140 Summer Partners
$1.1B 13F equity value
26 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MTZ | MASTEC INC | 329,220 | $106M | 9.4% |
| PCG | PG&E CORP | 4,932,763 | $87M | 7.7% |
| VIK | VIKING HOLDINGS LTD | 1,149,541 | $84M | 7.5% |
| GLPI | GAMING & LEISURE PPTYS INC | 1,863,923 | $83M | 7.3% |
| TMUS | T-MOBILE US INC | 386,718 | $81M | 7.2% |
| KGS | KODIAK GAS SVCS INC | 1,295,922 | $76M | 6.7% |
| VST | VISTRA CORP | 482,734 | $73M | 6.4% |
| COF | CAPITAL ONE FINL CORP | 392,322 | $72M | 6.3% |
| AER | AERCAP HOLDINGS NV | 508,566 | $70M | 6.2% |
| SATS | ECHOSTAR CORP | 530,434 | $62M | 5.5% |
Track 140 Summer Partners's 13F portfolio: $1.1B in reported holdings, 26 positions. Top holdings and quarterly changes on SentiSense.