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Equibles

Summit Street Capital Management, LLC

Position in MOH — Molina Healthcare, Inc.

CIK 1595533 NEW YORK, NY
Back to MOH Full portfolio

Position in MOH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$41,630,489
+$15,958,776 QoQ
Shares Held
182,031
-5.5% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
5.84%
of 13F equity value
Holder Rank
#47
of 602 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MOH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

Summit Street Capital Management, LLC holds $105,815,889 across 3 Healthcare Plans names. MOH ranks #1 (39.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MOH
Molina Healthcare, Inc.
This page 		182,031 $41,630,489
2 HUM
Humana Inc
 91,449 $36,325,371
3 ELV
Elevance Health, Inc.
 72,040 $27,860,029

All Filings in MOH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $41,630,489 182,031
2026-03-31 $25,671,713 192,586
2025-12-31 $14,841,314 85,521
2025-09-30 $27,551,630 143,978
2025-06-30 $19,782,049 66,405
2025-03-31 $23,816,214 72,304
2024-12-31 $22,296,176 76,606
2024-09-30 $9,895,763 28,720
2024-06-30 $8,538,456 28,720
2024-03-31 $9,280,649 22,590
2023-12-31 $8,161,992 22,590
2023-09-30 $7,407,035 22,590
2023-06-30 $6,805,011 22,590
2023-03-31 $5,549,347 20,746
2022-12-31 $6,850,744 20,746
2022-09-30 $6,842,860 20,746
2022-06-30 $5,800,789 20,746
2022-03-31 $6,920,658 20,746
2021-12-31 $6,598,887 20,746
2021-09-30 $5,628,597 20,746
2021-06-30 $5,249,982 20,746
2021-03-31 $4,849,584 20,746
2020-12-31 $4,412,259 20,746
2020-09-30 $3,797,347 20,746
2020-06-30 $4,460,000 25,059
2020-03-31 $3,878,209 27,759