
140 SUMMER PARTNERS LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | ATUS | 3.16M | $7.61M |
![]() | WBS | 1.27M | $75.46M |
![]() | TDS | 1.25M | $49.02M |
![]() | VIK | 877K | $54.50M |
![]() | MAS | 669K | $47.07M |
![]() | CRH | 663K | $79.46M |
![]() | AER | 648K | $78.38M |
![]() | BOH | 559K | $36.66M |
![]() | PNR | 549K | $60.75M |
![]() | COF | 531K | $112.85M |
![]() | PFSI | 446K | $55.27M |
![]() | MTZ | 383K | $81.51M |
![]() | COOP | 331K | $69.85M |
![]() | TMUS | 312K | $74.80M |
![]() | VST | 293K | $57.45M |
![]() | PGR | 254K | $62.82M |
![]() | AYI | 48K | $16.36M |

Altice USA, Inc.
ATUS
Shares Held
3.16M
Value
$7.61M

Webster Financial Corporation
WBS
Shares Held
1.27M
Value
$75.46M

Telephone and Data Systems, Inc.
TDS
Shares Held
1.25M
Value
$49.02M

Viking Holdings Ltd
VIK
Shares Held
877K
Value
$54.50M

Masco Corporation
MAS
Shares Held
669K
Value
$47.07M

CRH plc
CRH
Shares Held
663K
Value
$79.46M

AerCap Holdings N.V.
AER
Shares Held
648K
Value
$78.38M

Bank of Hawaii Corporation
BOH
Shares Held
559K
Value
$36.66M

Pentair plc
PNR
Shares Held
549K
Value
$60.75M

Capital One Financial Corporation
COF
Shares Held
531K
Value
$112.85M

PennyMac Financial Services, Inc.
PFSI
Shares Held
446K
Value
$55.27M

MasTec, Inc.
MTZ
Shares Held
383K
Value
$81.51M

Mr. Cooper Group Inc.
COOP
Shares Held
331K
Value
$69.85M

T-Mobile US, Inc.
TMUS
Shares Held
312K
Value
$74.80M

Vistra Corp.
VST
Shares Held
293K
Value
$57.45M

The Progressive Corporation
PGR
Shares Held
254K
Value
$62.82M

Acuity Brands, Inc.
AYI
Shares Held
48K
Value
$16.36M
