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Dimension Capital Management’s Surgery Partners SGRY Stock Holding History

Dimension 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
2026
Q2 		$7.57M Sell
450,606
-80,000
-15% -$1.12M 0.89% 25
2026
Q1 		$6.32M Buy
530,606
+140,484
+36% +$2.02M 0.89% 23
2025
Q4 		$6.03M Buy
390,122
+64,166
+20% +$1.18M 0.84% 24
2025
Q3 		$7.05M Buy
325,956
+24,500
+8% +$547K 1.01% 21
2025
Q2 		$6.7M Sell
301,456
-8,520
-3% -$189K 1.04% 21
2025
Q1 		$7.36M Sell
309,976
-112,500
-27% -$2.66M 1.31% 17
2024
Q4 		$8.94M Buy
422,476
+249,878
+145% +$6.56M 1.44% 15
2024
Q3 		$5.56M Sell
172,598
-38,000
-18% -$1.12M 1.03% 22
2024
Q2 		$5.01M Buy
210,598
+45,500
+28% +$1.17M 1.02% 21
2024
Q1 		$4.92M Buy
165,098
+18,000
+12% +$563K 0.98% 20
2023
Q4 		$4.71M Sell
147,098
-20,000
-12% -$580K 0.98% 19
2023
Q3 		$4.89M Buy
167,098
+5,871
+4% +$211K 1.14% 16
2023
Q2 		$7.25M Hold
161,227
– – 1.57% 14
2023
Q1 		$5.56M Hold
161,227
– – 1.27% 16
2022
Q4 		$4.49M Hold
161,227
– – 1.05% 16
2022
Q3 		$3.77M Hold
161,227
– – 0.91% 17
2022
Q2 		$4.67M Sell
161,227
-1,309
-0.8% -$57.2K 1.05% 16
2022
Q1 		$8.95M Buy
162,536
+9,620
+6% +$476K 1.66% 14
2021
Q4 		$8.17M Hold
152,916
– – 1.53% 15
2021
Q3 		$6.47M Sell
152,916
-1,388
-0.9% -$70.8K 1.33% 16
2021
Q2 		$10.3M Sell
154,304
-14,859
-9% -$807K 2.24% 8
2021
Q1 		$7.49M Buy
169,163
+1,948
+1% +$72.3K 1.76% 13
2020
Q4 		$4.85M Buy
167,215
+6,520
+4% +$162K 1.38% 12
2020
Q3 		$3.52M Sell
160,695
-11,613
-7% -$206K 1.1% 16
2020
Q2 		$1.99M Sell
172,308
-18,562
-10% -$203K 0.63% 28
2020
Q1 		$1.25M Buy
190,870
+6,356
+3% +$90.6K 0.45% 29
2019
Q4 		$2.89M Sell
184,514
-12,403
-6% -$141K 0.85% 21
2019
Q3 		$1.45M Buy
196,917
+118,905
+152% +$851K 0.5% 27
2019
Q2 		$635K Buy
+78,012
New +$778K 0.21% 57

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

Dimension Capital Management's SGRY Position: Q2 2026 in Review

Dimension Capital Management reduced its Surgery Partners (SGRY) stake by 15% in Q2 2026, selling an estimated $1.12M and leaving 450,606 shares worth $7.57M. The position accounts for 0.89% of the portfolio, ranked #25.

Dimension Capital Management first reported a position in SGRY in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.3M in Q2 2021. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Dimension Capital Management held 450,606 shares of Surgery Partners worth $7.57M as of Q2 2026.
  • Dimension Capital Management sold 80,000 Surgery Partners shares in Q2 2026, an estimated $1.12M.
  • Surgery Partners made up 0.89% of Dimension Capital Management's portfolio in Q2 2026, its #25 holding.
  • Dimension Capital Management first reported a position in Surgery Partners in Q2 2019 and has held it in 29 quarters since.
  • Dimension Capital Management's Surgery Partners position peaked at $10.3M in Q2 2021.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

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