Summit Street Capital Management, LLC holds a diversified book of 31 stocks worth $707.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed CF Industries Holdings Inc. Their largest long position is CF Industries Holdings Inc at 5% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1595533/holdings"
Use Arkolith to show Summit Street Capital Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | CF Industries Hold COM | $34.8M | 268.1K | 4.9% | ▼−11% Reduced · −35K sh | |
| 2 | Teekay Tankers Ltd CL A | $34.5M | 471.1K | 4.9% | —Held | |
| 3 | Lyondellbasell Industries NV SHS - A - | $33.8M | 419.5K | 4.8% | ▼−31% Reduced · −186K sh | |
| 4 | United Therapeutics Corp Del COM | $33.7M | 56.9K | 4.8% | —Held | |
| 5 | Weatherford Intl PLC ORD SHS | $33.6M | 355.3K | 4.8% | —Held | |
| 6 | Warrior Met Coal Inc COM | $32.8M | 352.0K | 4.6% | —Held | |
| 7 | Core Natural Resources Inc COM SHS | $32.0M | 305.3K | 4.5% | —Held | |
| 8 | Valero Energy Corp COM | $31.5M | 127.6K | 4.5% | —Held | |
| 9 | Lantheus Hldgs Inc COM | $31.5M | 415.5K | 4.5% | ▲+2.4% Added · +10K sh | |
| 10 | Scorpio Tankers Inc SHS | $31.3M | 419.0K | 4.4% | —Held | |
| 11 | Marathon Pete Corp COM | $25.7M | 105.1K | 3.6% | —Held | |
| 12 | Molina Healthcare Inc COM | $25.7M | 192.6K | 3.6% | ▲+125% Added · +107K sh | |
| 13 | Signet Jewelers Limited SHS | $23.6M | 278.9K | 3.3% | ▲+2.3% Added · +6K sh | |
| 14 | Kla Corp COM NEW | $22.1M | 15.0K | 3.1% | —Held | |
| 15 | Lam Research Corp COM NEW | $21.7M | 101.5K | 3.1% | ▼−25% Reduced · −34K sh | |
| 16 | Elevance Health Inc Formerly COM | $21.7M | 74.0K | 3.1% | ▲+18% Added · +11K sh | |
| 17 | Applied Matls Inc COM | $20.2M | 59.2K | 2.9% | ▼−22% Reduced · −17K sh | |
| 18 | Interdigital Inc COM | $19.4M | 64.1K | 2.7% | ▼−17% Reduced · −13K sh | |
| 19 | Dillards Inc CL A | $18.9M | 33.1K | 2.7% | ▼−21% Reduced · −9K sh | |
| 20 | Fox Corp CL A COM | $18.5M | 316.9K | 2.6% | —Held | |
| 21 | HF Sinclair Corp COM | $18.4M | 294.6K | 2.6% | —Held | |
| 22 | Micron Technology Inc COM | $18.1M | 53.6K | 2.6% | ▼−42% Reduced · −39K sh | |
| 23 | Texas Pacific Land Corporati COM | $17.5M | 36.9K | 2.5% | —Held | |
| 24 | Warner Bros Discovery Inc COM SER A | $16.4M | 597.5K | 2.3% | ▼−38% Reduced · −374K sh | |
| 25 | Cisco Sys Inc COM | $15.8M | 203.3K | 2.2% | —Held | |
| 26 | Intel Corp COM | $15.7M | 356.6K | 2.2% | —Held | |
| 27 | Landbridge Company LLC CL A | $15.7M | 227.3K | 2.2% | —Held | |
| 28 | Buckle Inc COM | $14.7M | 291.7K | 2.1% | ▲+11% Added · +30K sh | |
| 29 | HP Inc COM | $12.3M | 639.0K | 1.7% | —Held | |
| 30 | Humana Inc COM | $11.6M | 66.9K | 1.6% | —Held | |
| 31 | Gentex Corp COM | $4.2M | 192.8K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.