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140 Summer Partners LP · 13F 持仓分析
期权收益计算器 机构排行

140 Summer Partners LP

No.2231 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$14.00亿
环比变动 Q1 2026
-$2.36亿-14.4%
持仓股票数
21
新买入
5
加仓
6
减仓
8
清仓
8
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
VVIASATVSAT
14.41%2.54%$2.02亿224.7万股$4,158.5万90.8万股+133.9万股+147.46%加仓
太平洋煤电PCG
12.69%5.3%$1.78亿1,056.0万股$8,666.9万493.3万股+562.8万股+114.09%加仓
MMASTECMTZ
7.97%6.47%$1.12亿26.8万股$1.06亿32.9万股-6.1万股-18.54%减仓
KKODIAK GAS SVCSKGS
6.99%4.62%$9,782.9万130.2万股$7,557.8万129.6万股+6,208股+0.48%加仓
GAMING &LEISURE PGLPI
5.93%5.05%$8,300.0万186.4万股$8,270.2万186.4万股00.00%持仓不变
SSOMNIGROUP INTERNATIONAL COMSGI
5.57%3.24%$7,803.1万99.5万股$5,299.0万71.7万股+27.8万股+38.84%加仓
VistraVST
5.29%4.44%$7,411.7万46.7万股$7,256.9万48.3万股-1.6万股-3.21%减仓
VIKING ORD SHSVIK
5.08%5.16%$7,119.3万68.0万股$8,446.8万115.0万股-46.9万股-40.83%减仓
第一资本COF
4.3%4.37%$6,027.9万30.0万股$7,157.1万39.2万股-9.2万股-23.41%减仓
AERCAP SHSAER
4.16%6.36%$5,821.1万39.9万股$1.04亿75.9万股-35.9万股-47.36%减仓
HUNTINGTON BANCSHARES COMHBAN
3.61%3.15%$5,056.2万285.2万股$5,155.6万329.4万股-44.3万股-13.43%减仓
BBITDEER TECHNOLOGIESBTDR
3.58%0.41%$5,007.5万315.5万股$665.7万77.0万股+238.6万股+310.03%加仓
CCIPHER DIGITALCIFR
3.55%$4,976.2万203.1万股$00股+203.1万股新买入
BBROOKDALE SR LIVINGBKD
3.38%2.4%$4,732.1万294.1万股$3,924.8万286.9万股+7.2万股+2.51%加仓
TELEPHONE & DATA SYSTDS
2.56%3.44%$3,584.9万96.9万股$5,627.6万133.7万股-36.8万股-27.54%减仓
NVENT ELECTRICNVT
2.51%$3,509.8万20.7万股$00股+20.7万股新买入
BANK HAWAIIBOH
2.27%1.83%$3,177.5万39.0万股$2,988.3万40.2万股-1.3万股-3.12%减仓
GGRUPO AEROMEXICO SAB DE CVAERO
1.67%1.11%$2,337.1万129.8万股$1,819.0万129.8万股00.00%持仓不变
DOW COMDOW
1.56%$2,188.8万80.0万股$00股+80.0万股新买入
FLOWSERVEFLS
1.52%$2,130.4万28.7万股$00股+28.7万股新买入
BBRASKEM S A SP ADR PFD ABAK
1.4%$1,959.4万803.0万股$00股+803.0万股新买入

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