Patient Capital Management, LLC

Position in ET — Energy Transfer LP

CIK 1854794 BALTIMORE, MD

Position in ET

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$117,502,317

+$30,552,609 QoQ

Shares Held

6,088,203

+15.5% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

4.38%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 78.98769144195751.ToString("F0")% Shared 0.ToString("F0")% None 21.0123085580425.ToString("F0")%

Energy · as of Mar 31, 2026

Patient Capital Management, LLC holds $117,502,317 across 1 Oil & Gas Midstream name. ET ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ET	Energy Transfer LP This page	6,088,203	$117,502,317

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$117,502,317	6,088,203	+15.5%	Shares	Sole	2026-05-14
2025-12-31	$86,949,708	5,272,875	+7.9%	Shares	Sole	2026-02-13
2025-09-30	$83,880,448	4,888,138	+19.9%	Shares	Sole	2025-10-30
2025-06-30	$73,904,334	4,076,356	-16.5%	Shares	Sole	2025-08-13
2025-03-31	$90,789,154	4,883,763	-4.1%	Shares	Sole	2025-05-14
2024-12-31	$99,749,968	5,091,882	-3.9%	Shares	Sole	2025-02-14
2024-09-30	$85,014,121	5,296,830	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$86,949,856	5,360,657	-5.6%	Shares	Sole	2024-08-14
2024-03-31	$89,318,542	5,678,229	+1.2%	Shares	Sole	2024-05-15
2023-12-31	$77,430,654	5,610,917	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$78,791,119	5,615,903	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$71,685,137	5,644,499	+663.0%	Shares	Sole	2023-08-14
2023-03-31	$9,225,306	739,800	0.0%	Shares	Sole	2023-05-15
2022-12-31	$8,781,426	739,800	-2.8%	Shares	Sole	2023-02-14
2022-09-30	$8,398,242	761,400	0.0%	Shares	Sole	2022-11-14
2022-06-30	$7,598,772	761,400	+24.9%	Shares	Sole	2022-08-15
2022-03-31	$6,819,186	609,400	-12.6%	Shares	Sole	2022-05-16
2021-12-31	$5,736,310	697,000	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.