13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Street Capital Management, LLC

$713M in tracked AUM across 31 positions as of Q2 2026.

SS
CIK 0001595533 · last filed Jun 30, 2026
Total AUM
$713M
as of Q2 2026
Holdings
31
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Street Capital 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
LNTH
LANTHEUS HLDGS INC
$44M401K6.2%02
MOH
MOLINA HEALTHCARE INC
$42M182K5.8%03
HUM
HUMANA INC
$36M91K5.1%04
G81276100
SIGNET JEWELERS LIMITED
$29M337K4.1%05
UTHR
UNITED THERAPEUTICS CORP DEL
$29M53K4.0%06
ELV
ELEVANCE HEALTH INC FORMERLY
$28M72K3.9%07
G48833118
WEATHERFORD INTL PLC
$28M338K3.9%08
FOXA
FOX CORP
$27M514K3.8%09
HPQ
HP INC
$26M1.2M3.7%10
VLO
VALERO ENERGY CORP
$26M100K3.7%

Filing history

2026Q2Jun 30
$713M▲ 0.7%
31 positionsView →2026Q1Mar 31
$707M▲ 11.2%
31 positionsView →2025Q4Dec 31
$636M▼ 12.7%
31 positionsView →2025Q3Sep 30
$729M▲ 20.3%
30 positionsView →2025Q2Jun 30
$606M▲ 0.9%
30 positionsLocked2025Q1Mar 31
$601M▼ 5.9%
30 positionsLocked2024Q4Dec 31
$638M▲ 127.8%
30 positionsLocked2024Q3Sep 30
$280M▲ 2.3%
29 positionsLocked2024Q2Jun 30
$274M▲ 5.1%
29 positionsLocked2024Q1Mar 31
$260M▲ 10.2%
31 positionsLocked2023Q4Dec 31
$236M▲ 5.4%
31 positionsLocked2023Q3Sep 30
$224M▲ 5.6%
31 positionsLocked
Showing 12 of 45