Summer Haven Investment Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $166 Million distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Eagle Outfitters Inc with a value of $1.43M, Kohls Corp with a value of $1.34M, Century Aluminum CO with a value of $1.28M, Schweitzer Mauduit International Inc with a value of $1.26M, and Kimball Electronics, Inc. with a value of $1.26M.

Examining the 13F form we can see an increase of $19M in the current position value, from $147M to 166M.

Below you can find more details about Summer Haven Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $166 Million
Consumer Cyclical: $42.5 Million
Financial Services: $33.5 Million
Industrials: $25.9 Million
Energy: $15.6 Million
Basic Materials: $13.3 Million
Healthcare: $12.6 Million
Consumer Defensive: $9.85 Million
Technology: $9.62 Million
Other: $2.99 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $166 Million
  • Prior Value $147 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 105 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Summer Haven Investment Management, LLC Portfolio

Follow Summer Haven Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summer Haven Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summer Haven Investment Management, LLC with notifications on news.