Position in CI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$904,230
+$198,143 QoQ
Shares Held
3,280
+23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#797
of 1,682 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026SummitTX Capital, L.P. holds $5,250,994 across 5 Healthcare Plans names. CI ranks #2 (17.2% of the industry book) .
All Filings in CI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,230 | 3,280 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $706,087 | 2,647 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $395,043 | 1,195 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $612,927 | 1,863 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||