Summit Street Capital Management as of Dec. 31, 2022
Portfolio Holdings for Summit Street Capital Management
Summit Street Capital Management holds 30 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 17.2 | $27M | 58.00 | 468711.03 | |
| Texas Pacific Land Corp (TPL) | 5.1 | $8.1M | 3.4k | 2344.23 | |
| United Therapeutics Corporation (UTHR) | 5.1 | $8.1M | 29k | 278.09 | |
| Hf Sinclair Corp (DINO) | 4.7 | $7.5M | 145k | 51.89 | |
| Anthem (ELV) | 4.4 | $6.9M | 14k | 512.97 | |
| Molina Healthcare (MOH) | 4.3 | $6.9M | 21k | 330.22 | |
| Humana (HUM) | 4.3 | $6.8M | 13k | 512.19 | |
| Buckle (BKE) | 4.1 | $6.5M | 142k | 45.35 | |
| Marathon Petroleum Corp (MPC) | 3.9 | $6.1M | 53k | 116.39 | |
| Hp (HPQ) | 3.3 | $5.2M | 194k | 26.87 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 3.2 | $5.1M | 61k | 83.03 | |
| Gilead Sciences (GILD) | 3.0 | $4.7M | 55k | 85.85 | |
| Kulicke and Soffa Industries (KLIC) | 2.9 | $4.6M | 103k | 44.26 | |
| Huntsman Corporation (HUN) | 2.8 | $4.5M | 164k | 27.48 | |
| Trinet (TNET) | 2.8 | $4.5M | 66k | 67.80 | |
| Valero Energy Corporation (VLO) | 2.7 | $4.3M | 34k | 126.86 | |
| Kla Corp Com New (KLAC) | 2.6 | $4.0M | 11k | 377.03 | |
| InterDigital (IDCC) | 2.6 | $4.0M | 82k | 49.48 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.4 | $3.7M | 396k | 9.48 | |
| Cisco Systems (CSCO) | 2.2 | $3.5M | 74k | 47.64 | |
| Micron Technology (MU) | 2.2 | $3.5M | 70k | 49.98 | |
| Magna Intl Inc cl a (MGA) | 2.2 | $3.4M | 61k | 56.18 | |
| Fox Corp Cl A Com (FOXA) | 2.0 | $3.2M | 104k | 30.37 | |
| Lam Research Corporation (LRCX) | 1.9 | $3.1M | 7.3k | 420.30 | |
| Applied Materials (AMAT) | 1.9 | $3.1M | 31k | 97.38 | |
| Medifast (MED) | 1.9 | $3.0M | 26k | 115.35 | |
| Gentex Corporation (GNTX) | 1.4 | $2.1M | 79k | 27.27 | |
| Trinseo SHS (TSE) | 1.1 | $1.8M | 79k | 22.71 | |
| Consol Energy (CEIX) | 1.1 | $1.7M | 27k | 65.00 | |
| Intel Corporation (INTC) | 0.8 | $1.3M | 50k | 26.43 |
