Institutional Fund
Summit Street Capital Management, LLC
New York, NYCIK 15955337 filings on record
Portfolio Value
$707.33M
Q1 2026
Holdings
31
Reported positions
New Buys
0
Opened this quarter
QoQ Change
+11.2%
from $636.19M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Cf Inds Hldgs Inc4.9%
- Teekay Tankers Ltd4.9%
- Lyondellbasell Industries N4.8%
- United Therapeutics Corp Del4.8%
- Weatherford Intl PLC4.8%
- Warrior Met Coal Inc4.6%
- Other71.3%
Portfolio Holdings
31 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Cf Inds Hldgs Inc | 268.1K | $34.81M | 4.9% | −34.7K | Reduced |
| 2 | Teekay Tankers Ltd | 471.1K | $34.54M | 4.9% | 0 | Held |
| 3 | Lyondellbasell Industries N | 419.5K | $33.80M | 4.8% | −185.8K | Reduced |
| 4 | United Therapeutics Corp Del | 56.9K | $33.72M | 4.8% | 0 | Held |
| 5 | Weatherford Intl PLC | 355.3K | $33.60M | 4.8% | 0 | Held |
| 6 | Warrior Met Coal Inc | 352.0K | $32.79M | 4.6% | 0 | Held |
| 7 | Core Natural Resources Inc | 305.3K | $31.97M | 4.5% | 0 | Held |
| 8 | Valero Energy Corp | 127.6K | $31.53M | 4.5% | 0 | Held |
| 9 | Lantheus Hldgs Inc | 415.5K | $31.51M | 4.5% | +9.8K | Added |
| 10 | Scorpio Tankers Inc | 419.0K | $31.28M | 4.4% | 0 | Held |
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