140 Summer Partners LP
13F filer · CIK 1820788 · New York, NY
Summary
140 Summer Partners LP reported $1.40B across 22 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VSAT (14.4%), MTZ (8.0%), KGS (7.0%). Versus 2026 Q1, leaving options aside, it opened 4 new positions, added to 5, trimmed 9 and sold out of 4.
Reported value$1.40B
Positions22incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions4
Added5
Trimmed9
Sold out4
Top 20 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 14.4%Value $201.79MPrice $69.09Shares 2.25M +147.46%Since Jun 30 -23.07%
Weight 8.0%Value $111.57MPrice $210.23Shares 268K -18.54%Since Jun 30 -49.47%
Weight 7.0%Value $97.83MPrice $51.75Shares 1.30M +0.48%Since Jun 30 -31.12%
Weight 5.9%Value $83.00MPrice $38.27Shares 1.86MSince Jun 30 -14.06%
Weight 5.6%Value $78.03MPrice $62.26Shares 995K +38.84%Since Jun 30 -20.59%
Weight 5.3%Value $74.12MPrice $140.83Shares 467K -3.21%Since Jun 30 -11.22%
Weight 5.1%Value $71.19MPrice $78.71Shares 680K -40.83%Since Jun 30 -24.80%
Weight 4.3%Value $60.28MPrice $196.46Shares 300K -23.41%Since Jun 30 -2.07%
Weight 4.2%Value $58.21MPrice $145.10Shares 399K -21.48%Since Jun 30 -0.47%
Weight 3.6%Value $50.56MPrice $15.27Shares 2.85M -13.43%Since Jun 30 -13.87%
Weight 3.6%Value $50.08MPrice $10.90Shares 3.16M +310.03%Since Jun 30 -31.32%
Weight 3.6%Value $49.76MPrice $16.51Shares 2.03MSince Jun 30 -32.61%
Weight 3.4%Value $47.32MPrice $10.98Shares 2.94M +2.51%Since Jun 30 -31.76%
Weight 2.6%Value $35.85MPrice $34.16Shares 969K -27.54%Since Jun 30 -7.70%
Weight 2.5%Value $35.10MPrice $161.68Shares 207KSince Jun 30 -4.68%
Weight 2.4%Value $33.78MPrice $12.18Shares 2.01M -59.29%Since Jun 30 -27.59%
Weight 2.3%Value $31.78MPrice $69.17Shares 390K -3.12%Since Jun 30 -15.12%
Weight 1.7%Value $23.37MPrice $15.84Shares 1.30MSince Jun 30 -12.00%
Weight 1.5%Value $21.30MPrice $73.81Shares 287KSince Jun 30 -0.47%
Weight 1.4%Value $19.59MPrice $1.42Shares 8.03MSince Jun 30 -41.80%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 14.4% | $201.79M | -23.07% | +147.46% | Add | |
| 8.0% | $111.57M | -49.47% | -18.54% | Trim | |
| 7.0% | $97.83M | -31.12% | +0.48% | Add | |
| 5.9% | $83.00M | -14.06% | — | Hold | |
| 5.6% | $78.03M | -20.59% | +38.84% | Add | |
| 5.3% | $74.12M | -11.22% | -3.21% | Trim | |
| 5.1% | $71.19M | -24.80% | -40.83% | Trim | |
| 4.3% | $60.28M | -2.07% | -23.41% | Trim | |
| 4.2% | $58.21M | -0.47% | -21.48% | Trim | |
| 3.6% | $50.56M | -13.87% | -13.43% | Trim | |
| 3.6% | $50.08M | -31.32% | +310.03% | Add | |
| 3.6% | $49.76M | -32.61% | — | New | |
| 3.4% | $47.32M | -31.76% | +2.51% | Add | |
| 2.6% | $35.85M | -7.70% | -27.54% | Trim | |
| 2.5% | $35.10M | -4.68% | — | New | |
| 2.4% | $33.78M | -27.59% | -59.29% | Trim | |
| 2.3% | $31.78M | -15.12% | -3.12% | Trim | |
| 1.7% | $23.37M | -12.00% | — | Hold | |
| 1.5% | $21.30M | -0.47% | — | New | |
| 1.4% | $19.59M | -41.80% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.