Howard Marks's SGRY Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 862,588 shares of Surgery Partners, Inc. (SGRY) worth $14.49 M, representing 0.20% of the portfolio. First purchased in 2026-Q2, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Howard Marks has initiated a new position in SGRY, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Surgery Partners (SGRY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Surgery Partners (SGRY) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +862,588 | New Buy | 862,588 | $16.80 |
Howard Marks's Surgery Partners Investment FAQs
Howard Marks first purchased Surgery Partners, Inc. (SGRY) in Q2 2026, acquiring 862,588 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held Surgery Partners, Inc. (SGRY) for 1 quarters since Q2 2026.
Howard Marks's largest addition to Surgery Partners, Inc. (SGRY) was in Q2 2026, adding 862,588 shares worth $14.49 M.
According to the latest 13F filing for Q2 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 862,588 shares of Surgery Partners, Inc. (SGRY), valued at approximately $14.49 M.
As of the Q2 2026 filing, Surgery Partners, Inc. (SGRY) represents approximately 0.20% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Surgery Partners, Inc. (SGRY) was 862,588 shares, as reported at the end of Q2 2026.