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  New Fortress Energy Inc (NFE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.06 SEC
2025   Q1 2,482,800 1.06 Buy 1.06 $8.31 $20,632,071 SEC