What Samantha McLemore bought and sold in Q4 2024
In Q4 2024, Samantha McLemore (Patient Capital Management) opened 2 new positions — including JD (0.2%), APA (0.1%), added to 8, trimmed 9. The book stood at $2.17B across 43 positions, filed Feb 14, 2025.
2New8Added9Trimmed0Exited
New positions (2)
Added to (8)
- RPRXRoyalty Pharma Plc+41% shares · 3.4% · $73M
- SDRLSeadrill 2021 Ltd+63% shares · 3.0% · $65M
- BIIBBiogen Inc+62% shares · 2.9% · $63M
- KOSKosmos Energy Ltd+82% shares · 2.7% · $59M
- CVSCvs Health Corp+69% shares · 2.7% · $58M
- PLAYDave & Buster's Entertainmen+37% shares · 2.4% · $52M
- FBTCFidelity Wise Origin Bitcoin+216% shares · 1.1% · $25M
- SPYSS Spdr S&p 500 Etf Trust-us+133% shares · 0.1% · $2M
Trimmed (9)
- EXPEExpedia Group Inc-32% shares · 3.8% · $82M
- UALUnited Airlines Holdings Inc-28% shares · 3.2% · $70M
- SOFISofi Technologies Inc-27% shares · 3.0% · $65M
- DALDelta Air Lines Inc-25% shares · 2.6% · $57M
- PTONPeloton Interactive Inc-a-24% shares · 1.5% · $33M
- TNLTravel + Leisure CO-87% shares · 0.3% · $6M
- WALWestern Alliance Bancorp-88% shares · 0.1% · $2M
- FISVFiserv Inc-92% shares · 0.1% · $2M
- BRLTBrilliant Earth Group Inc-a-59% shares · <0.1% · $210K
Samantha McLemore's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.