StockDriftsStockDriftsTop 31 Summit Street Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LNTH | LANTHEUS HLDGS INC | 6.24% | 400.7K | $44.5M | -3.56%(-14.78K) | $59.21(+70.48%) | 2026-06-30 | |
| MOH | MOLINA HEALTHCARE INC | 5.84% | 182.0K | $41.6M | -5.48%(-10.55K) | $196.19(+8.28%) | 2026-06-30 | |
| HUM | HUMANA INC | 5.1% | 91.4K | $36.3M | +36.72%(+24.56K) | $287.43(+35.36%) | 2026-06-30 | |
| SIG | SIGNET JEWELERS LIMITED | 4.08% | 337.3K | $29.1M | +20.95%(+58.42K) | $86.99(+4.11%) | 2026-06-30 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.01% | 52.8K | $28.6M | -7.18%(-4.08K) | $246.91(+104.84%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3.91% | 72.0K | $27.9M | -2.63%(-1.94K) | $365.27(+8.57%) | 2026-06-30 | |
| WFRD | WEATHERFORD INTL PLC | 3.86% | 337.9K | $27.5M | -4.90%(-17.41K) | $59.37(+59.65%) | 2026-06-30 | |
| FOXA | FOX CORP | 3.76% | 514.3K | $26.8M | +62.31%(+197.44K) | $47.39(+45.67%) | 2026-06-30 | |
| HPQ | HP INC | 3.66% | 1.19M | $26.1M | +86.23%(+551.00K) | $25.05(+20.20%) | 2026-06-30 | |
| VLO | VALERO ENERGY CORP | 3.66% | 100.1K | $26.1M | -21.57%(-27.53K) | $119.45(+190.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.23% | +110.84% | +17.16% | +120.77% |
| Top 20 Holdings Unweighted | +29.42% | +116.76% | +17.29% | +121.94% |
Summit Street Capital Management LLC reports $712.60M in US-listed equity holdings across 31 positions in its most recent 13F filing. Its largest disclosed positions are LNTH (6.2%), MOH (5.8%) and HUM (5.1%). The top 20 holdings account for 76.08% of reported assets. Its disclosed equity book has returned +110.84% 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 Summit Street Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1595533). View Summit Street Capital Management LLC’s 13F filings on SEC