DOSSIER · 13F-HR · Q2 2026

SummerHaven Investment Management, LLC

$187M in tracked AUM across 192 positions as of Q2 2026.

SI
CIK 0001846436 · last filed Jun 30, 2026
Total AUM
$187M
as of Q2 2026
Holdings
192
positions
Whale Score
45
45
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

SummerHaven Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VSCO
VICTORIAS SECRET AND CO
$3M40K1.8%
02
AMKR
AMKOR TECHNOLOGY INC
$3M36K1.7%
03
NWPX
NWPX INFRASTRUCTURE INC
$3M18K1.5%
04
TCMD
TACTILE SYS TECHNOLOGY INC
$2M79K1.3%
05
TH
TARGET HOSPITALITY CORP
$2M94K1.0%
06
PLPC
PREFORMED LINE PRODS CO
$2M5K1.0%
07
CENX
CENTURY ALUM CO
$2M41K1.0%
08
BHE
BENCHMARK ELECTRS INC
$2M19K1.0%
09
PUMP
PROPETRO HLDG CORP
$2M123K0.9%
10
MYE
MYERS INDS INC
$2M50K0.9%

Filing history

2026Q2Jun 30
$187M 14.5%
192 positionsView →
2026Q1Mar 31
$163M 7.6%
193 positionsView →
2025Q4Dec 31
$176M 2.6%
194 positionsView →
2025Q3Sep 30
$172M 12.4%
196 positionsView →
2025Q2Jun 30
$153M 6.6%
191 positionsLocked
2025Q1Mar 31
$143M 11.7%
195 positionsLocked
2024Q4Dec 31
$162M 1.0%
197 positionsLocked
2024Q3Sep 30
$164M 7.7%
197 positionsLocked
2024Q2Jun 30
$152M 4.8%
192 positionsLocked
2024Q1Mar 31
$160M 2.5%
195 positionsLocked
2023Q4Dec 31
$156M 14.5%
196 positionsLocked
2023Q3Sep 30
$136M 13.4%
198 positionsLocked
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