13F Filings History of 140 Summer Partners LP

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$1,280,643,862
Signature - Title
Kevin Arps - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by 140 Summer Partners LP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. 140 Summer Partners LP reported 19 stock holdings with total value $1,280,643,862 as of Q4 2025. Top holdings included COF, SATS, PFSI, WBS, and AER.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 19 $1,280,643,862 +$373,030,693 -$254,964,358 +$118,066,335 COF, SATS, PFSI, WBS, AER 13F-HR 13 Feb 2026, 18:05
Q3 2025 19 $1,128,441,930 +$447,995,535 -$165,489,949 +$282,505,586 COF, MTZ, CRH, AER, WBS 13F-HR 13 Nov 2025, 17:50
Q2 2025 13 $772,795,037 +$193,599,637 -$247,765,463 -$54,165,826 COF, AER, COOP, PGR, VST 13F-HR 13 Aug 2025, 17:48
Q1 2025 16 $747,796,126 +$262,012,821 -$359,830,661 -$97,817,840 PGR, AER, UNH, TMUS, VST 13F-HR 14 May 2025, 18:07
Q4 2024 17 $830,394,152 +$289,458,956 -$296,021,882 -$6,562,926 PGR, AER, TMUS, COF, COOP 13F-HR 13 Feb 2025, 18:23
Q3 2024 18 $876,364,140 +$199,554,969 -$268,409,762 -$68,854,793 AER, PGR, WAL, TMUS, CZR 13F-HR 13 Nov 2024, 16:51
Q2 2024 17 $825,517,163 +$71,223,419 -$44,168,245 +$27,055,174 PGR, AER, CZR, WAL, TMUS 13F-HR 13 Aug 2024, 18:20
Q1 2024 16 $802,103,397 +$219,945,650 -$38,786,534 +$181,159,116 AER, PGR, WAL, CZR, TMUS 13F-HR 14 May 2024, 17:40
Q4 2023 12 $580,436,287 +$100,931,445 -$99,862,633 +$1,068,812 AER, WAL, CZR, TMUS, PGR 13F-HR 13 Feb 2024, 17:44
Q3 2023 13 $512,650,374 +$132,161,701 -$55,978,374 +$76,183,327 PGR, TMUS, WAL, V, CZR Restatement 13 Feb 2024, 17:41
Q2 2023 9 $450,267,790 +$40,725,415 -$170,277,716 -$129,552,301 DFS, ELV, CZR, TMUS, V 13F-HR 11 Aug 2023, 18:00
Q1 2023 12 $557,889,873 +$150,958,304 -$98,326,943 +$52,631,361 TMUS, DFS, ELV, PBF, CZR 13F-HR 12 May 2023, 17:57
Q4 2022 11 $484,185,898 +$186,051,662 -$202,659,023 -$16,607,361 TMUS, LNG, CZR, ELV, TPX 13F-HR 13 Feb 2023, 18:04
Q3 2022 12 $489,829,000 +$139,791,475 -$257,454,013 -$117,662,538 LNG, TMUS, CZR, RF, RRX 13F-HR 10 Nov 2022, 17:57
Q2 2022 12 $589,114,000 +$91,023,499 -$326,711,302 -$235,687,803 LNG, TMUS, ALL, TDY, BC 13F-HR 12 Aug 2022, 17:48
Q1 2022 16 $883,417,000 +$405,497,076 -$159,498,227 +$245,998,849 TMUS, LNG, GOOGL, ALL, HUM 13F-HR 13 May 2022, 19:34
Q4 2021 15 $633,936,000 +$156,726,370 -$202,389,883 -$45,663,513 LNG, GOOGL, HUM, IGT, BC 13F-HR 11 Feb 2022, 19:18
Q3 2021 15 $664,678,000 +$215,713,476 -$134,520,004 +$81,193,472 GOOGL, BC, HUM, ALL, TMUS 13F-HR 12 Nov 2021, 18:21
Q2 2021 15 $605,671,000 +$115,344,866 -$88,873,009 +$26,471,857 TMUS, ALL, BC, HUM, LNG 13F-HR 13 Aug 2021, 19:57
Q1 2021 20 $549,586,000 +$275,768,819 -$190,511,964 +$85,256,855 TMUS, HUM, MTG, ALL, UHS 13F-HR 14 May 2021, 19:22
Q4 2020 13 $452,470,000 $0 $0 $0 ALL, TMUS, UHS, MTG, VICI 13F-HR 12 Feb 2021, 19:22