140 Summer Partners LP Portfolio Holdings by Sector

140 Summer Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Banks—Regional \| Financial Services WAL BOH 2 stocks	$107,283 14.48% of portfolio	2	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$106,060 14.32% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TDS TMUS 2 stocks	$92,905 12.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$89,171 12.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$70,025 9.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$63,545 8.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities VST 1 stocks	$61,963 8.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$50,163 6.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS SATS 2 stocks	$49,149 6.63% of portfolio	2	-	2	-	0 Calls 1 Puts
Solar \| Technology ENPH 1 stocks	$45,954 6.2% of portfolio	1	-	1	-	0 Calls 1 Puts
Utilities—Diversified \| Utilities HE 1 stocks	$4,645 0.63% of portfolio	-	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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