§ 13F · FUND PROFILE
140 Summer Partners LP.
AUM · $1.1B (13F)Positions · 19Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$148M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VSAT | VIASAT INC | 2.25M | $202M | 14.4% | +147% |
| 2 | PCG | PG&E CORP | 8.55M | $144M | 10.3% | +114% |
| 3 | MTZ | MASTEC INC | 268K | $112M | 8.0% | −19% |
| 4 | KGS | KODIAK GAS SVCS INC | 1.30M | $98M | 7.0% | ±0% |
| 5 | GLPI | GAMING & LEISURE P | 1.86M | $83M | 5.9% | ±0% |
| 6 | SGI | SOMNIGROUP INTERNATIONAL INC | 995K | $78M | 5.6% | +39% |
| 7 | VST | VISTRA CORP | 467K | $74M | 5.3% | −3% |
| 8 | VIK | VIKING HOLDINGS LTD | 680K | $71M | 5.1% | −41% |
| 9 | COF | CAPITAL ONE FINL CORP | 300K | $60M | 4.3% | −23% |
| 10 | AER | AERCAP HOLDINGS NV | 399K | $58M | 4.2% | −47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 140 SIGNAL
AC read
140 Summer Partners LP is a Other fund managing $1.1 billion in assets. The fund runs a focused portfolio of just 19 positions.
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