SEC Form 13F

Summit Street Capital Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$712,597,515
Positions31

Largest disclosed positions

IssuerTickerClassReported valueReported amount
LANTHEUS HLDGS INCLNTHCOM$44,453,546400,699
MOLINA HEALTHCARE INCMOHCOM$41,630,489182,031
HUMANA INCHUMCOM$36,325,37291,449
SIGNET JEWELERS LIMITEDSIGSHS$29,076,639337,316
UNITED THERAPEUTICS CORP DELUTHRCOM$28,602,66352,789
ELEVANCE HEALTH INC FORMERLYELVCOM$27,860,02872,040
WEATHERFORD INTL PLCWFRDORD SHS$27,536,812337,875
FOX CORPFOXACL A COM$26,826,461514,311
HP INCHPQCOM$26,108,0291,189,974
VALERO ENERGY CORPVLOCOM$26,063,012100,073

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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