EdgeMarket › What 140 Summer Partners Lp reported owning
What 140 Summer Partners Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
25Quarter
2026-03-31Shown below
20largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MTZ MASTEC INC | 105.9M | 6.5% | 329.2K | 266.26 | +54.3% |
| PCG PG&E Corp | 86.7M | 5.3% | 4.9M | 17.60 | +14.6% |
| VIK Viking Holdings Ltd | 84.5M | 5.2% | 1.1M | 92.79 | +58.5% |
| GLPI Gaming & Leisure Properties, Inc. | 82.7M | 5.1% | 1.9M | 43.55 | -8.3% |
| TMUS T-Mobile US, Inc. | 81.2M | 5.0% | 386.7K | 183.04 | -29.3% |
| KGS Kodiak Gas Services, Inc. | 75.6M | 4.6% | 1.3M | 61.46 | +66.7% |
| VST Vistra Corp. | 72.6M | 4.4% | 482.7K | 136.21 | -29.4% |
| COF CAPITAL ONE FINANCIAL CORP | 71.6M | 4.4% | 392.3K | 217.91 | +1.5% |
| AER AerCap Holdings N.V. | 69.8M | 4.3% | 508.6K | 146.29 | +26.4% |
| ECHO EchoStar CORP | 62.1M | 3.8% | 530.4K | 86.81 | +214.0% |
| TDS TELEPHONE & DATA SYSTEMS INC /DE/ | 56.3M | 3.4% | 1.3M | 33.60 | -14.0% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 53.0M | 3.2% | 716.9K | 64.71 | -20.1% |
| HBAN HUNTINGTON BANCSHARES INC /MD/ | 51.6M | 3.2% | 3.3M | 17.03 | +1.4% |
| VSAT VIASAT INC | 41.6M | 2.5% | 908.0K | 74.72 | +187.7% |
| JBTM JBT MAREL Corp | 40.3M | 2.5% | 315.2K | 116.86 | -16.2% |
| BKD Brookdale Senior Living Inc. | 39.2M | 2.4% | 2.9M | 11.80 | +61.4% |
| BOH BANK OF HAWAII CORP | 29.9M | 1.8% | 402.5K | 77.50 | +18.1% |
| AERO Grupo Aeromexico, S.A.B. de C.V. | 18.2M | 1.1% | 1.3M | 13.72 | — |
| BTDR Bitdeer Technologies Group | 6.7M | 0.4% | 769.5K | 11.37 | -12.1% |
| OPTU Optimum Communications, Inc. | 3.2M | 0.2% | 2.5M | 0.85 | -61.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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