Summit Street Capital Management, LLC
NEW YORK NY · SEC CIK 0001595533
$7.07亿2026Q1 申报市值
31持仓数
46.6%前十大占比 · 第一大 4.9%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MOH 加仓+$1,427.18万
ELV 加仓+$324.57万
BKE 加仓+$149.11万
LNTH 加仓+$74.41万
SIG 加仓+$53.20万
2026Q1 卖出最多 按季末市值估算
LYB 减仓-$1,497.19万
MU 减仓-$1,312.95万
WARNER BROS DISC 减仓-$1,026.67万
LRCX 减仓-$720.16万
AMAT 减仓-$575.30万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CF | CF INDUSTRIES HOLD | $3,480.69万 | 4.92% | 268,075 | -34,728 | -11.5% | -$450.91万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $3,454.45万 | 4.88% | 471,147 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $3,379.60万 | 4.78% | 419,514 | -185,848 | -30.7% | -$1,497.19万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $3,372.40万 | 4.77% | 56,872 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $3,360.26万 | 4.75% | 355,282 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC | $3,278.78万 | 4.64% | 351,989 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $3,196.99万 | 4.52% | 305,260 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $3,152.79万 | 4.46% | 127,602 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $3,151.37万 | 4.46% | 415,474 | 9,810 | 2.4% | $74.41万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $3,127.95万 | 4.42% | 418,959 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $2,567.43万 | 3.63% | 105,145 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $2,567.17万 | 3.63% | 192,586 | 107,065 | 125.2% | $1,427.18万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2,360.54万 | 3.34% | 278,892 | 6,285 | 2.3% | $53.20万 | 加仓 |
| KLAC | KLA CORP | $2,205.82万 | 3.12% | 14,981 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2,168.24万 | 3.07% | 101,481 | -33,706 | -24.9% | -$720.16万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,165.85万 | 3.06% | 73,983 | 11,087 | 17.6% | $324.57万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,023.53万 | 2.86% | 59,204 | -16,832 | -22.1% | -$575.30万 | 减仓 |
| IDCC | INTERDIGITAL INC | $1,937.30万 | 2.74% | 64,149 | -12,699 | -16.5% | -$383.51万 | 减仓 |
| DDS | DILLARDS INC | $1,894.77万 | 2.68% | 33,119 | -8,635 | -20.7% | -$494.02万 | 减仓 |
| FOXA | FOX CORP | $1,850.52万 | 2.62% | 316,870 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1,837.92万 | 2.60% | 294,585 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1,810.82万 | 2.56% | 53,600 | -38,863 | -42.0% | -$1,312.95万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,749.42万 | 2.47% | 36,864 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1,640.73万 | 2.32% | 597,500 | -373,877 | -38.5% | -$1,026.67万 | 减仓 |
| CSCO | CISCO SYS INC | $1,577.27万 | 2.23% | 203,282 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1,573.82万 | 2.23% | 356,632 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $1,569.22万 | 2.22% | 227,258 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $1,468.84万 | 2.08% | 291,668 | 29,608 | 11.3% | $149.11万 | 加仓 |
| HPQ | HP INC | $1,227.46万 | 1.74% | 638,969 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $1,159.79万 | 1.64% | 66,889 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $421.32万 | 0.60% | 192,825 | 0 | 0.0% | — | 不变 |