Samantha McLemore - Patient Capital Management,
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 38
Portfolio value: $2,681,827,464
Holding/activity history for Carvana Co. (CVNA)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2025 Q2 |
0 |
0.00 |
Sell 100.00%
|
0.51 |
|
|
SEC |
| 2025 Q1 |
236,610 |
0.51 |
Buy
|
0.51 |
$41.82 |
$9,894,083 |
SEC |