Stock Taper 
SUMMIT STREET CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 19.02K | $21.95M |
 Applied Materials, Inc. | AMAT | 29.59K | $21.39M |
 Dillard's, Inc. | DDS | 31.73K | $16.77M |
 Texas Pacific Land Corporation | TPL | 33.92K | $14.84M |
 Lam Research Corporation | LRCX | 50.43K | $21.85M |
 United Therapeutics Corporation | UTHR | 52.79K | $28.6M |
 InterDigital, Inc. | IDCC | 64.15K | $18.16M |
 Elevance Health Inc. | ELV | 72.04K | $27.86M |
 KLA Corporation | KLAC | 73.28K | $22.11M |
 Humana Inc. | HUM | 91.45K | $36.33M |
 Marathon Petroleum Corporation | MPC | 97.76K | $24.99M |
 Valero Energy Corporation | VLO | 100.07K | $26.06M |
 Intel Corp. | INTC | 137.03K | $19.13M |
 Cisco Systems, Inc. | CSCO | 142.41K | $16.73M |
 Molina Healthcare, Inc. | MOH | 182.03K | $41.63M |
 Gentex Corporation | GNTX | 192.82K | $4.87M |
 CF Industries Holdings, Inc. | CF | 238.81K | $25.85M |
 Scorpio Tankers Inc. | STNG | 256.77K | $17.78M |
 HF Sinclair Corporation | DINO | 263.02K | $18.32M |
 Teekay Tankers Ltd. | TNK | 270.88K | $17.57M |