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 |
|---|---|
HRBBLOCK H & R INC | $820K |
PNFPPINNACLE FINL PARTNERS INC | $820K |
CNCCENTENE CORP DEL | $818K |
THOTHOR INDS INC | $811K |
FSLRFIRST SOLAR INC | $809K |
ARESARES MANAGEMENT CORPORATION | $808K |
SLMSLM CORP | $803K |
SNDRSCHNEIDER NATIONAL INC | $801K |
LRNSTRIDE INC | $800K |
KAIKADANT INC | $799K |
TCBITEXAS CAP BANCSHARES INC | $796K |
ENPHENPHASE ENERGY INC | $795K |
EXLSEXLSERVICE HOLDINGS INC | $793K |
SMGSCOTTS MIRACLE-GRO CO | $792K |
ODFLOLD DOMINION FREIGHT LINE IN | $787K |
STZCONSTELLATION BRANDS INC | $772K |
LOWLOWES COS INC | $772K |
XOMEXXON MOBIL CORP | $769K |
BBYBEST BUY INC | $769K |
SLGNSILGAN HLDGS INC | $765K |
JKHYHENRY JACK & ASSOC INC | $764K |
DVADAVITA INC | $764K |
KTBKONTOOR BRANDS INC | $761K |
AYIACUITY INC | $756K |
KRCKILROY RLTY CORP | $750K |
ANABANAPTYSBIO INC | $742K |
RIOTRIOT PLATFORMS INC | $733K |
HUNHUNTSMAN CORP | $731K |
FLEXFLEX LTD | $721K |
GSGOLDMAN SACHS GROUP INC | $717K |
LNCLINCOLN NATL CORP IND | $711K |
NLYANNALY CAPITAL MANAGEMENT IN | $710K |
ZBHZIMMER BIOMET HOLDINGS INC | $709K |
CGONCG ONCOLOGY INC | $709K |
AREALEXANDRIA REAL ESTATE EQ IN | $705K |
ESABESAB CORPORATION | $703K |
KLGWK KELLOGG CO | $702K |
ROIVROIVANT SCIENCES LTD | $697K |
POSTPOST HLDGS INC | $696K |
RFREGIONS FINANCIAL CORP NEW | $695K |
MTDRMATADOR RES CO | $686K |
CLCOLGATE PALMOLIVE CO | $686K |
METMETLIFE INC | $683K |
DBXDROPBOX INC | $680K |
PTCTPTC THERAPEUTICS INC | $679K |
ISIIONIS PHARMACEUTICALS INC | $678K |
BWXTBWX TECHNOLOGIES INC | $677K |
PPCPILGRIMS PRIDE CORP | $671K |
NBISNEBIUS GROUP N.V. | $664K |
REYNREYNOLDS CONSUMER PRODS INC | $662K |
JACKJACK IN THE BOX INC | $659K |
FAFFIRST AMERN FINL CORP | $656K |
UREUR-ENERGY INC | $654K |
ZMZOOM COMMUNICATIONS INC | $651K |
ATMUATMUS FILTRATION TECHNOLOGIE | $650K |
WYNNWYNN RESORTS LTD | $647K |
GGENPACT LIMITED | $647K |
REPLREPLIMUNE GROUP INC | $643K |
APOAPOLLO GLOBAL MGMT INC | $640K |
DRSLEONARDO DRS INC | $637K |
GWREGUIDEWIRE SOFTWARE INC | $636K |
CNACNA FINL CORP | $629K |
PRUPRUDENTIAL FINL INC | $628K |
RNAAVIDITY BIOSCIENCES INC | $628K |
ALSNALLISON TRANSMISSION HLDGS I | $626K |
FUNSIX FLAGS ENTERTAINMENT CORP | $626K |
OCGNOCUGEN INC | $620K |
DALDELTA AIR LINES INC DEL | $616K |
DDOMINION ENERGY INC | $614K |
JPMJPMORGAN CHASE & CO. | $609K |
KK0NEXTNAV INC | $604K |
LPLALPL FINL HLDGS INC | $602K |
SNASNAP ON INC | $600K |
SLBSCHLUMBERGER LTD | $595K |
B7SBROOKDALE SR LIVING INC | $590K |
CFGCITIZENS FINL GROUP INC | $588K |
LWLAMB WESTON HLDGS INC | $588K |
TMUST-MOBILE US INC | $587K |
OGNORGANON & CO | $582K |
DFHDREAM FINDERS HOMES INC | $579K |
AIGAMERICAN INTL GROUP INC | $578K |
IMGIAMGOLD CORP | $573K |
CRMSALESFORCE INC | $573K |
DEIDOUGLAS EMMETT INC | $569K |
ORIOLD REP INTL CORP | $568K |
MIGAMICROSTRATEGY INC | $566K |
FLYWFLYWIRE CORPORATION | $563K |
CONCONCENTRA GROUP HOLDINGS PAR | $562K |
TKOTKO GROUP HOLDINGS INC | $559K |
AESIATLAS ENERGY SOLUTIONS INC | $556K |
PAYOPAYONEER GLOBAL INC | $555K |
CROXCROCS INC | $544K |
BTOB2GOLD CORP | $541K |
WTMWHITE MTNS INS GROUP LTD | $537K |
AZNASTRAZENECA PLC | $535K |
KROSKEROS THERAPEUTICS INC | $534K |
EDCONSOLIDATED EDISON INC | $532K |
QCOMQUALCOMM INC | $531K |
GEOSGEOSPACE TECHNOLOGIES CORP | $530K |
ORLYOREILLY AUTOMOTIVE INC | $526K |