140 Summer Partners LP
140 Summer Partners LP reported 22 positions worth $1.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VSAT (14.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VSAT | SH | $201.8M | 14.41% | 2,246,829 | — | — | |
| ▸ 2 | PCG | CALL | $143.8M | 10.27% | 8,552,200 | — | — | |
| ▸ 3 | MTZ | SH | $111.6M | 7.97% | 268,168 | — | — | |
| ▸ 4 | KGS | SH | $97.8M | 6.99% | 1,302,130 | — | — | |
| ▸ 5 | GLPI | SH | $83.0M | 5.93% | 1,863,923 | — | — | |
| ▸ 6 | SGI | SH | $78.0M | 5.57% | 995,287 | — | — | |
| ▸ 7 | VST | SH | $74.1M | 5.29% | 467,231 | — | — | |
| ▸ 8 | VIK | SH | $71.2M | 5.08% | 680,162 | — | — | |
| ▸ 9 | COF | SH | $60.3M | 4.30% | 300,464 | — | — | |
| ▸ 10 | AER | SH | $58.2M | 4.16% | 399,305 | — | — |
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Frequently Asked Questions
What stocks does 140 Summer Partners LP hold as of Q2 2026?
140 Summer Partners LP reported 22 positions worth $1.40B in its Q2 2026 13F filing. Largest positions: VSAT (14.4%), PCG (10.3%), MTZ (8.0%), KGS (7.0%) and GLPI (5.9%).
What did 140 Summer Partners LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did 140 Summer Partners LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.