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