Universe · entity
Summit Street Capital Management, LLC
Institutional manager (13F) · CIK 1595533
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $707M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CF INDUSTRIES HOLD | $35M | 268,075 |
| 2 | TEEKAY TANKERS LTD | $35M | 471,147 |
| 3 | LYONDELLBASELL INDUSTRIES NV | $34M | 419,514 |
| 4 | UNITED THERAPEUTICS CORP DEL | $34M | 56,872 |
| 5 | WEATHERFORD INTL PLC | $34M | 355,282 |
| 6 | WARRIOR MET COAL INC | $33M | 351,989 |
| 7 | CORE NATURAL RESOURCES INC | $32M | 305,260 |
| 8 | VALERO ENERGY CORP | $32M | 127,602 |
| 9 | LANTHEUS HLDGS INC | $32M | 415,474 |
| 10 | SCORPIO TANKERS INC | $31M | 418,959 |
| 11 | MARATHON PETE CORP | $26M | 105,145 |
| 12 | MOLINA HEALTHCARE INC | $26M | 192,586 |
| 13 | SIGNET JEWELERS LIMITED | $24M | 278,892 |
| 14 | KLA CORP | $22M | 14,981 |
| 15 | LAM RESEARCH CORP | $22M | 101,481 |
| 16 | ELEVANCE HEALTH INC FORMERLY | $22M | 73,983 |
| 17 | APPLIED MATLS INC | $20M | 59,204 |
| 18 | INTERDIGITAL INC | $19M | 64,149 |
| 19 | DILLARDS INC | $19M | 33,119 |
| 20 | FOX CORP | $19M | 316,870 |
| 21 | HF SINCLAIR CORP | $18M | 294,585 |
| 22 | MICRON TECHNOLOGY INC | $18M | 53,600 |
| 23 | TEXAS PACIFIC LAND CORPORATI | $17M | 36,864 |
| 24 | WARNER BROS DISCOVERY INC | $16M | 597,500 |
| 25 | CISCO SYS INC | $16M | 203,282 |
| 26 | INTEL CORP | $16M | 356,632 |
| 27 | LANDBRIDGE COMPANY LLC | $16M | 227,258 |
| 28 | BUCKLE INC | $15M | 291,668 |
| 29 | HP INC | $12M | 638,969 |
| 30 | HUMANA INC | $12M | 66,889 |
| 31 | GENTEX CORP | $4M | 192,825 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.