Summit Street Capital Management, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$273.7M

Holdings

29

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
LRCXEURLAM RESEARCH CORP
10,889$00.00%
2
7HPHP INC
240,168$00.00%
3
HUMHUMANA INC
22,398$00.00%
4
FOXAFOX CORP
62,801$00.00%
5
MGAMAGNA INTL INC
99,067$00.00%
6
TNETTRINET GROUP INC
63,564$00.00%
7
WBDWARNER BROS DISCOVERY INC
1,093,724$00.00%
8
INTCINTEL CORP
201,117$00.00%
9
TPLTEXAS PACIFIC LAND CORPORATI
14,419$00.00%
10
BKEBUCKLE INC
216,452$00.00%
11
DINOHF SINCLAIR CORP
153,606$00.00%
12
VLOVALERO ENERGY CORP
59,772$00.00%
13
MUMICRON TECHNOLOGY INC
82,437$00.00%
14
LYBLYONDELLBASELL INDUSTRIES N
81,002$00.00%
15
KLACKLA CORP
13,648$00.00%
16
UTHUNITED THERAPEUTICS CORP DEL
36,431$00.00%
17
CSCOCISCO SYS INC
168,713$00.00%
18
ELVELEVANCE HEALTH INC
16,941$00.00%
19
MPCMARATHON PETE CORP
52,644$00.00%
20
GNTXGENTEX CORP
178,028$00.00%
21
KLICKULICKE & SOFFA INDS INC
164,370$00.00%
22
BRK-BBERKSHIRE HATHAWAY INC DEL
58$00.00%
23
CEIXEURCONSOL ENERGY INC NEW
90,368$00.00%
24
IDIINTERDIGITAL INC
85,585$00.00%
25
MOHMOLINA HEALTHCARE INC
28,720$00.00%
26
HCCWARRIOR MET COAL INC
171,211$00.00%
27
CFCF INDS HLDGS INC
111,420$00.00%
28
AMATAPPLIED MATLS INC
47,908$00.00%
29
HUNHUNTSMAN CORP
295,308$00.00%