Harvest Management’s Surgery Partners SGRY Stock Holding History

Harvest 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
2025 Q4	–	Sell	-102,760	Closed	-$2.22M	–	84
2025 Q3	$2.22M	Sell	102,760 -237,904	-70%	-$5.31M	0.96%	18
2025 Q2	$7.57M	Sell	340,664 -21,308	-6%	-$474K	3.22%	9
2025 Q1	$8.6M	Buy	+361,972	New	+$8.57M	3.8%	8
2024 Q4	–	Sell	-14,100	Closed	-$455K	–	68
2024 Q3	$455K	Buy	+14,100	New	+$416K	0.23%	41

Other funds holding SGRY

BCI

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

KSCM

King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Harvest Management's SGRY Position: Q4 2025 in Review

Harvest Management sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 102,760 shares — an estimated $2.22M sold.

Harvest Management first reported a position in SGRY in Q3 2024 and held it in 4 quarters. The position peaked at $8.6M in Q1 2025. 181 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

Harvest Management reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
Harvest Management sold 102,760 Surgery Partners shares in Q4 2025, an estimated $2.22M.
Harvest Management first reported a position in Surgery Partners in Q3 2024 and held it in 4 quarters.
Harvest Management's Surgery Partners position peaked at $8.6M in Q1 2025.
181 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Harvest Management's 13F filing for Q4 2025, filed 17 Feb 2026.