Samantha McLemore - Patient Capital Management
Superinvestor profile · Rank #112 by reported 13F value (2026 Q2 filers) · CIK 0001854794 · All profiles
Founded 2020Baltimore, Maryland, U.S.Long-term intrinsic value, behaviorally focused equityKey person: Samantha McLemore
Reported 13F value
$3.1B
Period 2026-06-30 · Filed 2026-08-13
Positions
40
Top 10 = 51.4% of value
Clone CAGR (full window)
+13.3%
2022-02-14 → 2026-10-02 · cumulative +78%
SPY CAGR (same window)
+14.4%
Cumulative +87%
Max drawdown (monthly)
-30%
Month-end values, approximate
Latest-quarter activity
2 new · 2 exited
12 increased · 24 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2022-02-14 → 2026-10-02, 19 filings) | +13.32% | Cumulative +78.4% vs SPY +86.8% |
| Trailing 10Y | — | |
| Trailing 5Y | — | |
| Trailing 3Y | +26.21% | |
| Trailing 1Y | +19.91% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| RPRX | Royalty Pharma Plc | 6.61% | $202M |
| C | Citigroup Inc | 6.44% | $196M |
| GOOGL | Alphabet Inc | 6.16% | $188M |
| UNH | Unitedhealth Group Inc | 5.96% | $182M |
| AMZN | Amazon Com Inc | 5.32% | $162M |
| NVDA | Nvidia Corporation | 4.65% | $142M |
| CVS | Cvs Health Corp | 4.19% | $128M |
| NCLH | Norwegian Cruise Line Hldgs | 4.17% | $127M |
| QXO | Qxo Inc | 4.04% | $123M |
| ET | Energy Transfer L P | 3.81% | $116M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-13). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 87.4% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
| Quarter | SEC accession no. | Filed | Disclosed CUSIPs |
|---|---|---|---|
| 2026Q2 | 0001854794-26-000005 | 2026-08-13 | 39 |
| 2026Q1 | 0001854794-26-000004 | 2026-05-14 | 38 |
| 2025Q4 | 0001854794-26-000003 | 2026-02-13 | 40 |
| 2025Q3 | 0001854794-25-000004 | 2025-10-30 | 41 |
| 2025Q2 | 0001085146-25-004963 | 2025-08-13 | 40 |
| 2025Q1 | 0001085146-25-003124 | 2025-05-14 | 39 |
| 2024Q4 | 0001085146-25-001553 | 2025-02-14 | 43 |
| 2024Q3 | 0001085146-24-005800 | 2024-11-14 | 41 |
| 2024Q2 | 0001085146-24-003874 | 2024-08-14 | 40 |
| 2024Q1 | 0001085146-24-002548 | 2024-05-15 | 42 |
| 2023Q4 | 0001085146-24-001375 | 2024-02-14 | 42 |
| 2023Q3 | 0001085146-23-004442 | 2023-11-14 | 41 |
| 2023Q2 | 0001085146-23-003400 | 2023-08-14 | 44 |
| 2023Q1 | 0001085146-23-002385 | 2023-05-15 | 41 |
| 2022Q4 | 0001085146-23-001252 | 2023-02-14 | 42 |
| 2022Q3 | 0001085146-22-004043 | 2022-11-14 | 41 |
| 2022Q2 | 0001085146-22-003092 | 2022-08-15 | 39 |
| 2022Q1 | 0001085146-22-002149 | 2022-05-16 | 42 |
| 2021Q4 | 0001085146-22-001017 | 2022-02-14 | 38 |
Background (founded / HQ / style) source: https://www.patientcm.com/ — Samantha McLemore founded Patient Capital in 2020 after 20 years working with Bill Miller; firm is woman-owned, formerly part of Miller Value Partners. Washington and Lee notes the firm in Towson, Maryland, while ADV-based listings show a Baltimore, MD address (One South Street).