 2.33
TMHC - Taylor Morrison Home Corp. Sell 100.00% 594,402 1.61
SFIX - Stitch Fix Inc Sell 100.00% 856,900 0.18
BAC - Bank of America Corp. Sell 100.00% 25,000 0.04
ADT - ADT Inc. Sell 100.00% 100,000 0.03
Q2 2023
RKT - Rocket Companies Inc. Reduce 2.97% 15,100 0.06
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 51.11% 319,946 1.27
ADT - ADT Inc. Reduce 68.97% 222,300 0.72
QUOT - Quotient Technology Inc Sell 100.00% 819,400 1.21
Q1 2023
EXPE - Expedia Group Inc. Reduce 1.08% 1,425 0.06
BABA - Alibaba Group Holdings Reduce 1.39% 1,225 0.05
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 1.69% 8,500 0.05
GM - General Motors Reduce 2.04% 3,725 0.06
SFIX - Stitch Fix Inc Reduce 3.66% 24,250 0.04
UAL - United Airlines Holdings Inc. Reduce 3.93% 5,500 0.10
TMHC - Taylor Morrison Home Corp. Reduce 5.79% 10,925 0.16
CLF - Cleveland-Cliffs Inc. Reduce 7.61% 21,275 0.17
FTCHQ - Farfetch Ltd Reduce 8.72% 94,300 0.22
OVV - Ovintiv Inc. Reduce 8.83% 22,100 0.55
COIN - Coinbase Global Inc. Reduce 9.31% 7,400 0.13
JPM - JPMorgan Chase & Co. Reduce 10.99% 5,000 0.33
UBER - Uber Technologies Inc. Reduce 12.62% 27,800 0.34
ADT - ADT Inc. Reduce 15.14% 57,500 0.26
FISV - Fiserv Inc. Reduce 18.93% 12,475 0.62
FANG - Diamondback Energy Inc. Reduce 21.88% 2,800 0.19
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 24.81% 206,575 0.93
DXC - Dxc Technology Co Reduce 62.64% 100,600 1.32
SICP - Silvergate Cap Corp Sell 100.00% 135,600 1.16
Q4 2022
MAT - Mattel Inc. Reduce 1.80% 7,800 0.07
GM - General Motors Reduce 2.66% 5,000 0.08
ET - Energy Transfer LP Reduce 2.84% 21,600 0.12
OVV - Ovintiv Inc. Reduce 2.91% 7,500 0.18
BABA - Alibaba Group Holdings Reduce 3.99% 3,675 0.15
UBER - Uber Technologies Inc. Reduce 4.22% 9,700 0.13
RKT - Rocket Companies Inc. Reduce 5.58% 30,000 0.10
QUOT - Quotient Technology Inc Reduce 9.56% 86,600 0.10
FISV - Fiserv Inc. Reduce 11.78% 8,800 0.42
DXC - Dxc Technology Co Reduce 15.47% 29,400 0.37
ADT - ADT Inc. Reduce 21.80% 105,900 0.40
CLF - Cleveland-Cliffs Inc. Reduce 23.86% 87,600 0.60
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 29.14% 342,425 1.40
VNT - Vontier Corp. Reduce 38.46% 25,000 0.21
FANG - Diamondback Energy Inc. Reduce 55.56% 16,000 0.98
BHC - Bausch Health Cos Inc Sell 100.00% 187,600 0.66
BRLT - Brilliant Earth Group Inc Sell 100.00% 75,000 0.22
Q3 2022
TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.50% 17,950 0.07
OVV - Ovintiv Inc. Reduce 1.56% 4,100 0.09
FISV - Fiserv Inc. Reduce 1.97% 1,500 0.07
GM - General Motors Reduce 1.98% 3,800 0.06
