140 Summer Partners
$1.2B 13F equity value
24 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 140 Summer Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VSAT | VIASAT INC | 2,246,829 | $202M | 16.3% |
| MTZ | MASTEC INC | 268,168 | $112M | 9.0% |
| KGS | KODIAK GAS SVCS INC | 1,302,130 | $98M | 7.9% |
| GLPI | GAMING & LEISURE P | 1,863,923 | $83M | 6.7% |
| SGI | SOMNIGROUP INTERNATIONAL INC | 995,287 | $78M | 6.3% |
| VST | VISTRA CORP | 467,231 | $74M | 6.0% |
| VIK | VIKING HOLDINGS LTD | 680,162 | $71M | 5.8% |
| COF | CAPITAL ONE FINL CORP | 300,464 | $60M | 4.9% |
| AER | AERCAP HOLDINGS NV | 399,305 | $58M | 4.7% |
| HBAN | HUNTINGTON BANCSHARES INC | 2,851,758 | $51M | 4.1% |
Track 140 Summer Partners's 13F portfolio: $1.2B in reported holdings, 24 positions. Top holdings and quarterly changes on SentiSense.
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