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Clearline Capital’s Surgery Partners SGRY Stock Holding History

Clearline Capital’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
Q2 		– Sell
-314,144
Closed -$3.74M – 122
2026
Q1 		$3.74M Buy
314,144
+114,268
+57% +$1.64M 0.19% 76
2025
Q4 		$3.09M Buy
+199,876
New +$3.67M 0.15% 73
2018
Q1 		– Sell
-31,800
Closed -$385K – 58
2017
Q4 		$385K Buy
+31,800
New +$304K 0.2% 42

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Clearline Capital's SGRY Position: Q2 2026 in Review

Clearline Capital sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 314,144 shares — an estimated $3.74M sold.

Clearline Capital first reported a position in SGRY in Q4 2017 and held it in 3 quarters. The position peaked at $3.74M in Q1 2026. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Clearline Capital reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Clearline Capital sold 314,144 Surgery Partners shares in Q2 2026, an estimated $3.74M.
  • Clearline Capital first reported a position in Surgery Partners in Q4 2017 and held it in 3 quarters.
  • Clearline Capital's Surgery Partners position peaked at $3.74M in Q1 2026.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Clearline Capital's 13F filing for Q2 2026, filed 14 Aug 2026.