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  SPDR S&P 500 ETF Trust (SPY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,115 0.03 Add 3.72% <0.01 $650.74 $725,571 SEC
2025   Q4 1,075 0.03 Add 155.34% 0.02 $682.01 $733,166 SEC
2025   Q3 421 0.01 Buy 0.01 $666.29 $280,509 SEC
2025   Q1 0 0.00 Sell 100.00% 0.09 SEC
2024   Q4 3,463 0.09 Add 133.04% 0.05 $586.01 $2,029,363 SEC
2024   Q3 1,486 0.04 Add 101.36% 0.02 $573.62 $852,401 SEC
2024   Q2 738 0.02 Buy 0.02 $544.30 $401,696 SEC
2024   Q1 0 0.00 Sell 100.00% 0.05 SEC
2023   Q4 2,091 0.05 Buy 0.05 $475.38 $994,027 SEC