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 		$3.34M Sell
280,000
-15,200
-5% -$218K 0.01% 749
2025
Q4 		$4.56M Buy
+295,200
New +$5.43M 0.01% 594

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 $19.3B 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 $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

LMR Partners's SGRY Position: Q1 2026 in Review

LMR Partners increased its Surgery Partners (SGRY) stake by 205% in Q1 2026, buying an estimated $10.6M and bringing the position to 1,100,000 shares worth $13.1M. The position accounts for 0.03% of the portfolio, ranked #327.

LMR Partners first reported a position in SGRY in Q4 2022 and has held it in 6 quarters since. The position peaked at $13.9M in Q4 2022. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • LMR Partners held 1,100,000 shares of Surgery Partners worth $13.1M as of Q1 2026.
  • LMR Partners bought 739,685 Surgery Partners shares in Q1 2026, an estimated $10.6M.
  • Surgery Partners made up 0.03% of LMR Partners's portfolio in Q1 2026, its #327 holding.
  • LMR Partners first reported a position in Surgery Partners in Q4 2022 and has held it in 6 quarters since.
  • LMR Partners's Surgery Partners position peaked at $13.9M in Q4 2022.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.