SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 971K | $28.00M |
 | HPQ | 639K | $14.24M |
 | LYB | 605K | $26.21M |
 | TNK | 471K | $25.17M |
 | STNG | 419K | $21.30M |
 | LNTH | 406K | $27.00M |
 | INTC | 357K | $13.16M |
 | WFRD | 355K | $27.80M |
 | HCC | 352K | $31.03M |
 | FOXA | 317K | $23.15M |
 | CNR | 305K | $27.02M |
 | CF | 303K | $23.42M |
 | DINO | 295K | $13.57M |
 | SIG | 273K | $22.59M |
 | BKE | 262K | $14.00M |
 | LB | 227K | $11.13M |
 | CSCO | 203K | $15.66M |
 | GNTX | 193K | $4.49M |
 | LRCX | 135K | $23.14M |
 | VLO | 128K | $20.77M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
971K
Value
$28.00M
HP Inc.
HPQ
Shares Held
639K
Value
$14.24M
LyondellBasell Industries N.V.
LYB
Shares Held
605K
Value
$26.21M
Teekay Tankers Ltd.
TNK
Shares Held
471K
Value
$25.17M
Scorpio Tankers Inc.
STNG
Shares Held
419K
Value
$21.30M
Lantheus Holdings, Inc.
LNTH
Shares Held
406K
Value
$27.00M
Intel Corporation
INTC
Shares Held
357K
Value
$13.16M
Weatherford International plc
WFRD
Shares Held
355K
Value
$27.80M
Warrior Met Coal, Inc.
HCC
Shares Held
352K
Value
$31.03M
Fox Corporation
FOXA
Shares Held
317K
Value
$23.15M
Core Natural Resources, Inc.
CNR
Shares Held
305K
Value
$27.02M
CF Industries Holdings, Inc.
CF
Shares Held
303K
Value
$23.42M
HF Sinclair Corporation
DINO
Shares Held
295K
Value
$13.57M
Signet Jewelers Limited
SIG
Shares Held
273K
Value
$22.59M
The Buckle, Inc.
BKE
Shares Held
262K
Value
$14.00M
LandBridge Company LLC
LB
Shares Held
227K
Value
$11.13M
Cisco Systems, Inc.
CSCO
Shares Held
203K
Value
$15.66M
Gentex Corporation
GNTX
Shares Held
193K
Value
$4.49M
Lam Research Corporation
LRCX
Shares Held
135K
Value
$23.14M
Valero Energy Corporation
VLO
Shares Held
128K
Value
$20.77M