Samantha McLemore Patient Capital Management
Samantha McLemore is the founder of Patient Capital Management and previously worked closely with Bill Miller on value-oriented strategies. Her firm emphasizes long-term, research-driven equity investing with a willingness to hold unconventional or out-of-favor ideas. McLemore’s portfolio is followed by investors who track the next generation of independent value managers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$54.3M |
| 2 |
Precigen
PGEN
|
+$28.8M |
| 3 |
Energy Transfer Partners
ET
|
+$14.2M |
| 4 |
PPLI
People Inc
PPLI
|
+$13.8M |
| 5 |
Mattel
MAT
|
+$11.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kosmos Energy
KOS
|
+$30M |
| 2 |
SoFi Technologies
SOFI
|
+$21.4M |
| 3 |
UBS Group
UBS
|
+$17M |
| 4 |
Coinbase
COIN
|
+$10.8M |
| 5 |
GOOS
Canada Goose Holdings
GOOS
|
+$8.23M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 22.94% |
| 2 | Healthcare | 22.45% |
| 3 | Communication Services | 15.15% |
| 4 | Financials | 14.98% |
| 5 | Industrials | 9.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Alphabet (Google) Class A
GOOGL
$4.22T
| $149M | 5.97% |
613,333
+280
| +0% | +$58.6K |
|
2
Citigroup
C
$221B
| $133M | 5.32% |
1,310,407
-35,310
| -3% | -$3.35M |
|
|
3
UnitedHealth
UNH
$350B
| $128M | 5.13% |
371,363
+179,431
| +93% | +$54.3M |
|
|
QXO
4
QXO Inc
QXO
$14.3B
| $125M | 4.99% |
6,537,027
-5,175
| -0.1% | -$107K |
|
5
Amazon
AMZN
$2.79T
| $123M | 4.94% |
561,976
-1,506
| -0.3% | -$341K |
|
6
NVIDIA
NVDA
$5.2T
| $118M | 4.73% |
632,684
-1,489
| -0.2% | -$260K |
|
7
Norwegian Cruise Line
NCLH
$7.92B
| $112M | 4.5% |
4,564,871
-143,708
| -3% | -$3.49M |
|
8
Royalty Pharma
RPRX
$27.3B
| $110M | 4.4% |
3,117,850
+129,862
| +4% | +$4.7M |
|
9
Meta Platforms (Facebook)
META
$1.4T
| $106M | 4.23% |
144,000
-295
| -0.2% | -$220K |
|
10
CVS Health
CVS
$119B
| $93.5M | 3.74% |
1,239,894
-2,030
| -0.2% | -$139K |
|
11
Alibaba
BABA
$286B
| $87.5M | 3.5% |
489,677
-9,433
| -2% | -$1.24M |
|
|
12
Precigen
PGEN
$2.58B
| $87.1M | 3.48% |
26,460,848
+10,192,107
| +63% | +$28.8M |
|
|
13
Energy Transfer Partners
ET
$73B
| $83.9M | 3.36% |
4,888,138
+811,782
| +20% | +$14.2M |
|
|
PPLI
14
People Inc
PPLI
$2.86B
| $71.8M | 2.88% |
2,108,245
+369,239
| +21% | +$13.8M |
|
15
Seadrill
SDRL
$2.96B
| $67.4M | 2.7% |
2,229,936
+387
| +0% | +$11.8K |
|
16
United Airlines
UAL
$36.7B
| $64.3M | 2.57% |
666,515
-2,136
| -0.3% | -$205K |
|
17
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.3B
| $61.9M | 2.48% |
619,752
-474
| -0.1% | -$47.4K |
|
|
18
UBS Group
UBS
$163B
| $61.5M | 2.46% |
1,500,849
-436,790
| -23% | -$17M |
|
|
19
SoFi Technologies
SOFI
$24.4B
| $59.6M | 2.38% |
2,254,066
-903,365
| -29% | -$21.4M |
|
|
20
Coinbase
COIN
$49.2B
| $58M | 2.32% |
171,736
-31,764
| -16% | -$10.8M |
|
21
General Motors
GM
$77.2B
| $57.3M | 2.3% |
940,597
-4,156
| -0.4% | -$232K |
|
22
Biogen
BIIB
$32B
| $55.6M | 2.22% |
396,649
+76,183
| +24% | +$10.3M |
|
23
Illumina
ILMN
$33.1B
| $55.2M | 2.21% |
581,359
-831
| -0.1% | -$82.4K |
|
24
Expedia Group
EXPE
$38.6B
| $54.2M | 2.17% |
253,477
-8,378
| -3% | -$1.68M |
|
25
OneMain Financial
OMF
$7.27B
| $52.9M | 2.12% |
936,913
-95,588
| -9% | -$5.64M |
|
Similar funds
Samantha McLemore's Q3 2025 Portfolio in Review
As of Q3 2025, Samantha McLemore held 42 positions worth $2.5B, up 13% from $2.22B the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Samantha McLemore's Q3 2025 filing shows 2 new, 13 increased, 24 reduced and 1 closed positions. Its largest new stake was Strategy Inc: 2,092 shares worth $674K. The largest sale was Kosmos Energy, an estimated $30M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Communication Services.
- Samantha McLemore's largest Q3 2025 buy was Strategy Inc: 2,092 shares worth $674K.
- Samantha McLemore added most to UnitedHealth in Q3 2025, an estimated $54.3M increase.
- Samantha McLemore's biggest Q3 2025 reduction was Kosmos Energy, cutting an estimated $30M.
- Samantha McLemore fully exited Canada Goose Holdings in Q3 2025, selling an estimated $8.23M.
- Samantha McLemore's ten largest holdings make up 48% of its $2.5B portfolio in Q3 2025.
- Samantha McLemore opened 2 new positions and closed 1 in Q3 2025.
- Samantha McLemore's portfolio value rose 13% quarter-over-quarter to $2.5B.
Based on Patient Capital Management's 13F filing for Q3 2025, filed 30 Oct 2025.