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Institutional portfolios / 13F

140 Summer Partners LP

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$1,400,246,978
As of June 30, 2026
Positions
22
Across disclosed securities
Top 5 weight
45.6%
Share of reported value

View SEC filing · Published 2026-08-13 21:48 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
VIASAT INCCOM · VSAT
Holding details

Reported CUSIP: 92552V100

Issuer filings on SEC

Reported row 20 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,246,829 SH $201,787,712 14.41%14.41% —Comparison unavailable
PG&E CORPCOM Call · PCG
Holding details

Reported CUSIP: 69331C108

Issuer filings on SEC

Reported row 17 · 0000919574-26-005164

Quarterly change unavailable. Option contract adjustments are not supported.

 8,552,200 SH $143,848,004 10.27%10.27% —Comparison unavailable
MASTEC INCCOM · MTZ
Holding details

Reported CUSIP: 576323109

Issuer filings on SEC

Reported row 14 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 268,168 SH $111,573,978 7.97%7.97% —Comparison unavailable
KODIAK GAS SVCS INCCOM · KGS
Holding details

Reported CUSIP: 50012A108

Issuer filings on SEC

Reported row 13 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,302,130 SH $97,829,027 6.99%6.99% —Comparison unavailable
GAMING & LEISURE PCOM · GLPI
Holding details

Reported CUSIP: 36467J108

Issuer filings on SEC

Reported row 10 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,863,923 SH $83,000,491 5.93%5.93% —Comparison unavailable
SOMNIGROUP INTERNATIONAL INCCOM
Holding details

Reported CUSIP: 88023U101

Issuer filings on SEC

Reported row 18 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 995,287 SH $78,030,501 5.57%5.57% —Comparison unavailable
VISTRA CORPCOM · VST
Holding details

Reported CUSIP: 92840M102

Issuer filings on SEC

Reported row 22 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 467,231 SH $74,116,854 5.29%5.29% —Comparison unavailable
VIKING HOLDINGS LTDORD SHS · VIK
Holding details

Reported CUSIP: G93A5A101

Issuer filings on SEC

Reported row 21 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 680,162 SH $71,192,557 5.08%5.08% —Comparison unavailable
CAPITAL ONE FINL CORPCOM · COF
Holding details

Reported CUSIP: 14040H105

Issuer filings on SEC

Reported row 6 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 300,464 SH $60,279,088 4.30%4.30% —Comparison unavailable
AERCAP HOLDINGS NVSHS · AER
Holding details

Reported CUSIP: N00985106

Issuer filings on SEC

Reported row 1 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 399,305 SH $58,210,683 4.16%4.16% —Comparison unavailable
HUNTINGTON BANCSHARES INCCOM · HBAN
Holding details

Reported CUSIP: 446150104

Issuer filings on SEC

Reported row 12 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,851,758 SH $50,561,669 3.61%3.61% —Comparison unavailable
BITDEER TECHNOLOGIES GROUPCL A ORD SHS · BTDR
Holding details

Reported CUSIP: G11448100

Issuer filings on SEC

Reported row 3 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 3,155,340 SH $50,075,246 3.58%3.58% —Comparison unavailable
CIPHER DIGITAL INCCOM · CIFR
Holding details

Reported CUSIP: 17253J106

Issuer filings on SEC

Reported row 7 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,031,116 SH $49,762,342 3.55%3.55% —Comparison unavailable
BROOKDALE SR LIVING INCCOM · BKD
Holding details

Reported CUSIP: 112463104

Issuer filings on SEC

Reported row 5 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,941,020 SH $47,321,012 3.38%3.38% —Comparison unavailable
TELEPHONE & DATA SYS INCCOM NEW
Holding details

Reported CUSIP: 879433829

Issuer filings on SEC

Reported row 19 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 968,633 SH $35,849,107 2.56%2.56% —Comparison unavailable
NVENT ELEC PLCSHS · NVT
Holding details

Reported CUSIP: G6700G107

Issuer filings on SEC

Reported row 15 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 206,934 SH $35,098,076 2.51%2.51% —Comparison unavailable
PG&E CORPCOM · PCG
Holding details

Reported CUSIP: 69331C108

Issuer filings on SEC

Reported row 16 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,008,289 SH $33,779,421 2.41%2.41% —Comparison unavailable
BANK HAWAII CORPCOM · BOH
Holding details

Reported CUSIP: 062540109

Issuer filings on SEC

Reported row 2 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 389,927 SH $31,775,151 2.27%2.27% —Comparison unavailable
GRUPO AEROMEXICO SAB DE CVSPONSORED ADS · AERO
Holding details

Reported CUSIP: 40054J109

Issuer filings on SEC

Reported row 11 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,298,388 SH $23,370,984 1.67%1.67% —Comparison unavailable
DOW HLDGS INCCOM Put · DOW
Holding details

Reported CUSIP: 260557103

Issuer filings on SEC

Reported row 8 · 0000919574-26-005164

Quarterly change unavailable. Option contract adjustments are not supported.

 800,000 SH $21,888,000 1.56%1.56% —Comparison unavailable
FLOWSERVE CORPCOM · FLS
Holding details

Reported CUSIP: 34354P105

Issuer filings on SEC

Reported row 9 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 287,265 SH $21,303,572 1.52%1.52% —Comparison unavailable
BRASKEM SASP ADR PFD A
Holding details

Reported CUSIP: 105532105

Issuer filings on SEC

Reported row 4 · 0000919574-26-005164

Quarterly change unavailable. Security identity or split coverage is incomplete.

 8,030,124 SH $19,593,503 1.40%1.40% —Comparison unavailable