SummitTX Capital, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.3T
Holdings
718
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (718 positions)
| Stock | Value |
|---|---|
HRBBLOCK H & R INC | $820.2M |
PNFPPINNACLE FINL PARTNERS INC | $819.7M |
CNCCENTENE CORP DEL | $817.5M |
THOTHOR INDS INC | $811.0M |
FSLRFIRST SOLAR INC | $809.3M |
ARESARES MANAGEMENT CORPORATION | $808.2M |
SLMSLM CORP | $803.5M |
SNDRSCHNEIDER NATIONAL INC | $800.7M |
LRNSTRIDE INC | $799.6M |
KAIKADANT INC | $799.3M |
TCBITEXAS CAP BANCSHARES INC | $796.4M |
ENPHENPHASE ENERGY INC | $794.9M |
EXLSEXLSERVICE HOLDINGS INC | $793.3M |
SMGSCOTTS MIRACLE-GRO CO | $791.8M |
ODFLOLD DOMINION FREIGHT LINE IN | $786.7M |
STZCONSTELLATION BRANDS INC | $772.4M |
LOWLOWES COS INC | $772.3M |
XOMEXXON MOBIL CORP | $769.2M |
BBYBEST BUY INC | $768.8M |
SLGNSILGAN HLDGS INC | $765.1M |
JKHYHENRY JACK & ASSOC INC | $763.9M |
DVADAVITA INC | $763.7M |
KTBKONTOOR BRANDS INC | $761.4M |
AYIACUITY INC | $755.7M |
KRCKILROY RLTY CORP | $749.9M |
ANABANAPTYSBIO INC | $742.2M |
RIOTRIOT PLATFORMS INC | $733.2M |
HUNHUNTSMAN CORP | $731.1M |
FLEXFLEX LTD | $721.0M |
GSGOLDMAN SACHS GROUP INC | $717.0M |
LNCLINCOLN NATL CORP IND | $710.8M |
NLYANNALY CAPITAL MANAGEMENT IN | $710.5M |
ZBHZIMMER BIOMET HOLDINGS INC | $709.2M |
CGONCG ONCOLOGY INC | $708.7M |
AREALEXANDRIA REAL ESTATE EQ IN | $704.5M |
ESABESAB CORPORATION | $702.9M |
KLGWK KELLOGG CO | $701.9M |
ROIVROIVANT SCIENCES LTD | $696.8M |
POSTPOST HLDGS INC | $695.7M |
RFREGIONS FINANCIAL CORP NEW | $694.9M |
MTDRMATADOR RES CO | $686.4M |
CLCOLGATE PALMOLIVE CO | $685.8M |
METMETLIFE INC | $683.3M |
DBXDROPBOX INC | $680.3M |
PTCTPTC THERAPEUTICS INC | $679.3M |
ISIIONIS PHARMACEUTICALS INC | $677.6M |
BWXTBWX TECHNOLOGIES INC | $677.1M |
PPCPILGRIMS PRIDE CORP | $670.9M |
NBISNEBIUS GROUP N.V. | $664.0M |
REYNREYNOLDS CONSUMER PRODS INC | $661.9M |
JACKJACK IN THE BOX INC | $658.7M |
FAFFIRST AMERN FINL CORP | $655.6M |
UREUR-ENERGY INC | $653.5M |
ZMZOOM COMMUNICATIONS INC | $650.5M |
ATMUATMUS FILTRATION TECHNOLOGIE | $649.6M |
WYNNWYNN RESORTS LTD | $647.2M |
GGENPACT LIMITED | $646.6M |
REPLREPLIMUNE GROUP INC | $642.9M |
APOAPOLLO GLOBAL MGMT INC | $640.1M |
DRSLEONARDO DRS INC | $636.8M |
GWREGUIDEWIRE SOFTWARE INC | $635.7M |
CNACNA FINL CORP | $628.7M |
PRUPRUDENTIAL FINL INC | $628.2M |
RNAAVIDITY BIOSCIENCES INC | $627.5M |
ALSNALLISON TRANSMISSION HLDGS I | $626.4M |
FUNSIX FLAGS ENTERTAINMENT CORP | $625.9M |
OCGNOCUGEN INC | $620.3M |
DALDELTA AIR LINES INC DEL | $616.3M |
DDOMINION ENERGY INC | $614.1M |
JPMJPMORGAN CHASE & CO. | $608.8M |
KK0NEXTNAV INC | $603.7M |
LPLALPL FINL HLDGS INC | $602.2M |
SNASNAP ON INC | $600.0M |
SLBSCHLUMBERGER LTD | $594.5M |
B7SBROOKDALE SR LIVING INC | $590.0M |
CFGCITIZENS FINL GROUP INC | $588.3M |
LWLAMB WESTON HLDGS INC | $588.1M |
TMUST-MOBILE US INC | $587.1M |
OGNORGANON & CO | $581.6M |
DFHDREAM FINDERS HOMES INC | $579.1M |
AIGAMERICAN INTL GROUP INC | $578.1M |
IMGIAMGOLD CORP | $573.3M |
CRMSALESFORCE INC | $572.6M |
DEIDOUGLAS EMMETT INC | $569.0M |
ORIOLD REP INTL CORP | $567.7M |
MIGAMICROSTRATEGY INC | $565.9M |
FLYWFLYWIRE CORPORATION | $563.2M |
CONCONCENTRA GROUP HOLDINGS PAR | $561.9M |
TKOTKO GROUP HOLDINGS INC | $559.5M |
AESIATLAS ENERGY SOLUTIONS INC | $556.0M |
PAYOPAYONEER GLOBAL INC | $554.8M |
CROXCROCS INC | $544.4M |
BTOB2GOLD CORP | $540.8M |
WTMWHITE MTNS INS GROUP LTD | $536.9M |
AZNASTRAZENECA PLC | $535.4M |
KROSKEROS THERAPEUTICS INC | $534.0M |
EDCONSOLIDATED EDISON INC | $532.4M |
QCOMQUALCOMM INC | $531.5M |
GEOSGEOSPACE TECHNOLOGIES CORP | $530.4M |
ORLYOREILLY AUTOMOTIVE INC | $526.4M |