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.

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.