What did Samantha McLemore actually do?

A source-backed history of material decisions from Patient Capital Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 13
Stocks observed: 6
Outcomes observed: 13

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 13, 2026
44d lag
ADBEADD+21.5%
Samantha McLemore · 2.5% of reported portfolio
Original SEC filing ↗
-9.4% vs SPY
35 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
ADBENEWNEW
Samantha McLemore · 2.7% of reported portfolio
Original SEC filing ↗
+1.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 14, 2026
44d lag
FISVADD+273.6%
Samantha McLemore · 2.0% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 14, 2026
44d lag
BABAEXITEXIT
Samantha McLemore · 0.6% of reported portfolio
Original SEC filing ↗
-11.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
BABATRIM-79.6%
Samantha McLemore · 3.5% of reported portfolio
Original SEC filing ↗
-23.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 13, 2026
44d lag
FISVNEWNEW
Samantha McLemore · 0.7% of reported portfolio
Original SEC filing ↗
-21.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Oct 30, 2025
30d lag
UNHADD+93.5%
Samantha McLemore · 5.1% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 13, 2025
44d lag
UNHNEWNEW
Samantha McLemore · 2.7% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 14, 2025
44d lag
BABATRIM-22.6%
Samantha McLemore · 2.7% of reported portfolio
Original SEC filing ↗
-9.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
CVSADD+68.8%
Samantha McLemore · 2.7% of reported portfolio
Original SEC filing ↗
-1.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
FISVTRIM-92.4%
Samantha McLemore · 1.2% of reported portfolio
Original SEC filing ↗
-26.9% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 14, 2024
45d lag
JPMTRIM-81.2%
Samantha McLemore · 1.7% of reported portfolio
Original SEC filing ↗
+9.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
FISVTRIM-30.7%
Samantha McLemore · 1.5% of reported portfolio
Original SEC filing ↗
+7.1% vs SPY
63 sessions after disclosure
direction not supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.