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140 Summer Partners LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    25

  • Value ($000)

    $1,636,264

  • Date Filed
    05/14/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$273.79M
17 %

1,104,000

put
U
UAL

UNITED AIRLS HLDGS INC

COM
910047109
$125.45M
8 %

1,362,500

call
M
MTZ

MASTEC INC

COM
576323109
$105.92M
7 %

329,220

P
PCG

PG&E CORP

COM
69331C108
$86.67M
5 %

4,932,763

---

VIKING HOLDINGS LTD

ORD SHS
G93A5A101
$84.47M
5 %

1,149,541

G
GLPI

GAMING & LEISURE PPTYS INC

COM
36467J108
$82.7M
5 %

1,863,923

T
TMUS

T-MOBILE US INC

COM
872590104
$81.22M
5 %

386,718

K
KGS

KODIAK GAS SVCS INC

COM
50012A108
$75.58M
5 %

1,295,922

V
VST

VISTRA CORP

COM
92840M102
$72.57M
4 %

482,734

C
COF

CAPITAL ONE FINL CORP

COM
14040H105
$71.57M
4 %

392,322

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