§ 13F · FUND PROFILE
Summit Street Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 31Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$636.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | HCC | WARRIOR MET COAL INC | 352K | $31.0T | 4.9% | NEW |
| 2 | WBD | WARNER BROS DISCOVERY INC | 971K | $28.0T | 4.4% | NEW |
| 3 | WFRD | WEATHERFORD INTL PLC | 355K | $27.8T | 4.4% | NEW |
| 4 | UTHR | UNITED THERAPEUTICS CORP DEL | 57K | $27.7T | 4.4% | NEW |
| 5 | CNR | CORE NATURAL RESOURCES INC | 305K | $27.0T | 4.2% | NEW |
| 6 | LNTH | LANTHEUS HLDGS INC | 406K | $27.0T | 4.2% | NEW |
| 7 | MU | MICRON TECHNOLOGY INC | 92K | $26.4T | 4.1% | NEW |
| 8 | LYB | LYONDELLBASELL INDUSTRIES N | 605K | $26.2T | 4.1% | NEW |
| 9 | DDS | DILLARDS INC | 42K | $25.3T | 4.0% | NEW |
| 10 | TNK | TEEKAY TANKERS LTD | 471K | $25.2T | 4.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Street Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
3 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed