Position in SGRY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,709,720
+$26,874,960 QoQ
Shares Held
2,958,912
+54.5% QoQ
Ownership
2.26%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 186 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026HSBC HOLDINGS PLC holds $380,084,900 across 23 Medical Care Facilities names. SGRY ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
406,750 | $158,587,754 | |
| 2 | THC |
Tenet Healthcare Corp
|
289,055 | $54,076,408 | |
| 3 | SGRY |
Surgery Partners, Inc.
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|
2,958,912 | $49,709,720 | |
| 4 | SEM |
Select Medical Holdings Corp
|
2,246,658 | $37,092,323 | |
| 5 | EHC |
Encompass Health Corp
|
237,052 | $23,961,215 | |
| 6 | DVA |
Davita Inc.
|
79,500 | $17,687,156 | |
| 7 | UHS |
Universal Health Services Inc
|
116,844 | $17,373,532 | |
| 8 | CHE |
Chemed Corp
|
12,346 | $5,750,024 |
All Filings in SGRY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,709,720 | 2,958,912 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,834,760 | 1,915,668 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $29,842,863 | 1,931,577 | Shares | Sole | 2026-03-06 | |
| 2025-09-30 | $20,467,738 | 945,829 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $244,617 | 11,004 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $294,142 | 12,385 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $575,441 | 27,182 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,019,008 | 31,607 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,195,850 | 50,267 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $258,206 | 8,656 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $718,270 | 22,453 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $362,407 | 12,390 | Shares | Sole | 2023-11-13 | |
| 2022-09-30 | $325,680 | 13,918 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $265,891 | 4,830 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $434,169 | 8,129 | Shares | Defined | 2022-02-11 | |
| 2021-06-30 | $292,660 | 4,393 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||