Patient Capital Management, LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $2.6B in reported equity holdings across 40 positions. The largest holdings are GOOG (7.0%), C (5.8%), AMZN (5.0%), RPRX (5.0%), QXO (4.8%). The portfolio is concentrated in Other (61.6%), Communication Services (10.7%), Healthcare (8.7%). Data sourced from SEC EDGAR 13F filings (CIK 1854794).