Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SummerHaven Investment Management, LLC (CIK 1846436) reported $162.9M across 193 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CENX ($2.4M, 1.49%), TCMD ($2.1M, 1.26%), LBRT ($1.9M, 1.15%), VSCO ($1.8M, 1.13%), PUMP ($1.8M, 1.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | $2.4M | 1.49% | 41,364 | Trimmed |
| 2 | TCMD | TACTILE SYS TECHNOLOGY INC | $2.1M | 1.26% | 78,647 | Trimmed |
| 3 | LBRT | LIBERTY ENERGY INC | $1.9M | 1.15% | 64,814 | Trimmed |
| 4 | VSCO | VICTORIAS SECRET AND CO | $1.8M | 1.13% | 39,656 | Trimmed |
| 5 | PUMP | PROPETRO HLDG CORP | $1.8M | 1.09% | 123,309 | Trimmed |
| 6 | APA | APA CORPORATION | $1.7M | 1.02% | 39,214 | Trimmed |
| 7 | AMKR | AMKOR TECHNOLOGY INC | $1.6M | 1.01% | 36,418 | Trimmed |
| 8 | PLAB | PHOTRONICS INC | $1.6M | 0.99% | 39,835 | Trimmed |
| 9 | DAN | DANA INC | $1.5M | 0.95% | 45,914 | Trimmed |
| 10 | SEB | SEABOARD CORP DEL | $1.5M | 0.92% | 264 | Trimmed |
| 11 | ANDE | ANDERSONS INC | $1.5M | 0.91% | 20,584 | Trimmed |
| 12 | INSW | INTERNATIONAL SEAWAYS INC | $1.4M | 0.89% | 19,799 | Trimmed |
| 13 | NWPX | NWPX INFRASTRUCTURE INC | $1.4M | 0.88% | 18,453 | Trimmed |
| 14 | TALO | TALOS ENERGY INC | $1.4M | 0.85% | 87,661 | Trimmed |
| 15 | AMR | ALPHA METALLURGICAL RESOUR I | $1.4M | 0.84% | 6,673 | Trimmed |
| 16 | PTEN | PATTERSON-UTI ENERGY INC | $1.3M | 0.81% | 121,497 | Trimmed |
| 17 | SWBI | SMITH & WESSON BRANDS INC | $1.3M | 0.80% | 91,344 | Trimmed |
| 18 | REX | REX AMERICAN RES CORP | $1.3M | 0.80% | 28,677 | Trimmed |
| 19 | AEO | AMERICAN EAGLE OUTFITTERS IN | $1.3M | 0.79% | 77,064 | Trimmed |
| 20 | WFRD | WEATHERFORD INTL PLC | $1.3M | 0.79% | 13,594 | Trimmed |
| 21 | OII | OCEANEERING INTL INC | $1.3M | 0.79% | 36,155 | Trimmed |
| 22 | PLPC | PREFORMED LINE PRODS CO | $1.3M | 0.78% | 4,684 | Trimmed |
| 23 | DLX | DELUXE CORP MEDIUM TERM NTS | $1.3M | 0.78% | 46,277 | Trimmed |
| 24 | RCKY | ROCKY BRANDS INC | $1.3M | 0.77% | 32,318 | Trimmed |
| 25 | MUR | MURPHY OIL CORP | $1.2M | 0.76% | 29,854 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31