SEC 13F Intelligence

Managers / Q2 2024 · view latest →

140 Summer Partners LP

CIK 0001820788 · 888 SEVENTH AVENUE, 5TH FLOOR, NEW YORK, NY, 10106 · (212) 804-9763

Reported Value
$831M
Q2 2024
Positions
18
Filings on Record
23
2019–present window
Filed
Aug 14, 2024
original filing

Summary

140 Summer Partners Lp reported $831M in U.S.-listed holdings across 18 positions for Q2 2024.

Its largest position, PGR, represents 10.5% of the portfolio.

Compared with Q1 2024, the fund opened 2 new positions and exited 1.

Reported Value by Quarter

13F Reported Value
Q4 ’20: $525MQ4 ’20Q1 ’21: $558MQ2 ’21: $715MQ3 ’21: $786MQ3 ’21Q4 ’21: $644MQ1 ’22: $1.3BQ2 ’22: $732MQ2 ’22Q3 ’22: $490MQ4 ’22: $514.4BQ1 ’23: $558MQ1 ’23Q2 ’23: $450MQ3 ’23: $513MQ4 ’23: $580MQ4 ’23Q1 ’24: $806MQ2 ’24: $831MQ3 ’24: $928MQ3 ’24Q4 ’24: $836MQ1 ’25: $769MQ2 ’25: $873MQ2 ’25Q3 ’25: $1.2BQ4 ’25: $1.4BQ1 ’26: $1.6BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B25May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B22Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B21Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$873M17Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$769M19May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$836M18Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$928M21Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$831M18Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$806M17May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$580M12Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$513M13Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$450M9Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$558M12May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$514.4B12Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$490M12Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$732M13Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.3B18May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$644M16Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$786M18Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$715M18Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$558M21May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$525M16Feb 16, 202113F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • 140 Summer Partners Master Fund LP028-20800

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.