140 Summer Partners LP Portfolio Holdings by Sector

140 Summer Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$99,855 14.74% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS TDS ATUS 3 stocks	$91,837 13.56% of portfolio	1	2	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$91,748 13.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$79,575 11.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$56,875 8.4% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$51,744 7.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$49,515 7.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials OC 1 stocks	$46,868 6.92% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$46,172 6.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services BOH 1 stocks	$41,633 6.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology RUN 1 stocks	$13,079 1.93% of portfolio	1	-	1	-	0 Calls 1 Puts
Utilities—Diversified \| Utilities HE 1 stocks	$6,531 0.96% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NFE 1 stocks	$2,032 0.3% of portfolio	1	-	1	-	0 Calls 1 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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