SUMMITTX CAPITAL, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOL | 156K | $21.51M |
 | KVUE | 156K | $2.52M |
 | TER | 154K | $21.26M |
 | FOR | 154K | $4.10M |
 | VLY | 154K | $1.63M |
 | TMHC | 152K | $10.02M |
 | SHLS | 150K | $1.11M |
 | UWMC | 149K | $904.71K |
 | COHR | 146K | $15.76M |
 | LKQ | 144K | $4.41M |
 | KALV | 144K | $1.75M |
 | OC | 138K | $19.50M |
 | GT | 137K | $1.03M |
 | CSX | 134K | $4.76M |
 | MRVL | 134K | $11.25M |
 | DYN | 133K | $1.68M |
 | SLNO | 133K | $8.98M |
 | IVT | 131K | $3.74M |
 | NVDA | 130K | $24.28M |
 | SONY | 129K | $3.72M |
Toll Brothers, Inc.
TOL
Shares Held
156K
Value
$21.51M
Kenvue Inc.
KVUE
Shares Held
156K
Value
$2.52M
Teradyne, Inc.
TER
Shares Held
154K
Value
$21.26M
Forestar Group Inc.
FOR
Shares Held
154K
Value
$4.10M
Valley National Bancorp
VLY
Shares Held
154K
Value
$1.63M
Taylor Morrison Home Corporation
TMHC
Shares Held
152K
Value
$10.02M
Shoals Technologies Group, Inc.
SHLS
Shares Held
150K
Value
$1.11M
UWM Holdings Corporation
UWMC
Shares Held
149K
Value
$904.71K
Coherent, Inc.
COHR
Shares Held
146K
Value
$15.76M
LKQ Corporation
LKQ
Shares Held
144K
Value
$4.41M
KalVista Pharmaceuticals, Inc.
KALV
Shares Held
144K
Value
$1.75M
Owens Corning
OC
Shares Held
138K
Value
$19.50M
The Goodyear Tire & Rubber Company
GT
Shares Held
137K
Value
$1.03M
CSX Corporation
CSX
Shares Held
134K
Value
$4.76M
Marvell Technology, Inc.
MRVL
Shares Held
134K
Value
$11.25M
Dyne Therapeutics, Inc.
DYN
Shares Held
133K
Value
$1.68M
Soleno Therapeutics, Inc.
SLNO
Shares Held
133K
Value
$8.98M
InvenTrust Properties Corp.
IVT
Shares Held
131K
Value
$3.74M
NVIDIA Corporation
NVDA
Shares Held
130K
Value
$24.28M
Sony Group Corporation
SONY
Shares Held
129K
Value
$3.72M