Summit Street Capital Management

Summit Street Capital Management as of March 31, 2015

Portfolio Holdings for Summit Street Capital Management

Summit Street Capital Management holds 37 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.A) 12.2 $14M 63.00 217507.94
Humana (HUM) 3.8 $4.3M 24k 178.01
Molina Healthcare (MOH) 3.7 $4.1M 61k 67.28
Us Silica Hldgs (SLCA) 3.5 $3.9M 110k 35.61
Aetna 3.5 $3.9M 36k 106.53
Health Net 3.3 $3.7M 61k 60.49
Western Refining 3.2 $3.5M 72k 49.39
Kulicke and Soffa Industries (KLIC) 3.1 $3.4M 221k 15.63
Deckers Outdoor Corporation (DECK) 3.1 $3.5M 47k 72.87
Industries N shs - a - (LYB) 3.1 $3.4M 39k 87.79
Magellan Health Services 3.1 $3.4M 48k 70.83
Buckle (BKE) 3.0 $3.4M 66k 51.09
Marathon Petroleum Corp (MPC) 3.0 $3.3M 32k 102.38
GameStop (GME) 2.9 $3.2M 85k 37.97
Blucora 2.7 $3.1M 224k 13.66
Anthem (ELV) 2.7 $3.1M 20k 154.40
Copa Holdings Sa-class A (CPA) 2.7 $3.0M 30k 100.97
National-Oilwell Var 2.6 $3.0M 59k 49.99
Chicago Bridge & Iron Company 2.6 $3.0M 60k 49.26
Bed Bath & Beyond 2.6 $2.9M 38k 76.77
H&R Block (HRB) 2.5 $2.8M 89k 32.07
Myriad Genetics (MYGN) 2.5 $2.8M 78k 35.39
Coach 2.5 $2.7M 66k 41.43
Cameron International Corporation 2.5 $2.7M 61k 45.12
Lexmark International 2.3 $2.6M 61k 42.34
Ascena Retail 2.1 $2.3M 160k 14.51
Big Lots (BIG) 1.9 $2.2M 45k 48.02
Smith & Wesson Holding Corporation 1.9 $2.1M 165k 12.73
WellCare Health Plans 1.9 $2.1M 23k 91.48
Microsoft Corporation (MSFT) 1.8 $2.0M 49k 40.65
Neustar 1.8 $2.0M 80k 24.62
Sturm, Ruger & Company (RGR) 1.7 $1.9M 38k 49.62
Apollo 1.4 $1.6M 83k 18.92
Crocs (CROX) 1.1 $1.2M 100k 11.81
Liquidity Services (LQDT) 1.0 $1.1M 108k 9.88
C&j Energy Services 0.6 $626k 56k 11.12
United Therapeutics Corporation (UTHR) 0.5 $583k 3.4k 172.49