account_balance
Investment manager · 13F filer · SEC CIK 1595533
Summit Street Capital Management, LLC
Reported value$713Mas of Jun 30, 2026
Positions31 1 new, 1 sold out
Top 10 weight44.1%LNTH alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
LNTHLantheus Hldgs Inc
6.2%Trimmed −4%
MOHMolina Healthcare Inc
5.8%Trimmed −5%
HUMHumana Inc
5.1%Added +37%
SIGSignet Jewelers Limited
4.1%Added +21%
UTHRUnited Therapeutics Corp
4.0%Trimmed −7%
ELVElevance Health Inc Formerly
3.9%Trimmed −3%
WFRDWeatherford Intl PLC
3.9%Trimmed −5%
FOXAFox Corp
3.8%Added +62%
HPQHp Inc
3.7%Added +86%
VLOValero Energy Corp
3.7%Trimmed −22%
CFCf Industries Hold
3.6%Trimmed −11%
HCCWarrior Met Coal Inc
3.6%Trimmed −10%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LNTH Lantheus Hldgs Inc 6.2% Trimmed −4%MOH Molina Healthcare Inc 5.8% Trimmed −5%HUM Humana Inc 5.1% Added +37%SIG Signet Jewelers Limited 4.1% Added +21%UTHR United Therapeutics Corp 4.0% Trimmed −7%ELV Elevance Health Inc Formerly 3.9% Trimmed −3%WFRD Weatherford Intl PLC 3.9% Trimmed −5%FOXA Fox Corp 3.8% Added +62%HPQ Hp Inc 3.7% Added +86%VLO Valero Energy Corp 3.7% Trimmed −22%CF Cf Industries Hold 3.6% Trimmed −11%HCC Warrior Met Coal Inc 3.6% Trimmed −10%
What changed