SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MU | 141K | $23.62M |
 | MPC | 125K | $24.02M |
 | AMAT | 119K | $24.40M |
 | HUM | 100K | $25.98M |
 | IDCC | 100K | $34.39M |
 | UTHR | 67K | $28.15M |
 | DDS | 55K | $33.70M |
 | ELV | 53K | $17.19M |
 | KLAC | 20K | $21.82M |
 | TPL | 15K | $13.61M |
Micron Technology, Inc.
MU
Shares Held
141K
Value
$23.62M
Marathon Petroleum Corporation
MPC
Shares Held
125K
Value
$24.02M
Applied Materials, Inc.
AMAT
Shares Held
119K
Value
$24.40M
Humana Inc.
HUM
Shares Held
100K
Value
$25.98M
InterDigital, Inc.
IDCC
Shares Held
100K
Value
$34.39M
United Therapeutics Corporation
UTHR
Shares Held
67K
Value
$28.15M
Dillard's, Inc.
DDS
Shares Held
55K
Value
$33.70M
Elevance Health Inc.
ELV
Shares Held
53K
Value
$17.19M
KLA Corporation
KLAC
Shares Held
20K
Value
$21.82M
Texas Pacific Land Corporation
TPL
Shares Held
15K
Value
$13.61M