140 Summer Partners LP Portfolio Holdings by Sector

140 Summer Partners LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$97,220 14.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials AER 1 stocks	$82,452 12.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services TMUS ATUS 2 stocks	$81,436 12.43% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services COF 1 stocks	$71,152 10.86% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services COOP 1 stocks	$69,959 10.68% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$66,626 10.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical TOL 1 stocks	$46,406 7.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical TPX 1 stocks	$45,746 6.98% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical CZR 1 stocks	$44,854 6.85% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$33,396 5.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WAL 1 stocks	$10,011 1.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities HE 1 stocks	$5,803 0.89% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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