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Disclosery

Patient Capital Management, LLC: PLAY position timeline

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

Patient Capital Management, LLC held 204,022 PLAY 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 204,022 shares
    Change vs previous 13F -947,636 shares

    0.08% of the 13F portfolio, value $2,325,851.

    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 1,151,658 shares
    Change vs previous 13F -511,683 shares

    0.47% of the 13F portfolio, value $12,472,459.

    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 1,663,341 shares
    Change vs previous 13F -473,916 shares

    1.04% of the 13F portfolio, value $26,962,752.

    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 2,137,257 shares
    Change vs previous 13F +3,970 shares

    1.55% of the 13F portfolio, value $38,812,579.

    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 2,133,287 shares
    Change vs previous 13F -68,220 shares

    2.9% of the 13F portfolio, value $64,169,275.

    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 2,201,507 shares
    Change vs previous 13F +424,247 shares

    1.99% of the 13F portfolio, value $38,680,477.

    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 1,777,260 shares
    Change vs previous 13F +476,662 shares

    2.39% of the 13F portfolio, value $51,878,211.

    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 1,300,598 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $44,285,358.

    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).