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Disclosery

Patient Capital Management, LLC: ET position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patient Capital Management, LLC on ET, newest first. How the timeline and the estimate are built.

Patient Capital Management, LLC held 6,080,678 ET shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,080,678 shares
    Change vs previous 13F -7,525 shares

    3.86% of the 13F portfolio, value $116,262,573.

    13F-HR 0001854794-26-000005 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,088,203 shares
    Change vs previous 13F +815,328 shares

    4.38% of the 13F portfolio, value $117,502,326.

    13F-HR 0001854794-26-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,272,875 shares
    Change vs previous 13F +384,737 shares

    3.36% of the 13F portfolio, value $86,949,703.

    13F-HR 0001854794-26-000003 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,888,138 shares
    Change vs previous 13F +811,782 shares

    3.36% of the 13F portfolio, value $83,880,440.

    13F-HR 0001854794-25-000004 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,076,356 shares
    Change vs previous 13F -807,407 shares

    3.34% of the 13F portfolio, value $73,904,328.

    13F-HR 0001085146-25-004963 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,883,763 shares
    Change vs previous 13F -208,119 shares

    4.67% of the 13F portfolio, value $90,789,160.

    13F-HR 0001085146-25-003124 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,091,882 shares
    Change vs previous 13F -204,948 shares

    4.6% of the 13F portfolio, value $99,749,973.

    13F-HR 0001085146-25-001553 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,296,830 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $85,014,125.

    13F-HR 0001085146-24-005800 filed by Patient Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).