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.
Summit Street Capital Management, LLC (CIK 1595533) reported $707.3M across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CF ($34.8M, 4.92%), TNK ($34.5M, 4.88%), LYB ($33.8M, 4.78%), UTHR ($33.7M, 4.77%), WFRD ($33.6M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CF | CF INDUSTRIES HOLD | $34.8M | 4.92% | 268,075 | Trimmed |
| 2 | TNK | TEEKAY TANKERS LTD | $34.5M | 4.88% | 471,147 | Hold |
| 3 | LYB | LYONDELLBASELL INDUSTRIES NV | $33.8M | 4.78% | 419,514 | Trimmed |
| 4 | UTHR | UNITED THERAPEUTICS CORP DEL | $33.7M | 4.77% | 56,872 | Hold |
| 5 | WFRD | WEATHERFORD INTL PLC | $33.6M | 4.75% | 355,282 | Hold |
| 6 | HCC | WARRIOR MET COAL INC | $32.8M | 4.64% | 351,989 | Hold |
| 7 | CNR | CORE NATURAL RESOURCES INC | $32.0M | 4.52% | 305,260 | Hold |
| 8 | VLO | VALERO ENERGY CORP | $31.5M | 4.46% | 127,602 | Hold |
| 9 | LNTH | LANTHEUS HLDGS INC | $31.5M | 4.46% | 415,474 | Added |
| 10 | STNG | SCORPIO TANKERS INC | $31.3M | 4.42% | 418,959 | Hold |
| 11 | MOH | MOLINA HEALTHCARE INC | $25.7M | 3.63% | 192,586 | Added |
| 12 | MPC | MARATHON PETE CORP | $25.7M | 3.63% | 105,145 | Hold |
| 13 | SIG | SIGNET JEWELERS LIMITED | $23.6M | 3.34% | 278,892 | Added |
| 14 | KLAC | KLA CORP | $22.1M | 3.12% | 14,981 | Hold |
| 15 | LRCX | LAM RESEARCH CORP | $21.7M | 3.07% | 101,481 | Trimmed |
| 16 | ELV | ELEVANCE HEALTH INC FORMERLY | $21.7M | 3.06% | 73,983 | Added |
| 17 | AMAT | APPLIED MATLS INC | $20.2M | 2.86% | 59,204 | Trimmed |
| 18 | IDCC | INTERDIGITAL INC | $19.4M | 2.74% | 64,149 | Trimmed |
| 19 | DDS | DILLARDS INC | $18.9M | 2.68% | 33,119 | Trimmed |
| 20 | FOXA | FOX CORP | $18.5M | 2.62% | 316,870 | Hold |
| 21 | DINO | HF SINCLAIR CORP | $18.4M | 2.60% | 294,585 | Hold |
| 22 | MU | MICRON TECHNOLOGY INC | $18.1M | 2.56% | 53,600 | Trimmed |
| 23 | TPL | TEXAS PACIFIC LAND CORPORATI | $17.5M | 2.47% | 36,864 | Hold |
| 24 | WBD | WARNER BROS DISCOVERY INC | $16.4M | 2.32% | 597,500 | Trimmed |
| 25 | INTC | INTEL CORP | $15.7M | 2.23% | 356,632 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31