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140 SUMMER PARTNERS LP
140 SUMMER PARTNERS LP
Latest filing: 2026-06-30
140 SUMMER PARTNERS LP runs 140 SUMMER PARTNERS LP and currently holds 22 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $1.40B. Their top holdings are VSAT, MTZ, KGS, GLPI, SGI. The top five represent 40.9% of reported portfolio weight. 140 SUMMER PARTNERS LP ranks #421 out of 1000 investors tracked by Alpha Score. In the most recent quarter, 140 SUMMER PARTNERS LP initiated 3 new positions. They added to 5 existing positions. They trimmed 9 positions. Their current best-performing preview position is VSAT with returns of +96.09%.
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22 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VSAT VIASAT INC | 14.41% | $72.03 | $74.72 | +3.73% | Added +147.46% |
 MTZ MASTEC INC | 7.97% | $212.81 | $266.35 | +25.16% | Trimmed -18.54% |
 KGS KODIAK GAS SVCS INC | 6.99% | $58.40 | $61.49 | +5.29% | Added +0.48% |
 GLPI GAMING & LEISURE P | 5.93% | $44.68 | $43.55 | -2.53% | Held |
 SGI SOMNIGROUP INTERNATIONAL INC | 5.57% | $51.70 | $64.72 | +25.18% | Added +38.84% |
 VST VISTRA CORP | 5.29% | $131.54 | $136.22 | +3.56% | Trimmed -3.21% |
 VIK VIKING HOLDINGS LTD | 5.08% | $44.38 | $92.80 | +109.10% | Trimmed -40.83% |
 COF CAPITAL ONE FINL CORP | 4.30% | $202.15 | $217.98 | +7.83% | Trimmed -23.41% |
 AER AERCAP HOLDINGS NV | 4.16% | $74.04 | $146.29 | +97.58% | Trimmed -21.48% |
 HBAN HUNTINGTON BANCSHARES INC | 3.61% | $15.65 | $17.03 | +8.82% | Trimmed -13.43% |
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