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.

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.