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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: $5.49 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 50.72%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
IBIT	ISHARES BITCOIN TRUST ETF				-1,100,000	Exited		13F
TSLA	TESLA INC (Put)				-500	Exited		13F