Institutional Fund
140 Summer Partners LP
New York, NYCIK 18207885 filings on record
Portfolio Value
$1.13B
Q1 2026
Holdings
20
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-11.6%
from $1.28B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mastec Inc9.4%
- Pg&E Corp7.7%
- Viking Holdings Ltd7.5%
- Gaming & Leisure Pptys Inc7.3%
- T-Mobile Us Inc7.2%
- Kodiak Gas Svcs Inc6.7%
- Other54.4%
Portfolio Holdings
20 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc | 329.2K | $105.92M | 9.4% | −45.0K | Reduced |
| 2 | Pg&E Corp | 4.93M | $86.67M | 7.7% | +4.93M | New |
| 3 | Viking Holdings Ltd | 1.15M | $84.47M | 7.5% | +207.0K | Added |
| 4 | Gaming & Leisure Pptys Inc | 1.86M | $82.70M | 7.3% | +45.4K | Added |
| 5 | T-Mobile Us Inc | 386.7K | $81.22M | 7.2% | +6.1K | Added |
| 6 | Kodiak Gas Svcs Inc | 1.30M | $75.58M | 6.7% | +1.30M | New |
| 7 | Vistra Corp | 482.7K | $72.57M | 6.4% | +137.1K | Added |
| 8 | Capital One Finl Corp | 392.3K | $71.57M | 6.3% | −219.1K | Reduced |
| 9 | Aercap Holdings NV | 508.6K | $69.77M | 6.2% | −59.7K | Reduced |
| 10 | Echostar Corp | 530.4K | $62.10M | 5.5% | −386.6K | Reduced |
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