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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: $2.74 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 48.68%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
APA	APA CORPORATION	0.08%	50,000	$2,122,000		No Change	$42.44	13F
LENB	LENNAR CORP	0.04%	12,500	$1,051,500		No Change	$84.12	13F