Summit Street Capital Management, LLC Top Holdings and 13F Report (2026) About Summit Street Capital Management, LLCInvestment ActivitySummit Street Capital Management, LLC has $707.33 million in total holdings as of March 31, 2026.Summit Street Capital Management, LLC owns shares of 31 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 2.87% of the portfolio was purchased this quarter.About 9.13% of the portfolio was sold this quarter.This quarter, Summit Street Capital Management, LLC has purchased 31 new stocks and bought additional shares in 5 stocks.Summit Street Capital Management, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings CF Industries $34,806,858TEEKAY TANKERS LTD $34,544,497LyondellBasell Industries $33,796,048United Therapeutics $33,723,958Weatherford International $33,602,571 Largest Purchases this Quarter Molina Healthcare 107,065 shares (about $14.27M)Elevance Health 11,087 shares (about $3.25M)Buckle 29,608 shares (about $1.49M)Lantheus 9,810 shares (about $744.09K)Signet Jewelers 6,285 shares (about $531.96K) Largest Sales this Quarter LyondellBasell Industries 185,848 shares (about $14.97M)Micron Technology 38,863 shares (about $13.13M)Warner Bros. Discovery 373,877 shares (about $10.27M)LAM RESEARCH CORP 33,706 shares (about $7.20M)Applied Materials 16,832 shares (about $5.75M) 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 PortfolioSectorCFCF Industries$34,806,858$4,509,084 â–¼-11.5%268,0754.9%Basic MaterialsTEEKAY TANKERS LTD$34,544,4970.0%471,1474.9%CL ALYBLyondellBasell Industries$33,796,048$14,971,915 â–¼-30.7%419,5144.8%Basic MaterialsUTHRUnited Therapeutics$33,723,9580.0%56,8724.8%MedicalWFRDWeatherford International$33,602,5710.0%355,2824.8%EnergyHCCWarrior Met Coal$32,787,7750.0%351,9894.6%EnergyCORE NATURAL RESOURCES INC$31,969,8800.0%305,2604.5%COM SHSVLOValero Energy$31,527,9020.0%127,6024.5%EnergyLNTHLantheus$31,513,703$744,089 â–²2.4%415,4744.5%MedicalSTNGScorpio Tankers$31,279,4780.0%418,9594.4%TransportationMPCMarathon Petroleum$25,674,3060.0%105,1453.6%EnergyMOHMolina Healthcare$25,671,713$14,271,764 â–²125.2%192,5863.6%MedicalSIGSignet Jewelers$23,605,418$531,962 â–²2.3%278,8923.3%Retail/WholesaleKLACKLA$22,058,1740.0%14,9813.1%Computer and TechnologyLAM RESEARCH CORP$21,682,430$7,201,624 â–¼-24.9%101,4813.1%COM NEWELVElevance Health$21,658,523$3,245,719 â–²17.6%73,9833.1%MedicalAMATApplied Materials$20,235,335$5,753,009 â–¼-22.1%59,2042.9%Computer and TechnologyIDCCInterDigital$19,372,998$3,835,098 â–¼-16.5%64,1492.7%Computer and TechnologyDDSDillard's$18,947,711$4,940,170 â–¼-20.7%33,1192.7%Retail/WholesaleFOXAFOX$18,505,2070.0%316,8702.6%Consumer DiscretionaryDINOHF Sinclair$18,379,1580.0%294,5852.6%EnergyMUMicron Technology$18,108,224$13,129,476 â–¼-42.0%53,6002.6%Computer and TechnologyTPLTexas Pacific Land$17,494,1790.0%36,8642.5%EnergyWBDWarner Bros. Discovery$16,407,350$10,266,662 â–¼-38.5%597,5002.3%Consumer DiscretionaryCSCOCisco Systems$15,772,6500.0%203,2822.2%Computer and TechnologyINTCIntel$15,738,1690.0%356,6322.2%Computer and TechnologyLANDBRIDGE COMPANY LLC$15,692,1650.0%227,2582.2%CL ABKEBuckle$14,688,400$1,491,059 â–²11.3%291,6682.1%Retail/WholesaleHPQHP$12,274,5940.0%638,9691.7%Computer and TechnologyHUMHumana$11,597,8840.0%66,8891.6%MedicalGNTXGentex$4,213,2250.0%192,8250.6%Auto/Tires/TrucksShowing 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. 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