Position in SGRY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$49,087,227
-$16,242,340 QoQ
Shares Held
4,118,056
-2.6% QoQ
Ownership
3.15%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Clearbridge Investments, LLC holds $168,351,821 across 6 Medical Care Facilities names. SGRY ranks #2 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ENSG |
Ensign Group, Inc
|
318,394 | $64,156,391 | |
| 2 | SGRY |
Surgery Partners, Inc.
This page
|
4,118,056 | $49,087,227 | |
| 3 | THC |
Tenet Healthcare Corp
|
243,674 | $45,983,720 | |
| 4 | GRDN |
Guardian Pharmacy Services, Inc.
|
202,815 | $7,638,012 | |
| 5 | UHS |
Universal Health Services Inc
|
5,523 | $988,451 | |
| 6 | OPCH |
Option Care Health, Inc.
|
18,500 | $498,020 |
All Filings in SGRY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,087,227 | 4,118,056 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,329,567 | 4,228,451 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $91,810,296 | 4,242,620 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $95,051,189 | 4,275,807 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $97,245,752 | 4,094,558 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $89,645,127 | 4,234,536 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $145,114,013 | 4,501,055 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $132,879,758 | 5,585,530 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $164,438,561 | 5,512,523 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $176,766,215 | 5,525,671 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $154,378,838 | 5,277,909 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $235,583,476 | 5,236,352 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $191,818,897 | 5,564,807 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $152,653,771 | 5,479,317 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $102,750,055 | 4,391,028 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $125,565,926 | 4,341,837 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $224,742,285 | 4,082,512 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $215,703,068 | 4,038,627 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $150,640,342 | 3,557,873 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $235,958,979 | 3,541,864 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $161,291,008 | 3,644,171 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $107,068,222 | 3,690,735 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $80,843,981 | 3,691,506 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,856,754 | 3,617,697 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,013,417 | 3,524,260 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||