Summit Street Capital Management as of March 31, 2026
Portfolio Holdings for Summit Street Capital Management
Summit Street Capital Management holds 31 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| CF Industries Holdings (CF) | 4.9 | $35M | 268k | 129.84 | |
| Teekay Tankers Cl A (TNK) | 4.9 | $35M | 471k | 73.32 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 4.8 | $34M | 420k | 80.56 | |
| United Therapeutics Corporation (UTHR) | 4.8 | $34M | 57k | 592.98 | |
| Weatherford Intl Ord Shs (WFRD) | 4.8 | $34M | 355k | 94.58 | |
| Warrior Met Coal (HCC) | 4.6 | $33M | 352k | 93.15 | |
| Core Natural Resources Com Shs (CNR) | 4.5 | $32M | 305k | 104.73 | |
| Valero Energy Corporation (VLO) | 4.5 | $32M | 128k | 247.08 | |
| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 4.5 | $32M | 416k | 75.85 | |
| Scorpio Tankers SHS (STNG) | 4.4 | $31M | 419k | 74.66 | |
| Marathon Petroleum Corp (MPC) | 3.6 | $26M | 105k | 244.18 | |
| Molina Healthcare (MOH) | 3.6 | $26M | 193k | 133.30 | |
| Signet Jewelers SHS (SIG) | 3.3 | $24M | 279k | 84.64 | |
| Kla Corp Com New (KLAC) | 3.1 | $22M | 15k | 1472.41 | |
| Lam Research Corp Com New (LRCX) | 3.1 | $22M | 102k | 213.66 | |
| Anthem (ELV) | 3.1 | $22M | 74k | 292.75 | |
| Applied Materials (AMAT) | 2.9 | $20M | 59k | 341.79 | |
| InterDigital (IDCC) | 2.7 | $19M | 64k | 302.00 | |
| Dillards Cl A (DDS) | 2.7 | $19M | 33k | 572.11 | |
| Fox Corp Cl A Com (FOXA) | 2.6 | $19M | 317k | 58.40 | |
| Hf Sinclair Corp (DINO) | 2.6 | $18M | 295k | 62.39 | |
| Micron Technology (MU) | 2.6 | $18M | 54k | 337.84 | |
| Texas Pacific Land Corp (TPL) | 2.5 | $18M | 37k | 474.56 | |
| Warner Bros Discovery Com Ser A (WBD) | 2.3 | $16M | 598k | 27.46 | |
| Cisco Systems (CSCO) | 2.2 | $16M | 203k | 77.59 | |
| Intel Corporation (INTC) | 2.2 | $16M | 357k | 44.13 | |
| Landbridge Company Cl A (LB) | 2.2 | $16M | 227k | 69.05 | |
| Buckle (BKE) | 2.1 | $15M | 292k | 50.36 | |
| Hp (HPQ) | 1.7 | $12M | 639k | 19.21 | |
| Humana (HUM) | 1.6 | $12M | 67k | 173.39 | |
| Gentex Corporation (GNTX) | 0.6 | $4.2M | 193k | 21.85 |
