140 Summer Partners LP: 13F holdings
CIK 18207882026Q2
| Positions | 21 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 21 (-3 vs prior quarter) |
|---|
| Reported value | $1.4bn (-14.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VSAT VIASAT INC | 2,246,829 | $201.8m | 14.4% |
| MTZ MASTEC INC | 268,168 | $111.6m | 8.0% |
| KGS KODIAK GAS SVCS INC | 1,302,130 | $97.8m | 7.0% |
| GLPI GAMING & LEISURE P | 1,863,923 | $83.0m | 5.9% |
| SGI SOMNIGROUP INTERNATIONAL INC | 995,287 | $78.0m | 5.6% |
| VST VISTRA CORP | 467,231 | $74.1m | 5.3% |
| VIKING HOLDINGS LTD | 680,162 | $71.2m | 5.1% |
| COF CAPITAL ONE FINL CORP | 300,464 | $60.3m | 4.3% |
| AERCAP HOLDINGS NV | 399,305 | $58.2m | 4.2% |
| HBAN HUNTINGTON BANCSHARES INC | 2,851,758 | $50.6m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1820788")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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