SummitTX Capital, L.P. Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$3.3T

Holdings

670

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (670 positions)

StockValue
USARUSA RARE EARTH INC
$284.0M
MECMAYVILLE ENGR CO INC
$283.0M
TRIPTRIPADVISOR INC
$282.0M
RYANRYAN SPECIALTY HOLDINGS INC
$273.0M
CRMLCRITICAL METALS CORP
$270.0M
GRPNGROUPON INC
$269.0M
UI2KEMPER CORP
$269.0M
PJTPJT PARTNERS INC
$264.0M
NTRNUTRIEN LTD
$262.0M
VVVVALVOLINE INC
$261.0M
BIRKBIRKENSTOCK HOLDING PLC
$260.0M
DEODIAGEO PLC
$258.0M
TET1 ENERGY INC
$257.0M
XXYCROSS CTRY HEALTHCARE INC
$257.0M
CRGYCRESCENT ENERGY COMPANY
$257.0M
EDRENDEAVOUR SILVER CORP
$256.0M
TFCTRUIST FINL CORP
$255.0M
AAOIAPPLIED OPTOELECTRONICS INC
$254.0M
MDGLMADRIGAL PHARMACEUTICALS INC
$252.0M
ETSYETSY INC
$251.0M
MANMANPOWERGROUP INC WIS
$249.0M
VRSKVERISK ANALYTICS INC
$246.0M
BBAIBIGBEAR AI HLDGS INC
$243.0M
ARRARMOUR RESIDENTIAL REIT INC
$239.0M
WF2WINTRUST FINL CORP
$237.0M
DC4DEXCOM INC
$235.0M
RALRALLIANT CORP
$232.0M
PPGPPG INDS INC
$232.0M
IHGINTERCONTINENTAL HOTELS GROU
$230.0M
IEIINSIGHT ENTERPRISES INC
$230.0M
AXTIAXT INC
$228.0M
UNFUNIFIRST CORP MASS
$227.0M
GLXYGALAXY DIGITAL INC.
$226.0M
SLISTANDARD LITHIUM LTD
$223.0M
MZTIMARZETTI COMPANY
$220.0M
RDNRADIAN GROUP INC
$220.0M
WABCWESTAMERICA BANCORPORATION
$219.0M
RPMRPM INTL INC
$217.0M
WWAYFAIR INC
$211.0M
PATKPATRICK INDS INC
$210.0M
FUTUFUTU HLDGS LTD
$209.0M
3M4MASIMO CORP
$208.0M
BXMTBLACKSTONE MTG TR INC
$208.0M
ASNDASCENDIS PHARMA A/S
$206.0M
AEBIAEBI SCHMIDT HLDG AG
$204.0M
BTDRBITDEER TECHNOLOGIES GROUP
$203.0M
HAFCHANMI FINL CORP
$202.0M
ALKTALKAMI TECHNOLOGY INC
$201.0M
IMGIAMGOLD CORP
$195.0M
UPBDUPBOUND GROUP INC
$186.0M
AIIALMONTY INDS INC
$181.0M
NTLAINTELLIA THERAPEUTICS INC
$155.0M
WSRWHITESTONE REIT
$138.0M
GRABGRAB HOLDINGS LIMITED
$125.0M
CCCCCC INTELLIGENT SOLUTIONS HL
$116.0M
PRCHPORCH GROUP INC
$107.0M
NEXTNEXTDECADE CORP
$102.0M
PCTPURECYCLE TECHNOLOGIES INC
$89.0M
RDWREDWIRE CORPORATION
$84.0M
BWBABCOCK & WILCOX ENTERPRISES
$84.0M
FWDIFORWARD INDS INC N Y
$80.0M
NAGENIAGEN BIOSCIENCE INC
$78.0M
ASPIASP ISOTOPES INC
$75.0M
IMRXIMMUNEERING CORP
$68.0M
TGBTASEKO MINES LTD
$67.0M
MPTMEDICAL PPTYS TRUST INC
$58.0M
RCREADY CAPITAL CORP
$52.0M
LCTXLINEAGE CELL THERAPEUTICS IN
$35.0M
BITFBITFARMS LTD
$34.0M
BYNDBEYOND MEAT INC
$13.0M
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