Aquatic Capital Management’s Surgery Partners SGRY Stock Holding History

Aquatic Capital Management’s Portfolio SGRY Stock Details SGRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,605	Closed	-$121K	–	1734
2025 Q3	$121K	Buy	+5,605	New	+$125K	﹤0.01%	1179
2025 Q2	–	Sell	-18,644	Closed	-$443K	–	1504
2025 Q1	$443K	Buy	+18,644	New	+$441K	0.01%	779
2024 Q2	–	Sell	-4,000	Closed	-$119K	–	1562
2024 Q1	$119K	Buy	+4,000	New	+$125K	﹤0.01%	877
2023 Q4	–	Sell	-7,100	Closed	-$208K	–	1600
2023 Q3	$208K	Buy	7,100 +2,700	+61%	+$97.1K	0.01%	665
2023 Q2	$198K	Buy	+4,400	New	+$168K	0.01%	672
2022 Q4	–	Sell	-7,500	Closed	-$176K	–	1775
2022 Q3	$176K	Buy	+7,500	New	+$239K	0.02%	636
2022 Q2	–	Sell	-200	Closed	-$11K	–	1541
2022 Q1	$11K	Buy	+200	New	+$9.89K	0.02%	643

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Aquatic Capital Management's SGRY Position: Q4 2025 in Review

Aquatic Capital Management sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 5,605 shares — an estimated $121K sold.

Aquatic Capital Management first reported a position in SGRY in Q1 2022 and held it in 7 quarters. The position peaked at $443K in Q1 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Aquatic Capital Management reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Aquatic Capital Management sold 5,605 Surgery Partners shares in Q4 2025, an estimated $121K.
Aquatic Capital Management first reported a position in Surgery Partners in Q1 2022 and held it in 7 quarters.
Aquatic Capital Management's Surgery Partners position peaked at $443K in Q1 2025.
181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Aquatic Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.