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  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 437,141 4.41 Add 18.69% 0.69 $270.59 $118,286,147 SEC
2025   Q4 368,293 4.69 Reduce 0.83% 0.04 $330.11 $121,577,103 SEC
2025   Q3 371,363 5.13 Add 93.49% 2.48 $345.30 $128,231,547 SEC
2025   Q2 191,932 2.70 Buy 2.70 $311.97 $59,877,073 SEC