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 2025-12-31 (249 days), 50 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.3% · 6 months n/a · 1 year n/a · all +10.7%
  • Max drawdown n/a · win rate 20% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VSAT · 14.4% · long · since 2026-03-31
  • PCG · 12.7% · long · since 2026-03-31
  • MTZ · 8.0% · long · since 2025-12-31
  • KGS · 7.0% · long · since 2026-03-31
  • GLPI · 5.9% · long · since 2025-12-31
  • SGI · 5.6% · long · since 2025-12-31
  • VST · 5.3% · long · since 2025-12-31
  • VIK · 5.1% · long · since 2025-12-31
  • COF · 4.3% · long · since 2025-12-31
  • N00985106 · 4.2% · long · since 2025-12-31
  • HBAN · 3.6% · long · since 2026-03-31
  • BTDR · 3.6% · long · since 2026-03-31

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