140 SUMMER PARTNERS LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CCO | 3.98M | $8.81M |
 | ATUS | 3.10M | $5.11M |
 | GLPI | 1.82M | $81.27M |
 | WBS | 1.36M | $85.63M |
 | TDS | 1.32M | $53.93M |
 | AERO | 1.30M | $28.51M |
 | VIK | 943K | $67.31M |
 | SATS | 917K | $99.68M |
 | PFSI | 670K | $88.32M |
 | SGI | 656K | $58.57M |
 | COF | 611K | $148.19M |
 | PNR | 607K | $63.22M |
 | AER | 568K | $81.69M |
 | CRH | 554K | $69.14M |
 | TMUS | 381K | $77.28M |
 | MTZ | 374K | $81.35M |
 | VST | 346K | $55.76M |
 | AYI | 226K | $81.32M |
Clear Channel Outdoor Holdings, Inc.
CCO
Shares Held
3.98M
Value
$8.81M
Altice USA, Inc.
ATUS
Shares Held
3.10M
Value
$5.11M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
1.82M
Value
$81.27M
Webster Financial Corporation
WBS
Shares Held
1.36M
Value
$85.63M
Telephone and Data Systems, Inc.
TDS
Shares Held
1.32M
Value
$53.93M
Grupo Aeroméxico, S.A.B. de C.V.
AERO
Shares Held
1.30M
Value
$28.51M
Viking Holdings Ltd
VIK
Shares Held
943K
Value
$67.31M
EchoStar Corporation
SATS
Shares Held
917K
Value
$99.68M
PennyMac Financial Services, Inc.
PFSI
Shares Held
670K
Value
$88.32M
Somnigroup International Inc
SGI
Shares Held
656K
Value
$58.57M
Capital One Financial Corporation
COF
Shares Held
611K
Value
$148.19M
Pentair plc
PNR
Shares Held
607K
Value
$63.22M
AerCap Holdings N.V.
AER
Shares Held
568K
Value
$81.69M
CRH plc
CRH
Shares Held
554K
Value
$69.14M
T-Mobile US, Inc.
TMUS
Shares Held
381K
Value
$77.28M
MasTec, Inc.
MTZ
Shares Held
374K
Value
$81.35M
Vistra Corp.
VST
Shares Held
346K
Value
$55.76M
Acuity Brands, Inc.
AYI
Shares Held
226K
Value
$81.32M