SummitTX Capital, L.P. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$2.4B

Holdings

721

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (721 positions)

StockValue
GDXJVANECK ETF TRUST
$5.7M
VSTVISTRA CORP
$5.7M
MMM3M CO
$5.7M
OIIOCEANEERING INTL INC
$5.6M
EQTEQT CORP
$5.6M
NFLXNETFLIX INC
$5.5M
GEGE AEROSPACE
$5.5M
HDHOME DEPOT INC
$5.4M
CMCCOMMERCIAL METALS CO
$5.3M
DMLDENISON MINES CORP
$5.2M
MLMMARTIN MARIETTA MATLS INC
$5.2M
APHAMPHENOL CORP NEW
$5.1M
MTSIMACOM TECH SOLUTIONS HLDGS I
$5.0M
UNPUNION PAC CORP
$5.0M
BABOEING CO
$5.0M
AJGGALLAGHER ARTHUR J & CO
$4.9M
GPORGULFPORT ENERGY CORP
$4.9M
SAIASAIA INC
$4.9M
MTZMASTEC INC
$4.8M
CSXCSX CORP
$4.8M
PHATPHATHOM PHARMACEUTICALS INC
$4.5M
TAT&T INC
$4.5M
IDYAIDEAYA BIOSCIENCES INC
$4.5M
UTHUNITED THERAPEUTICS CORP DEL
$4.5M
VVISA INC
$4.5M
LKQ1LKQ CORP
$4.4M
WSOWATSCO INC
$4.4M
GLPIGAMING & LEISURE PPTYS INC
$4.3M
COGTCOGENT BIOSCIENCES INC
$4.2M
SUISUN CMNTYS INC
$4.2M
EDGGOLD FIELDS LTD
$4.2M
CAHCARDINAL HEALTH INC
$4.2M
AIVAPARTMENT INVT & MGMT CO
$4.2M
ROSTROSS STORES INC
$4.1M
FORFORESTAR GROUP INC
$4.1M
UPSUNITED PARCEL SERVICE INC
$4.0M
NXENEXGEN ENERGY LTD
$4.0M
SYYSYSCO CORP
$3.9M
CRKCOMSTOCK RES INC
$3.9M
EGPEASTGROUP PPTYS INC
$3.9M
FMFFORMFACTOR INC
$3.8M
AZNASTRAZENECA PLC
$3.8M
KMBKIMBERLY-CLARK CORP
$3.8M
TMOTHERMO FISHER SCIENTIFIC INC
$3.8M
JCIJOHNSON CTLS INTL PLC
$3.8M
LBRTLIBERTY ENERGY INC
$3.8M
IVTINVENTRUST PPTYS CORP
$3.7M
SONYSONY GROUP CORP
$3.7M
TNKTEEKAY TANKERS LTD
$3.7M
BLDTOPBUILD CORP
$3.7M
SNCYSUN CTRY AIRLS HLDGS INC
$3.7M
WSWORTHINGTON STL INC
$3.7M
ALGTALLEGIANT TRAVEL CO
$3.6M
DOCUDOCUSIGN INC
$3.6M
OROR ROYALTIES INC.
$3.6M
SBSWSIBANYE STILLWATER LTD
$3.6M
AMWDAMERICAN WOODMARK CORPORATIO
$3.5M
HBMHUDBAY MINERALS INC
$3.5M
OMCOMNICOM GROUP INC
$3.5M
SHWSHERWIN WILLIAMS CO
$3.5M
CGONCG ONCOLOGY INC
$3.5M
VRNAVERONA PHARMA PLC
$3.5M
ALNYALNYLAM PHARMACEUTICALS INC
$3.4M
BBYBEST BUY INC
$3.4M
HUBBHUBBELL INC
$3.4M
STRLSTERLING INFRASTRUCTURE INC
$3.4M
SITESITEONE LANDSCAPE SUPPLY INC
$3.4M
LLYELI LILLY & CO
$3.4M
FCXFREEPORT-MCMORAN INC
$3.3M
TAPMOLSON COORS BEVERAGE CO
$3.3M
7HPHP INC
$3.3M
GLNGGOLAR LNG LTD
$3.2M
CHHCHOICE HOTELS INTL INC
$3.2M
DYHTARGET CORP
$3.2M
AGNCAGNC INVT CORP
$3.2M
PEPPEPSICO INC
$3.2M
ULTAULTA BEAUTY INC
$3.2M
CEGCONSTELLATION ENERGY CORP
$3.1M
VRTXVERTEX PHARMACEUTICALS INC
$3.1M
KEYSKEYSIGHT TECHNOLOGIES INC
$3.0M
JAZZJAZZ PHARMACEUTICALS PLC
$3.0M
W3UWESTERN UN CO
$3.0M
MTARCELORMITTAL SA LUXEMBOURG
$3.0M
CTOCTO RLTY GROWTH INC NEW
$3.0M
VIAVIA TRANSN INC
$3.0M
OTISOTIS WORLDWIDE CORP
$3.0M
LMTLOCKHEED MARTIN CORP
$3.0M
ISRGINTUITIVE SURGICAL INC
$2.9M
BSXBOSTON SCIENTIFIC CORP
$2.9M
CPBTHE CAMPBELLS COMPANY
$2.9M
MRKMERCK & CO INC
$2.8M
DDOMINION ENERGY INC
$2.8M
NOCNORTHROP GRUMMAN CORP
$2.8M
FLUTFLUTTER ENTMT PLC
$2.8M
TFCTRUIST FINL CORP
$2.8M
ELSEQUITY LIFESTYLE PPTYS INC
$2.7M
LHXL3HARRIS TECHNOLOGIES INC
$2.7M
PCHPOTLATCHDELTIC CORPORATION
$2.7M
CRCRANE COMPANY
$2.7M
PWRQUANTA SVCS INC
$2.6M
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