140 SUMMER PARTNERS LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 4.93M | $86.67M |
 | HBAN | 3.29M | $51.56M |
 | BKD | 2.87M | $39.25M |
 | GLPI | 1.86M | $82.70M |
 | TDS | 1.34M | $56.28M |
 | AERO | 1.30M | $18.19M |
 | KGS | 1.30M | $75.58M |
 | VIK | 1.15M | $84.47M |
 | VSAT | 908K | $41.59M |
 | BTDR | 770K | $6.66M |
 | SGI | 717K | $52.99M |
 | SATS | 530K | $62.10M |
 | AER | 509K | $69.77M |
 | VST | 483K | $72.57M |
 | BOH | 402K | $29.88M |
 | COF | 392K | $71.57M |
 | TMUS | 387K | $81.22M |
 | MTZ | 329K | $105.92M |
PG&E Corporation
PCG
Shares Held
4.93M
Value
$86.67M
Huntington Bancshares Incorporated
HBAN
Shares Held
3.29M
Value
$51.56M
Brookdale Senior Living Inc.
BKD
Shares Held
2.87M
Value
$39.25M
Gaming and Leisure Properties, Inc.
GLPI
Shares Held
1.86M
Value
$82.70M
Telephone and Data Systems, Inc.
TDS
Shares Held
1.34M
Value
$56.28M
Grupo Aeroméxico, S.A.B. de C.V.
AERO
Shares Held
1.30M
Value
$18.19M
Kodiak Gas Services, Inc.
KGS
Shares Held
1.30M
Value
$75.58M
Viking Holdings Ltd
VIK
Shares Held
1.15M
Value
$84.47M
Viasat, Inc.
VSAT
Shares Held
908K
Value
$41.59M
Bitdeer Technologies Group
BTDR
Shares Held
770K
Value
$6.66M
Somnigroup International Inc
SGI
Shares Held
717K
Value
$52.99M
EchoStar Corporation
SATS
Shares Held
530K
Value
$62.10M
AerCap Holdings N.V.
AER
Shares Held
509K
Value
$69.77M
Vistra Corp.
VST
Shares Held
483K
Value
$72.57M
Bank of Hawaii Corporation
BOH
Shares Held
402K
Value
$29.88M
Capital One Financial Corporation
COF
Shares Held
392K
Value
$71.57M
T-Mobile US, Inc.
TMUS
Shares Held
387K
Value
$81.22M
MasTec, Inc.
MTZ
Shares Held
329K
Value
$105.92M