TMHC - Taylor Morrison Home Corp. Reduce 2.43% 4,700 0.05
SPLK - Splunk Inc Reduce 3.69% 1,825 0.08
MAT - Mattel Inc. Reduce 7.22% 33,700 0.37
COF - Capital One Financial Reduce 7.57% 2,350 0.12
KRTX - Karuna Therapeutics Inc Reduce 8.29% 1,600 0.10
FANG - Diamondback Energy Inc. Reduce 12.46% 4,100 0.24
RKT - Rocket Companies Inc. Reduce 15.03% 95,100 0.34
META - Meta Platforms Inc. Reduce 21.13% 10,320 0.82
ADT - ADT Inc. Reduce 25.28% 164,350 0.50
BABA - Alibaba Group Holdings Reduce 25.89% 32,150 1.79
DXC - Dxc Technology Co Reduce 30.04% 81,600 1.21
BHC - Bausch Health Cos Inc Reduce 53.74% 217,900 0.89
VNT - Vontier Corp. Reduce 66.97% 131,800 1.49
AVID - Avid Technology Inc Sell 100.00% 86,700 1.10
UCO - Proshares Tr Ii Sell 100.00% 10,000 0.21
Q2 2022
TMHC - Taylor Morrison Home Corp. Reduce 0.92% 1,800 0.02
OVV - Ovintiv Inc. Reduce 1.58% 4,200 0.09
FANG - Diamondback Energy Inc. Reduce 2.66% 900 0.05
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 7.30% 35,850 0.31
DXC - Dxc Technology Co Reduce 9.95% 30,000 0.39
DAL - Delta Air Lines Inc. Reduce 17.22% 42,700 0.67
ADT - ADT Inc. Reduce 28.09% 253,950 0.76
AVID - Avid Technology Inc Reduce 46.38% 75,000 1.03
TVTY - Tivity Health Inc Sell 100.00% 251,600 3.19
HLF - Herbalife Nutrition Ltd. Sell 100.00% 194,300 2.33
TUPBQ - Tupperware Brands Corp Sell 100.00% 300,300 2.30
PTON - Peloton Interactive Inc. Sell 100.00% 146,300 1.52
WGHTQ - Ww Intl Inc Sell 100.00% 325,900 1.32
SFIX - Stitch Fix Inc Sell 100.00% 160,500 0.64
Q1 2022
OVV - Ovintiv Inc. Reduce 1.62% 4,375 0.06
NCLH - Norwegian Cruise Line Hlgs Ltd. Reduce 3.48% 17,700 0.15
TMHC - Taylor Morrison Home Corp. Reduce 4.17% 8,500 0.12
BHC - Bausch Health Cos Inc Reduce 6.54% 19,000 0.21
GOOGL - Alphabet Inc. Reduce 6.65% 245 0.29
DXC - Dxc Technology Co Reduce 6.83% 22,100 0.29
ADT - ADT Inc. Reduce 7.26% 70,800 0.24
KRTX - Karuna Therapeutics Inc Reduce 7.29% 1,400 0.07
WGHTQ - Ww Intl Inc Reduce 9.17% 32,900 0.21
JPM - JPMorgan Chase & Co. Reduce 9.52% 3,800 0.24
VNT - Vontier Corp. Reduce 10.57% 17,100 0.21
ET - Energy Transfer LP Reduce 12.57% 87,600 0.29
TNL - Travel + Leisure Co. Reduce 13.99% 7,750 0.17
SPLK - Splunk Inc Reduce 21.14% 12,200 0.57
RKT - Rocket Companies Inc. Reduce 26.34% 74,500 0.42
TVTY - Tivity Health Inc Reduce 26.95% 92,800 0.99
SOFI - SoFi Technologies Inc. Reduce 27.71% 53,700 0.34
AVID - Avid Technology Inc Reduce 28.86% 65,600 0.87
FANG - Diamondback Energy Inc. Reduce 54.32% 40,200 1.75
BAC - Bank of America Corp. Reduce 71.56% 62,900 1.13
REAL - RealReal Inc. Sell 100.00% 173,500 0.82