Summers Value Partners Q1 2026 Partner Letter
The Summers Value Fund LP reported a net return of -2.7% in the first quarter of 2026, underperforming both the Russell 2000 Index ETF and the Russell 2000 Value Index ETF. The fund's top contributors during the quarter were Liquidia, Avanos Medical, and Consensus Cloud Solutions. The top holdings at quarter-end included Liquidia, Electromed, Consensus Cloud Solutions, Avanos Medical, and Embecta, with the fund holding approximately 5% in cash.
- ▪The Summers Value Fund LP returned -2.7% net in Q1 2026.
- ▪The fund underperformed the Russell 2000 Index ETF, which returned 0.9%, and the Russell 2000 Value Index ETF, which returned 4.9%.
- ▪Top contributors to performance in the quarter were Liquidia, Avanos Medical, and Consensus Cloud Solutions.
- ▪The fund's top five holdings at quarter-end were Liquidia, Electromed, Consensus Cloud Solutions, Avanos Medical, and Embecta.
- ▪The fund ended the quarter with approximately 5% of its assets in cash.
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