SummitTX Capital, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.4B
Holdings
721
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (721 positions)
| Stock | Value |
|---|---|
STZCONSTELLATION BRANDS INC | $340K |
HALOHALOZYME THERAPEUTICS INC | $337K |
EWTXEDGEWISE THERAPEUTICS INC | $337K |
CUBECUBESMART | $335K |
WTMWHITE MTNS INS GROUP LTD | $334K |
QUREUNIQURE NV | $333K |
WYWEYERHAEUSER CO MTN BE | $332K |
EWBCEAST WEST BANCORP INC | $332K |
CIVICIVITAS RESOURCES INC | $331K |
DOCNDIGITALOCEAN HLDGS INC | $326K |
VRSKVERISK ANALYTICS INC | $322K |
OCGNOCUGEN INC | $321K |
AMTAMERICAN TOWER CORP NEW | $321K |
MKTXMARKETAXESS HLDGS INC | $319K |
PSAPUBLIC STORAGE OPER CO | $318K |
MODMODINE MFG CO | $318K |
LIILENNOX INTL INC | $318K |
IDAIDACORP INC | $316K |
KBHKB HOME | $315K |
VVVVALVOLINE INC | $312K |
FUODOLBY LABORATORIES INC | $310K |
FLNGFLEX LNG LTD | $310K |
FSLRFIRST SOLAR INC | $310K |
PAGPENSKE AUTOMOTIVE GRP INC | $308K |
AXSAXIS CAP HLDGS LTD | $308K |
SDRLSEADRILL LTD | $307K |
STLDSTEEL DYNAMICS INC | $307K |
SEICSEI INVTS CO | $304K |
GRFSGRIFOLS S A | $301K |
KLACKLA CORP | $301K |
ETSYETSY INC | $301K |
AVTAVNET INC | $301K |
STSENSATA TECHNOLOGIES HLDG PL | $298K |
GLOBGLOBANT S A | $296K |
RAPPRAPPORT THERAPEUTICS INC | $292K |
UNHUNITEDHEALTH GROUP INC | $292K |
PFSIPENNYMAC FINL SVCS INC NEW | $289K |
CNRCANADIAN NATL RY CO | $281K |
EDCONSOLIDATED EDISON INC | $281K |
IBPINSTALLED BLDG PRODS INC | $281K |
PGRPROGRESSIVE CORP | $281K |
ANFABERCROMBIE & FITCH CO | $279K |
SFNCSIMMONS 1ST NATL CORP | $279K |
WERNWERNER ENTERPRISES INC | $279K |
SBACSBA COMMUNICATIONS CORP NEW | $277K |
LAZLAZARD INC | $276K |
WFCWELLS FARGO CO NEW | $275K |
BGCBGC GROUP INC | $274K |
TPGTPG INC | $274K |
GSGOLDMAN SACHS GROUP INC | $271K |
BWINTHE BALDWIN INSURANCE GRP IN | $268K |
IRENIREN LIMITED | $268K |
SIGSIGNET JEWELERS LIMITED | $265K |
OLAORLA MNG LTD NEW | $265K |
HIMSHIMS & HERS HEALTH INC | $259K |
TRVCCITIGROUP INC | $257K |
TMUST-MOBILE US INC | $257K |
PAYCPAYCOM SOFTWARE INC | $255K |
CNCCENTENE CORP DEL | $254K |
ERIEERIE INDTY CO | $254K |
HSYHERSHEY CO | $252K |
NBIXNEUROCRINE BIOSCIENCES INC | $249K |
S9QSPIRIT AEROSYSTEMS HLDGS INC | $247K |
CVCOCAVCO INDS INC DEL | $247K |
RKTROCKET COS INC | $243K |
DARDARLING INGREDIENTS INC | $243K |
LADLITHIA MTRS INC | $241K |
ELVELEVANCE HEALTH INC FORMERLY | $241K |
PCVXVAXCYTE INC | $240K |
ESNTESSENT GROUP LTD | $239K |
RCUSARCUS BIOSCIENCES INC | $239K |
SIRISIRIUSXM HOLDINGS INC | $239K |
MCMOELIS & CO | $237K |
SHCSOTERA HEALTH CO | $236K |
EEFTEURONET WORLDWIDE INC | $234K |
NVTSNAVITAS SEMICONDUCTOR CORP | $234K |
QGENQIAGEN NV | $234K |
CLVTCLARIVATE PLC | $233K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $233K |
SEISOLARIS ENERGY INFRAS INC | $231K |
JBTJBT MAREL CORPORATION | $229K |
BGBUNGE GLOBAL SA | $229K |
BYRNBYRNA TECHNOLOGIES INC | $227K |
ALLEALLEGION PLC | $227K |
OXMOXFORD INDS INC | $224K |
ITGARTNER INC | $223K |
HCAHCA HEALTHCARE INC | $222K |
8CWCROWN CASTLE INC | $220K |
CHRCHURCHILL DOWNS INC | $213K |
XRXXEROX HOLDINGS CORP | $213K |
EWHISHARES INC | $209K |
CNACNA FINL CORP | $209K |
MGAMAGNA INTL INC | $209K |
PGYPAGAYA TECHNOLOGIES LTD | $209K |
DHRDANAHER CORPORATION | $207K |
PATKPATRICK INDS INC | $204K |
ITTITT INC | $204K |
CAICARIS LIFE SCIENCES INC | $204K |
ALKALASKA AIR GROUP INC | $201K |
MDLZMONDELEZ INTL INC | $201K |