Institutions / 140 Summer Partners LP
140 Summer Partners LP
CIK 1820788 · Institution · as of Dec 31, 2025
Portfolio value
$1.28B
Positions
19
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Capital One Financial Corp | $148.19M | 11.6% |
| EchoStar CORP | $99.68M | 7.8% |
| PennyMac Financial Services, Inc. | $88.32M | 6.9% |
| Webster Financial Corp | $85.63M | 6.7% |
| AerCap Holdings N.V. | $81.69M | 6.4% |
| Mastec Inc | $81.35M | 6.4% |
| Acuity Inc | $81.32M | 6.3% |
| Gaming and Leisure Properties Inc | $81.27M | 6.3% |
| T-Mobile US, Inc.TMUS | $77.28M | 6.0% |
| Crh Public Ltd Co | $69.14M | 5.4% |
| Viking Holdings Ltd | $67.31M | 5.3% |
| PENTAIR plc | $63.22M | 4.9% |
| Somnigroup International Inc | $58.57M | 4.6% |
| Vistra Corp. | $55.76M | 4.4% |
| Telephone and Data Systems Inc | $53.93M | 4.2% |
| JBT MAREL Corp | $45.56M | 3.6% |
| Grupo Aeromexico, S.A.B. de C.V.AERO | $28.51M | 2.2% |
| Clear Channel Outdoor Holdings, Inc.CCO | $8.81M | 0.7% |
| Optimum Communications, Inc. | $5.11M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.