LP
SGRY icon

LMR Partners’s Surgery Partners SGRY Stock Holding History

LMR Partners’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
Q1 		$13.1M Buy
1,100,000
+739,685
+205% +$10.6M 0.12% 327
2025
Q4 		$5.57M Buy
+360,315
New +$6.62M 0.05% 541
2025
Q3 		– Sell
-74,053
Closed -$1.65M – 1715
2025
Q2 		$1.65M Buy
74,053
+11,755
+19% +$261K 0.03% 686
2025
Q1 		$1.48M Sell
62,298
-39,502
-39% -$935K 0.03% 713
2024
Q4 		$2.16M Buy
+101,800
New +$2.67M 0.04% 580
2023
Q1 		– Sell
-500,000
Closed -$13.9M – 1167
2022
Q4 		$13.9M Buy
+500,000
New +$13.2M 0.27% 110

Other funds holding SGRY

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM