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  Splunk Inc (SPLK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 2.50 SEC
2023   Q3 290,196 2.50 Reduce 33.23% 0.85 $146.25 $42,441,137 SEC
2023   Q2 434,606 2.57 Add 720.01% 2.26 $106.09 $46,107,371 SEC
2023   Q1 53,000 2.28 $95.88 $5,081,640 SEC
2022   Q4 53,000 2.25 Add 11.40% 0.23 $86.09 $4,562,770 SEC
2022   Q3 47,575 1.82 Reduce 3.69% 0.08 $75.21 $3,578,000 SEC
2022   Q2 49,400 2.14 Add 8.57% 0.17 $88.46 $4,370,000 SEC
2022   Q1 45,500 2.67 Reduce 21.14% 0.57 $148.62 $6,762,000 SEC
2021   Q4 57,700 2.70 $115.72 $6,677,000 SEC