Patient Capital Management, LLC: TEM position timeline

Patient Capital Management, LLC held 400,698 TEM 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 400,698 shares

   Change vs previous 13F -41,501 shares

   0.77% of the 13F portfolio, value $23,212,476.

   13F-HR 0001854794-26-000005 filed by Patient Capital Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 442,199 shares

   Change vs previous 13F +60,071 shares

   0.75% of the 13F portfolio, value $19,996,252.

   13F-HR 0001854794-26-000004 filed by Patient Capital Management, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 382,128 shares

   Change vs previous 13F -5,742 shares

   0.87% of the 13F portfolio, value $22,564,674.

   13F-HR 0001854794-26-000003 filed by Patient Capital Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 387,870 shares

   Change vs previous 13F -757 shares

   1.25% of the 13F portfolio, value $31,304,987.

   13F-HR 0001854794-25-000004 filed by Patient Capital Management, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 388,627 shares

   Change vs previous 13F not available

   1.11% of the 13F portfolio, value $24,693,360.

   13F-HR 0001085146-25-004963 filed by Patient Capital Management, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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