140 Summer Partners LP Portfolio Holdings
140 Summer Partners LP
- $677 Million
- Q1 2025
140 Summer Partners LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $677 Million distributed in 19 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Progressive Corp with a value of $99.9M, Aer Cap Holdings N.V. with a value of $91.7M, Unitedhealth Group Inc with a value of $79.6M, T Mobile Us, Inc. with a value of $63.6M, and Vistra Corp. with a value of $56.9M.
Examining the 13F form we can see an increase of $22.4M in the current position value, from $655M to 677M.
140 Summer Partners LP is based out at New York, NY
Below you can find more details about 140 Summer Partners LP portfolio as well as his latest detailed transactions.
Portfolio value
$677 Million
Financial Services: $237 Million
Industrials: $139 Million
Communication Services: $91.8 Million
Healthcare: $79.6 Million
Utilities: $65.4 Million
Consumer Cyclical: $51.7 Million
Technology: $13.1 Million
Basic Materials: $0
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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