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Marble Bar Asset Management LLP’s Surgery Partners SGRY Stock Holding History

Marble Bar Asset Management LLP’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 		$783K Buy
46,589
+30,761
+194% +$432K 0.54% 28
2026
Q1 		$189K Buy
15,828
+5,276
+50% +$75.7K 0.19% 30
2025
Q4 		$163K Buy
+10,552
New +$194K 3.78% 11

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

Marble Bar Asset Management LLP's SGRY Position: Q2 2026 in Review

Marble Bar Asset Management LLP increased its Surgery Partners (SGRY) stake by 194% in Q2 2026, buying an estimated $432K and bringing the position to 46,589 shares worth $783K. The position accounts for 0.54% of the portfolio, ranked #28.

Marble Bar Asset Management LLP first reported a position in SGRY in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Marble Bar Asset Management LLP held 46,589 shares of Surgery Partners worth $783K as of Q2 2026.
  • Marble Bar Asset Management LLP bought 30,761 Surgery Partners shares in Q2 2026, an estimated $432K.
  • Surgery Partners made up 0.54% of Marble Bar Asset Management LLP's portfolio in Q2 2026, its #28 holding.
  • Marble Bar Asset Management LLP first reported a position in Surgery Partners in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Marble Bar Asset Management LLP's 13F filing for Q2 2026, filed 14 Aug 2026.