What Samantha McLemore bought and sold in Q2 2025
In Q2 2025, Samantha McLemore (Patient Capital Management) opened 4 new positions — including UNH (2.7%), TEM (1.1%), NE (0.9%), added to 2, trimmed 4, exited 3 (NFE, CVNA, BRLT). The book stood at $2.22B across 40 positions, filed Aug 13, 2025.
4New2Added4Trimmed3Exited
New positions (4)
Added to (2)
Trimmed (4)
- GMGeneral Motors CO-38% shares · 2.1% · $46M
- BIIBBiogen Inc-30% shares · 1.8% · $40M
- MATMattel Inc-37% shares · 1.3% · $29M
- GOOSCanada Goose Holdings Inc-73% shares · 0.4% · $8M
Exited (3)
- NFENew Fortress Energy Incwas 1.1% of book
- CVNACarvana COwas 0.5% of book
- BRLTBrilliant Earth Group Inc-awas <0.1% of book
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.