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Samantha McLemore - Patient Capital Management Holdings – 2025 Q3

Explore the latest portfolio disclosure for Samantha McLemore - Patient Capital Management, with insights into sector exposure, position sizes, and overall investment structure for 2025 Q3.

The latest 2025 Q3 filing shows that Samantha McLemore - Patient Capital Management maintains its largest exposure in Unclassified Sector, which represents approximately 21.70% of the portfolio. This sector forms the core of Samantha McLemore - Patient Capital Management's investment stance during this reporting period.

Additional major allocations include Consumer Cyclical (about 19.49%) and Healthcare (approximately 16.74%) , reflecting how Samantha McLemore - Patient Capital Management diversifies beyond its primary sector focus.

These sector weightings provide a clear view into Samantha McLemore - Patient Capital Management's positioning and conviction areas for the 2025 Q3 quarter.

Breakdown by Sector

Unclassified Sector
21.7%
Consumer Cyclical
19.5%
Healthcare
16.7%
Technology
14.9%
Financial Services
10.4%
Industrials
9.5%
Non-U.S. Assets
3.7%
Energy
3.4%
Unknown
0.1%
Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
CROX 588,794 $83.55 Increased 16.97% 1.97% $49.19M 2025 Q3
DAL 861,298 $56.75 Reduced -4.27% 1.96% $48.88M 2025 Q3
PLAY 2,137,257 $18.16 Increased 0.19% 1.55% $38.81M 2025 Q3
MAT 2,099,262 $16.83 Increased 43.35% 1.41% $35.33M 2025 Q3
TEM 387,870 $80.71 Reduced -0.19% 1.25% $31.3M 2025 Q3
NE 1,081,074 $28.28 Increased 50.51% 1.22% $30.57M 2025 Q3
JD 842,937 $34.98 Increased 6.82% 1.18% $29.49M 2025 Q3
PTON 2,533,688 $9 Reduced -5.80% 0.91% $22.8M 2025 Q3
ANGI 799,342 $16.26 Reduced -1.07% 0.52% $13M 2025 Q3
JPM 29,379 $315.43 Reduced -0.01% 0.37% $9.27M 2025 Q3
KOS 3,314,653 $1.66 Reduced -82.86% 0.22% $5.5M 2025 Q3
YOU 125,000 $33.38 Reduced -10.52% 0.17% $4.17M 2025 Q3
LEN.B 12,500 $120 No Change No Change 0.06% $1.5M 2025 Q3
APA 50,000 $24.28 No Change No Change 0.05% $1.21M 2025 Q3
MSTR 2,092 $322.18 Buy 100.00% 0.03% $674K 2025 Q3
SPY 421 $667.46 Buy 100.00% 0.01% $281K 2025 Q3
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