SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HPQ | 639K | $12.27M |
 | WBD | 598K | $16.41M |
 | TNK | 471K | $34.54M |
 | LYB | 420K | $33.80M |
 | STNG | 419K | $31.28M |
 | LNTH | 415K | $31.51M |
 | INTC | 357K | $15.74M |
 | WFRD | 355K | $33.60M |
 | HCC | 352K | $32.79M |
 | FOXA | 317K | $18.51M |
 | CNR | 305K | $31.97M |
 | DINO | 295K | $18.38M |
 | BKE | 292K | $14.69M |
 | SIG | 279K | $23.61M |
 | CF | 268K | $34.81M |
 | LB | 227K | $15.69M |
 | CSCO | 203K | $15.77M |
 | GNTX | 193K | $4.21M |
 | MOH | 193K | $25.67M |
 | VLO | 128K | $31.53M |
HP Inc.
HPQ
Shares Held
639K
Value
$12.27M
Warner Bros. Discovery, Inc.
WBD
Shares Held
598K
Value
$16.41M
Teekay Tankers Ltd.
TNK
Shares Held
471K
Value
$34.54M
LyondellBasell Industries N.V.
LYB
Shares Held
420K
Value
$33.80M
Scorpio Tankers Inc.
STNG
Shares Held
419K
Value
$31.28M
Lantheus Holdings, Inc.
LNTH
Shares Held
415K
Value
$31.51M
Intel Corp.
INTC
Shares Held
357K
Value
$15.74M
Weatherford International plc
WFRD
Shares Held
355K
Value
$33.60M
Warrior Met Coal, Inc.
HCC
Shares Held
352K
Value
$32.79M
Fox Corporation
FOXA
Shares Held
317K
Value
$18.51M
Core Natural Resources, Inc.
CNR
Shares Held
305K
Value
$31.97M
HF Sinclair Corporation
DINO
Shares Held
295K
Value
$18.38M
The Buckle, Inc.
BKE
Shares Held
292K
Value
$14.69M
Signet Jewelers Limited
SIG
Shares Held
279K
Value
$23.61M
CF Industries Holdings, Inc.
CF
Shares Held
268K
Value
$34.81M
LandBridge Company LLC
LB
Shares Held
227K
Value
$15.69M
Cisco Systems, Inc.
CSCO
Shares Held
203K
Value
$15.77M
Gentex Corporation
GNTX
Shares Held
193K
Value
$4.21M
Molina Healthcare, Inc.
MOH
Shares Held
193K
Value
$25.67M
Valero Energy Corporation
VLO
Shares Held
128K
Value
$31.53M