StockDriftsStockDriftsTop 20 140 Summer Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | 16.35% | 2.25M | $201.8M | +147.46%(+1.34M) | $56.00(+53.67%) | 2026-06-30 | |
| MTZ | MASTEC INC | 9.04% | 268.2K | $111.6M | -18.54%(-61.05K) | $191.62(+49.31%) | 2026-06-30 | |
| KGS | KODIAK GAS SVCS INC | 7.92% | 1.30M | $97.8M | +0.48%(+6.21K) | $47.95(+30.12%) | 2026-06-30 | |
| GLPI | GAMING & LEISURE P | 6.72% | 1.86M | $83.0M | +0.00%(+0) | $45.62(-4.32%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 6.32% | 995.3K | $78.0M | +38.84%(+278.43K) | $48.49(+33.72%) | 2026-06-30 | |
| VST | VISTRA CORP | 6% | 467.2K | $74.1M | -3.21%(-15.50K) | $141.19(+3.69%) | 2026-06-30 | |
| VIK | VIKING HOLDINGS LTD | 5.77% | 680.2K | $71.2M | -40.83%(-469.38K) | $43.81(+142.22%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 4.88% | 300.5K | $60.3M | -23.41%(-91.86K) | $186.44(+20.06%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 4.72% | 399.3K | $58.2M | -21.48%(-109.26K) | $70.15(+112.67%) | 2026-06-30 | |
| HBAN | HUNTINGTON BANCSHARES INC | 4.1% | 2.85M | $50.6M | -13.43%(-442.56K) | $16.50(+7.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.29% | +69.75% | +12.67% | +81.58% |
| Top 20 Holdings Unweighted | +23.53% | +88.50% | +14.00% | +92.57% |
140 Summer Partners LP reports $1.40B in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are VSAT (16.4%), MTZ (9.0%) and KGS (7.9%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +69.75% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 140 Summer Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1820788). View 140 Summer Partners LP’s 13F filings on SEC