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 |
|---|---|---|---|---|
| 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% |
Holdings in MOH
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,671,713 | 192,586 | Shares | Sole | 2026-05-15 | |
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