SummerHaven Investment Management, LLC

CIK: 0001846436Latest portfolio: $176.2M · Q4 2025

Holdings

194

Total Value

$176.2M

New Positions

194

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
TCMDTACTILE SYS TECHNOLOGY INC
82,585$2.4M1.36%NEW
2
VSCOVICTORIAS SECRET AND CO
42,063$2.3M1.29%NEW
3
AEOAMERICAN EAGLE OUTFITTERS IN
83,366$2.2M1.25%NEW
4
KSSKOHLS CORP
87,441$1.8M1.01%NEW
5
CENXCENTURY ALUM CO
43,479$1.7M0.97%NEW
6
AMKRAMKOR TECHNOLOGY INC
38,654$1.5M0.87%NEW
7
FDO.FMACYS INC
66,501$1.5M0.83%NEW
8
AMRALPHA METALLURGICAL RESOUR I
7,183$1.4M0.81%NEW
9
PLABPHOTRONICS INC
42,649$1.4M0.77%NEW
10
SHOOMADDEN STEVEN LTD
32,507$1.4M0.77%NEW
11
MATVMATIV HOLDINGS INC
110,990$1.3M0.77%NEW
12
MDPEDIATRIX MEDICAL GROUP INC
62,840$1.3M0.76%NEW
13
SEBSEABOARD CORP DEL
284$1.3M0.72%NEW
14
LBRTLIBERTY ENERGY INC
67,918$1.3M0.71%NEW
15
NWPXNWPX INFRASTRUCTURE INC
19,894$1.2M0.71%NEW
16
PUMPPROPETRO HLDG CORP
129,749$1.2M0.70%NEW
17
ANFABERCROMBIE & FITCH CO
9,611$1.2M0.69%NEW
18
COLLCOLLEGIUM PHARMACEUTICAL INC
25,748$1.2M0.68%NEW
19
NUTXNUTEX HEALTH INC
7,240$1.2M0.68%NEW
20
ANDEANDERSONS INC
22,099$1.2M0.67%NEW
21
KEKIMBALL ELECTRONICS INC
42,206$1.2M0.67%NEW
22
NATRNATURES SUNSHINE PRODS INC
54,305$1.2M0.66%NEW
23
4DHDANA INC
49,183$1.2M0.66%NEW
24
WFRDWEATHERFORD INTL PLC
14,815$1.2M0.66%NEW
25
VREXVAREX IMAGING CORP
99,431$1.2M0.66%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Consumer Cyclical0.0% ($2.2782198178413533e+129T)
Financial Services0.0% ($1.091105310481015e+124T)
Industrials0.0% ($1.2621243117410481e+78T)
Energy0.0% ($1.435125312331159e+55T)
Healthcare0.0% ($2.394134411921191e+38T)
Basic Materials0.0% ($1.703134811111009e+33T)
Technology0.0% ($1.526136410431019e+33T)
Consumer Defensive0.0% ($1.1751171106190187e+32T)
Unknown0.0% ($14661168992.0T)
Communication Services0.0% ($1.1T)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$176.2M194
Q3 2025Nov 3, 2025$171.7B0
Q2 2025Jul 17, 2025$152.8B191
Q1 2025Apr 16, 2025$143.3B195

Fund Information

CIK0001846436
Most Recent FilingFeb 3, 2026
Number of Filings4

SummerHaven Investment Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $176.2M across 194 holdings. The largest position is TACTILE SYS TECHNOLOGY INC (TCMD), representing 1.4% of the portfolio. Compared to the previous quarter, the fund opened 194 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.