Samantha McLemore - Patient Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    38
Portfolio value:    $2,681,827,464
Holdings Activity Buys Sells    History
Holding/activity history for  Citigroup Inc. (C)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,413,870 5.98 Add 9.45% 0.52 $113.41 $160,347,042 SEC
2025   Q4 1,291,794 5.82 Reduce 1.42% 0.08 $116.69 $150,739,474 SEC
2025   Q3 1,310,407 5.32 Reduce 2.62% 0.14 $101.50 $133,006,291 SEC
2025   Q2 1,345,717 5.17 Reduce 4.22% 0.22 $85.12 $114,547,430 SEC
2025   Q1 1,405,065 5.13 Reduce 8.84% 0.44 $70.99 $99,745,529 SEC
2024   Q4 1,541,308 5.01 Reduce 0.04% <0.01 $70.39 $108,492,636 SEC
2024   Q3 1,541,858 4.74 Reduce 7.29% 0.41 $62.60 $96,520,323 SEC
2024   Q2 1,663,110 5.61 Reduce 6.41% 0.35 $63.46 $105,540,967 SEC
2024   Q1 1,777,075 5.47 Reduce 5.94% 0.31 $63.24 $112,382,218 SEC
2023   Q4 1,889,331 5.16 Add 0.37% 0.02 $51.44 $97,187,180 SEC
2023   Q3 1,882,429 4.56 Add 24.99% 0.91 $41.13 $77,424,305 SEC
2023   Q2 1,506,016 3.86 Add 914.84% 3.48 $46.04 $69,336,980 SEC
2023   Q1 148,400 3.12 Add 9.28% 0.26 $46.89 $6,958,476 SEC
2022   Q4 135,800 3.03 $45.23 $6,142,234 SEC
2022   Q3 135,800 2.87 $41.67 $5,659,000 SEC
2022   Q2 135,800 3.06 Add 30.58% 0.72 $45.99 $6,245,000 SEC
2022   Q1 104,000 2.19 Buy 2.19 $53.40 $5,554,000 SEC