SummitTX Capital, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.3B
Holdings
718
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (718 positions)
| Stock | Value |
|---|---|
CPCANADIAN PACIFIC KANSAS CITY | $5.6M |
FANGDIAMONDBACK ENERGY INC | $5.5M |
AMTAMERICAN TOWER CORP NEW | $5.4M |
FROFRONTLINE PLC | $5.4M |
ANETARISTA NETWORKS INC | $5.3M |
MATXMATSON INC | $5.3M |
NCLHNORWEGIAN CRUISE LINE HLDG L | $5.3M |
ABTABBOTT LABS | $5.3M |
WMTWALMART INC | $5.3M |
COPCONOCOPHILLIPS | $5.3M |
SUISUN CMNTYS INC | $5.3M |
CPBTHE CAMPBELLS COMPANY | $5.2M |
HBMHUDBAY MINERALS INC | $5.1M |
ISRGINTUITIVE SURGICAL INC | $5.1M |
JCIJOHNSON CTLS INTL PLC | $5.1M |
VALEVALE S A | $5.0M |
TRITHOMSON REUTERS CORP | $5.0M |
ESLTELBIT SYS LTD | $5.0M |
NVTNVENT ELECTRIC PLC | $5.0M |
WTRGESSENTIAL UTILS INC | $4.9M |
WSOWATSCO INC | $4.9M |
ACIALBERTSONS COS INC | $4.8M |
CAHCARDINAL HEALTH INC | $4.8M |
ECLECOLAB INC | $4.7M |
GOOGLALPHABET INC | $4.7M |
XLBSELECT SECTOR SPDR TR | $4.6M |
ABGCENCORA INC | $4.6M |
FORFORESTAR GROUP INC | $4.6M |
AMWDAMERICAN WOODMARK CORPORATIO | $4.5M |
IEMGISHARES INC | $4.5M |
HSICHENRY SCHEIN INC | $4.4M |
SSFSENSIENT TECHNOLOGIES CORP | $4.4M |
TAPMOLSON COORS BEVERAGE CO | $4.4M |
TPRTAPESTRY INC | $4.4M |
DONSPDR DOW JONES INDL AVERAGE | $4.4M |
SNCYSUN CTRY AIRLS HLDGS INC | $4.4M |
IDYAIDEAYA BIOSCIENCES INC | $4.4M |
LKQ1LKQ CORP | $4.3M |
BXBLACKSTONE INC | $4.3M |
CRCRANE COMPANY | $4.2M |
JLLJONES LANG LASALLE INC | $4.2M |
TTANSERVICETITAN INC | $4.2M |
ULTAULTA BEAUTY INC | $4.2M |
CSXCSX CORP | $4.2M |
IVTINVENTRUST PPTYS CORP | $4.1M |
ACMAECOM | $4.1M |
KVUEKENVUE INC | $4.1M |
ROSTROSS STORES INC | $4.0M |
OMCOMNICOM GROUP INC | $4.0M |
XLFSELECT SECTOR SPDR TR | $3.9M |
IQVIQVIA HLDGS INC | $3.9M |
PRIMPRIMORIS SVCS CORP | $3.9M |
ESEVERSOURCE ENERGY | $3.8M |
DMLDENISON MINES CORP | $3.8M |
GDXJVANECK ETF TRUST | $3.8M |
GLNGGOLAR LNG LTD | $3.8M |
INVHINVITATION HOMES INC | $3.7M |
EPRTESSENTIAL PPTYS RLTY TR INC | $3.7M |
WELLWELLTOWER INC | $3.7M |
BACVERIZON COMMUNICATIONS INC | $3.7M |
SILGLOBAL X FDS | $3.6M |
SPOTSPOTIFY TECHNOLOGY S A | $3.6M |
WCCWESCO INTL INC | $3.6M |
KKRKKR & CO INC | $3.5M |
EGPEASTGROUP PPTYS INC | $3.5M |
TSTENARIS S A | $3.4M |
JAZZJAZZ PHARMACEUTICALS PLC | $3.4M |
KHCKRAFT HEINZ CO | $3.4M |
ACNACCENTURE PLC IRELAND | $3.3M |
KALUKAISER ALUMINUM CORP | $3.3M |
ADCAGREE RLTY CORP | $3.3M |
DOVDOVER CORP | $3.3M |
LHXL3HARRIS TECHNOLOGIES INC | $3.3M |
AMDADVANCED MICRO DEVICES INC | $3.3M |
MIRMIRION TECHNOLOGIES INC | $3.2M |
TMOTHERMO FISHER SCIENTIFIC INC | $3.2M |
GPORGULFPORT ENERGY CORP | $3.2M |
DC4DEXCOM INC | $3.2M |
BF/BBROWN FORMAN CORP | $3.2M |
TROWPRICE T ROWE GROUP INC | $3.2M |
EQIXEQUINIX INC | $3.2M |
XLCSELECT SECTOR SPDR TR | $3.2M |
VVISA INC | $3.1M |
CHHCHOICE HOTELS INTL INC | $3.1M |
LOARLOAR HOLDINGS INC | $3.0M |
CBOECBOE GLOBAL MKTS INC | $3.0M |
PSAPUBLIC STORAGE OPER CO | $3.0M |
IRTINDEPENDENCE RLTY TR INC | $2.9M |
KVYOKLAVIYO INC | $2.9M |
EXTREXTREME NETWORKS | $2.9M |
MCOMOODYS CORP | $2.9M |
MCDMCDONALDS CORP | $2.9M |
STWDSTARWOOD PPTY TR INC | $2.9M |
COFCAPITAL ONE FINL CORP | $2.8M |
BMYBRISTOL-MYERS SQUIBB CO | $2.8M |
NVSTENVISTA HOLDINGS CORPORATION | $2.8M |
MAMASTERCARD INCORPORATED | $2.8M |
ZTSZOETIS INC | $2.8M |
W3UWESTERN UN CO | $2.8M |
VSTVISTRA CORP | $2.8M |