Bain Capital Investors’s Surgery Partners SGRY Stock Holding History

Bain Capital Investors’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	$595M	Hold	49,946,972	–	–	18.22%	2
2025 Q4	$772M	Hold	49,946,972	–	–	16.69%	2
2025 Q3	$1.08B	Hold	49,946,972	–	–	32.25%	1
2025 Q2	$1.11B	Hold	49,946,972	–	–	35.4%	1
2025 Q1	$1.19B	Hold	49,946,972	–	–	30.54%	1
2024 Q4	$1.06B	Hold	49,946,972	–	–	30.24%	1
2024 Q3	$1.61B	Hold	49,946,972	–	–	42.12%	1
2024 Q2	$1.19B	Hold	49,946,972	–	–	25.23%	2
2024 Q1	$1.49B	Hold	49,946,972	–	–	33.24%	2
2023 Q4	$1.6B	Sell	49,946,972 -8,301,277	-14%	-$241M	34.65%	2
2023 Q3	$1.7B	Hold	58,248,249	–	–	54.55%	1
2023 Q2	$2.62B	Hold	58,248,249	–	–	39.31%	1
2023 Q1	$2.01B	Hold	58,248,249	–	–	36.55%	1
2022 Q4	$1.62B	Buy	58,248,249 +9,183,673	+19%	+$243M	35.18%	2
2022 Q3	$1.15B	Hold	49,064,576	–	–	27.73%	3
2022 Q2	$1.42B	Hold	49,064,576	–	–	29.69%	3
2022 Q1	$2.7B	Hold	49,064,576	–	–	39.08%	1
2021 Q4	$2.62B	Hold	49,064,576	–	–	31.34%	2
2021 Q3	$2.08B	Hold	49,064,576	–	–	24.5%	2
2021 Q2	$3.27B	Buy	49,064,576 +22,608,925	+85%	+$1.23B	31.91%	2
2021 Q1	$1.17B	Hold	26,455,651	–	–	17.23%	2
2020 Q4	$767M	Hold	26,455,651	–	–	29.08%	2
2020 Q3	$579M	Hold	26,455,651	–	–	47.37%	1
2020 Q2	$306M	Hold	26,455,651	–	–	37.5%	2
2020 Q1	$173M	Hold	26,455,651	–	–	43.17%	1
2019 Q4	$414M	Hold	26,455,651	–	–	33.12%	2
2019 Q3	$196M	Hold	26,455,651	–	–	12.11%	4
2019 Q2	$215M	Hold	26,455,651	–	–	10.4%	4
2019 Q1	$298M	Hold	26,455,651	–	–	11.39%	3
2018 Q4	$259M	Hold	26,455,651	–	–	9.52%	4
2018 Q3	$437M	Hold	26,455,651	–	–	12.23%	4
2018 Q2	$394M	Hold	26,455,651	–	–	11.17%	3
2018 Q1	$454M	Hold	26,455,651	–	–	11.59%	4
2017 Q4	$320M	Hold	26,455,651	–	–	7.1%	6
2017 Q3	$274M	Buy	+26,455,651	New	+$378M	5.3%	6

Other funds holding SGRY

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Bain Capital Investors's SGRY Position: Q1 2026 in Review

Bain Capital Investors held its Surgery Partners (SGRY) position steady in Q1 2026 at 49,946,972 shares worth $595M. The position accounts for 18.22% of the portfolio, ranked #2.

Bain Capital Investors first reported a position in SGRY in Q3 2017 and has held it in 35 quarters since. The position peaked at $3.27B in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

Bain Capital Investors held 49,946,972 shares of Surgery Partners worth $595M as of Q1 2026.
Bain Capital Investors left its Surgery Partners share count unchanged in Q1 2026.
Surgery Partners made up 18.22% of Bain Capital Investors's portfolio in Q1 2026, its #2 holding.
Bain Capital Investors first reported a position in Surgery Partners in Q3 2017 and has held it in 35 quarters since.
Bain Capital Investors's Surgery Partners position peaked at $3.27B in Q2 2021.
182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

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