StockDriftsStockDriftsTop 50 SummerHaven Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSCO | VICTORIAS SECRET AND CO | 1.77% | 39.7K | $3.3M | +0.00%(+0) | $17.78(+423.09%) | 2026-06-30 | |
| AMKR | AMKOR TECHNOLOGY INC | 1.68% | 36.4K | $3.1M | +0.00%(+0) | $21.69(+171.99%) | 2026-06-30 | |
| NWPX | NWPX INFRASTRUCTURE INC | 1.48% | 18.5K | $2.8M | +0.00%(+0) | $46.97(+144.30%) | 2026-06-30 | |
| TCMD | TACTILE SYS TECHNOLOGY INC | 1.26% | 78.6K | $2.3M | +0.00%(+0) | $13.03(+85.67%) | 2026-06-30 | |
| TH | TARGET HOSPITALITY CORP | 1.03% | 94.5K | $1.9M | +0.00%(+0) | $11.68(+49.33%) | 2026-06-30 | |
| PLPC | PREFORMED LINE PRODS CO | 1.03% | 4.7K | $1.9M | +0.00%(+0) | $126.80(+266.42%) | 2026-06-30 | |
| CENX | CENTURY ALUM CO | 1.02% | 41.4K | $1.9M | +0.00%(+0) | $23.69(+99.05%) | 2026-06-30 | |
| BHE | BENCHMARK ELECTRS INC | 1.01% | 19.2K | $1.9M | +0.00%(+0) | $38.69(+111.89%) | 2026-06-30 | |
| PUMP | PROPETRO HLDG CORP | 0.95% | 123.3K | $1.8M | +0.00%(+0) | $8.02(+50.88%) | 2026-06-30 | |
| MYE | MYERS INDS INC | 0.94% | 49.7K | $1.8M | +0.00%(+0) | $15.72(+111.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.76% | +59.17% | +12.98% | +84.11% |
| Top 20 Holdings Unweighted | +16.50% | +58.10% | +12.66% | +81.52% |
SummerHaven Investment Management, LLC reports $186.57M in US-listed equity holdings across 192 positions in its most recent 13F filing. Its largest disclosed positions are VSCO (1.8%), AMKR (1.7%) and NWPX (1.5%). The top 20 holdings account for 20.37% of reported assets. Its disclosed equity book has returned +59.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SummerHaven Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846436). View SummerHaven Investment Management, LLC’s 13F filings on SEC