Twin Securities’s Surgery Partners SGRY Stock Holding History

Twin Securities’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	–	Sell	-10,025	Closed	-$119K	–	22
2026 Q1	$119K	Sell	10,025 -160,233	-94%	-$2.3M	0.06%	17
2025 Q4	$2.63M	Buy	170,258 +27,386	+19%	+$503K	1.01%	11
2025 Q3	$3.09M	Sell	142,872 -368,844	-72%	-$8.23M	1.54%	7
2025 Q2	$11.4M	Buy	511,716 +181,443	+55%	+$4.03M	6.45%	5
2025 Q1	$7.84M	Buy	+330,273	New	+$7.82M	4.05%	7

Other funds holding SGRY

BCI

Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return

Jupiter Topco New York $245B AUM

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Twin Securities's SGRY Position: Q2 2026 in Review

Twin Securities sold out of Surgery Partners (SGRY) in Q2 2026, closing a stake of 10,025 shares — an estimated $119K sold.

Twin Securities first reported a position in SGRY in Q1 2025 and held it in 5 quarters. The position peaked at $11.4M in Q2 2025. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

Twin Securities reported no remaining Surgery Partners position as of Q2 2026 after selling out during the quarter.
Twin Securities sold 10,025 Surgery Partners shares in Q2 2026, an estimated $119K.
Twin Securities first reported a position in Surgery Partners in Q1 2025 and held it in 5 quarters.
Twin Securities's Surgery Partners position peaked at $11.4M in Q2 2025.
187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

Based on Twin Securities's 13F filing for Q2 2026, filed 14 Aug 2026.