§ 13F · FUND PROFILE
SummerHaven Investment Management, LLC.
AUM · $187M (13F)Positions · 192Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VSCO | VICTORIAS SECRET AND CO | 40K | $3M | 1.8% | ±0% |
| 2 | AMKR | AMKOR TECHNOLOGY INC | 36K | $3M | 1.7% | ±0% |
| 3 | NWPX | NWPX INFRASTRUCTURE INC | 18K | $3M | 1.5% | ±0% |
| 4 | TCMD | TACTILE SYS TECHNOLOGY INC | 79K | $2M | 1.3% | ±0% |
| 5 | TH | TARGET HOSPITALITY CORP | 94K | $2M | 1.0% | ±0% |
| 6 | PLPC | PREFORMED LINE PRODS CO | 5K | $2M | 1.0% | ±0% |
| 7 | CENX | CENTURY ALUM CO | 41K | $2M | 1.0% | ±0% |
| 8 | BHE | BENCHMARK ELECTRS INC | 19K | $2M | 1.0% | ±0% |
| 9 | PUMP | PROPETRO HLDG CORP | 123K | $2M | 0.9% | ±0% |
| 10 | MYE | MYERS INDS INC | 50K | $2M | 0.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMERHAVEN SIGNAL
AC read
SummerHaven Investment Management, LLC is a Other fund managing $187 million in assets. The fund runs a portfolio of 192 positions.
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