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  Biogen Inc. (BIIB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 379,741 2.60 Reduce 34.11% 1.34 $183.33 $69,618,001 SEC
2025   Q4 576,352 3.92 Add 45.31% 1.22 $175.99 $101,432,302 SEC
2025   Q3 396,649 2.22 Add 23.77% 0.43 $140.08 $55,562,531 SEC
2025   Q2 320,466 1.82 Reduce 29.66% 0.95 $125.59 $40,247,340 SEC
2025   Q1 455,605 3.21 Add 10.06% 0.29 $136.84 $62,345,003 SEC
2024   Q4 413,960 2.92 Add 61.74% 1.11 $152.92 $63,302,707 SEC
2024   Q3 255,942 2.44 Reduce 0.52% 0.02 $193.84 $49,611,832 SEC
2024   Q2 257,269 3.17 Add 18.07% 0.49 $231.82 $59,640,080 SEC
2024   Q1 217,887 2.29 Buy 2.29 $215.63 $46,983,015 SEC