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AYAL Capital Advisors’s Surgery Partners SGRY Stock Holding History

AYAL Capital Advisors’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
2026
Q1 		– Sell
-225,000
Closed -$3.48M – 65
2025
Q4 		$3.48M Buy
225,000
+100,000
+80% +$1.84M 1.21% 30
2025
Q3 		$2.71M Hold
125,000
– – 1.06% 32
2025
Q2 		$2.78M Buy
+125,000
New +$2.78M 0.66% 42

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AYAL Capital Advisors's SGRY Position: Q1 2026 in Review

AYAL Capital Advisors sold out of Surgery Partners (SGRY) in Q1 2026, closing a stake of 225,000 shares — an estimated $3.48M sold.

AYAL Capital Advisors first reported a position in SGRY in Q2 2025 and held it in 3 quarters. The position peaked at $3.48M in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • AYAL Capital Advisors reported no remaining Surgery Partners position as of Q1 2026 after selling out during the quarter.
  • AYAL Capital Advisors sold 225,000 Surgery Partners shares in Q1 2026, an estimated $3.48M.
  • AYAL Capital Advisors first reported a position in Surgery Partners in Q2 2025 and held it in 3 quarters.
  • AYAL Capital Advisors's Surgery Partners position peaked at $3.48M in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on AYAL Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.