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Disclosery

Patient Capital Management, LLC: EXPE position timeline

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

Patient Capital Management, LLC held 167,814 EXPE 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 167,814 shares
    Change vs previous 13F +30 shares

    1.43% of the 13F portfolio, value $42,940,539.

    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 167,784 shares
    Change vs previous 13F -8,498 shares

    1.44% of the 13F portfolio, value $38,739,758.

    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 176,282 shares
    Change vs previous 13F -77,195 shares

    1.93% of the 13F portfolio, value $49,942,414.

    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 253,477 shares
    Change vs previous 13F -8,378 shares

    2.17% of the 13F portfolio, value $54,180,803.

    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 261,855 shares
    Change vs previous 13F -16,942 shares

    1.99% of the 13F portfolio, value $44,169,707.

    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 278,797 shares
    Change vs previous 13F -163,632 shares

    2.41% of the 13F portfolio, value $46,865,763.

    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 442,429 shares
    Change vs previous 13F -204,900 shares

    3.8% of the 13F portfolio, value $82,437,856.

    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 647,329 shares
    Change vs previous 13F not available

    4.7% of the 13F portfolio, value $95,817,649.

    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).