Holdings
Summit Street Capital Management, LLC
As of Jun 30, 2026, Summit Street Capital Management, LLC reported 29 positions worth US$667M. Largest: Lantheus Holdings, Inc., Molina Healthcare Inc and Humana Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lantheus Holdings, Inc. | 401K | US$44.5M | −14,775 | Jun 30, 2026 |
| Molina Healthcare Inc | 182K | US$41.6M | −10,555 | Jun 30, 2026 |
| Humana Inc. | 91,449 | US$36.3M | +24,560 | Jun 30, 2026 |
| Signet Jewelers Limited | 337K | US$29.1M | +58,424 | Jun 30, 2026 |
| United Therapeutics Corporation | 52,789 | US$28.6M | −4,083 | Jun 30, 2026 |
| Elevance Health, Inc. | 72,040 | US$27.9M | −1,943 | Jun 30, 2026 |
| Fox Corporation | 514K | US$26.8M | +197K | Jun 30, 2026 |
| Hp Inc. | 1.19M | US$26.1M | +551K | Jun 30, 2026 |
| Valero Energy Corporation | 100K | US$26.1M | −27,529 | Jun 30, 2026 |
| Cf Industries Holdings, Inc. | 239K | US$25.9M | −29,263 | Jun 30, 2026 |