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Thomas Steyer’s Surgery Partners SGRY Stock Holding History

Thomas Steyer’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
2025
Q4 		– Sell
-871,830
Closed -$18.9M – 168
2025
Q3 		$18.9M Sell
871,830
-1,054,170
-55% -$23.5M 0.08% 72
2025
Q2 		$42.8M Buy
+1,926,000
New +$42.8M 0.18% 57

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
KSCM
King Street Capital Management New York $190M AUM 16.01% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Thomas Steyer's SGRY Position: Q4 2025 in Review

Thomas Steyer sold out of Surgery Partners (SGRY) in Q4 2025, closing a stake of 871,830 shares — an estimated $18.9M sold.

Thomas Steyer first reported a position in SGRY in Q2 2025 and held it in 2 quarters. The position peaked at $42.8M in Q2 2025. 180 funds tracked by Wall St. Rank hold SGRY as of Q4 2025.

  • Thomas Steyer reported no remaining Surgery Partners position as of Q4 2025 after selling out during the quarter.
  • Thomas Steyer sold 871,830 Surgery Partners shares in Q4 2025, an estimated $18.9M.
  • Thomas Steyer first reported a position in Surgery Partners in Q2 2025 and held it in 2 quarters.
  • Thomas Steyer's Surgery Partners position peaked at $42.8M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Surgery Partners as of Q4 2025.

Based on Farallon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.