PCM
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Patient Capital Management’s Dave & Buster's PLAY Stock Holding History

Patient Capital Management’s Portfolio PLAY Stock Details PLAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$64.2M Sell
2,133,287
-68,220
-3% -$2.05M 2.9% 14
2025
Q1 		$38.7M Buy
2,201,507
+424,247
+24% +$7.45M 1.99% 25
2024
Q4 		$51.9M Buy
1,777,260
+476,662
+37% +$13.9M 2.39% 24
2024
Q3 		$44.3M Buy
+1,300,598
New +$44.3M 2.17% 25