Summer Haven Investment Management, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $148 Million distributed in 192 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Modine Manufacturing CO with a value of $2.12M, Hibbett Inc with a value of $1.74M, Limbach Holdings, Inc. with a value of $1.65M, Sterling Construction CO Inc with a value of $1.54M, and Kyndryl Holdings, Inc. with a value of $1.51M.
Examining the 13F form we can see an decrease of $7.73M in the current position value, from $156M to 148M.
Below you can find more details about Summer Haven Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$148 Million
Industrials: $34.2 Million
Consumer Cyclical: $30.6 Million
Technology: $18.6 Million
Financial Services: $17.2 Million
Basic Materials: $14.2 Million
Consumer Defensive: $11.1 Million
Healthcare: $8.88 Million
Energy: $6.69 Million
Other: $7.17 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions