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SUMMIT STREET CAPITAL MANAGEMENT, LLC
SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
SUMMIT STREET CAPITAL MANAGEMENT, LLC runs SUMMIT STREET CAPITAL MANAGEMENT, LLC and currently holds 31 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $712.60M. Their top holdings are LNTH, MOH, HUM, SIG, UTHR. The top five represent 25.3% of reported portfolio weight. SUMMIT STREET CAPITAL MANAGEMENT, LLC ranks #131 out of 1000 investors tracked by Alpha Score. In the most recent quarter, SUMMIT STREET CAPITAL MANAGEMENT, LLC initiated 1 new position. They added to 5 existing positions. They trimmed 22 positions. Their current best-performing preview position is MU with returns of +241.67%.
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31 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 LNTH LANTHEUS HLDGS INC | 6.24% | $66.77 | $99.97 | +49.72% | Trimmed -3.56% |
 MOH MOLINA HEALTHCARE INC | 5.84% | $167.90 | $200.40 | +19.36% | Trimmed -5.48% |
 HUM HUMANA INC | 5.10% | $313.20 | $378.72 | +20.92% | Added +36.72% |
 SIG SIGNET JEWELERS LIMITED | 4.08% | $93.70 | $81.41 | -13.12% | Added +20.95% |
 UTHR UNITED THERAPEUTICS CORP DEL | 4.01% | $259.84 | $513.12 | +97.48% | Trimmed -7.18% |
 ELV ELEVANCE HEALTH INC FORMERLY | 3.91% | $336.51 | $400.56 | +19.03% | Trimmed -2.63% |
 WFRD WEATHERFORD INTL PLC | 3.86% | $68.43 | $90.51 | +32.27% | Trimmed -4.90% |
 FOXA FOX CORP | 3.76% | $47.91 | $68.54 | +43.06% | Added +62.31% |
 HPQ HP INC | 3.66% | $25.44 | $29.71 | +16.76% | Added +86.23% |
 VLO VALERO ENERGY CORP | 3.66% | $116.67 | $348.81 | +198.97% | Trimmed -21.57% |
Showing 1-10 of 31