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Kevin Arps

140 Summer Partners Lp

Assets Managed
$1.636B
Holdings
24
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
20.92%(2Q avg: 19.22%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in 140 Summer Partners Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.

Assets under management

The assets under management (AUM) of 140 Summer Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.636B in assets, with a quarterly growth rate of 20.92% and a 2-quarter average growth rate of 19.22%. The portfolio is managed by Kevin Arps, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWM
Ishares Russell 2000 Etf
Recent Activity
New Position
16.74%
$273.792M↓ Put
1.104M shares@ $248.0 avg price
UAL
United Airlines Holdings Inc
Recent Activity
New Position
7.67%
$125.445M↑ Call
1.363M shares@ $92.07 avg price
MTZ
Mastec Inc
Recent Activity
Decreased -12.03%
6.48%
$105.923M
329,220 shares@ $321.75 avg price
AER
Aercap Holdings Nv
Recent Activity
Increased 33.5%
6.36%
$104.06M
758,566 shares@ $137.19 avg price
PCG
P G & E Corp
Recent Activity
New Position
5.3%
$86.669M
4.933M shares@ $17.58 avg price
VIK
Viking Holdings Ltd
Recent Activity
Increased 21.97%
5.17%
$84.468M
1.15M shares@ $73.49 avg price
GLPI
Gaming And Leisure Propertie
Recent Activity
Increased 2.5%
5.06%
$82.702M
1.864M shares@ $44.38 avg price
TMUS
T-mobile Us Inc
Recent Activity
Increased 1.61%
4.97%
$81.222M
386,718 shares@ $210.04 avg price
KGS
Kodiak Gas Services Inc
Recent Activity
New Position
4.62%
$75.578M
1.296M shares@ $58.32 avg price
VST
Vistra Corp
Recent Activity
Increased 39.68%
4.44%
$72.569M
482,734 shares@ $150.33 avg price

1-10 of 24