140 Summer Partners LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    17

  • Value ($000)

    $872,795

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001820788
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$106.06M
12 %

498,498

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$89.17M
10 %

762,150

COOP
COOP

MR COOPER GROUP INC

COM
62482R107
$70.03M
8 %

469,306

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$63.55M
7 %

238,123

VST
VST

VISTRA CORP

COM
92840M102
$61.96M
7 %

319,714

WEA
WEA

WESTERN ALLIANCE BANCORP

COM
957638109
$60.90M
7 %

780,978

TPD
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$59.26M
7 %

870,893

TDS
TDS

TELEPHONE & DATA SYS INC

COM NEW
879433829
$58.54M
7 %

1,645,339

---

CRH PLC

ORD
G25508105
$58.45M
7 %

636,710

---

VIKING HOLDINGS LTD

ORD SHS
G93A5A101
$50.43M
6 %

946,337

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