140 Summer Partners LP Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$489.8B
Holdings
12
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LNGCHENIERE ENERGY INC | 507,601 | $84.2B | 17.19% | |
| 2 | TMUST-MOBILE US INC | 524,192 | $70.3B | 14.36% | |
| 3 | CZRCAESARS ENTERTAINMENT INC NE | 1,552,313 | $50.1B | 10.22% | |
| 4 | RFREGIONS FINANCIAL CORP NEW | 2,293,957 | $46.0B | 9.40% | |
| 5 | RRXREGAL REXNORD CORPORATION | 319,682 | $44.9B | 9.16% | |
| 6 | TDYTELEDYNE TECHNOLOGIES INC | 105,329 | $35.5B | 7.26% | |
| 7 | HUMHUMANA INC | 64,206 | $31.2B | 6.36% | |
| 8 | ALSALLSTATE CORP | 246,102 | $30.6B | 6.26% | |
| 9 | BCBRUNSWICK CORP | 454,596 | $29.8B | 6.07% | |
| 10 | DISH 3.375 08/15/26DISH NETWORK CORPORATION | 42,600,000 | $29.3B | 5.97% | |
| 11 | HCAHCA HEALTHCARE INC | 106,200 | $19.5B | 3.98% | |
| 12 | UPST 0.25 08/15/26UPSTART HLDGS INC | 32,875,000 | $18.4B | 3.76% |