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  Stitch Fix Inc (SFIX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q3 0 0.00 Sell 100.00% 0.18 SEC
2023   Q2 856,900 0.18 Add 34.29% 0.05 $3.85 $3,299,065 SEC
2023   Q1 638,100 1.46 Reduce 3.66% 0.04 $5.11 $3,260,691 SEC
2022   Q4 662,350 1.02 $3.11 $2,059,909 SEC
2022   Q3 662,350 1.33 Buy 1.33 $3.95 $2,616,000 SEC
2022   Q2 0 0.00 Sell 100.00% 0.64 SEC
2022   Q1 160,500 0.64 $10.07 $1,616,000 SEC
2021   Q4 160,500 1.23 $18.92 $3,037,000 SEC