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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
LENB	LENNAR CORP	0.06%	12,500	$1,499,875		No Change	$119.99	13F
APA	APA CORPORATION	0.05%	50,000	$1,214,000		No Change	$24.28	13F