SGRY — SURGERY PARTNERS INC

Ownership history in DIMENSION CAPITAL MANAGEMENT LLC  ·  27 quarters on record

AI Ownership Summary

DIMENSION CAPITAL MANAGEMENT LLC reported SURGERY PARTNERS INC (SGRY) in 27 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.44% in 2024 Q4. The latest visible filing shows SGRY at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIMENSION CAPITAL MANAGEMENT LLC's position in SURGERY PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SGRY was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SGRY stock page DIMENSION CAPITAL MANAGEMENT LLC fund profile DIMENSION CAPITAL MANAGEMENT LLC full holdings
How DIMENSION CAPITAL MANAGEMENT LLC held SGRY — position size vs. price
% of Fund (quarterly)    SGRY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 390,122 +64,166 +19.7% 0.84% $6.0M 2026-02-14 (Est.) $15.46
2025 Q3 ADDED 325,956 +24,500 +8.1% 1.01% $7.1M 2025-11-14 $15.28
2025 Q2 REDUCED 301,456 -8,520 -2.7% 1.04% $6.7M 2025-08-14 $22.50
2025 Q1 REDUCED 309,976 -112,500 -26.6% 1.31% $7.4M 2025-05-15 $23.64
2024 Q4 ADDED 422,476 +249,878 +144.8% 1.44% $8.9M 2025-02-14 $25.87
2024 Q3 REDUCED 172,598 -38,000 -18.0% 1.03% $5.6M 2024-11-14 $24.77
2024 Q2 ADDED 210,598 +45,500 +27.6% 1.02% $5.0M 2024-08-14 $29.14
2024 Q1 ADDED 165,098 +18,000 +12.2% 0.98% $4.9M 2024-05-13 $25.88
2023 Q4 REDUCED 147,098 -20,000 -12.0% 0.98% $4.7M 2024-02-14 $34.25
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SGRY

As of 2026 Q1 — sorted by position size

FNY Investment Advisers, LLC 3Y 7Y 0.03% Hickory Point Bank & Trust 0.0% GAMMA Investing LLC 0.0% Arlington Trust Co LLC 0.0% IFP Advisors, Inc 3Y 7Y 0.0% SIGNATUREFD, LLC 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About DIMENSION CAPITAL MANAGEMENT LLC and SGRY

These are the practical questions this page is built to answer before you even open the full history table.

How long has DIMENSION CAPITAL MANAGEMENT LLC reported owning SGRY?

DIMENSION CAPITAL MANAGEMENT LLC reported SGRY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SGRY position in DIMENSION CAPITAL MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for SGRY was 1.44% in 2024 Q4.

What is the latest reported SGRY position on this page?

The most recent filing on this page is 2025 Q4, when DIMENSION CAPITAL MANAGEMENT LLC reported 390,122 shares, equal to 0.84% of portfolio, with an estimated market value of $6.0M.

What does the chart on this SGRY ownership page compare?

The chart compares DIMENSION CAPITAL MANAGEMENT LLC's quarterly SGRY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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