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Gabelli Funds’s Surgery Partners SGRY Stock Holding History

Gabelli Funds’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 		$1.53M Sell
91,197
-10,000
-10% -$140K 0.01% 824
2026
Q1 		$1.21M Sell
101,197
-80,700
-44% -$1.16M 0.01% 860
2025
Q4 		$2.81M Sell
181,897
-55,101
-23% -$1.01M 0.02% 647
2025
Q3 		$5.13M Sell
236,998
-78,004
-25% -$1.74M 0.03% 481
2025
Q2 		$7M Buy
315,002
+170,057
+117% +$3.78M 0.05% 398
2025
Q1 		$3.44M Buy
+144,945
New +$3.43M 0.03% 543

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

Gabelli Funds's SGRY Position: Q2 2026 in Review

Gabelli Funds reduced its Surgery Partners (SGRY) stake by 9.9% in Q2 2026, selling an estimated $140K and leaving 91,197 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #824.

Gabelli Funds first reported a position in SGRY in Q1 2025 and has held it in 6 quarters since. The position peaked at $7M in Q2 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Gabelli Funds held 91,197 shares of Surgery Partners worth $1.53M as of Q2 2026.
  • Gabelli Funds sold 10,000 Surgery Partners shares in Q2 2026, an estimated $140K.
  • Surgery Partners made up 0.01% of Gabelli Funds's portfolio in Q2 2026, its #824 holding.
  • Gabelli Funds first reported a position in Surgery Partners in Q1 2025 and has held it in 6 quarters since.
  • Gabelli Funds's Surgery Partners position peaked at $7M in Q2 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Gabelli Funds's 13F filing for Q2 2026, filed 12 Aug 2026.