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

Summit Street Capital Management, LLC

$707M in tracked AUM across 31 positions as of Q1 2026.

SS
CIK 0001595533 · last filed Mar 31, 2026
Total AUM
$707M
as of Q1 2026
Holdings
31
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$212M▲ 12.8%
31 positionsLocked
Showing 12 of 44