140 Summer Partners LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, 140 Summer Partners LP held in its portfolio 21 assets valued at $1,353,219,492 (i.e. $1.35B).

The most valuable assets in the portfolio included: CAPITAL ONE FINL CORP ($148.19M), ECHOSTAR CORP ($99.68M), and PENNYMAC FINL SVCS INC NEW ($88.32M).

The chart below shows the top 10 valuable assets, and the table below shows the top 21 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in 140 Summer Partners LP Portfolio

CAPITAL ONE FINL CORP

ECHOSTAR CORP

PENNYMAC FINL SVCS INC NEW

WEBSTER FINL CORP

AERCAP HOLDINGS NV

MASTEC INC

ACUITY INC

GAMING & LEISURE PPTYS INC

CRH PLC

T-MOBILE US INC

140 Summer Partners LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
CAPITAL ONE FINL CORP	611450	148191022	COM
ECHOSTAR CORP	916997	99677574	CL A
PENNYMAC FINL SVCS INC NEW	669892	88318561	COM
WEBSTER FINL CORP	1360474	85628234	COM
AERCAP HOLDINGS NV	568221	81687451	SHS
MASTEC INC	374249	81350505	COM
ACUITY INC	225860	81318634	COM
GAMING & LEISURE PPTYS INC	1818562	81271536	COM
CRH PLC	644044	80376691	ORD
T-MOBILE US INC	380620	77281085	COM
VIKING HOLDINGS LTD	942526	67305782	ORD SHS
PENTAIR PLC	607112	63224644	SHS
SOMNIGROUP INTERNATIONAL INC	656046	58571787	COM
GLOBALSTAR INC	917500	56004200	COM NEW
VISTRA CORP	345611	55757423	COM
TELEPHONE & DATA SYS INC	1315306	53927546	COM NEW
JBT MAREL CORPORATION	302394	45561704	COM
GRUPO AEROMEXICO SAB DE CV	1298388	28512600	SPONSORED ADS
CLEAR CHANNEL OUTDOOR HLDGS	3984413	8805553	COM
HAWAIIAN ELEC INDUSTRIES	434100	5339430	COM
OPTIMUM COMMUNICATIONS INC	3095473	5107530	CL A