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
Q2 		$22.9M Buy
1,360,587
+260,587
+24% +$3.66M 0.09% 209
2026
Q1 		$13.1M Buy
1,100,000
+739,685
+205% +$10.6M 0.03% 327
2025
Q4 		$5.57M Buy
+360,315
New +$6.62M 0.01% 541
2025
Q3 		– Sell
-74,053
Closed -$1.65M – 1629
2025
Q2 		$1.65M Buy
74,053
+11,755
+19% +$261K 0.01% 686
2025
Q1 		$1.48M Sell
62,298
-39,502
-39% -$935K 0.01% 713
2024
Q4 		$2.16M Buy
+101,800
New +$2.67M 0.02% 580
2023
Q1 		– Sell
-500,000
Closed -$13.9M – 1158
2022
Q4 		$13.9M Buy
+500,000
New +$13.2M 0.24% 110

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

LMR Partners's SGRY Position: Q2 2026 in Review

LMR Partners increased its Surgery Partners (SGRY) stake by 24% in Q2 2026, buying an estimated $3.66M and bringing the position to 1,360,587 shares worth $22.9M. The position accounts for 0.09% of the portfolio, ranked #209.

LMR Partners first reported a position in SGRY in Q4 2022 and has held it in 7 quarters since. 188 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • LMR Partners held 1,360,587 shares of Surgery Partners worth $22.9M as of Q2 2026.
  • LMR Partners bought 260,587 Surgery Partners shares in Q2 2026, an estimated $3.66M.
  • Surgery Partners made up 0.09% of LMR Partners's portfolio in Q2 2026, its #209 holding.
  • LMR Partners first reported a position in Surgery Partners in Q4 2022 and has held it in 7 quarters since.
  • 188 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.