Summit Street Capital Management, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$188.2M

Holdings

30

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
LRCXEURLAM RESEARCH CORP
9,787$00.00%
2
7HPHP INC
217,951$00.00%
3
HUMHUMANA INC
13,221$00.00%
4
FOXAFOX CORP
175,582$00.00%
5
MGAMAGNA INTL INC
60,650$00.00%
6
MEDMEDIFAST INC
54,335$00.00%
7
GILDGILEAD SCIENCES INC
55,227$00.00%
8
TNETTRINET GROUP INC
70,851$00.00%
9
WBDWARNER BROS DISCOVERY INC
433,054$00.00%
10
INTCINTEL CORP
201,117$00.00%
11
TPLTEXAS PACIFIC LAND CORPORATI
3,004$00.00%
12
BKEBUCKLE INC
142,240$00.00%
13
DINOHF SINCLAIR CORP
145,014$00.00%
14
VLOVALERO ENERGY CORP
44,472$00.00%
15
MUMICRON TECHNOLOGY INC
105,389$00.00%
16
LYBLYONDELLBASELL INDUSTRIES N
71,028$00.00%
17
KLACKLA CORP
15,432$00.00%
18
UTHUNITED THERAPEUTICS CORP DEL
29,041$00.00%
19
CSCOCISCO SYS INC
105,465$00.00%
20
ELVELEVANCE HEALTH INC
13,465$00.00%
21
MPCMARATHON PETE CORP
52,644$00.00%
22
GNTXGENTEX CORP
78,668$00.00%
23
KLICKULICKE & SOFFA INDS INC
125,260$00.00%
24
BRK-BBERKSHIRE HATHAWAY INC DEL
58$00.00%
25
CEIXEURCONSOL ENERGY INC NEW
26,800$00.00%
26
TSETRINSEO PLC
142,683$00.00%
27
IDIINTERDIGITAL INC
92,801$00.00%
28
MOHMOLINA HEALTHCARE INC
20,746$00.00%
29
AMATAPPLIED MATLS INC
44,027$00.00%
30
HUNHUNTSMAN CORP
209,714$00.00%