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  Tivity Health Inc (TVTY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 3.19 SEC
2022   Q1 251,600 3.19 Reduce 26.95% 0.99 $32.17 $8,094,000 SEC
2021   Q4 344,400 3.69 $26.44 $9,106,000 SEC