SummitTX Capital, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.3B

Holdings

670

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (670 positions)

StockValue
IDAIDACORP INC
$1.1M
KDPKEURIG DR PEPPER INC
$1.1M
LWLAMB WESTON HLDGS INC
$1.1M
CRWDCROWDSTRIKE HLDGS INC
$1.1M
BROBROWN & BROWN INC
$1.1M
ADSKAUTODESK INC
$1.1M
REPLREPLIMUNE GROUP INC
$1.1M
CHTRCHARTER COMMUNICATIONS INC N
$1.1M
DTDYNATRACE INC
$1.0M
ALCALCON AG
$1.0M
THOTHOR INDS INC
$1.0M
USFDUS FOODS HLDG CORP
$1.0M
TRVCCITIGROUP INC
$1.0M
WSCWILLSCOT HLDGS CORP
$1.0M
IMTXIMMATICS N.V
$1.0M
WRBBERKLEY W R CORP
$1.0M
PEGPUBLIC SVC ENTERPRISE GRP IN
$989K
AXTAAXALTA COATING SYS LTD
$984K
MDBMONGODB INC
$966K
MSCIMSCI INC
$963K
HRLHORMEL FOODS CORP
$955K
TRUTRANSUNION
$947K
ASAMER SPORTS INC
$939K
ONDSONDAS HLDGS INC
$938K
KMBKIMBERLY-CLARK CORP
$936K
QNRXQUOIN PHARMACEUTICALS LTD
$934K
CEGCONSTELLATION ENERGY CORP
$933K
AIGAMERICAN INTL GROUP INC
$933K
ARXACCELERANT HOLDINGS
$928K
AESAES CORP
$925K
MDUMDU RES GROUP INC
$917K
AHLASPEN INSURANCE HOLDINGS LTD
$910K
JPXAEROVIRONMENT INC
$887K
EOSEEOS ENERGY ENTERPRISES INC
$885K
NDSNNORDSON CORP
$885K
JHGJANUS HENDERSON GROUP PLC
$872K
WHWYNDHAM HOTELS & RESORTS INC
$854K
PRPERMIAN RESOURCES CORP
$853K
BULLWEBULL CORP
$842K
VIRTVIRTU FINL INC
$837K
CRBGCOREBRIDGE FINL INC
$833K
SNDXSYNDAX PHARMACEUTICALS INC
$822K
PBFPBF ENERGY INC
$821K
ACHCACADIA HEALTHCARE COMPANY IN
$820K
RSGREPUBLIC SVCS INC
$816K
MURMURPHY OIL CORP
$814K
ANETARISTA NETWORKS INC
$812K
TREXTREX CO INC
$808K
TWLOTWILIO INC
$803K
CRICARTERS INC
$792K
ICEINTERCONTINENTAL EXCHANGE IN
$786K
TRITHOMSON REUTERS CORP
$780K
PSNPARSONS CORP DEL
$779K
VLYVALLEY NATL BANCORP
$777K
BYDBOYD GAMING CORP
$771K
REEVEREST GROUP LTD
$770K
DWDMORGAN STANLEY
$769K
PBRPETROLEO BRASILEIRO SA PETRO
$761K
APLDAPPLIED DIGITAL CORP
$735K
GRMNGARMIN LTD
$729K
LCIILCI INDS
$728K
ABRARBOR REALTY TRUST INC
$726K
YEXTYEXT INC
$723K
FOURSHIFT4 PMTS INC
$721K
OWLBLUE OWL CAPITAL INC
$711K
XARSPDR SERIES TRUST
$711K
FISVFISERV INC
$706K
CDECOEUR MNG INC
$706K
PHMPULTE GROUP INC
$702K
SFMSPROUTS FMRS MKT INC
$701K
NPOENPRO INC
$698K
RITMRITHM CAPITAL CORP
$696K
MCOMOODYS CORP
$695K
CLVTRIP COM GROUP LTD
$694K
RCUSARCUS BIOSCIENCES INC
$694K
ELFE L F BEAUTY INC
$689K
PCVXVAXCYTE INC
$686K
BELFBBEL FUSE INC
$684K
EEFTEURONET WORLDWIDE INC
$679K
CSTLCASTLE BIOSCIENCES INC
$677K
GPNGLOBAL PMTS INC
$675K
NRANRG ENERGY INC
$673K
CLSCELESTICA INC
$669K
PSXPHILLIPS 66
$666K
KAIKADANT INC
$665K
ENRENERGIZER HLDGS INC NEW
$665K
QUREUNIQURE NV
$663K
FLUTFLUTTER ENTMT PLC
$655K
FIGFIGMA INC
$643K
PAGPENSKE AUTOMOTIVE GRP INC
$636K
PHVSPHARVARIS N V
$634K
TTDTHE TRADE DESK INC
$634K
HUTHUT 8 CORP
$630K
BWXTBWX TECHNOLOGIES INC
$624K
AGCOAGCO CORP
$623K
MOSMOSAIC CO NEW
$622K
BAMBROOKFIELD ASSET MANAGMT LTD
$620K
ARWARROW ELECTRS INC
$617K
LYFTLYFT INC
$610K
GNRCGENERAC HLDGS INC
$607K
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