140 Summer Partners LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    21

  • Value ($000)

    $1,151,477

  • Date Filed
    11/13/2025
  • 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 Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$112.85 M
10 %

530,879

MTZ
MTZ

MASTEC INC

COM
576323109
$81.51 M
7 %

383,038

---

CRH PLC

ORD
G25508105
$79.46 M
7 %

662,724

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$78.38 M
7 %

647,743

WBS
WBS

WEBSTER FINL CORP

COM
947890109
$75.46 M
7 %

1,269,592

TMUS
TMUS

T-MOBILE US INC

COM
872590104
$74.80 M
7 %

312,474

COOP
COOP

MR COOPER GROUP INC

COM
62482R107
$69.85 M
6 %

331,376

PGR
PGR

PROGRESSIVE CORP

COM
743315103
$62.82 M
6 %

254,397

---

PENTAIR PLC

SHS
G7S00T104
$60.75 M
5 %

548,503

TPD
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$58.95 M
5 %

699,006

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