Position in IMKTA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$38,983,315
+$38,811,940 QoQ
Shares Held
433,678
+17247.1% QoQ
Ownership
2.28%
of shares outstanding
% of Portfolio
27.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMKTA Over Time
Shares Held
Position Value (USD)
Position in Grocery Stores
Consumer Defensive · as of Mar 31, 2026Summer Road LLC holds $38,983,315 across 1 Grocery Stores name. IMKTA ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IMKTA |
Ingles Markets Inc
This page
|
433,678 | $38,983,315 |
All Filings in IMKTA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,983,315 | 433,678 | Shares | Defined | 2026-04-23 | |
| 2025-12-31 | $171,375 | 2,500 | Shares | Defined | 2026-02-11 | |
| 2025-06-30 | $114,084 | 1,800 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $117,234 | 1,800 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $51,552 | 800 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $132,042 | 1,770 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $121,439 | 1,770 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||