140 Summer Partners LP

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    19

  • Value ($000)

    $769,440

  • Date Filed
    05/14/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
PGR
PGR

PROGRESSIVE CORP

COM
743315103
$99.86 M
13 %

352,833

AER
AER

AERCAP HOLDINGS NV

SHS
N00985106
$91.75 M
12 %

898,001

UNH
UNH

UNITEDHEALTH GROUP INC

COM
91324P102
$79.58 M
10 %

151,935

TMUS
TMUS

T-MOBILE US INC

COM
872590104
$63.65 M
8 %

238,639

VST
VST

VISTRA CORP

COM
92840M102
$56.88 M
7 %

484,298

TPD
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$53.79 M
7 %

898,350

COOP
COOP

MR COOPER GROUP INC

COM
62482R107
$49.52 M
6 %

414,006

OC
OC

OWENS CORNING NEW

COM
690742101
$46.87 M
6 %

328,166

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$46.17 M
6 %

257,514

---

CRH PLC

ORD
G25508105
$41.82 M
5 %

475,417

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