140 Summer Partners LP Portfolio Holdings by Sector

140 Summer Partners LP

$703 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Rental & Leasing Services \| Industrials AER 1 stocks	$91,427 13.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS ATUS 2 stocks	$83,999 11.95% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$81,679 11.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WAL 1 stocks	$79,445 11.3% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$72,355 10.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$69,190 9.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology SATS SATS 2 stocks	$62,454 8.88% of portfolio	1	1	1	-	1 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$45,488 6.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$44,044 6.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BECN 1 stocks	$29,353 4.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services ALLY 1 stocks	$19,140 2.72% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$17,882 2.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities HE 1 stocks	$5,774 0.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials AZUL 1 stocks	$808 0.11% of portfolio	1	-	1	-	1 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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