Summit Street Capital Management as of Dec. 31, 2025
Portfolio Holdings for Summit Street Capital Management
Summit Street Capital Management holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Warrior Met Coal (HCC) | 4.9 | $31M | 352k | 88.17 | |
| Warner Bros Discovery Com Ser A (WBD) | 4.4 | $28M | 971k | 28.82 | |
| Weatherford Intl Ord Shs (WFRD) | 4.4 | $28M | 355k | 78.26 | |
| United Therapeutics Corporation (UTHR) | 4.4 | $28M | 57k | 487.25 | |
| Core Natural Resources Com Shs (CNR) | 4.2 | $27M | 305k | 88.51 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 4.2 | $27M | 406k | 66.55 | |
| Micron Technology (MU) | 4.1 | $26M | 93k | 285.41 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 4.1 | $26M | 605k | 43.30 | |
| Dillards Cl A (DDS) | 4.0 | $25M | 42k | 606.34 | |
| Teekay Tankers Cl A (TNK) | 4.0 | $25M | 471k | 53.42 | |
| InterDigital (IDCC) | 3.8 | $25M | 77k | 318.38 | |
| CF Industries Holdings (CF) | 3.7 | $23M | 303k | 77.34 | |
| Fox Corp Cl A Com (FOXA) | 3.6 | $23M | 317k | 73.07 | |
| Lam Research Corp Com New (LRCX) | 3.6 | $23M | 135k | 171.18 | |
| Signet Jewelers SHS (SIG) | 3.6 | $23M | 273k | 82.88 | |
| Anthem (ELV) | 3.5 | $22M | 63k | 350.55 | |
| Scorpio Tankers SHS (STNG) | 3.3 | $21M | 419k | 50.83 | |
| Valero Energy Corporation (VLO) | 3.3 | $21M | 128k | 162.79 | |
| Applied Materials (AMAT) | 3.1 | $20M | 76k | 256.99 | |
| Kla Corp Com New (KLAC) | 2.9 | $18M | 15k | 1215.08 | |
| Humana (HUM) | 2.7 | $17M | 67k | 256.13 | |
| Marathon Petroleum Corp (MPC) | 2.7 | $17M | 105k | 162.63 | |
| Cisco Systems (CSCO) | 2.5 | $16M | 203k | 77.03 | |
| Molina Healthcare (MOH) | 2.3 | $15M | 86k | 173.54 | |
| Hp (HPQ) | 2.2 | $14M | 639k | 22.28 | |
| Buckle (BKE) | 2.2 | $14M | 262k | 53.42 | |
| Hf Sinclair Corp (DINO) | 2.1 | $14M | 295k | 46.08 | |
| Intel Corporation (INTC) | 2.1 | $13M | 357k | 36.90 | |
| Landbridge Company Cl A (LB) | 1.7 | $11M | 227k | 48.99 | |
| Texas Pacific Land Corp (TPL) | 1.7 | $11M | 37k | 287.22 | |
| Gentex Corporation (GNTX) | 0.7 | $4.5M | 193k | 23.27 |
