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140 Summer Partners LP
Peter Rosenblum · Hedge Fund · Multi-Strategy
140 Summer Partners LP is a New York-based investment advisor and hedge fund manager founded in 2020 by Peter Rosenblum. The firm manages approximately $2.8 billion in regulatory assets, primarily serving sophisticated and institutional investors through pooled investment vehicles. 140 Summer Partners employs a fundamentally driven, opportunistic investment strategy that spans the capital structure of both U.S. and non-U.S. companies. The firm's approach integrates event-oriented investing with deep research into equities and credit markets, including performing, stressed, and distressed debt. Its portfolio typically includes a mix of long and short equity positions alongside various credit instruments such as loans, trade claims, and receivables.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -3.7% |
| YTD return | -8.6% |
| Sharpe ratio | 2.52 |
| Win rate | 31% |
| AUM | $1.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| VSAT | ViaSat Inc | 15.3% | +4.9% |
| KGS | Kodiak Gas Services, Inc. | 7.0% | -17.9% |
| GLPI | Gaming & Leisure Properties | 6.7% | -15.9% |
| MTZ | MasTec Inc | 6.6% | -1.2% |
| NWG | Natwest Group PLC | 6.0% | +28.3% |
| VST | Vistra Energy Corp | 5.7% | -19.3% |
| COF | Capital One Financial Corporation | 5.6% | -3.9% |
| VIK | Viking Holdings Ltd | 5.5% | +26.8% |
| SGI | Somnigroup International Inc. | 5.4% | -16.4% |
| RYCEY | Rolls Royce Holdings plc | 5.3% | 0.0% |
| AER | AerCap Holdings NV | 5.0% | +13.9% |
| HBAN | Huntington Bancshares Incorporated | 4.2% | -1.0% |
| BKD | Brookdale Senior Living Inc | 3.1% | -12.9% |
| CIFR | Cipher Mining Inc | 3.0% | +17.6% |
| PCG | PG&E Corp | 3.0% | -20.0% |
| NVT | nVent Electric PLC | 2.9% | +3.1% |
| TDS | Telephone and Data Systems Inc | 2.8% | -9.2% |
| BOH | Bank of Hawaii Corporation | 2.6% | -4.8% |
| BTDR | Bitdeer Technologies Group Class A Ordinary Shares | 2.4% | +18.1% |
| FLS | Flowserve Corporation | 1.9% | -6.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | AERO | 1.7% → 0.0% |
| Aug 24, 2026 | BUY | BKD | 3.1% → 3.1% |
| Aug 24, 2026 | BUY | BOH | 2.4% → 2.6% |
| Aug 24, 2026 | SELL | PCG | 6.1% → 3.0% |
| Aug 24, 2026 | SELL | COF | 5.9% → 5.6% |
Investment Style Analysis
140 Summer Partners LP is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $1.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Communication Equipment and Banks - Regional sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, 140 Summer Partners LP made a significant move by reducing the position in AERO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The firm's investment philosophy is centered on a fundamentally driven, opportunistic approach that seeks to capitalize on mispriced securities across the entire corporate capital structure. By combining rigorous bottom-up research with an event-oriented lens, 140 Summer Partners targets asymmetric return profiles in both equity and credit markets. The strategy is characterized by its flexibility to invest in various instruments, including long/short equities, performing credit, and distressed debt, allowing the firm to navigate different market cycles and identify value in complex situations or corporate events.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with 140 Summer Partners LP.
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Frequently asked questions
How is the simulated portfolio for 140 Summer Partners LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is 140 Summer Partners LP's largest holding?
As of the latest filing, 140 Summer Partners LP's top position is ViaSat Inc (VSAT), representing 15.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is 140 Summer Partners LP's historical performance and risk profile?
Our simulation indicates a total return of -3.7% with a win rate of 31%. Notably, the portfolio maintains a Sharpe Ratio of 2.52, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does 140 Summer Partners LP primarily invest in?
140 Summer Partners LP has a strong preference for the Communication Equipment sector, which makes up 15.3% of their disclosed assets. The portfolio also has exposure to Banks - Regional, indicating a specific thematic focus.
Is 140 Summer Partners LP's portfolio concentrated or diversified?
140 Summer Partners LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 29.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has 140 Summer Partners LP performed in 2026?
Our AI-simulated model portfolio for 140 Summer Partners LP tracks a Year-to-Date (YTD) return of -8.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Peter Rosenblum manage 140 Summer Partners LP directly?
Yes, Peter Rosenblum serves as the key portfolio manager for 140 Summer Partners LP, overseeing the investment strategy and final capital allocation decisions.