Patient Capital Management’s OneMain Financial OMF Stock Holding History

Patient Capital Management’s Portfolio OMF Stock Details OMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$41.8M	Sell	781,371 -43,571	-5%	-$2.59M	1.53%	27
2025 Q4	$55.7M	Sell	824,942 -111,971	-12%	-$6.81M	2.15%	21
2025 Q3	$52.9M	Sell	936,913 -95,588	-9%	-$5.64M	2.12%	25
2025 Q2	$58.9M	Sell	1,032,501 -39,992	-4%	-$1.99M	2.66%	16
2025 Q1	$52.4M	Sell	1,072,493 -190,652	-15%	-$10.1M	2.7%	17
2024 Q4	$65.8M	Sell	1,263,145 -150,070	-11%	-$7.78M	3.04%	13
2024 Q3	$66.5M	Sell	1,413,215 -140,895	-9%	-$6.77M	3.27%	12
2024 Q2	$75.4M	Sell	1,554,110 -309,628	-17%	-$15.2M	4%	8
2024 Q1	$95.2M	Sell	1,863,738 -285,239	-13%	-$13.6M	4.63%	4
2023 Q4	$106M	Sell	2,148,977 -5,899	-0.3%	-$241K	5.6%	3
2023 Q3	$86.4M	Sell	2,154,876 -15,197	-0.7%	-$649K	5.07%	3
2023 Q2	$94.8M	Buy	2,170,073 +1,873,973	+633%	+$73.1M	5.28%	3
2023 Q1	$11M	Buy	296,100 +17,200	+6%	+$691K	4.89%	2
2022 Q4	$9.29M	Hold	278,900	–	–	4.51%	3
2022 Q3	$8.23M	Buy	278,900 +54,525	+24%	+$2.01M	4.11%	6
2022 Q2	$8.39M	Buy	224,375 +66,675	+42%	+$2.88M	3.72%	7
2022 Q1	$7.48M	Buy	157,700 +52,300	+50%	+$2.61M	2.53%	15
2021 Q4	$5.27M	Buy	+105,400	New	+$5.58M	1.52%	29

Other funds holding OMF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Patient Capital Management's OMF Position: Q1 2026 in Review

Patient Capital Management reduced its OneMain Financial (OMF) stake by 5.3% in Q1 2026, selling an estimated $2.59M and leaving 781,371 shares worth $41.8M. The position accounts for 1.53% of the portfolio, ranked #27.

Patient Capital Management first reported a position in OMF in Q4 2021 and has held it in 18 quarters since. The position peaked at $106M in Q4 2023. 481 funds tracked by Wall St. Rank hold OMF as of Q1 2026.

Patient Capital Management held 781,371 shares of OneMain Financial worth $41.8M as of Q1 2026.
Patient Capital Management sold 43,571 OneMain Financial shares in Q1 2026, an estimated $2.59M.
OneMain Financial made up 1.53% of Patient Capital Management's portfolio in Q1 2026, its #27 holding.
Patient Capital Management first reported a position in OneMain Financial in Q4 2021 and has held it in 18 quarters since.
Patient Capital Management's OneMain Financial position peaked at $106M in Q4 2023.
481 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.