140 SUMMER PARTNERS LP

PrivateCIK: 1820788
Location

NEW YORK, NY

21
Positions
$1.40B
Total AUM (reported)
42.04M
Total Shares

Allocation by class

TOTAL AUM$1.40B21 positions
COM$1.11B79.0%
SHS$93.31M6.7%
ORD SHS$71.19M5.1%
CL A ORD SHS$50.08M3.6%
COM NEW$35.85M2.6%
SPONSORED ADS$23.37M1.7%
SP ADR PFD A$19.59M1.4%

Portfolio Concentration

Top 335.1%4–1037.3%11–2527.6%TOP 1072.4%0%100%
Top 3$490.99M35.1%
4–10$522.66M37.3%
11–25$386.60M27.6%

Top 3 weight

35.1%

Top 10 weight

72.4%

Voting Authority Distribution

Total shares with voting rights: 42.04M

Sole

Full voting authority

42.04M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other21
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:

VIASAT INC

DFND
COM
Shares2.25M
TypeSH
Market value$201.79M
14.41%
Sole
2.25M
Shared
0.00
None
0.00

PG&E CORP

DFND
COM
Shares10.56M
TypeSH
Market value$177.63M
12.69%
Sole
10.56M
Shared
0.00
None
0.00

MASTEC INC

DFND
COM
Shares268.17K
TypeSH
Market value$111.57M
7.97%
Sole
268.17K
Shared
0.00
None
0.00

KODIAK GAS SVCS INC

DFND
COM
Shares1.30M
TypeSH
Market value$97.83M
6.99%
Sole
1.30M
Shared
0.00
None
0.00

GAMING & LEISURE P

DFND
COM
Shares1.86M
TypeSH
Market value$83.00M
5.93%
Sole
1.86M
Shared
0.00
None
0.00

SOMNIGROUP INTERNATIONAL INC

DFND
COM
Shares995.29K
TypeSH
Market value$78.03M
5.57%
Sole
995.29K
Shared
0.00
None
0.00

VISTRA CORP

DFND
COM
Shares467.23K
TypeSH
Market value$74.12M
5.29%
Sole
467.23K
Shared
0.00
None
0.00

VIKING HOLDINGS LTD

DFND
ORD SHS
Shares680.16K
TypeSH
Market value$71.19M
5.08%
Sole
680.16K
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

DFND
COM
Shares300.46K
TypeSH
Market value$60.28M
4.30%
Sole
300.46K
Shared
0.00
None
0.00

AERCAP HOLDINGS NV

DFND
SHS
Shares399.31K
TypeSH
Market value$58.21M
4.16%
Sole
399.31K
Shared
0.00
None
0.00

HUNTINGTON BANCSHARES INC

DFND
COM
Shares2.85M
TypeSH
Market value$50.56M
3.61%
Sole
2.85M
Shared
0.00
None
0.00

BITDEER TECHNOLOGIES GROUP

DFND
CL A ORD SHS
Shares3.16M
TypeSH
Market value$50.08M
3.58%
Sole
3.16M
Shared
0.00
None
0.00

CIPHER DIGITAL INC

DFND
COM
Shares2.03M
TypeSH
Market value$49.76M
3.55%
Sole
2.03M
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

DFND
COM
Shares2.94M
TypeSH
Market value$47.32M
3.38%
Sole
2.94M
Shared
0.00
None
0.00

TELEPHONE & DATA SYS INC

DFND
COM NEW
Shares968.63K
TypeSH
Market value$35.85M
2.56%
Sole
968.63K
Shared
0.00
None
0.00

NVENT ELEC PLC

DFND
SHS
Shares206.93K
TypeSH
Market value$35.10M
2.51%
Sole
206.93K
Shared
0.00
None
0.00

BANK HAWAII CORP

DFND
COM
Shares389.93K
TypeSH
Market value$31.78M
2.27%
Sole
389.93K
Shared
0.00
None
0.00

GRUPO AEROMEXICO SAB DE CV

DFND
SPONSORED ADS
Shares1.30M
TypeSH
Market value$23.37M
1.67%
Sole
1.30M
Shared
0.00
None
0.00

DOW HLDGS INC

DFND
COM
Shares800K
TypeSH
Market value$21.89M
1.56%
Sole
800K
Shared
0.00
None
0.00

FLOWSERVE CORP

DFND
COM
Shares287.26K
TypeSH
Market value$21.30M
1.52%
Sole
287.26K
Shared
0.00
None
0.00

BRASKEM SA

DFND
SP ADR PFD A
Shares8.03M
TypeSH
Market value$19.59M
1.40%
Sole
8.03M
Shared
0.00
None
0.00