Summit Street Capital Management

Summit Street Capital Management as of Dec. 31, 2014

Portfolio Holdings for Summit Street Capital Management

Summit Street Capital Management holds 36 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Berkshire Hathaway (BRK.A) 14.0 $14M 63.00 226000.00
Humana (HUM) 4.0 $4.1M 29k 143.62
Anthem (ELV) 4.0 $4.1M 32k 125.68
Buckle (BKE) 3.4 $3.5M 66k 52.52
Molina Healthcare (MOH) 3.2 $3.3M 61k 53.53
Health Net 3.2 $3.2M 61k 53.52
Aetna 3.2 $3.2M 36k 88.83
Kulicke and Soffa Industries (KLIC) 3.1 $3.2M 221k 14.46
Cisco Systems (CSCO) 3.1 $3.2M 114k 27.81
National-Oilwell Var 3.0 $3.0M 46k 65.52
H&R Block (HRB) 2.9 $3.0M 89k 33.68
Marathon Petroleum Corp (MPC) 2.9 $2.9M 32k 90.27
Magellan Health Services 2.9 $2.9M 48k 60.04
Bed Bath & Beyond 2.8 $2.9M 38k 76.16
Copa Holdings Sa-class A (CPA) 2.8 $2.9M 28k 103.63
GameStop (GME) 2.8 $2.9M 85k 33.80
Apollo 2.8 $2.8M 83k 34.11
Cirrus Logic (CRUS) 2.6 $2.7M 114k 23.57
Myriad Genetics (MYGN) 2.6 $2.7M 78k 34.06
Western Refining 2.5 $2.6M 68k 37.78
Blucora 2.5 $2.5M 182k 13.85
Lexmark International 2.5 $2.5M 61k 41.27
Coach 2.4 $2.5M 66k 37.55
Microsoft Corporation (MSFT) 2.3 $2.3M 51k 46.46
Industries N shs - a - (LYB) 2.2 $2.3M 28k 79.38
Neustar 2.2 $2.2M 80k 27.79
Hollyfrontier Corp 2.0 $2.0M 54k 37.48
Ascena Retail 2.0 $2.0M 160k 12.56
OmniVision Technologies 1.8 $1.9M 72k 26.00
WellCare Health Plans 1.8 $1.9M 23k 82.05
Crocs (CROX) 1.6 $1.6M 128k 12.49
Smith & Wesson Holding Corporation 1.5 $1.6M 165k 9.47
Sturm, Ruger & Company (RGR) 1.3 $1.3M 38k 34.63
Liquidity Services (LQDT) 0.9 $884k 108k 8.17
C&j Energy Services 0.7 $743k 56k 13.20
United Therapeutics Corporation (UTHR) 0.4 $438k 3.4k 129.59