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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
GPN	GLOBAL PMTS INC	2.49%	1,884,620	$136,748,124	1,884,620	New	$72.56	13F
GENI	GENIUS SPORTS LIMITED	0.18%	1,625,638	$9,851,366	1,625,638	New	$6.06	13F
LENB	LENNAR CORP	0.04%	25,000	$2,217,750	12,500	New	$88.71	13F