Kosmos Energy Ltd.

• Patient Capital Management 2Q25 Portfolio Activity and Attribution ↗ Patient Opportunity Equity added UnitedHealth, Noble, Tempus AI, Clear Secure and Costco puts after the market sell-off, while selling Carvana, New Fortress Energy and Nvidia call-spread exposure. The strategy argues that offshore drilling, healthcare AI, crypto infrastructure and select turnarounds offer idiosyncratic opportunity, while Costco's valuation leaves it vulnerable to reassessment. 2Q25 +15.3% BABA $290BCOIN $45BCOST $431BKOS $1.8B

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