SUMMER ROAD LLC

CIK: 0001604873SEC EDGAR →

Portfolio Value

$137.7M

Holdings

21

As of

Q4 2025

New Positions

0

Closed Positions

7

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

OCULAR THERAPEUTIX INC

11,108,555$134.9M
97.92%
2

LINEAGE INC

20,196$706K
0.51%
3

VANECK ETF TRUST

4,800$546K
0.40%
4

VANECK ETF TRUST

2,828$242K
0.18%
5

ALPHABET INC

730$228K
0.17%
6

GREEN BRICK PARTNERS INC

3,550$222K
0.16%
7

INGLES MKTS INC

2,500$171K
0.12%
8

CARETRUST REIT INC

3,750$135K
0.10%
9

SEACOAST BKG CORP FLA

3,107$97K
0.07%
10

SPDR GOLD TR GOLD

225$89K
0.06%

Quarterly Changes

Top Buys

$171K
GDX↑ Increased
$104K
SBG1NEW
$97K
FOURNEW
$47K
DIS↑ Increased
$45K

Top Sells

OCUL↓ Decreased
$12.2M
CDECLOSED
$88K
FERG↓ Decreased
$46K

New Positions (4)

$171K · 3K shares
$97K · 3K shares
$47K · 750 shares
$23K · 319 shares

Closed Positions (1)

$88K · 5K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare1$134.9M97.9%
Financial Services7$912K0.7%
Real Estate3$900K0.7%
Communication Services2$280K0.2%
Consumer Cyclical1$222K0.2%
Consumer Defensive2$190K0.1%
Unknown2$186K0.1%
Basic Materials1$68K0.0%
Technology1$47K0.0%
Industrials1$44K0.0%