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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
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 $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

Dimension Capital Management's SGRY Position: Q1 2026 in Review

Dimension Capital Management increased its Surgery Partners (SGRY) stake by 36% in Q1 2026, buying an estimated $2.02M and bringing the position to 530,606 shares worth $6.32M. The position accounts for 0.89% of the portfolio, ranked #23.

Dimension Capital Management first reported a position in SGRY in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.3M in Q2 2021. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Dimension Capital Management held 530,606 shares of Surgery Partners worth $6.32M as of Q1 2026.
  • Dimension Capital Management bought 140,484 Surgery Partners shares in Q1 2026, an estimated $2.02M.
  • Surgery Partners made up 0.89% of Dimension Capital Management's portfolio in Q1 2026, its #23 holding.
  • Dimension Capital Management first reported a position in Surgery Partners in Q2 2019 and has held it in 28 quarters since.
  • Dimension Capital Management's Surgery Partners position peaked at $10.3M in Q2 2021.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

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