SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 1.14M | $22.35M |
 | HPQ | 907K | $51.23M |
 | INTC | 502K | $16.84M |
 | TNK | 502K | $25.36M |
 | STNG | 501K | $28.08M |
 | HCC | 417K | $26.55M |
 | WFRD | 399K | $27.28M |
 | LYB | 391K | $19.17M |
 | GNTX | 385K | $10.89M |
 | FOXA | 369K | $20.85M |
 | DINO | 366K | $19.18M |
 | CNR | 342K | $28.56M |
 | BKE | 338K | $19.82M |
 | CF | 308K | $27.63M |
 | LB | 286K | $15.25M |
 | SIG | 264K | $25.33M |
 | CSCO | 245K | $16.73M |
 | LRCX | 204K | $27.36M |
 | VLO | 154K | $26.16M |
 | MOH | 144K | $27.55M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.14M
Value
$22.35M
HP Inc.
HPQ
Shares Held
907K
Value
$51.23M
Intel Corporation
INTC
Shares Held
502K
Value
$16.84M
Teekay Tankers Ltd.
TNK
Shares Held
502K
Value
$25.36M
Scorpio Tankers Inc.
STNG
Shares Held
501K
Value
$28.08M
Warrior Met Coal, Inc.
HCC
Shares Held
417K
Value
$26.55M
Weatherford International plc
WFRD
Shares Held
399K
Value
$27.28M
LyondellBasell Industries N.V.
LYB
Shares Held
391K
Value
$19.17M
Gentex Corporation
GNTX
Shares Held
385K
Value
$10.89M
Fox Corporation
FOXA
Shares Held
369K
Value
$20.85M
HF Sinclair Corporation
DINO
Shares Held
366K
Value
$19.18M
Core Natural Resources, Inc.
CNR
Shares Held
342K
Value
$28.56M
The Buckle, Inc.
BKE
Shares Held
338K
Value
$19.82M
CF Industries Holdings, Inc.
CF
Shares Held
308K
Value
$27.63M
LandBridge Company LLC
LB
Shares Held
286K
Value
$15.25M
Signet Jewelers Limited
SIG
Shares Held
264K
Value
$25.33M
Cisco Systems, Inc.
CSCO
Shares Held
245K
Value
$16.73M
Lam Research Corporation
LRCX
Shares Held
204K
Value
$27.36M
Valero Energy Corporation
VLO
Shares Held
154K
Value
$26.16M
Molina Healthcare, Inc.
MOH
Shares Held
144K
Value
$27.55M