TS
SGRY icon

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
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 $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

Twin Securities's SGRY Position: Q1 2026 in Review

Twin Securities reduced its Surgery Partners (SGRY) stake by 94% in Q1 2026, selling an estimated $2.3M and leaving 10,025 shares worth $119K. The position accounts for 0.06% of the portfolio, ranked #17.

Twin Securities first reported a position in SGRY in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.4M in Q2 2025. 182 funds tracked by Wall St. Rank hold SGRY as of Q1 2026.

  • Twin Securities held 10,025 shares of Surgery Partners worth $119K as of Q1 2026.
  • Twin Securities sold 160,233 Surgery Partners shares in Q1 2026, an estimated $2.3M.
  • Surgery Partners made up 0.06% of Twin Securities's portfolio in Q1 2026, its #17 holding.
  • Twin Securities first reported a position in Surgery Partners in Q1 2025 and has held it in 5 quarters since.
  • Twin Securities's Surgery Partners position peaked at $11.4M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held Surgery Partners as of Q1 2026.

Based on Twin Securities's 13F filing for Q1 2026, filed 15 May 2026.