The Analysis of Summit Street Capital Management, LLC's Holdings
Currently, Summit Street Capital Management, LLC holds 31 types of securities in its portfolio with a total value $636.2M. In the most recent quarter, they have increased their positions in LNTH (+405.7K shares, valued at $27.0M), LYB (+214.5K shares, valued at $9.3M), TPL (+22.3K shares, valued at $6.4M); decreased their positions in MU (-48.7K shares, valued at $13.9M), N/A (-69.1K shares, valued at $11.8M), AMAT (-43.1K shares, valued at $11.1M); initiated new positions in LNTH (+405.7K shares, valued at $27.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HCC WARRIOR MET COAL INC352.0K shares-15.62%2025-12-312026-02-17
WBD WARNER BROS DISCOVERY INC971.4K shares-15.13%2025-12-312026-02-17 WFRD WEATHERFORD INTL PLC355.3K shares-10.88%2025-12-312026-02-17 UTHR UNITED THERAPEUTICS CORP DEL56.9K shares-15.31%2025-12-312026-02-17 LNTH LANTHEUS HLDGS INC405.7K sharesnew addition2025-12-312026-02-17 MU MICRON TECHNOLOGY INC92.5K shares-34.50%2025-12-312026-02-17 LYB LYONDELLBASELL INDUSTRIES N605.4K shares54.89%2025-12-312026-02-17 DDS DILLARDS INC41.8K shares-23.86%2025-12-312026-02-17 TNK TEEKAY TANKERS LTD471.1K shares-6.10%2025-12-312026-02-17 IDCC INTERDIGITAL INC76.8K shares-22.86%2025-12-312026-02-17 CF CF INDS HLDGS INC302.8K shares-1.71%2025-12-312026-02-17 FOXA FOX CORP316.9K shares-14.15%2025-12-312026-02-17 SIG SIGNET JEWELERS LIMITED272.6K shares3.24%2025-12-312026-02-17 ELV ELEVANCE HEALTH INC FORMERLY62.9K shares18.24%2025-12-312026-02-17 STNG SCORPIO TANKERS INC419.0K shares-16.37%2025-12-312026-02-17 VLO VALERO ENERGY CORP127.6K shares-16.96%2025-12-312026-02-17 AMAT APPLIED MATLS INC76.0K shares-36.19%2025-12-312026-02-17 KLAC KLA CORP15.0K shares-25.95%2025-12-312026-02-17 HUM HUMANA INC66.9K shares-33.00%2025-12-312026-02-17 MPC MARATHON PETE CORP105.1K shares-15.63%2025-12-312026-02-17 CSCO CISCO SYS INC203.3K shares-16.86%2025-12-312026-02-17 MOH MOLINA HEALTHCARE INC85.5K shares-40.60%2025-12-312026-02-17 HP INC HP INC639.0K shares-29.58%2025-12-312026-02-17 BKE BUCKLE INC262.1K shares-22.42%2025-12-312026-02-17 DINO HF SINCLAIR CORP294.6K shares-19.60%2025-12-312026-02-17 INTC INTEL CORP356.6K shares-28.94%2025-12-312026-02-17 LB LANDBRIDGE COMPANY LLC227.3K shares-20.49%2025-12-312026-02-17 TPL TEXAS PACIFIC LAND CORPORATI36.9K shares152.94%2025-12-312026-02-17 GNTX GENTEX CORP192.8K shares-49.87%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available