Summit Street Capital Management, LLC
Top Portfolio Positions
31 positions ·
$707,330,482 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CF |
CF Industries Holdings, Inc.
Basic Materials
|
268,075 | $34,806,858 | 4.92% | |
| TNK |
Teekay Tankers Ltd.
Energy
|
471,147 | $34,544,498 | 4.88% | |
| LYB |
LyondellBasell Industries N.V.
Basic Materials
|
419,514 | $33,796,047 | 4.78% | |
| UTHR |
UNITED THERAPEUTICS Corp
Healthcare
|
56,872 | $33,723,958 | 4.77% | |
| WFRD |
Weatherford International plc
Energy
|
355,282 | $33,602,571 | 4.75% | |
| HCC |
Warrior Met Coal, Inc.
Basic Materials
|
351,989 | $32,787,775 | 4.64% | |
| CNR |
Core Natural Resources, Inc.
Energy
|
305,260 | $31,969,879 | 4.52% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
127,602 | $31,527,902 | 4.46% | |
| LNTH |
Lantheus Holdings, Inc.
Healthcare
|
415,474 | $31,513,702 | 4.46% | |
| STNG |
Scorpio Tankers Inc.
Energy
|
418,959 | $31,279,478 | 4.42% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DDS
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,947,711 | 33,119 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,317,120 | 41,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $33,695,625 | 54,836 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,807,269 | 61,765 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,174,335 | 61,917 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $24,790,079 | 57,419 | Shares | Sole | 2025-08-04 | |
| No 13F history on record for this holder in this stock. | ||||||