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Whitefort Capital Management’s Surgery Partners SGRY Stock Holding History

Whitefort Capital Management’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 		$15.1M Sell
901,332
-9,804
-1% -$138K 3.73% 11
2026
Q1 		$10.9M Buy
911,136
+311,136
+52% +$4.47M 3.2% 11
2025
Q4 		$9.27M Buy
600,000
+229,000
+62% +$4.21M 2.37% 15
2025
Q3 		$8.03M Hold
371,000
– – 2.37% 13
2025
Q2 		$8.25M Buy
+371,000
New +$8.25M 3.09% 11

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

Whitefort Capital Management's SGRY Position: Q2 2026 in Review

Whitefort Capital Management reduced its Surgery Partners (SGRY) stake by 1.1% in Q2 2026, selling an estimated $138K and leaving 901,332 shares worth $15.1M. The position accounts for 3.73% of the portfolio, ranked #11.

Whitefort Capital Management first reported a position in SGRY in Q2 2025 and has held it in 5 quarters since. 187 funds tracked by Wall St. Rank hold SGRY as of Q2 2026.

  • Whitefort Capital Management held 901,332 shares of Surgery Partners worth $15.1M as of Q2 2026.
  • Whitefort Capital Management sold 9,804 Surgery Partners shares in Q2 2026, an estimated $138K.
  • Surgery Partners made up 3.73% of Whitefort Capital Management's portfolio in Q2 2026, its #11 holding.
  • Whitefort Capital Management first reported a position in Surgery Partners in Q2 2025 and has held it in 5 quarters since.
  • 187 funds tracked by Wall St. Rank held Surgery Partners as of Q2 2026.

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