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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: $2.50 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 47.95%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MSTR	STRATEGY INC	0.03%	2,092	$674,404	2,092	New	$322.37	13F
SPY	SPDR S&P 500 ETF TR	0.01%	421	$280,509	421	New	$666.29	13F