§ 13F · FUND PROFILE
SummerHaven Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $172M (13F)Positions · 196Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CENX | CENTURY ALUM CO | 41K | $2M | 1.5% | −5% |
| 2 | TCMD | TACTILE SYS TECHNOLOGY INC | 79K | $2M | 1.3% | −5% |
| 3 | LBRT | LIBERTY ENERGY INC | 65K | $2M | 1.1% | −5% |
| 4 | VSCO | VICTORIAS SECRET AND CO | 40K | $2M | 1.1% | −6% |
| 5 | PUMP | PROPETRO HLDG CORP | 123K | $2M | 1.1% | −5% |
| 6 | APA | APA CORPORATION | 39K | $2M | 1.0% | −6% |
| 7 | AMKR | AMKOR TECHNOLOGY INC | 36K | $2M | 1.0% | −6% |
| 8 | PLAB | PHOTRONICS INC | 40K | $2M | 1.0% | −7% |
| 9 | DAN | DANA INC | 46K | $2M | 0.9% | −7% |
| 10 | SEB | SEABOARD CORP DEL | 264 | $1M | 0.9% | −7% |
§ 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 $172 million in assets. The fund runs a portfolio of 196 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed