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 $300 Millions to $2 Billions
