Summit Street Capital Management, LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$158.4M

Holdings

30

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
LRCXEURLAM RESEARCH CORP
7,321$00.00%
2
7HPHP INC
194,315$00.00%
3
HUMHUMANA INC
13,221$00.00%
4
FOXAFOX CORP
103,990$00.00%
5
MGAMAGNA INTL INC
60,650$00.00%
6
MEDMEDIFAST INC
25,693$00.00%
7
GILDGILEAD SCIENCES INC
55,227$00.00%
8
TNETTRINET GROUP INC
66,150$00.00%
9
WBDWARNER BROS DISCOVERY INC
395,504$00.00%
10
INTCINTEL CORP
49,783$00.00%
11
TPLTEXAS PACIFIC LAND CORPORATI
3,447$00.00%
12
BKEBUCKLE INC
142,240$00.00%
13
DINOHF SINCLAIR CORP
145,014$00.00%
14
VLOVALERO ENERGY CORP
34,008$00.00%
15
MUMICRON TECHNOLOGY INC
69,913$00.00%
16
LYBLYONDELLBASELL INDUSTRIES N
61,401$00.00%
17
KLACKLA CORP
10,732$00.00%
18
UTHUNITED THERAPEUTICS CORP DEL
29,041$00.00%
19
CSCOCISCO SYS INC
74,380$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
103,246$00.00%
24
BRK-BBERKSHIRE HATHAWAY INC DEL
58$00.00%
25
CEIXEURCONSOL ENERGY INC NEW
26,800$00.00%
26
TSETRINSEO PLC
78,526$00.00%
27
IDIINTERDIGITAL INC
81,765$00.00%
28
MOHMOLINA HEALTHCARE INC
20,746$00.00%
29
AMATAPPLIED MATLS INC
31,342$00.00%
30
HUNHUNTSMAN CORP
164,137$00.00%