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Disclosery

Patient Capital Management, LLC: NE position timeline

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

Patient Capital Management, LLC held 100,000 NE 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 100,000 shares
    Change vs previous 13F -1,247,854 shares

    0.12% of the 13F portfolio, value $3,730,000.

    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 1,347,854 shares
    Change vs previous 13F +66,699 shares

    2.47% of the 13F portfolio, value $66,139,240.

    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 1,281,155 shares
    Change vs previous 13F +200,081 shares

    1.4% of the 13F portfolio, value $36,179,831.

    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 1,081,074 shares
    Change vs previous 13F +362,784 shares

    1.22% of the 13F portfolio, value $30,572,770.

    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 718,290 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $19,070,600.

    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).