SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Summit Street Capital Management, LLC

CIK 0001595533 · 12 EAST 49TH STREET, 26TH FLOOR, NEW YORK, NY, 10017 · 212-750-7036

Reported Value
$729M
Q3 2025
Positions
30
Filings on Record
32
2019–present window
Filed
Nov 14, 2025
original filing

Summary

Summit Street Capital Management, Llc reported $729M in U.S.-listed holdings across 30 positions for Q3 2025.

Its largest position, 7HP, represents 7.0% of the portfolio.

Compared with Q2 2025, the fund opened 2 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $88MQ4 ’18Q1 ’19: $104MQ2 ’19: $103MQ3 ’19: $143MQ4 ’19: $124MQ4 ’19Q1 ’20: $92MQ2 ’20: $119MQ3 ’20: $113MQ4 ’20: $134MQ4 ’20Q1 ’21: $154MQ2 ’21: $156MQ3 ’21: $150MQ4 ’21: $160MQ4 ’21Q1 ’22: $165MQ2 ’22: $152MQ3 ’22: $144MQ4 ’22: $158.4BQ4 ’22Q1 ’23: $188MQ2 ’23: $212MQ3 ’23: $224MQ4 ’23: $236MQ4 ’23Q1 ’24: $260MQ2 ’24: $274MQ3 ’24: $280MQ4 ’24: $281MQ4 ’24Q1 ’25: $262MQ2 ’25: $606MQ3 ’25: $729MQ4 ’25: $636MQ4 ’25Q1 ’26: $707Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$707M31May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$636M31Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$729M30Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$606M30Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$262M30May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$281M31Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$280M29Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$274M29Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$260M31May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$236M31Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$224M31Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$212M31Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$188M30May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$158.4B30Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$144M30Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$152M30Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$165M31May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$160M32Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$150M32Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$156M32Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$154M33May 17, 202113F-HRchanges · EDGAR ↗
Q4 2020$134M34Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$113M36Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$119M36Aug 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$92M32May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$124M29Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$143M29Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$103M28Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$104M29May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$88M32Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.