13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Street Capital Management, LLC

Summit Street's asset manager based in New York, NY — $707M in tracked AUM across 31 positions as of Q1 2026.

SS
Summit Street·New York, NY·Asset Manager
CIK 0001595533 · last filed Mar 31, 2026
Total AUM
$707M
▲ 0.8%
vs prior
Holdings
31
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Summit Street Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CF
CF INDUSTRIES HOLD
$35M268K4.9%
02
G8726X106
TEEKAY TANKERS LTD
$35M471K4.9%
03
N53745100
LYONDELLBASELL INDUSTRIES NV
$34M420K4.8%
04
UTHR
UNITED THERAPEUTICS CORP DEL
$34M57K4.8%
05
G48833118
WEATHERFORD INTL PLC
$34M355K4.8%
06
HCC
WARRIOR MET COAL INC
$33M352K4.6%
07
CNR
CORE NATURAL RESOURCES INC
$32M305K4.5%
08
VLO
VALERO ENERGY CORP
$32M128K4.5%
09
LNTH
LANTHEUS HLDGS INC
$32M415K4.5%
10
Y7542C130
SCORPIO TANKERS INC
$31M419K4.4%

Filing history

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