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Shay Capital’s Surgery Partners SGRY Stock Holding History

Shay 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
Q2 		$218K Sell
13,000
-10,500
-45% -$147K 0.01% 397
2026
Q1 		$280K Sell
23,500
-22,500
-49% -$323K 0.02% 342
2025
Q4 		$711K Buy
+46,000
New +$845K 0.07% 231
2024
Q4 		– Sell
-165,000
Closed -$5.32M – 416
2024
Q3 		$5.32M Buy
+165,000
New +$4.87M 0.75% 23

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

Shay Capital's SGRY Position: Q2 2026 in Review

Shay Capital reduced its Surgery Partners (SGRY) stake by 45% in Q2 2026, selling an estimated $147K and leaving 13,000 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #397.

Shay Capital first reported a position in SGRY in Q3 2024 and has held it in 4 quarters since. The position peaked at $5.32M in Q3 2024. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Shay Capital held 13,000 shares of Surgery Partners worth $218K as of Q2 2026.
  • Shay Capital sold 10,500 Surgery Partners shares in Q2 2026, an estimated $147K.
  • Surgery Partners made up 0.01% of Shay Capital's portfolio in Q2 2026, its #397 holding.
  • Shay Capital first reported a position in Surgery Partners in Q3 2024 and has held it in 4 quarters since.
  • Shay Capital's Surgery Partners position peaked at $5.32M in Q3 2024.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Shay Capital's 13F filing for Q2 2026, filed 14 Aug 2026.