Surgery Partners, Inc.

SGRY

Held by 2 specialist biotech funds

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Fund Holdings

Rock Springs Capital Deerfield Management

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Catalysts

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Position Details

Rock Springs CapitalNEWFeb 17, 2026

Shares: 310,000Value: $4.8M

# Signal Note: Rock Springs Capital Initiates SGRY Position Rock Springs Capital's $4.8M entry into Surgery Partners suggests conviction in the ASC operator's operational leverage and margin expansion potential, likely tied to procedure volume recovery post-inflation and improved reimbursement tailwinds. As a healthcare specialist, the fund's concentrated approach indicates they see near-term catalysts—potentially Q4 earnings beats or 2024 guidance raises—that the market has underpriced relative to peers in the surgical services space.

Deerfield ManagementNEW

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Also Held by These Funds

NBIX2 funds MIRM2 funds NAMSW2 funds OMDA2 funds NUVB2 funds ALNY2 funds ACAD2 funds PHVS

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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Deerfield's entry into SGRY signals confidence in the surgical services consolidation thesis, particularly as the company navigates post-COVID procedure volume normalization and margin expansion. The $1.7M position size is modest but notable given Deerfield's healthcare expertise; SGRY trades at depressed multiples (sub-10x EBITDA) despite improving operational leverage, suggesting potential near-term catalysts around quarterly earnings or refinancing activities.