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Irenic Capital Management’s Surgery Partners SGRY Stock Holding History

Irenic 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
Q2 		– Sell
-711,000
Closed -$8.48M – 60
2026
Q1 		$8.48M Buy
711,000
+626,380
+740% +$8.99M 0.55% 32
2025
Q4 		$1.31M Sell
84,620
-1,047,583
-93% -$19.3M 0.09% 36
2025
Q3 		$24.5M Buy
1,132,203
+874,704
+340% +$19.5M 2.57% 12
2025
Q2 		$5.72M Buy
+257,499
New +$5.72M 0.84% 17

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

Irenic Capital Management's SGRY Position: Q2 2026 in Review

Irenic Capital Management sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 711,000 shares — an estimated $8.48M sold.

Irenic Capital Management first reported a position in SGRY in Q2 2025 and held it in 4 quarters. The position peaked at $24.5M in Q3 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Irenic Capital Management reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
  • Irenic Capital Management sold 711,000 Surgery Partners shares in Q2 2026, an estimated $8.48M.
  • Irenic Capital Management first reported a position in Surgery Partners in Q2 2025 and held it in 4 quarters.
  • Irenic Capital Management's Surgery Partners position peaked at $24.5M in Q3 2025.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

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