13F 机构持仓

SummerHaven Investment Management, LLC

STAMFORD CT · SEC CIK 0001846436

2026Q22026Q1 更早 9 个季度 🔒
$1.87亿2026Q2 申报市值
192持仓数
12.2%前十大占比 · 第一大 1.8%
2 / 3新建仓 / 清仓
申报市值走势$1.87亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VSXY 1.8%
AMKR 1.7%
NWPX 1.5%
TCMD 1.3%
TH 1.0%
PLPC 1.0%
CENX 1.0%
BHE 1.0%
PUMP 0.9%
MYE 0.9%

2026Q2 买入最多 按季末市值估算

ALGT 新建仓+$103.73万
MBC 新建仓+$62.44万

2026Q2 卖出最多 按季末市值估算

SUN CTRY AIRLS H 清仓-$93.60万
AMERICAN WOODMAR 清仓-$46.93万
SLEEP NUMBER COR 清仓-$12.60万
LANDS END INC NE 减仓-$5.23万
SNEX 减仓-$118

2026Q2 持仓明细 点表头排序 · 每页 100 行

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
REPX RILEY EXPLORATION PERMIAN IN $91.93万0.49%27,890 00.0% — 不变
HAFC HANMI FINL CORP $92.54万0.50%28,561 00.0% — 不变
VREX VAREX IMAGING CORP $93.32万0.50%89,471 00.0% — 不变
MPAA MOTORCAR PTS AMER INC $93.48万0.50%61,021 00.0% — 不变
LEA LEAR CORP $93.55万0.50%6,978 00.0% — 不变
MTX MINERALS TECHNOLOGIES INC $93.63万0.50%12,658 00.0% — 不变
IART INTEGRA LIFESCIENCES HLDGS C $94.81万0.51%52,789 00.0% — 不变
CATY CATHAY GEN BANCORP $95.17万0.51%15,353 00.0% — 不变
COLB COLUMBIA BKG SYS INC $96.19万0.52%30,013 00.0% — 不变
HZO MARINEMAX INC $96.65万0.52%26,393 00.0% — 不变
KE KIMBALL ELECTRONICS INC $96.84万0.52%37,828 00.0% — 不变
MUR MURPHY OIL CORP $97.20万0.52%29,854 00.0% — 不变
FCCO FIRST CMNTY CORP S C $97.39万0.52%29,800 00.0% — 不变
TDW TIDEWATER INC NEW $97.51万0.52%14,634 00.0% — 不变
CTBI COMMUNITY TR BANCORP INC $97.82万0.52%13,518 00.0% — 不变
CPF CENTRAL PAC FINL CORP $97.84万0.52%25,612 00.0% — 不变
FUNC FIRST UTD CORP $98.68万0.53%22,372 00.0% — 不变
HLF HERBALIFE LTD $98.72万0.53%75,069 00.0% — 不变
MHO M/I HOMES INC $98.74万0.53%6,141 00.0% — 不变
WSFS WSFS FINL CORP $99.39万0.53%12,953 00.0% — 不变
OBT ORANGE CNTY BANCORP INC $99.99万0.54%27,187 00.0% — 不变
RNGR RANGER ENERGY SVCS INC $100.76万0.54%62,935 00.0% — 不变
MYFW FIRST WESTN FINL INC $100.78万0.54%31,385 00.0% — 不变
EGBN EAGLE BANCORPORATION INC $100.94万0.54%35,556 00.0% — 不变
ITIC INVESTORS TITLE CO NC $101.75万0.55%3,718 00.0% — 不变
HOS HELIX ENERGY SOLUTIONS GRP I $101.89万0.55%116,582 00.0% — 不变
PII POLARIS INC $102.15万0.55%14,926 00.0% — 不变
NBN NORTHEAST BK PORTLAND ME $103.32万0.55%7,796 00.0% — 不变
NUTX NUTEX HEALTH INC $103.73万0.56%6,070 00.0% — 不变
ALGT ALLEGIANT TRAVEL CO $103.73万0.56%8,821 8,821— $103.73万 新建仓
NOV NOV INC $104.46万0.56%56,310 00.0% — 不变
GCO GENESCO INC $104.53万0.56%30,953 00.0% — 不变
AMAL AMALGAMATED FINANCIAL CORP $104.65万0.56%22,799 00.0% — 不变
WERN WERNER ENTERPRISES INC $106.98万0.57%24,530 00.0% — 不变
GIII G III APPAREL GROUP LTD $107.05万0.57%31,757 00.0% — 不变
— ESPEY MFG & ELECTRS CORP $107.87万0.58%16,017 00.0% — 不变
DIN DINE BRANDS GLOBAL INC $108.43万0.58%30,203 00.0% — 不变
NATR NATURES SUNSHINE PRODS INC $108.87万0.58%49,941 00.0% — 不变
MRBK MERIDIAN CORP $109.01万0.58%54,421 00.0% — 不变
RRBI RED RIVER BANCSHARES INC $109.29万0.59%11,973 00.0% — 不变
KMT KENNAMETAL INC $109.89万0.59%31,352 00.0% — 不变
AMR ALPHA METALLURGICAL RESOUR I $110.06万0.59%6,673 00.0% — 不变
