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Samantha McLemore — Institutional Investor Profile | Buyside Digest

Samantha McLemore

Institutional Investor • Patient Capital Management

Value

$2.5B

Stocks

39 Stocks (1 new)

Turnover

0.0%

CIK

0001854794EDGAR ↗

Website ↗

Top Holdings

PPLI(97.48%) ROYP(0.18%) C.PR.R(0.17%) GOOG(0.16%) UNH(0.16%)

About Investor

Samantha McLemore embodies the characteristics Warren Buffett highlighted as essential for excellent investors: independent thinking, emotional stability, and keen understanding of individual and institutional behavior, as endorsed by Bill Miller. Her philosophy emphasizes that successful investing involves disciplined and patient execution of long-term strategy, especially when emotionally difficult, as those times typically present the greatest opportunities. McLemore believes in putting clients first always, seeking long-term growth of capital through the principle that investment success is simple but not easy, with long-term compounding working wonders through practicing time, not timing. She consistently looks for reasons to believe the market's current expectations aren't reflecting the business fundamentals they observe. Her approach involves buying stocks and holding them, focusing on the disciplined execution of strategies during challenging market periods when opportunities are typically greatest.

Investor Philosophy

Investment philosophy details pending verification.

Samantha McLemore Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
PPLI	None	PPLI	General	$111963.8M	97.5%	+100.0%
ROYP	None	Royalty Pharma plc	General	$201.8M	0.2%	No Change
C.PR.R	None	Citigroup Inc.	General	$196.4M	0.2%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$187.9M	0.2%	No Change
UNH	None	UnitedHealth Group Incorporated	Health Care	$182.0M	0.2%	No Change
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$162.3M	0.1%	No Change
NVDA	None	NVIDIA Corporation	Information Technology	$142.0M	0.1%	No Change
CVS	None	CVS Health	Health Care	$127.8M	0.1%	No Change
NCLH	None	Norwegian Cruise Line Holdings Ltd.	Consumer Discretionary	$127.3M	0.1%	No Change
QXO-PB	None	QXO Inc	General	$123.3M	0.1%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
PPLIPPLI	$111963.8M	+100.0%	97.5%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

General98.2%

Consumer Discretionary0.5%

Health Care0.3%

Communication Services0.3%

Information Technology0.2%

Sector	Stocks	Value	Exposure
General	12	$112837.9M	98.2%
Consumer Discretionary	6	$512.8M	0.5%
Health Care	4	$393.7M	0.3%
Communication Services	3	$289.0M	0.3%
Information Technology	2	$216.0M	0.2%
Industrials	3	$208.2M	0.2%
Energy	4	$195.5M	0.2%
Financials	4	$147.0M	0.1%
Healthcare	1	$61.3M	0.1%