Summit Street Capital Management, LLC Top Holdings and 13F Report (2025) About Summit Street Capital Management, LLCInvestment ActivitySummit Street Capital Management, LLC has $262.27 million in total holdings as of March 31, 2025.Summit Street Capital Management, LLC owns shares of 30 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 11.82% of the portfolio was sold this quarter.This quarter, Summit Street Capital Management, LLC has purchased 31 new stocks and bought additional shares in 8 stocks.Summit Street Capital Management, LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $46,309,613Warner Bros. Discovery $11,955,205InterDigital $10,563,064United Therapeutics $10,294,985Humana $9,276,611 Largest Purchases this Quarter LyondellBasell Industries 42,619 shares (about $3.00M)HP 38,753 shares (about $1.07M)Valero Energy 7,733 shares (about $1.02M)Dillard's 2,480 shares (about $888.16K)LANDBRIDGE COMPANY LLC 11,842 shares (about $851.91K) Largest Sales this Quarter InterDigital 34,494 shares (about $7.13M)Texas Pacific Land 5,133 shares (about $6.80M)Micron Technology 38,429 shares (about $3.34M)Cisco Systems 50,456 shares (about $3.11M)Molina Healthcare 1,336 shares (about $440.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Street Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$46,309,6130.0%5817.7%FinanceWBDWarner Bros. Discovery$11,955,2050.0%1,114,1854.6%Consumer DiscretionaryIDCCInterDigital$10,563,064$7,131,634 ▼-40.3%51,0914.0%Computer and TechnologyUTHRUnited Therapeutics$10,294,985$293,781 ▲2.9%33,3963.9%MedicalHUMHumana$9,276,611$628,690 ▲7.3%35,0593.5%MedicalCFCF Industries$9,074,3870.0%116,1153.5%Basic MaterialsMOHMolina Healthcare$9,020,016$440,065 ▼-4.7%27,3843.4%MedicalHCCWarrior Met Coal$8,925,883$627,279 ▲7.6%187,0473.4%EnergyVLOValero Energy$8,831,653$1,021,297 ▲13.1%66,8713.4%EnergyKLACKLA$8,683,7650.0%12,7743.3%Computer and TechnologyHPQHP$8,491,055$1,073,071 ▲14.5%306,6473.2%Computer and TechnologyDDSDillard's$8,482,309$888,162 ▲11.7%23,6853.2%Retail/WholesaleLYBLyondellBasell Industries$8,477,920$3,000,378 ▲54.8%120,4253.2%Basic MaterialsLANDBRIDGE COMPANY LLC$8,414,462$851,913 ▲11.3%116,9653.2%CL AFOXAFOX$8,315,6720.0%146,9203.2%Consumer DiscretionaryTPLTexas Pacific Land$7,936,690$6,801,174 ▼-46.1%5,9903.0%EnergyLAM RESEARCH CORP$7,916,3030.0%108,8903.0%COM NEWCSCOCisco Systems$7,770,523$3,113,640 ▼-28.6%125,9203.0%Computer and TechnologyMPCMarathon Petroleum$7,669,7040.0%52,6442.9%EnergyBKEBuckle$7,008,4210.0%182,8922.7%Retail/WholesaleAMATApplied Materials$6,952,4090.0%47,9082.7%Computer and TechnologyDINOHF Sinclair$6,951,4900.0%211,4202.7%EnergyINTCIntel$6,274,3640.0%276,2822.4%Computer and TechnologyELVElevance Health$5,923,2850.0%13,6182.3%MedicalMUMicron Technology$5,037,187$3,339,096 ▼-39.9%57,9721.9%Computer and TechnologyTNETTriNet Group$5,036,8110.0%63,5641.9%Business ServicesKLICKulicke and Soffa Industries$4,851,5560.0%147,1061.8%Computer and TechnologyGNTXGentex$3,732,6370.0%160,1991.4%Auto/Tires/TrucksHUNHuntsman$3,424,2510.0%216,8621.3%Basic MaterialsMGAMagna International$668,0390.0%19,6540.3%Auto/Tires/TrucksCONSOL ENERGY INC NEW$0$10,168,631 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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