PCM
PPLI

Patient Capital Management’s People Inc PPLI Stock Holding History

Patient Capital Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112M Sell
2,425,558
-274,006
-10% -$11.7M 3.67% 11
2026
Q1 		$108M Buy
2,699,564
+325,514
+14% +$12.3M 3.95% 9
2025
Q4 		$92.8M Buy
2,374,050
+265,805
+13% +$9.31M 3.58% 12
2025
Q3 		$71.8M Buy
2,108,245
+369,239
+21% +$13.8M 2.88% 14
2025
Q2 		$64.9M Sell
1,739,006
-314,598
-15% -$11.4M 2.93% 13
2025
Q1 		$77.4M Buy
2,053,604
+21,213
+1% +$774K 3.98% 9
2024
Q4 		$71.9M Buy
2,032,391
+4,543
+0.2% +$182K 3.32% 11
2024
Q3 		$89.5M Buy
2,027,848
+80,533
+4% +$3.35M 4.4% 6
2024
Q2 		$74.8M Buy
1,947,315
+195,233
+11% +$8.07M 3.97% 10
2024
Q1 		$76.7M Buy
1,752,082
+85,785
+5% +$3.7M 3.73% 10
2023
Q4 		$71.6M Buy
1,666,297
+119,386
+8% +$4.68M 3.79% 9
2023
Q3 		$63.9M Buy
1,546,911
+712,296
+85% +$34.6M 3.75% 9
2023
Q2 		$43M Buy
+834,615
New +$38.2M 2.39% 22

Other funds holding PPLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $3.35B AUM 55.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Patient Capital Management's PPLI Position: Q2 2026 in Review

Patient Capital Management reduced its People Inc (PPLI) stake by 10% in Q2 2026, selling an estimated $11.7M and leaving 2,425,558 shares worth $112M. The position accounts for 3.67% of the portfolio, ranked #11.

Patient Capital Management first reported a position in PPLI in Q2 2023 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold PPLI as of Q2 2026.

  • Patient Capital Management held 2,425,558 shares of People Inc worth $112M as of Q2 2026.
  • Patient Capital Management sold 274,006 People Inc shares in Q2 2026, an estimated $11.7M.
  • People Inc made up 3.67% of Patient Capital Management's portfolio in Q2 2026, its #11 holding.
  • Patient Capital Management first reported a position in People Inc in Q2 2023 and has held it in 13 quarters since.
  • 341 funds tracked by Wall St. Rank held People Inc as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.