Summit Street Capital Management, LLC
NEW YORK NY · SEC CIK 0001595533
$7.13亿2026Q2 申报市值
31持仓数
44.1%前十大占比 · 第一大 6.2%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CMCSA 新建仓+$2,198.35万
HPQ 加仓+$1,208.90万
FOXA 加仓+$1,029.85万
HUM 加仓+$975.57万
SIG 加仓+$503.61万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$3,991.77万
INTC 减仓-$3,066.30万
KLAC 减仓-$2,309.02万
LRCX 减仓-$2,212.28万
AMAT 减仓-$2,141.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| LNTH | LANTHEUS HLDGS INC | $4,445.35万 | 6.24% | 400,699 | -14,775 | -3.6% | -$163.91万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $4,163.05万 | 5.84% | 182,031 | -10,555 | -5.5% | -$241.39万 | 减仓 |
| HUM | HUMANA INC | $3,632.54万 | 5.10% | 91,449 | 24,560 | 36.7% | $975.57万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $2,907.66万 | 4.08% | 337,316 | 58,424 | 20.9% | $503.61万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2,860.27万 | 4.01% | 52,789 | -4,083 | -7.2% | -$221.23万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,786.00万 | 3.91% | 72,040 | -1,943 | -2.6% | -$75.14万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $2,753.68万 | 3.86% | 337,875 | -17,407 | -4.9% | -$141.87万 | 减仓 |
| FOXA | FOX CORP | $2,682.65万 | 3.76% | 514,311 | 197,441 | 62.3% | $1,029.85万 | 加仓 |
| HPQ | HP INC | $2,610.80万 | 3.66% | 1,189,974 | 551,005 | 86.2% | $1,208.90万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,606.30万 | 3.66% | 100,073 | -27,529 | -21.6% | -$716.97万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $2,585.38万 | 3.63% | 238,812 | -29,263 | -10.9% | -$316.80万 | 减仓 |
| HCC | WARRIOR MET COAL INC | $2,574.41万 | 3.61% | 317,202 | -34,787 | -9.9% | -$282.33万 | 减仓 |
| MPC | MARATHON PETE CORP | $2,499.38万 | 3.51% | 97,758 | -7,387 | -7.0% | -$188.86万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $2,274.31万 | 3.19% | 284,218 | -21,042 | -6.9% | -$168.38万 | 减仓 |
| KLAC | KLA CORP | $2,210.90万 | 3.10% | 73,279 | -76,531 | -51.1% | -$2,309.02万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2,198.35万 | 3.08% | 895,459 | 895,459 | — | $2,198.35万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2,195.23万 | 3.08% | 19,018 | -34,582 | -64.5% | -$3,991.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,185.20万 | 3.07% | 50,428 | -51,053 | -50.3% | -$2,212.28万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,139.28万 | 3.00% | 29,589 | -29,615 | -50.0% | -$2,141.16万 | 减仓 |
| INTC | INTEL CORP | $1,913.35万 | 2.69% | 137,030 | -219,602 | -61.6% | -$3,066.30万 | 减仓 |
| DINO | HF SINCLAIR CORP | $1,831.91万 | 2.57% | 263,017 | -31,568 | -10.7% | -$219.87万 | 减仓 |
| IDCC | INTERDIGITAL INC | $1,816.25万 | 2.55% | 64,149 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $1,778.40万 | 2.50% | 256,772 | -162,187 | -38.7% | -$1,123.31万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,771.68万 | 2.49% | 336,501 | -83,013 | -19.8% | -$437.06万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $1,757.20万 | 2.47% | 270,880 | -200,267 | -42.5% | -$1,299.13万 | 减仓 |
| DDS | DILLARDS INC | $1,676.89万 | 2.35% | 31,734 | -1,385 | -4.2% | -$73.19万 | 减仓 |
| CSCO | CISCO SYS INC | $1,672.77万 | 2.35% | 142,412 | -60,870 | -29.9% | -$714.98万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,611.46万 | 2.26% | 203,365 | -23,893 | -10.5% | -$189.33万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,484.39万 | 2.08% | 33,918 | -2,946 | -8.0% | -$128.93万 | 减仓 |
| BKE | BUCKLE INC | $1,147.43万 | 1.61% | 271,903 | -19,765 | -6.8% | -$83.41万 | 减仓 |
| GNTX | GENTEX CORP | $487.27万 | 0.68% | 192,825 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -597,500 | -100.0% | -$1,640.73万 | 清仓 |