Summers Value Partners Q1 2026 Partner Letter
The Summers Value Fund LP posted a net return of -2.7% in the first quarter of 2026. This result lagged behind both the Russell 2000 Index ETF, which gained 0.9%, and the Russell 2000 Value Index ETF, which rose 4.9%. The fund ended the quarter with roughly 5% of its assets held in cash.
- ▪The fund’s Q1 2026 net return was -2.7%, underperforming its small‑cap benchmarks.
- ▪Liquidia, Avanos Medical, and Consensus Cloud Solutions were the largest contributors to performance during the quarter.
- ▪The top five holdings at quarter‑end were Liquidia, Electromed, Consensus Cloud Solutions, Avanos Medical, and Embecta.
- ▪Approximately 5% of the fund’s portfolio was held in cash at the end of the quarter.
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