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Disclosery

Patient Capital Management, LLC: UNH position timeline

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

Patient Capital Management, LLC held 437,773 UNH 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 437,773 shares
    Change vs previous 13F +632 shares

    6.05% of the 13F portfolio, value $181,951,987.

    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 437,141 shares
    Change vs previous 13F +68,848 shares

    4.41% of the 13F portfolio, value $118,286,147.

    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 368,293 shares
    Change vs previous 13F -3,070 shares

    4.69% of the 13F portfolio, value $121,577,103.

    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 371,363 shares
    Change vs previous 13F +179,431 shares

    5.13% of the 13F portfolio, value $128,231,547.

    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 191,932 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $59,877,073.

    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).