Arkolith/Funds/SummerHaven Investment Management, LLC

SummerHaven Investment Management, LLC

CIK 1846436
Holdings as of Jun 30, 2026·disclosed Jul 21, 2026·~21-day 13F lag·13F-HR
Active Filer

SummerHaven Investment Management, LLC holds a diversified book of 192 stocks worth $186.6M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Allegiant Travel Co and trimmed Stonex Group Inc. Their largest long position is Victoria's Secret & Co at 2% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show SummerHaven Investment Management, LLC's latest
holdings, largest changes, and filing provenance.
Opened
114
new positions
Added to
0
existing
Trimmed
2
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.4%
+12.7%/yr · since Oct '24
Their reported book
+29.9%
held from quarter-end
S&P 500
+29.7%
same window
$8K$9K$10K$12K$13KOct '24Feb '25Jun '25Nov '25Mar '26Jul '26
SummerHaven Investment Management, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +29.9%, a 6.5-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning SummerHaven Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
7%
Top 10 holdings
12%
Top 20 holdings
20%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Consumer Discretionary
21%
Financials
20%
Industrials
19%
Materials
12%
Information Technology
10%
Energy
8%
Health Care
7%
Communication Services
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

192 positions
#SecurityValueShares% PortLast moveHistory
1Victorias Secret And Co
COMMON STOCK
$3.3M39.7K
1.8%
Held
2Amkor Technology Inc
COM
$3.1M36.4K
1.7%
Held
3NWPX Infrastructure Inc
COM
$2.8M18.5K
1.5%
Held
4Tactile Sys Technology Inc
COM
$2.3M78.6K
1.3%
Held
5Target Hospitality Corp
COM
$1.9M94.5K
1.0%
Held
6Preformed Line Prods Co
COM
$1.9M4.7K
1.0%
Held
7Century Alum Co
COM
$1.9M41.4K
1.0%
Held
8Benchmark Electrs Inc
COM
$1.9M19.2K
1.0%
Held
9Propetro Hldg Corp
COM
$1.8M123.3K
0.9%
Held
10Myers Inds Inc
COM
$1.8M49.7K
0.9%
Held
11Methode Electrs Inc
COM
$1.7M89.5K
0.9%
Held
12Mayville Engr Co Inc
COM
$1.7M45.3K
0.9%
Held
13Liberty Energy Inc
COM CL A
$1.7M64.8K
0.9%
Held
14Avanos Med Inc
COM
$1.5M61.4K
0.8%
Held
15International Seaways Inc
COM
$1.5M19.8K
0.8%
Held
16Oceaneering Intl Inc
COM
$1.5M36.2K
0.8%
Held
17Pediatrix Medical Group Inc
COM
$1.5M57.8K
0.8%
Held
18Macys Inc
COM
$1.4M60.6K
0.8%
Held
19Flexsteel Inds Inc
COM
$1.4M19.0K
0.8%
Held
20Andersons Inc
COM
$1.4M20.6K
0.8%
Held
21Kohls Corp
COM
$1.4M78.6K
0.7%
Held
22Stonex Group Inc
COM
$1.4M11.7K
0.7%
~0%
Reduced · −1 sh
23DXP Enterprises Inc
COM NEW
$1.4M8.2K
0.7%
Held
24Smith & Wesson Brands Inc
COM
$1.4M91.3K
0.7%
Held
25Rocky Brands Inc
COM
$1.3M32.3K
0.7%
Held
26American Eagle Outfitters In
COM
$1.3M77.1K
0.7%
Held
27Blue Bird Corp
COM
$1.3M16.7K
0.7%
Held
28Matson Inc
COM
$1.3M6.8K
0.7%
Held
29Photronics Inc
COM
$1.3M39.8K
0.7%
Held
30Rex American Res Corp
COM
$1.3M28.7K
0.7%
Held
31Arcbest Corp
COM
$1.3M8.9K
0.7%
Held
32Apa Corporation
COM
$1.3M39.2K
0.7%
Held
33Consensus Cloud Solutions In
COM
$1.3M33.3K
0.7%
Held
34Viemed Healthcare Inc
COM
$1.3M110.5K
0.7%
Held
35Dana Inc
COM
$1.2M45.9K
0.7%
Held
36Madden Steven Ltd
COM
$1.2M29.2K
0.7%
Held
37Franklin Finl Svcs Corp
COM
$1.2M19.6K
0.7%
Held
38Five Star Bancorp
COM
$1.2M25.1K
0.7%
Held
39Interface Inc
COM
$1.2M33.7K
0.6%
Held
40Heartland Express Inc
COM
$1.2M79.2K
0.6%
Held
41Trustco BK Corp N Y
COM NEW
$1.2M21.6K
0.6%
Held
42El Pollo Loco Hldgs Inc
COM
$1.2M69.7K
0.6%
Held
43Seaboard Corp Del
COM
$1.2M264
0.6%
Held
44Peapack-Gladstone Finl Corp
COM
$1.2M24.9K
0.6%
Held
45Pitney Bowes Inc
COM
$1.2M66.4K
0.6%
Held
46Spectrum Brands Holdings Inc
COM
$1.1M13.3K
0.6%
Held
47Talos Energy Inc
COM
$1.1M87.7K
0.6%
Held
48Arrow Finl Corp
COM
$1.1M27.6K
0.6%
Held
49Ryder Sys Inc
COM
$1.1M4.3K
0.6%
Held
50Chemours Co
COM
$1.1M54.7K
0.6%
Held
Showing 50 of 192 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 21, 2026192$186.6M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026193$162.9M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026194$176.2M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025196$171.7M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025191$152.8M13F-HR
Q1 2025Mar 31, 2025Apr 16, 2025195$143.3M13F-HR
Q4 2024Dec 31, 2024Jan 14, 2025197$162.2M13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024197$163.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.