EdgeMarket › What Summit Street Capital Management, Llc reported owning
What Summit Street Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
707.3MPositions
31Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CF CF Industries Holdings, Inc. | 34.8M | 4.9% | 268.1K | 129.60 | +51.7% |
| TNK TEEKAY TANKERS LTD. | 34.5M | 4.9% | 471.1K | 91.02 | +104.1% |
| LYB LyondellBasell Industries N.V. | 33.8M | 4.8% | 419.5K | 67.53 | +22.0% |
| UTHR UNITED THERAPEUTICS Corp | 33.7M | 4.8% | 56.9K | 513.12 | +67.4% |
| WFRD Weatherford International plc | 33.6M | 4.8% | 355.3K | 90.51 | +60.6% |
| HCC WARRIOR MET COAL, INC. | 32.8M | 4.6% | 352.0K | 106.73 | +84.9% |
| CNR Core Natural Resources, Inc. | 32.0M | 4.5% | 305.3K | 95.13 | +37.2% |
| VLO VALERO ENERGY CORP/TX | 31.5M | 4.5% | 127.6K | 348.86 | +148.3% |
| LNTH Lantheus Holdings, Inc. | 31.5M | 4.5% | 415.5K | 99.97 | +78.1% |
| STNG Scorpio Tankers Inc. | 31.3M | 4.4% | 419.0K | 78.49 | +69.7% |
| MPC Marathon Petroleum Corp | 25.7M | 3.6% | 105.1K | 360.72 | +117.5% |
| MOH MOLINA HEALTHCARE, INC. | 25.7M | 3.6% | 192.6K | 200.29 | +15.4% |
| SIG SIGNET JEWELERS LTD | 23.6M | 3.3% | 278.9K | 81.37 | +1.4% |
| KLAC KLA CORP | 22.1M | 3.1% | 15.0K | 183.99 | +109.5% |
| LRCX LAM RESEARCH CORP | 21.7M | 3.1% | 101.5K | 314.00 | +216.7% |
| ELV Elevance Health, Inc. | 21.7M | 3.1% | 74.0K | 400.54 | +29.2% |
| AMAT APPLIED MATERIALS INC /DE | 20.2M | 2.9% | 59.2K | 492.32 | +205.9% |
| IDCC InterDigital, Inc. | 19.4M | 2.7% | 64.1K | 342.42 | +31.7% |
| DDS DILLARD'S, INC. | 18.9M | 2.7% | 33.1K | 621.63 | +25.0% |
| FOXA Fox Corp | 18.5M | 2.6% | 316.9K | 68.54 | +16.2% |
| DINO HF Sinclair Corp | 18.4M | 2.6% | 294.6K | 97.32 | +108.9% |
| MU MICRON TECHNOLOGY INC | 18.1M | 2.6% | 53.6K | 966.78 | +724.8% |
| TPL Texas Pacific Land Corp | 17.5M | 2.5% | 36.9K | 383.64 | +28.6% |
| WBD Warner Bros. Discovery, Inc. | 16.4M | 2.3% | 597.5K | 28.55 | +147.4% |
| CSCO CISCO SYSTEMS, INC. | 15.8M | 2.2% | 203.3K | 111.04 | +65.5% |
| INTC INTEL CORP | 15.7M | 2.2% | 356.6K | 90.07 | +282.6% |
| LB LandBridge Co LLC | 15.7M | 2.2% | 227.3K | 89.71 | +67.2% |
| BKE BUCKLE INC | 14.7M | 2.1% | 291.7K | 43.81 | -20.4% |
| HPQ HP INC | 12.3M | 1.7% | 639.0K | 29.71 | +12.2% |
| HUM HUMANA INC | 11.6M | 1.6% | 66.9K | 378.88 | +30.6% |
| GNTX GENTEX CORP | 4.2M | 0.6% | 192.8K | 23.64 | -13.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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