Versant Capital Management, Inc SGRY — SURGERY PARTNERS INC COM

Ownership history in Versant Capital Management, Inc  ·  2 quarters on record

AI Ownership Summary

Versant Capital Management, Inc reported SURGERY PARTNERS INC COM (SGRY) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows SGRY at 0.00% 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.

What this SGRY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Versant Capital Management, Inc's position in SURGERY PARTNERS INC COM, 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
2026 Q3

SGRY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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.

How Versant Capital Management, Inc 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 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 280 +81 +40.7% 0.00% $4K 2026-10-02 $13.32
2025 Q4 INITIATED — — — 199 — — 0.00% $3K 2026-01-08 $15.71

🏢 Other funds also holding SGRY

As of 2026 Q3 — sorted by position size

Hickory Point Bank & Trust 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About Versant Capital Management, Inc and SGRY

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

How long has Versant Capital Management, Inc reported owning SGRY?

Versant Capital Management, Inc reported SGRY across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported SGRY position in Versant Capital Management, Inc's portfolio?

The largest reported portfolio weight for SGRY was 0.00% in 2025 Q4.

What is the latest reported SGRY position on this page?

The most recent filing on this page is 2026 Q3, when Versant Capital Management, Inc reported 280 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this SGRY ownership page compare?

The chart compares Versant Capital Management, Inc'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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