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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
2024
Q4 		– Sell
-10,200
Closed -$329K – 415
2024
Q3 		$329K Buy
+10,200
New +$301K 0.05% 209

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

Shay Capital's SGRY Position: Q1 2026 in Review

Shay Capital reduced its Surgery Partners (SGRY) stake by 49% in Q1 2026, selling an estimated $323K and leaving 23,500 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #342.

Shay Capital first reported a position in SGRY in Q3 2024 and has held it in 3 quarters since. The position peaked at $5.32M in Q3 2024. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Shay Capital held 23,500 shares of Surgery Partners worth $280K as of Q1 2026.
  • Shay Capital sold 22,500 Surgery Partners shares in Q1 2026, an estimated $323K.
  • Surgery Partners made up 0.02% of Shay Capital's portfolio in Q1 2026, its #342 holding.
  • Shay Capital first reported a position in Surgery Partners in Q3 2024 and has held it in 3 quarters since.
  • Shay Capital's Surgery Partners position peaked at $5.32M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

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