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Penn Capital Management’s Surgery Partners SGRY Stock Holding History

Penn Capital Management’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 		$2.94M Buy
+175,083
New +$2.46M 0.19% 80
2024
Q3 		– Sell
-22,094
Closed -$528K – 162
2024
Q2 		$528K Sell
22,094
-293,809
-93% -$7.54M 0.05% 127
2024
Q1 		$9.45M Buy
+315,903
New +$9.88M 0.84% 65

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

Penn Capital Management's SGRY Position: Q2 2026 in Review

Penn Capital Management opened a new position in Surgery Partners (SGRY) in Q2 2026: 175,083 shares worth $2.94M. The stake represents 0.19% of the portfolio and ranks #80 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in SGRY as recently as Q2 2024.

Penn Capital Management first reported a position in SGRY in Q1 2024 and has held it in 3 quarters since. The position peaked at $9.45M in Q1 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Penn Capital Management held 175,083 shares of Surgery Partners worth $2.94M as of Q2 2026.
  • Surgery Partners was a new Penn Capital Management position in Q2 2026.
  • Surgery Partners made up 0.19% of Penn Capital Management's portfolio in Q2 2026, its #80 holding.
  • Penn Capital Management first reported a position in Surgery Partners in Q1 2024 and has held it in 3 quarters since.
  • Penn Capital Management's Surgery Partners position peaked at $9.45M in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.