What Samantha McLemore bought and sold in Q3 2025
In Q3 2025, Samantha McLemore (Patient Capital Management) opened 2 new positions — including MSTR (<0.1%), SPY (<0.1%), added to 6, trimmed 3, exited 1 (GOOS). The book stood at $2.50B across 41 positions, filed Oct 30, 2025.
2New6Added3Trimmed1Exited
New positions (2)
Added to (6)
Trimmed (3)
- UBSUbs Group AG-23% shares · 2.5% · $62M
- SOFISofi Technologies Inc-29% shares · 2.4% · $60M
- KOSKosmos Energy Ltd-83% shares · 0.2% · $6M
Exited (1)
- GOOSCanada Goose Holdings Incwas 0.4% 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.