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  Western Alliance Bancorp (WAL)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.11 SEC
2024   Q4 28,282 0.11 Reduce 87.99% 0.88 $83.54 $2,362,659 SEC
2024   Q3 235,492 1.00 Reduce 38.79% 0.50 $86.49 $20,367,662 SEC
2024   Q2 384,747 1.28 Reduce 14.67% 0.21 $62.82 $24,169,832 SEC
2024   Q1 450,891 1.41 Reduce 1.31% 0.02 $64.19 $28,942,715 SEC
2023   Q4 456,883 1.60 Reduce 0.32% <0.01 $65.79 $30,058,354 SEC
2023   Q3 458,355 1.24 Add 3.84% 0.05 $45.97 $21,070,573 SEC
2023   Q2 441,407 0.90 Buy 0.90 $36.47 $16,098,121 SEC