140 Summer Partners LP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$514.4T
Holdings
11
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST-MOBILE US INC | 505,420 | $70.8T | 13.76% | |
| 2 | LNGCHENIERE ENERGY INC | 443,801 | $66.6T | 12.94% | |
| 3 | HUMHUMANA INC | 118,206 | $60.5T | 11.77% | Put |
| 4 | CZRCAESARS ENTERTAINMENT INC NE | 1,334,813 | $55.5T | 10.79% | |
| 5 | ELVELEVANCE HEALTH INC | 93,901 | $48.2T | 9.36% | |
| 6 | TPDTEMPUR SEALY INTL INC | 1,355,000 | $46.5T | 9.04% | |
| 7 | PBFPBF ENERGY INC | 1,083,000 | $44.2T | 8.59% | |
| 8 | VVISA INC | 167,100 | $34.7T | 6.75% | |
| 9 | RFREGIONS FINANCIAL CORP NEW | 1,513,157 | $32.6T | 6.34% | |
| 10 | UPST 0.25 08/15/26UPSTART HLDGS INC | 56,431,000 | $29.9T | 5.81% | |
| 11 | DISH 3.375 08/15/26DISH NETWORK CORPORATION | 39,900,000 | $24.9T | 4.84% |