Summit Street Capital Management, LLC
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$707.3M
Holdings
31
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CF
CF INDUSTRIES HOLD
Q3 2025: Increased +8.2% (284.6k → 308.1k shares)
4.9%
02
$TNK
TEEKAY TANKERS LTD
Q3 2025: Increased +14.4% (438.6k → 501.8k shares)
4.9%
03
$LYB
LYONDELLBASELL INDUSTRIES NV
Q3 2025: Increased +23.5% (316.4k → 390.8k shares)
4.8%
04
$UTHR
UNITED THERAPEUTICS CORP DEL
Q3 2025: Sold 16.9% (80.8k → 67.2k shares)
4.8%
05
$WFRD
WEATHERFORD INTL PLC
Q3 2025: New position (398.7k shares)
4.8%
06
$HCC
WARRIOR MET COAL INC
Q3 2025: Sold 4.9% (438.4k → 417.1k shares)
4.6%
07
$CNR
CORE NATURAL RESOURCES INC
Q3 2025: Increased +31.1% (261.0k → 342.2k shares)
4.5%
08
$VLO
VALERO ENERGY CORP
Q3 2025: Sold 11.7% (174.0k → 153.7k shares)
4.5%
09
$LNTH
LANTHEUS HLDGS INC
Held since at least Q1 2024
4.5%
10
$STNG
SCORPIO TANKERS INC
Q2 2025: New position (498.6k shares)
4.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:54 UTC.