Dmitry Balyasny’s Surgery Partners SGRY Stock Holding History

Dmitry Balyasny’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	$1.08M	Buy	+64,377	New	+$904K	﹤0.01%	2167
2025 Q3	–	Sell	-315,492	Closed	-$7.01M	–	3417
2025 Q2	$7.01M	Sell	315,492 -354,886	-53%	-$7.89M	0.01%	1130
2025 Q1	$15.9M	Buy	+670,378	New	+$15.9M	0.03%	696
2024 Q3	–	Sell	-64,805	Closed	-$1.54M	–	3122
2024 Q2	$1.54M	Buy	+64,805	New	+$1.66M	﹤0.01%	1623
2024 Q1	–	Sell	-59,567	Closed	-$1.91M	–	3069
2023 Q4	$1.91M	Buy	59,567 +20,815	+54%	+$604K	﹤0.01%	1471
2023 Q3	$1.13M	Sell	38,752 -186,783	-83%	-$6.72M	﹤0.01%	1538
2023 Q2	$10.1M	Buy	225,535 +188,896	+516%	+$7.21M	0.02%	769
2023 Q1	$1.26M	Buy	36,639 +29,595	+420%	+$961K	﹤0.01%	1652
2022 Q4	$196K	Buy	+7,044	New	+$187K	﹤0.01%	2137
2021 Q4	–	Sell	-4,796	Closed	-$203K	–	2556
2021 Q3	$203K	Buy	+4,796	New	+$245K	﹤0.01%	1645

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dmitry Balyasny's SGRY Position: Q2 2026 in Review

Dmitry Balyasny opened a new position in Surgery Partners (SGRY) in Q2 2026: 64,377 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #2167 among its holdings. This is a return to the name: Dmitry Balyasny previously reported a position in SGRY as recently as Q2 2025.

Dmitry Balyasny first reported a position in SGRY in Q3 2021 and has held it in 10 quarters since. The position peaked at $15.9M in Q1 2025. 186 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Dmitry Balyasny held 64,377 shares of Surgery Partners worth $1.08M as of Q2 2026.
Surgery Partners was a new Dmitry Balyasny position in Q2 2026.
Surgery Partners made up ﹤0.01% of Dmitry Balyasny's portfolio in Q2 2026, its #2167 holding.
Dmitry Balyasny first reported a position in Surgery Partners in Q3 2021 and has held it in 10 quarters since.
Dmitry Balyasny's Surgery Partners position peaked at $15.9M in Q1 2025.
186 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

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