140 Summer Partners LP — 13F holdings

140 Summer Partners LP reported 22 holdings worth $1.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VSAT VIASAT INC — $202M (14.4%)
2. PCG PG&E CORP — $178M (12.7%)
3. MTZ MASTEC INC — $112M (8.0%)
4. KGS KODIAK GAS SVCS INC — $97.8M (7.0%)
5. GLPI GAMING & LEISURE PPTYS INC — $83.0M (5.9%)
6. SGI SOMNIGROUP INTERNATIONAL INC — $78.0M (5.6%)
7. VST VISTRA CORP — $74.1M (5.3%)
8. VIK VIKING HOLDINGS LTD — $71.2M (5.1%)
9. COF CAPITAL ONE FINL CORP — $60.3M (4.3%)
10. AER AERCAP HOLDINGS NV — $58.2M (4.2%)