account_balance
Investment manager · 13F filer · SEC CIK 1820788
140 Summer Partners LP
Reported value$1.23Bas of Jun 30, 2026
Positions20 4 new, 4 sold out
Top 10 weight71.8%VSAT alone is 16%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VSATViasat Inc
16.3%Added +147%
MTZMasTec Inc
9.0%Trimmed −19%
KGSKodiak Gas Services, Inc.
7.9%
GLPIGaming & Leisure Properties, Inc.
6.7%
SGISomnigroup International Inc.
6.3%Added +39%
VSTVistra Corp.
6.0%Trimmed −3%
VIKViking Holdings Ltd
5.8%Trimmed −41%
COFCapital One Financial Corp
4.9%Trimmed −23%
AERAerCap Holdings N.V.
4.7%Trimmed −21%
HBANHuntington Bancshares Inc
4.1%Trimmed −13%
BTDRBitdeer Technologies Group
4.1%Added +310%
CIFRCipher Digital Inc.
4.0%New
VSATViasat Inc
16.3%Added +147%
MTZMasTec Inc
9.0%−19%
KGSKodiak Gas Services, Inc.
7.9%
GLPIGaming & Leisure Properties, Inc.
6.7%
SGISomnigroup International Inc.
6.3%+39%
VSTVistra Corp.
6.0%
VIKViking Holdings Ltd
5.8%
COFCapital One Financial Corp
4.9%
AERAerCap Holdings N.V.
4.7%
HBAN4.1%BTDR4.1%CIFR4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VSAT Viasat Inc 16.3% Added +147%MTZ MasTec Inc 9.0% Trimmed −19%KGS Kodiak Gas Services, Inc. 7.9% HeldGLPI Gaming & Leisure Properties, Inc. 6.7% HeldSGI Somnigroup International Inc. 6.3% Added +39%VST Vistra Corp. 6.0% Trimmed −3%VIK Viking Holdings Ltd 5.8% Trimmed −41%COF Capital One Financial Corp 4.9% Trimmed −23%AER AerCap Holdings N.V. 4.7% Trimmed −21%HBAN Huntington Bancshares Inc 4.1% Trimmed −13%BTDR Bitdeer Technologies Group 4.1% Added +310%CIFR Cipher Digital Inc. 4.0% New
What changed
Biggest moves since Mar 31, 2026
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