DLX DELUXE CORP MEDIUM TERM NTS $110.51万0.59%46,277 00.0% — 不变
WFRD WEATHERFORD INTL PLC $110.79万0.59%13,594 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC $111.53万0.60%121,497 00.0% — 不变
CC CHEMOURS CO $112.18万0.60%54,670 00.0% — 不变
R RYDER SYS INC $112.95万0.61%4,282 00.0% — 不变
AROW ARROW FINL CORP $113.03万0.61%27,574 00.0% — 不变
TALO TALOS ENERGY INC $113.17万0.61%87,661 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INC $113.78万0.61%13,269 00.0% — 不变
PBI PITNEY BOWES INC $116.35万0.62%66,412 00.0% — 不变
PGC PEAPACK-GLADSTONE FINL CORP $117.82万0.63%24,893 00.0% — 不变
SEB SEABOARD CORP DEL $117.86万0.63%264 00.0% — 不变
LOCO EL POLLO LOCO HLDGS INC $118.28万0.63%69,741 00.0% — 不变
TRST TRUSTCO BK CORP N Y $118.57万0.64%21,594 00.0% — 不变
HTLD HEARTLAND EXPRESS INC $120.59万0.65%79,234 00.0% — 不变
TILE INTERFACE INC $120.78万0.65%33,701 00.0% — 不变
FSBC FIVE STAR BANCORP $122.40万0.66%25,138 00.0% — 不变
— FRANKLIN FINL SVCS CORP $122.85万0.66%19,624 00.0% — 不变
SHOO MADDEN STEVEN LTD $122.89万0.66%29,190 00.0% — 不变
DAN DANA INC $124.93万0.67%45,914 00.0% — 不变
VMD VIEMED HEALTHCARE INC $125.95万0.68%110,480 00.0% — 不变
CCSI CONSENSUS CLOUD SOLUTIONS IN $127.21万0.68%33,345 00.0% — 不变
APA APA CORPORATION $127.72万0.68%39,214 00.0% — 不变
ARCB ARCBEST CORP $127.89万0.69%8,910 00.0% — 不变
REX REX AMERICAN RES CORP $129.48万0.69%28,677 00.0% — 不变
PLAB PHOTRONICS INC $129.58万0.69%39,835 00.0% — 不变
MATX MATSON INC $131.62万0.71%6,847 00.0% — 不变
BLBD BLUE BIRD CORP $131.79万0.71%16,691 00.0% — 不变
AEO AMERICAN EAGLE OUTFITTERS IN $132.55万0.71%77,064 00.0% — 不变
RCKY ROCKY BRANDS INC $133.28万0.71%32,318 00.0% — 不变
SWBI SMITH & WESSON BRANDS INC $137.38万0.74%91,344 00.0% — 不变
DXPE DXP ENTERPRISES INC $138.38万0.74%8,201 00.0% — 不变
SNEX STONEX GROUP INC $138.79万0.74%11,712 -1-0.0% -$118 减仓
KSS KOHLS CORP $139.31万0.75%78,618 00.0% — 不变
ANDE ANDERSONS INC $140.79万0.75%20,584 00.0% — 不变
FLXS FLEXSTEEL INDS INC $141.25万0.76%18,965 00.0% — 不变
M MACYS INC $142.66万0.76%60,576 00.0% — 不变
MD PEDIATRIX MEDICAL GROUP INC $146.32万0.78%57,765 00.0% — 不变
OII OCEANEERING INTL INC $146.50万0.79%36,155 00.0% — 不变
INSW INTERNATIONAL SEAWAYS INC $151.64万0.81%19,799 00.0% — 不变
— AVANOS MED INC $152.87万0.82%61,441 00.0% — 不变
LBRT LIBERTY ENERGY INC $169.75万0.91%64,814 00.0% — 不变
MEC MAYVILLE ENGR CO INC $169.79万0.91%45,325 00.0% — 不变
MEI METHODE ELECTRS INC $169.86万0.91%89,540 00.0% — 不变
MYE MYERS INDS INC $175.64万0.94%49,741 00.0% — 不变
PUMP PROPETRO HLDG CORP $176.83万0.95%123,309 00.0% — 不变
BHE BENCHMARK ELECTRS INC $189.01万1.01%19,156 00.0% — 不变
CENX CENTURY ALUM CO $190.32万1.02%41,364 00.0% — 不变
PLPC PREFORMED LINE PRODS CO $192.31万1.03%4,684 00.0% — 不变
TH TARGET HOSPITALITY CORP $192.37万1.03%94,484 00.0% — 不变
TCMD TACTILE SYS TECHNOLOGY INC $234.21万1.26%78,647 00.0% — 不变
NWPX NWPX INFRASTRUCTURE INC $276.68万1.48%18,453 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $314.03万1.68%36,418 00.0% — 不变
VSXY VICTORIAS SECRET AND CO $331.05万1.77%39,656 00.0% — 不变