Summit Street Capital Management, LLC
Summit Street Capital Management, LLC reported 31 positions worth $712.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: LNTH (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | LNTH | SH | $44.5M | 6.24% | 400,699 | — | — | |
| ▸ 2 | MOH | SH | $41.6M | 5.84% | 182,031 | — | — | |
| ▸ 3 | HUM | SH | $36.3M | 5.10% | 91,449 | — | — | |
| ▸ 4 | SIG | SH | $29.1M | 4.08% | 337,316 | — | — | |
| ▸ 5 | UTHR | SH | $28.6M | 4.01% | 52,789 | — | — | |
| ▸ 6 | ELV | SH | $27.9M | 3.91% | 72,040 | — | — | |
| ▸ 7 | WFRD | SH | $27.5M | 3.86% | 337,875 | — | — | |
| ▸ 8 | FOXA | SH | $26.8M | 3.76% | 514,311 | — | — | |
| ▸ 9 | HPQ | SH | $26.1M | 3.66% | 1,189,974 | — | — | |
| ▸ 10 | VLO | SH | $26.1M | 3.66% | 100,073 | — | — |
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Frequently Asked Questions
What stocks does Summit Street Capital Management, LLC hold as of Q2 2026?
Summit Street Capital Management, LLC reported 31 positions worth $712.6M in its Q2 2026 13F filing. Largest positions: LNTH (6.2%), MOH (5.8%), HUM (5.1%), SIG (4.1%) and UTHR (4.0%).
What did Summit Street Capital Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Street Capital Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.