Summit Street Capital Management

Summit Street Capital Management as of March 31, 2020

Portfolio Holdings for Summit Street Capital Management

Summit Street Capital Management holds 32 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Berkshire Hathaway (BRK.A) 17.1 $16M 58.00 272000.00
United Therapeutics Corporation (UTHR) 4.4 $4.1M 43k 94.82
Molina Healthcare (MOH) 4.2 $3.9M 28k 139.70
Humana (HUM) 4.1 $3.8M 12k 314.03
Centene Corporation (CNC) 3.7 $3.5M 58k 59.41
Hp (HPQ) 3.7 $3.4M 194k 17.36
InterDigital (IDCC) 3.3 $3.1M 69k 44.63
Industries N shs - a - (LYB) 3.2 $3.0M 60k 49.63
Micron Technology (MU) 3.0 $2.8M 67k 42.07
Discovery Communications 2.9 $2.7M 140k 19.44
Kulicke and Soffa Industries (KLIC) 2.9 $2.7M 128k 20.87
Applied Materials (AMAT) 2.8 $2.6M 57k 45.83
Hollyfrontier Corp 2.8 $2.6M 105k 24.51
Trinseo S A 2.8 $2.6M 141k 18.11
Huntsman Corporation (HUN) 2.7 $2.5M 176k 14.43
KLA-Tencor Corporation (KLAC) 2.7 $2.5M 18k 143.72
Lam Research Corporation 2.7 $2.5M 10k 240.03
Texas Pacific Land Trust 2.6 $2.4M 6.2k 379.97
Medifast (MED) 2.5 $2.4M 38k 62.49
Magna Intl Inc cl a (MGA) 2.5 $2.3M 73k 31.91
Meritor 2.4 $2.2M 169k 13.25
Gilead Sciences (GILD) 2.4 $2.2M 30k 74.75
Westlake Chemical Corporation (WLK) 2.4 $2.2M 58k 38.17
Vishay Intertechnology (VSH) 2.4 $2.2M 152k 14.41
Trinet (TNET) 2.3 $2.1M 55k 37.67
Marathon Petroleum Corp (MPC) 2.3 $2.1M 88k 23.62
Valero Energy Corporation (VLO) 2.2 $2.1M 46k 45.37
Fitbit 2.0 $1.9M 282k 6.66
Buckle (BKE) 1.8 $1.6M 120k 13.71
Pbf Energy Inc cl a (PBF) 1.1 $1.0M 148k 7.08
Delta Air Lines (DAL) 1.0 $895k 31k 28.53
Consol Energy (CEIX) 1.0 $879k 238k 3.69