Summit Street Capital Management, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$606.2B
Holdings
30
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MUMICRON TECHNOLOGY INC | 257,167 | $31.7B | 5.23% | |
| 2 | WBDWARNER BROS DISCOVERY INC | 2,688,302 | $30.8B | 5.08% | |
| 3 | KLACKLA CORP | 32,601 | $29.2B | 4.82% | |
| 4 | LRCXLAM RESEARCH CORP | 283,423 | $27.6B | 4.55% | |
| 5 | IDIINTERDIGITAL INC | 122,079 | $27.4B | 4.52% | |
| 6 | CFCF INDS HLDGS INC | 284,649 | $26.2B | 4.32% | |
| 7 | MPCMARATHON PETE CORP | 156,197 | $25.9B | 4.28% | |
| 8 | DDSDILLARDS INC | 61,765 | $25.8B | 4.26% | |
| 9 | VLOVALERO ENERGY CORP | 173,959 | $23.4B | 3.86% | |
| 10 | UTHUNITED THERAPEUTICS CORP DEL | 80,815 | $23.2B | 3.83% | |
| 11 | AMATAPPLIED MATLS INC | 119,159 | $21.8B | 3.60% | |
| 12 | CSCOCISCO SYS INC | 302,620 | $21.0B | 3.46% | |
| 13 | FOXAFOX CORP | 365,995 | $20.5B | 3.38% | |
| 14 | HCCWARRIOR MET COAL INC | 438,426 | $20.1B | 3.31% | |
| 15 | HUMHUMANA INC | 81,157 | $19.8B | 3.27% | |
| 16 | MOHMOLINA HEALTHCARE INC | 66,405 | $19.8B | 3.26% | |
| 17 | STNGSCORPIO TANKERS INC | 498,612 | $19.5B | 3.22% | |
| 18 | LBLANDBRIDGE COMPANY LLC | 285,809 | $19.3B | 3.19% | |
| 19 | LYBLYONDELLBASELL INDUSTRIES N | 316,412 | $18.3B | 3.02% | |
| 20 | TNKTEEKAY TANKERS LTD | 438,649 | $18.3B | 3.02% | |
| 21 | CNRCORE NATURAL RESOURCES INC | 260,985 | $18.2B | 3.00% | |
| 22 | 7HPHP INC | 722,801 | $17.7B | 2.92% | |
| 23 | BKEBUCKLE INC | 378,347 | $17.2B | 2.83% | |
| 24 | INTCINTEL CORP | 747,368 | $16.7B | 2.76% | |
| 25 | TPLTEXAS PACIFIC LAND CORPORATI | 14,574 | $15.4B | 2.54% | |
| 26 | DINOHF SINCLAIR CORP | 366,381 | $15.1B | 2.48% | |
| 27 | ELVELEVANCE HEALTH INC | 33,910 | $13.2B | 2.18% | |
| 28 | KLICKULICKE & SOFFA INDS INC | 281,812 | $9.8B | 1.61% | |
| 29 | GNTXGENTEX CORP | 384,651 | $8.5B | 1.40% | |
| 30 | MGAMAGNA INTL INC | 124,877 | $4.8B | 0.80% |