Long-term investor
140 Summer Partners LP @140summerpartnerslp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001820788).
Record
- Tracked since 2025-06-30 (478 days), 110 trades recorded
- Returns: week n/a · month n/a · 90 days -12.0% · 6 months -7.5% · 1 year -13.5% · all -13.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VSAT · 14.4% · long · since 2026-03-31
- PCG_CALL · 10.3% · long · since 2026-06-30
- MTZ · 8.0% · long · since 2025-09-30
- KGS · 7.0% · long · since 2026-03-31
- GLPI · 5.9% · long · since 2025-12-31
- SGI · 5.6% · long · since 2025-06-30
- VST · 5.3% · long · since 2025-06-30
- VIK · 5.1% · long · since 2025-06-30
- COF · 4.3% · long · since 2025-06-30
- N00985106 · 4.2% · long · since 2025-06-30
- HBAN · 3.6% · long · since 2026-03-31
- BTDR · 3.6% · long · since 2026-03-31