Summit Street Capital Management, LLC: 13F holdings
CIK 15955332026Q2
| Positions | 31 |
|---|---|
| Reported value | $712.6m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| LNTH LANTHEUS HLDGS INC | 400,699 | $44.5m | 6.2% |
| MOH MOLINA HEALTHCARE INC | 182,031 | $41.6m | 5.8% |
| HUM HUMANA INC | 91,449 | $36.3m | 5.1% |
| SIGNET JEWELERS LIMITED | 337,316 | $29.1m | 4.1% |
| UTHR UNITED THERAPEUTICS CORP DEL | 52,789 | $28.6m | 4.0% |
| ELV ELEVANCE HEALTH INC FORMERLY | 72,040 | $27.9m | 3.9% |
| WEATHERFORD INTL PLC | 337,875 | $27.5m | 3.9% |
| FOXA FOX CORP | 514,311 | $26.8m | 3.8% |
| HPQ HP INC | 1,189,974 | $26.1m | 3.7% |
| VLO VALERO ENERGY CORP | 100,073 | $26.1m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1595533")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.