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Patient Capital Management 2024 Q4 Letter
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Fund:
Patient Capital Management
Key Person:
Samantha McLemore
Tickers in this letter
AMZN
,
BIIB
,
COST
,
CVS
,
DAL
,
EXPE
,
FBTC
,
GOOGL
,
KOS
,
META
,
NCLH
,
NVDA
,
OMF
,
PGEN
,
PLAY
,
RPRX
,
SDRL
,
TSLA
,
UAL