Universe · entity
140 Summer Partners LP
Institutional manager (13F) · CIK 1820788
13F holdings · as of 2026-03-31 · top 20 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MASTEC INC | $106M | 329,220 |
| 2 | PG&E CORP | $87M | 4,932,763 |
| 3 | VIKING HOLDINGS LTD | $84M | 1,149,541 |
| 4 | GAMING & LEISURE PPTYS INC | $83M | 1,863,923 |
| 5 | T-MOBILE US INC | $81M | 386,718 |
| 6 | KODIAK GAS SVCS INC | $76M | 1,295,922 |
| 7 | VISTRA CORP | $73M | 482,734 |
| 8 | CAPITAL ONE FINL CORP | $72M | 392,322 |
| 9 | AERCAP HOLDINGS NV | $70M | 508,566 |
| 10 | ECHOSTAR CORP | $62M | 530,434 |
| 11 | TELEPHONE & DATA SYS INC | $56M | 1,336,731 |
| 12 | SOMNIGROUP INTERNATIONAL INC | $53M | 716,856 |
| 13 | HUNTINGTON BANCSHARES INC | $52M | 3,294,317 |
| 14 | VIASAT INC | $42M | 907,970 |
| 15 | JBT MAREL CORPORATION | $40M | 315,202 |
| 16 | BROOKDALE SR LIVING INC | $39M | 2,869,000 |
| 17 | BANK HAWAII CORP | $30M | 402,465 |
| 18 | GRUPO AEROMEXICO SAB DE CV | $18M | 1,298,388 |
| 19 | BITDEER TECHNOLOGIES GROUP | $7M | 769,545 |
| 20 | OPTIMUM COMMUNICATIONS INC | $3M | 2,485,717 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.