The Analysis of Summit Street Capital Management, LLC's Holdings
Currently, Summit Street Capital Management, LLC holds 30 types of securities in its portfolio with a total value $729.0M. In the most recent quarter, they have increased their positions in WFRD (+398.7K shares, valued at $27.3M), SIG (+264.1K shares, valued at $25.3M), MOH (+77.6K shares, valued at $14.8M); decreased their positions in WBD (-1.5M shares, valued at $30.1M), MU (-116.0K shares, valued at $19.4M), KLAC (-12.4K shares, valued at $13.3M); initiated new positions in WFRD (+398.7K shares, valued at $27.3M), SIG (+264.1K shares, valued at $25.3M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HPQ HP INC907.3K shares25.53%2025-09-302025-11-14
IDCC INTERDIGITAL INC99.6K shares-18.40%2025-09-302025-11-14 DDS DILLARDS INC54.8K shares-11.22%2025-09-302025-11-14 CNR CORE NATURAL RESOURCES INC342.2K shares31.10%2025-09-302025-11-14 UTHR UNITED THERAPEUTICS CORP DEL67.2K shares-16.91%2025-09-302025-11-14 STNG SCORPIO TANKERS INC501.0K shares0.47%2025-09-302025-11-14 CF CF INDS HLDGS INC308.1K shares8.22%2025-09-302025-11-14 MOH MOLINA HEALTHCARE INC144.0K shares116.82%2025-09-302025-11-14 LRCX LAM RESEARCH CORP204.3K shares-27.93%2025-09-302025-11-14 WFRD WEATHERFORD INTL PLC398.7K sharesnew addition2025-09-302025-11-14 HCC WARRIOR MET COAL INC417.1K shares-4.86%2025-09-302025-11-14 VLO VALERO ENERGY CORP153.7K shares-11.67%2025-09-302025-11-14 HUM HUMANA INC99.8K shares23.01%2025-09-302025-11-14 TNK TEEKAY TANKERS LTD501.8K shares14.39%2025-09-302025-11-14 SIG SIGNET JEWELERS LIMITED264.1K sharesnew addition2025-09-302025-11-14 AMAT APPLIED MATLS INC119.2K shares0.00%2025-09-302025-11-14 MPC MARATHON PETE CORP124.6K shares-20.22%2025-09-302025-11-14 MU MICRON TECHNOLOGY INC141.2K shares-45.11%2025-09-302025-11-14 WBD WARNER BROS DISCOVERY INC1.1M shares-57.42%2025-09-302025-11-14 KLAC KLA CORP20.2K shares-37.95%2025-09-302025-11-14 FOXA FOX CORP369.1K shares0.85%2025-09-302025-11-14 BKE BUCKLE INC337.8K shares-10.72%2025-09-302025-11-14 DINO HF SINCLAIR CORP366.4K shares0.00%2025-09-302025-11-14 LYB LYONDELLBASELL INDUSTRIES N390.8K shares23.52%2025-09-302025-11-14 ELV ELEVANCE HEALTH INC FORMERLY53.2K shares56.86%2025-09-302025-11-14 INTC INTEL CORP501.9K shares-32.84%2025-09-302025-11-14 CSCO CISCO SYS INC244.5K shares-19.20%2025-09-302025-11-14 LB LANDBRIDGE COMPANY LLC285.8K shares0.00%2025-09-302025-11-14 TPL TEXAS PACIFIC LAND CORPORATI14.6K shares0.00%2025-09-302025-11-14 GNTX GENTEX CORP384.7K shares0.00%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available