Summit Street Capital Management, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$729.0M
Holdings
30
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | 7HPHP INC | 907,346 | $51.2M | 7.03% | |
| 2 | IDIINTERDIGITAL INC | 99,616 | $34.4M | 4.72% | |
| 3 | DDSDILLARDS INC | 54,836 | $33.7M | 4.62% | |
| 4 | CNRCORE NATURAL RESOURCES INC | 342,155 | $28.6M | 3.92% | |
| 5 | UTHUNITED THERAPEUTICS CORP DEL | 67,153 | $28.2M | 3.86% | |
| 6 | STNGSCORPIO TANKERS INC | 500,962 | $28.1M | 3.85% | |
| 7 | CFCF INDS HLDGS INC | 308,059 | $27.6M | 3.79% | |
| 8 | MOHMOLINA HEALTHCARE INC | 143,978 | $27.6M | 3.78% | |
| 9 | LRCXLAM RESEARCH CORP | 204,252 | $27.4M | 3.75% | |
| 10 | WFRDWEATHERFORD INTL PLC | 398,661 | $27.3M | 3.74% | |
| 11 | HCCWARRIOR MET COAL INC | 417,137 | $26.5M | 3.64% | |
| 12 | VLOVALERO ENERGY CORP | 153,663 | $26.2M | 3.59% | |
| 13 | HUMHUMANA INC | 99,831 | $26.0M | 3.56% | |
| 14 | TNKTEEKAY TANKERS LTD | 501,774 | $25.4M | 3.48% | |
| 15 | SIGSIGNET JEWELERS LIMITED | 264,054 | $25.3M | 3.47% | |
| 16 | AMATAPPLIED MATLS INC | 119,159 | $24.4M | 3.35% | |
| 17 | MPCMARATHON PETE CORP | 124,618 | $24.0M | 3.29% | |
| 18 | MUMICRON TECHNOLOGY INC | 141,167 | $23.6M | 3.24% | |
| 19 | WBDWARNER BROS DISCOVERY INC | 1,144,562 | $22.4M | 3.07% | |
| 20 | KLACKLA CORP | 20,230 | $21.8M | 2.99% | |
| 21 | FOXAFOX CORP | 369,096 | $20.8M | 2.86% | |
| 22 | BKEBUCKLE INC | 337,807 | $19.8M | 2.72% | |
| 23 | DINOHF SINCLAIR CORP | 366,381 | $19.2M | 2.63% | |
| 24 | LYBLYONDELLBASELL INDUSTRIES N | 390,841 | $19.2M | 2.63% | |
| 25 | ELVELEVANCE HEALTH INC FORMERLY | 53,192 | $17.2M | 2.36% | |
| 26 | INTCINTEL CORP | 501,897 | $16.8M | 2.31% | |
| 27 | CSCOCISCO SYS INC | 244,513 | $16.7M | 2.29% | |
| 28 | LBLANDBRIDGE COMPANY LLC | 285,809 | $15.2M | 2.09% | |
| 29 | TPLTEXAS PACIFIC LAND CORPORATI | 14,574 | $13.6M | 1.87% | |
| 30 | GNTXGENTEX CORP | 384,651 | $10.9M | 1.49% |