SEC 13F Intelligence

Patient Capital Management, LLC / MAT

Patient Capital Management, LLC’s Mattel Inc Position

Does Patient Capital Management, LLC own Mattel Inc (MAT)? Not currently — the last reported position was 2.79M shares worth $55M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$55M
Q4 2025
Shares
2.79M
% of Portfolio
+2.14%
Quarters Held
17
position exited

Position History MAT

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $10MQ3 ’22: $8MQ3 ’22Q4 ’22: $8MQ1 ’23: $8MQ2 ’23: $71MQ2 ’23Q3 ’23: $78MQ4 ’23: $62MQ1 ’24: $63MQ1 ’24Q2 ’24: $42MQ3 ’24: $48MQ4 ’24: $45MQ4 ’24Q1 ’25: $45MQ2 ’25: $29MQ3 ’25: $35MQ3 ’25Q4 ’25: $55Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20252.79M$55M+2.14%
Q3 20252.10M$35M+1.41%
Q2 20251.46M$29M+1.30%
Q1 20252.31M$45M+2.31%
Q4 20242.53M$45M+2.07%
Q3 20242.54M$48M+2.37%
Q2 20242.57M$42M+2.22%
Q1 20243.17M$63M+3.05%
Q4 20233.29M$62M+3.29%
Q3 20233.52M$78M+4.55%
Q2 20233.65M$71M+3.97%
Q1 2023443.5K$8M+3.64%
Q4 2022425.5K$8M+3.69%
Q3 2022433.3K$8M+4.10%
Q2 2022467.0K$10M+4.62%
Q1 2022427.0K$9M+3.21%
Q4 2021403.7K$9M+2.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patient Capital Management, LLC’s full portfolio or all institutional holders of MAT.