Holocene Advisors’s Surgery Partners SGRY Stock Holding History

Holocene Advisors’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	$2.29M	Buy	136,328 +14,070	+12%	+$198K	0.01%	570
2026 Q1	$1.46M	Buy	122,258 +75,355	+161%	+$1.08M	﹤0.01%	627
2025 Q4	$725K	Buy	46,903 +16,150	+53%	+$297K	﹤0.01%	636
2025 Q3	$665K	Sell	30,753 -58,180	-65%	-$1.3M	﹤0.01%	661
2025 Q2	$1.98M	Buy	88,933 +19,139	+27%	+$425K	﹤0.01%	570
2025 Q1	$1.66M	Sell	69,794 -17,717	-20%	-$419K	﹤0.01%	574
2024 Q4	$1.85M	Sell	87,511 -43,993	-33%	-$1.15M	0.01%	586
2024 Q3	$4.24M	Buy	131,504 +33,680	+34%	+$995K	0.02%	403
2024 Q2	$2.33M	Sell	97,824 -13,844	-12%	-$355K	0.01%	478
2024 Q1	$3.33M	Buy	111,668 +30,509	+38%	+$954K	0.01%	489
2023 Q4	$2.6M	Sell	81,159 -52,706	-39%	-$1.53M	0.01%	485
2023 Q3	$3.92M	Buy	133,865 +66,863	+100%	+$2.4M	0.02%	429
2023 Q2	$3.01M	Buy	+67,002	New	+$2.56M	0.01%	460

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

Holocene Advisors's SGRY Position: Q2 2026 in Review

Holocene Advisors increased its Surgery Partners (SGRY) stake by 12% in Q2 2026, buying an estimated $198K and bringing the position to 136,328 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #570.

Holocene Advisors first reported a position in SGRY in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.24M in Q3 2024. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Holocene Advisors held 136,328 shares of Surgery Partners worth $2.29M as of Q2 2026.
Holocene Advisors bought 14,070 Surgery Partners shares in Q2 2026, an estimated $198K.
Surgery Partners made up 0.01% of Holocene Advisors's portfolio in Q2 2026, its #570 holding.
Holocene Advisors first reported a position in Surgery Partners in Q2 2023 and has held it in 13 quarters since.
Holocene Advisors's Surgery Partners position peaked at $4.24M in Q3 2024.
188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.