Summit Street Capital Management, LLC Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$212.3B

Holdings

31

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (31 positions)

#StockSharesValue% PortfolioType
1
BRK-BBERKSHIRE HATHAWAY INC DEL
58$30K0.00%
2
IDIINTERDIGITAL INC
85,585$8K0.00%
3
KLICKULICKE & SOFFA INDS INC
125,260$7K0.00%
4
KLACKLA CORP
15,432$7K0.00%
5
AMATAPPLIED MATLS INC
52,581$7K0.00%
6
HUNHUNTSMAN CORP
245,760$6K0.00%
7
7HPHP INC
217,951$6K0.00%
8
TNETTRINET GROUP INC
70,851$6K0.00%
9
WBDWARNER BROS DISCOVERY INC
494,012$6K0.00%
10
INTCINTEL CORP
201,117$6K0.00%
11
DINOHF SINCLAIR CORP
145,014$6K0.00%
12
VLOVALERO ENERGY CORP
58,698$6K0.00%
13
MUMICRON TECHNOLOGY INC
105,389$6K0.00%
14
LYBLYONDELLBASELL INDUSTRIES N
71,028$6K0.00%
15
UTHUNITED THERAPEUTICS CORP DEL
29,041$6K0.00%
16
CSCOCISCO SYS INC
126,755$6K0.00%
17
MPCMARATHON PETE CORP
52,644$6K0.00%
18
CEIXEURCONSOL ENERGY INC NEW
94,271$6K0.00%
19
MOHMOLINA HEALTHCARE INC
22,590$6K0.00%
20
LRCXEURLAM RESEARCH CORP
9,787$6K0.00%
21
BKEBUCKLE INC
178,254$6K0.00%
22
ELVELEVANCE HEALTH INC
13,465$5K0.00%
23
HUMHUMANA INC
13,221$5K0.00%
24
FOXAFOX CORP
151,805$5K0.00%
25
MEDMEDIFAST INC
59,145$5K0.00%
26
TPLTEXAS PACIFIC LAND CORPORATI
3,515$4K0.00%
27
HCCWARRIOR MET COAL INC
116,192$4K0.00%
28
MGAMAGNA INTL INC
76,334$4K0.00%
29
GILDGILEAD SCIENCES INC
47,864$3K0.00%
30
CFCF INDS HLDGS INC
53,165$3K0.00%
31
GNTXGENTEX CORP
130,856$3K0.00%