Summit Street Capital Management

Summit Street Capital Management as of Dec. 31, 2018

Portfolio Holdings for Summit Street Capital Management

Summit Street Capital Management holds 32 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Berkshire Hathaway (BRK.A) 20.2 $18M 58.00 306000.00
Molina Healthcare (MOH) 4.4 $3.9M 33k 116.22
Kulicke and Soffa Industries (KLIC) 3.7 $3.2M 160k 20.27
Industries N shs - a - (LYB) 3.6 $3.2M 39k 83.17
InterDigital (IDCC) 3.6 $3.2M 47k 66.43
Hp (HPQ) 3.4 $3.0M 145k 20.46
Lam Research Corporation 3.3 $2.9M 22k 136.16
Consol Energy (CEIX) 3.3 $2.9M 91k 31.71
KLA-Tencor Corporation (KLAC) 3.2 $2.8M 32k 89.48
Valero Energy Corporation (VLO) 3.1 $2.7M 37k 74.97
United Therapeutics Corporation (UTHR) 3.0 $2.6M 24k 108.91
MKS Instruments (MKSI) 2.9 $2.6M 40k 64.61
Vishay Intertechnology (VSH) 2.9 $2.5M 141k 18.01
Trinseo S A 2.8 $2.5M 54k 45.78
Huntsman Corporation (HUN) 2.8 $2.4M 127k 19.29
Pbf Energy Inc cl a (PBF) 2.8 $2.4M 75k 32.68
Micron Technology (MU) 2.7 $2.4M 76k 31.73
Magna Intl Inc cl a (MGA) 2.7 $2.4M 53k 45.46
Gannett 2.7 $2.4M 276k 8.53
Applied Materials (AMAT) 2.6 $2.3M 70k 32.74
Meritor 2.6 $2.3M 135k 16.91
Cirrus Logic (CRUS) 2.5 $2.2M 65k 33.18
NutriSystem 2.4 $2.1M 49k 43.87
Alaska Air (ALK) 2.3 $2.0M 34k 60.84
Buckle (BKE) 2.1 $1.9M 97k 19.34
Advanced Energy Industries (AEIS) 1.9 $1.6M 38k 42.93
Humana (HUM) 1.3 $1.1M 4.0k 286.46
Westlake Chemical Corporation (WLK) 1.3 $1.2M 17k 66.17
Fitbit 1.2 $1.1M 218k 4.97
WellCare Health Plans 1.2 $1.0M 4.4k 236.16
Myriad Genetics (MYGN) 1.0 $875k 30k 29.07
Centene Corporation (CNC) 0.5 $456k 4.0k 115.38