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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: $2.22 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 47.7%

Stock	Company	Change in Shares	% Change	Source
BRLT	BRILLIANT EARTH GROUP INC	-100,000	Exited	13F
CVNA	CARVANA CO	-47,322	Exited	13F
NFE	NEW FORTRESS ENERGY INC	-2,482,800	Exited	13F