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Oakum Bay Capital’s Surgery Partners SGRY Stock Holding History

Oakum Bay Capital’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 		$14.4K Buy
1,209
+209
+21% +$3K 0.01% 78
2025
Q4 		$15.4K Buy
+1,000
New +$18.4K 0.01% 65

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
KSCM
King Street Capital Management New York $190M AUM 16.01% 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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Oakum Bay Capital's SGRY Position: Q1 2026 in Review

Oakum Bay Capital increased its Surgery Partners (SGRY) stake by 21% in Q1 2026, buying an estimated $3K and bringing the position to 1,209 shares worth $14.4K. The position accounts for 0.01% of the portfolio, ranked #78.

Oakum Bay Capital first reported a position in SGRY in Q4 2025 and has held it in 2 quarters since. The position peaked at $15.4K in Q4 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Oakum Bay Capital held 1,209 shares of Surgery Partners worth $14.4K as of Q1 2026.
  • Oakum Bay Capital bought 209 Surgery Partners shares in Q1 2026, an estimated $3K.
  • Surgery Partners made up 0.01% of Oakum Bay Capital's portfolio in Q1 2026, its #78 holding.
  • Oakum Bay Capital first reported a position in Surgery Partners in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's Surgery Partners position peaked at $15.4K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.