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John Overdeck’s Surgery Partners SGRY Stock Holding History

John Overdeck’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
-22,034
Closed -$477K – 4389
2025
Q3 		$477K Buy
22,034
+4,137
+23% +$92.3K ﹤0.01% 3009
2025
Q2 		$398K Sell
17,897
-9,800
-35% -$218K ﹤0.01% 2678
2025
Q1 		$658K Sell
27,697
-15,641
-36% -$370K ﹤0.01% 2389
2024
Q4 		$917K Buy
43,338
+20,949
+94% +$550K ﹤0.01% 2231
2024
Q3 		$722K Buy
22,389
+1,290
+6% +$38.1K ﹤0.01% 2290
2024
Q2 		$502K Sell
21,099
-17,969
-46% -$461K ﹤0.01% 2367
2024
Q1 		$1.17M Sell
39,068
-32,332
-45% -$1.01M ﹤0.01% 1857
2023
Q4 		$2.28M Buy
71,400
+28,400
+66% +$824K 0.01% 1426
2023
Q3 		$1.26M Sell
43,000
-3,300
-7% -$119K ﹤0.01% 1804
2023
Q2 		$2.08M Buy
46,300
+3,300
+8% +$126K 0.01% 1412
2023
Q1 		$1.48M Sell
43,000
-126,987
-75% -$4.12M ﹤0.01% 1621
2022
Q4 		$4.74M Buy
169,987
+113,437
+201% +$3M 0.01% 885
2022
Q3 		$1.32M Buy
+56,550
New +$1.81M ﹤0.01% 1345
2021
Q4 		– Sell
-73,714
Closed -$3.12M – 4825
2021
Q3 		$3.12M Buy
+73,714
New +$3.76M 0.01% 1581
2020
Q2 		– Sell
-68,722
Closed -$449K – 3463
2020
Q1 		$449K Buy
+68,722
New +$980K ﹤0.01% 2016
2016
Q1 		– Sell
-11,529
Closed -$236K – 3091
2015
Q4 		$236K Buy
+11,529
New +$220K ﹤0.01% 2376

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
Janus Henderson Group
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

John Overdeck's SGRY Position: Q4 2025 in Review

John Overdeck sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 22,034 shares — an estimated $477K sold.

John Overdeck first reported a position in SGRY in Q4 2015 and held it in 16 quarters. The position peaked at $4.74M in Q4 2022. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • John Overdeck reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • John Overdeck sold 22,034 Surgery Partners shares in Q4 2025, an estimated $477K.
  • John Overdeck first reported a position in Surgery Partners in Q4 2015 and held it in 16 quarters.
  • John Overdeck's Surgery Partners position peaked at $4.74M in Q4 2022.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Two Sigma Investments's 13F filing for Q4 2025, filed 17 Feb 2026.