Stock Taper 
PATIENT CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lennar Corporation | LEN-B | 12.5K | $1.11M |
 JPMorgan Chase & Co. | JPM | 29.36K | $9.61M |
 APA Corporation | APA | 50K | $1.63M |
 Noble Corporation Plc | NE | 100K | $3.73M |
 Expedia Group, Inc. | EXPE | 167.81K | $42.94M |
 Meta Platforms, Inc. | META | 170.79K | $96.2M |
 Dave & Buster's Entertainment, Inc. | PLAY | 204.02K | $2.33M |
 Biogen Inc. | BIIB | 283.7K | $61.3M |
 Illumina, Inc. | ILMN | 345.31K | $60.72M |
 Adobe Inc. | ADBE | 361.13K | $74.04M |
 Tempus AI, Inc. | TEM | 400.7K | $23.21M |
 Delta Air Lines, Inc. | DAL | 431.21K | $40.39M |
 UnitedHealth Group Incorporated | UNH | 437.77K | $181.95M |
 Coinbase Global, Inc. | COIN | 462.02K | $67.54M |
 Alphabet Inc. | GOOGL | 525.75K | $187.89M |
 General Motors Company | GM | 631.56K | $48.68M |
 Amazon.com, Inc. | AMZN | 681.05K | $162.32M |
 OneMain Holdings, Inc. | OMF | 702.37K | $42.82M |
 NVIDIA Corporation | NVDA | 709.59K | $141.98M |
 United Airlines Holdings, Inc. | UAL | 731.52K | $99.48M |