140 Summer Partners LP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$450.3T
Holdings
9
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFSEURDISCOVER FINL SVCS | 533,039 | $62.3T | 13.83% | |
| 2 | ELVELEVANCE HEALTH INC | 140,001 | $62.2T | 13.81% | |
| 3 | CZRCAESARS ENTERTAINMENT INC NE | 1,166,513 | $59.5T | 13.20% | |
| 4 | TMUST-MOBILE US INC | 409,920 | $56.9T | 12.65% | |
| 5 | VVISA INC | 215,000 | $51.1T | 11.34% | |
| 6 | TPDTEMPUR SEALY INTL INC | 1,064,800 | $42.7T | 9.48% | |
| 7 | WEAWESTERN ALLIANCE BANCORP | 1,112,259 | $40.6T | 9.01% | |
| 8 | UPST 0.25 08/15/26UPSTART HLDGS INC | 56,431,000 | $38.3T | 8.51% | |
| 9 | RRXREGAL REXNORD CORPORATION | 239,082 | $36.8T | 8.17% |