Summit Street Capital Management, LLC Reduced Holdings in Q2 2025

Summit Street Capital Management, LLC

  • $523 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
-1.39K
- 8.72%
$1036.28 - $1430.55 $1.44M - $1.99M
14.6K $15.4M
ELV
Elevance Health, Inc.

Healthcare
-6.66K
- 16.42%
$372.27 - $452.69 $2.48M - $3.02M
33.9K $13.2M
HUM
Humana Inc

Healthcare
-9.76K
- 10.74%
$224.93 - $295.04 $2.2M - $2.88M
81.2K $19.8M
UTHR
United Therapeutics Corp

Healthcare
-7.96K
- 8.97%
$276.47 - $328.4 $2.2M - $2.61M
80.8K $23.2M
MOH
Molina Healthcare, Inc.

Healthcare
-5.9K
- 8.16%
$290.25 - $353.24 $1.71M - $2.08M
66.4K $19.8M
HCC
Warrior Met Coal, Inc.

Basic Materials
-67.1K
- 13.27%
$40.66 - $50.18 $2.73M - $3.37M
438K $20.1M
DINO
Hf Sinclair Corp

Energy
-203K
- 35.6%
$25.91 - $41.85 $5.25M - $8.48M
366K $15.1M
HPQ
Hp Inc

Technology
-37K
- 4.88%
$21.88 - $29.32 $811K - $1.09M
723K $17.7M
KLIC
Kulicke & Soffa Industries Inc

Technology
-106K
- 27.4%
$27.65 - $35.38 $2.94M - $3.76M
282K $9.75M
GNTX
Gentex Corp

Consumer Cyclical
-39.9K
- 9.4%
$20.83 - $23.52 $831K - $938K
385K $8.46M
BKE
Buckle Inc

Consumer Cyclical
-97.5K
- 20.5%
$33.77 - $45.57 $3.29M - $4.44M
378K $17.2M
IDCC
Inter Digital, Inc.

Communication Services
-12.6K
- 9.33%
$183.37 - $234.7 $2.3M - $2.95M
122K $27.4M
INTC
Intel Corp

Technology
-9.74K
- 1.29%
$18.13 - $22.69 $177K - $221K
747K $16.7M
VLO
Valero Energy Corp

Energy
-4.03K
- 2.26%
$104.69 - $141.77 $422K - $571K
174K $23.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-194K
- 6.73%
$7.69 - $11.46 $1.49M - $2.22M
2.69M $30.8M
MGA
Magna International Inc

Consumer Cyclical
-19.1K
- 13.27%
$30.82 - $38.61 $589K - $738K
125K $4.82M
Core Natural Resources Inc
-58.8K
- 18.4%
N/A
261K $0
Landbridge Company LLC
-25.3K
- 8.13%
N/A
286K $0
Lam Research Corp
-14.2K
- 4.78%
N/A
283K $0
CSCO
Cisco Systems, Inc.

Technology
-30.6K
- 9.17%
$53.19 - $69.38 $1.63M - $2.12M
303K $21M
CF
Cf Industries Holdings, Inc.

Basic Materials
-27.7K
- 8.88%
$68.47 - $102.48 $1.9M - $2.84M
285K $26.2M
AMAT
Applied Materials Inc

Technology
-9.92K
- 7.69%
$126.95 - $183.52 $1.26M - $1.82M
119K $21.8M
DDS
Dillard'S, Inc.

Consumer Cyclical
-152
- 0.25%
$294.77 - $422.75 $44.8K - $64.3K
61.8K $25.8M
KLAC
Kla Corp

Technology
-2.25K
- 6.45%
$576.53 - $902.94 $1.3M - $2.03M
32.6K $29.2M
Activity Summary
Buys All Purchases 5 New Holdings 2 Increased Positions 3 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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