What Samantha McLemore bought and sold in Q1 2025

In Q1 2025, Samantha McLemore (Patient Capital Management) opened 3 new positions — including NFE (1.1%), CVNA (0.5%), YOU (0.2%), added to 4, trimmed 4, exited 7 (EXE, TNL, G2C). The book stood at $1.94B across 39 positions, filed May 14, 2025.

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.