Patient Capital Management, LLC

Position in EXPE — Expedia Group, Inc.

CIK 1854794 BALTIMORE, MD

Position in EXPE

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

Position Value

$38,739,647

-$11,202,806 QoQ

Shares Held

167,784

-4.8% QoQ

Ownership

0.140%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

16 quarters on record

Voting authority Sole 75.9112907070996.ToString("F0")% Shared 0.ToString("F0")% None 24.088709292900397.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

Patient Capital Management, LLC holds $146,257,915 across 2 Travel Services names. EXPE ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NCLH	Norwegian Cruise Line Holdings Ltd.	5,749,640	$107,518,268
2	EXPE	Expedia Group, Inc. This page	167,784	$38,739,647

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,739,647	167,784	-4.8%	Shares	Sole	2026-05-14
2025-12-31	$49,942,453	176,282	-30.5%	Shares	Sole	2026-02-13
2025-09-30	$54,180,708	253,477	-3.2%	Shares	Sole	2025-10-30
2025-06-30	$44,169,701	261,855	-6.1%	Shares	Sole	2025-08-13
2025-03-31	$46,865,775	278,797	-37.0%	Shares	Sole	2025-05-14
2024-12-31	$82,437,795	442,429	-31.7%	Shares	Sole	2025-02-14
2024-09-30	$95,817,638	647,329	-9.6%	Shares	Sole	2024-11-14
2024-06-30	$90,205,690	715,975	-1.9%	Shares	Sole	2024-08-14
2024-03-31	$100,501,573	729,594	-22.0%	Shares	Sole	2024-05-15
2023-12-31	$141,998,027	935,490	-3.7%	Shares	Sole	2024-02-14
2023-09-30	$100,084,783	971,037	+7.1%	Shares	Sole	2023-11-14
2023-06-30	$99,215,745	906,991	+594.5%	Shares	Sole	2023-08-14
2023-03-31	$12,672,118	130,600	-1.1%	Shares	Sole	2023-05-15
2022-12-31	$11,565,390	132,025	+4.6%	Shares	Sole	2023-02-14
2022-09-30	$11,823,678	126,200	+37.1%	Shares	Sole	2022-11-14
2022-06-30	$8,731,472	92,075	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.