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Gurus
Growth At A Reasonable Price
PATIENT CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

PATIENT CAPITAL MANAGEMENT, LLC

AUM: $1.79 B

13-F Portfolio Value: $2.74 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 48.68%

Stock	Company	Change in Shares	% Change	Source
BABA	ALIBABA GROUP HLDG LTD	-100,114	Exited	13F
YOU	CLEAR SECURE INC	-125,000	Exited	13F
MAT	MATTEL INC	-2,794,343	Exited	13F
PTON	PELOTON INTERACTIVE INC	-1,880,356	Exited	13F