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  Expedia Group Inc. (EXPE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 167,784 1.44 Reduce 4.82% 0.09 $230.89 $38,739,758 SEC
2025   Q4 176,282 1.93 Reduce 30.45% 0.66 $283.31 $49,942,414 SEC
2025   Q3 253,477 2.17 Reduce 3.20% 0.06 $213.75 $54,180,803 SEC
2025   Q2 261,855 1.99 Reduce 6.08% 0.15 $168.68 $44,169,707 SEC
2025   Q1 278,797 2.41 Reduce 36.98% 1.41 $168.10 $46,865,763 SEC
2024   Q4 442,429 3.80 Reduce 31.65% 1.49 $186.33 $82,437,856 SEC
2024   Q3 647,329 4.70 Reduce 9.59% 0.46 $148.02 $95,817,649 SEC
2024   Q2 715,975 4.79 Reduce 1.87% 0.09 $125.99 $90,205,648 SEC
2024   Q1 729,594 4.89 Reduce 22.01% 1.66 $137.75 $100,501,528 SEC
2023   Q4 935,490 7.54 Reduce 3.66% 0.22 $151.79 $141,998,003 SEC
2023   Q3 971,037 5.90 Add 7.06% 0.39 $103.07 $100,084,748 SEC
2023   Q2 906,991 5.53 Add 594.48% 4.73 $109.39 $99,215,770 SEC
2023   Q1 130,600 5.69 Reduce 1.08% 0.06 $97.03 $12,672,118 SEC
2022   Q4 132,025 5.71 Add 4.62% 0.25 $87.60 $11,565,390 SEC
2022   Q3 126,200 6.00 Add 37.06% 1.62 $93.69 $11,824,000 SEC
2022   Q2 92,075 4.28 Buy 4.28 $94.82 $8,731,000 SEC