SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FOUR | 9K | $725.86K |
 | EME | 9K | $6.08M |
 | FERG | 9K | $2.07M |
 | XOM | 9K | $1.02M |
 | MS | 9K | $1.43M |
 | OMF | 9K | $501.48K |
 | LHX | 9K | $2.71M |
 | AOS | 9K | $648.94K |
 | INSM | 9K | $1.27M |
 | BLDR | 9K | $1.06M |
 | TSCO | 9K | $497.21K |
 | APAM | 9K | $378.06K |
 | VVV | 9K | $311.77K |
 | ESAB | 8K | $948.45K |
 | WRB | 8K | $649.66K |
 | FAST | 8K | $415.71K |
 | SAIC | 8K | $822.39K |
 | CUBE | 8K | $334.79K |
 | HWC | 8K | $512.46K |
 | MLM | 8K | $5.15M |
Shift4 Payments, Inc.
FOUR
Shares Held
9K
Value
$725.86K
EMCOR Group, Inc.
EME
Shares Held
9K
Value
$6.08M
Ferguson plc
FERG
Shares Held
9K
Value
$2.07M
Exxon Mobil Corporation
XOM
Shares Held
9K
Value
$1.02M
Morgan Stanley
MS
Shares Held
9K
Value
$1.43M
OneMain Holdings, Inc.
OMF
Shares Held
9K
Value
$501.48K
L3Harris Technologies, Inc.
LHX
Shares Held
9K
Value
$2.71M
A. O. Smith Corporation
AOS
Shares Held
9K
Value
$648.94K
Insmed Incorporated
INSM
Shares Held
9K
Value
$1.27M
Builders FirstSource, Inc.
BLDR
Shares Held
9K
Value
$1.06M
Tractor Supply Company
TSCO
Shares Held
9K
Value
$497.21K
Artisan Partners Asset Management Inc.
APAM
Shares Held
9K
Value
$378.06K
Valvoline Inc.
VVV
Shares Held
9K
Value
$311.77K
ESAB Corporation
ESAB
Shares Held
8K
Value
$948.45K
W. R. Berkley Corporation
WRB
Shares Held
8K
Value
$649.66K
Fastenal Company
FAST
Shares Held
8K
Value
$415.71K
Science Applications International Corporation
SAIC
Shares Held
8K
Value
$822.39K
CubeSmart
CUBE
Shares Held
8K
Value
$334.79K
Hancock Whitney Corporation
HWC
Shares Held
8K
Value
$512.46K
Martin Marietta Materials, Inc.
MLM
Shares Held
8K
Value
$5.15M