StockDriftsStockDriftsTop 31 Summit Street Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDUSTRIES HOLD | 4.92% | 268.1K | $34.8M | -11.47%(-34.73K) | $82.18(+34.51%) | 2026-03-31 | |
| TNK | TEEKAY TANKERS LTD | 4.88% | 471.1K | $34.5M | +0.00%(+0) | $40.95(+65.09%) | 2026-03-31 | |
| LYB | LYONDELLBASELL INDUSTRIES NV | 4.78% | 419.5K | $33.8M | -30.70%(-185.85K) | $65.59(-18.65%) | 2026-03-31 | |
| UTHR | UNITED THERAPEUTICS CORP DEL | 4.77% | 56.9K | $33.7M | +0.00%(+0) | $260.45(+113.45%) | 2026-03-31 | |
| WFRD | WEATHERFORD INTL PLC | 4.75% | 355.3K | $33.6M | +0.00%(+0) | $59.37(+39.82%) | 2026-03-31 | |
| HCC | WARRIOR MET COAL INC | 4.64% | 352.0K | $32.8M | +0.00%(+0) | $52.08(+55.20%) | 2026-03-31 | |
| CNR | CORE NATURAL RESOURCES INC | 4.52% | 305.3K | $32.0M | +0.00%(+0) | $88.27(-10.11%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 4.46% | 127.6K | $31.5M | +0.00%(+0) | $119.45(+124.17%) | 2026-03-31 | |
| LNTH | LANTHEUS HLDGS INC | 4.46% | 415.5K | $31.5M | +2.42%(+9.81K) | $59.21(+85.59%) | 2026-03-31 | |
| STNG | SCORPIO TANKERS INC | 4.42% | 419.0K | $31.3M | +0.00%(+0) | $38.75(+88.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.89% | +94.79% |
| Top 20 Holdings Unweighted | +23.82% | +89.83% |
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