Summit Street Capital Management, LLC Top Holdings and 13F Report (2025) About Summit Street Capital Management, LLCInvestment ActivitySummit Street Capital Management, LLC has $281.45 million in total holdings as of December 31, 2024.Summit Street Capital Management, LLC owns shares of 31 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.97% of the portfolio was purchased this quarter.About 6.11% of the portfolio was sold this quarter.This quarter, Summit Street Capital Management, LLC has purchased 29 new stocks and bought additional shares in 4 stocks.Summit Street Capital Management, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $39,493,360InterDigital $16,579,526Texas Pacific Land $12,301,593Warner Bros. Discovery $11,776,935United Therapeutics $11,447,188 Largest New Holdings this Quarter Dillard's $9,155,047 HoldingLAM RESEARCH CORP $7,865,125 HoldingLANDBRIDGE COMPANY LLC $6,790,946 Holding Largest Purchases this Quarter Dillard's 21,205 shares (about $9.16M)LAM RESEARCH CORP 108,890 shares (about $7.87M)LANDBRIDGE COMPANY LLC 105,123 shares (about $6.79M)Humana 8,132 shares (about $2.06M)HF Sinclair 27,845 shares (about $975.97K) Largest Sales this Quarter Texas Pacific Land 1,974 shares (about $2.18M)Buckle 30,369 shares (about $1.54M)United Therapeutics 3,988 shares (about $1.41M)Elevance Health 3,323 shares (about $1.23M)Intel 52,842 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Street Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$39,493,3600.0%5814.0%FinanceIDCCInterDigital$16,579,5260.0%85,5855.9%Computer and TechnologyTPLTexas Pacific Land$12,301,593$2,183,165 ▼-15.1%11,1234.4%Oils/EnergyWBDWarner Bros. Discovery$11,776,9350.0%1,114,1854.2%Consumer DiscretionaryUTHRUnited Therapeutics$11,447,188$1,407,126 ▼-10.9%32,4434.1%MedicalCSCOCisco Systems$10,441,4590.0%176,3763.7%Computer and TechnologyCONSOL ENERGY INC NEW$10,168,6310.0%95,3193.6%COMCFCF Industries$9,906,9320.0%116,1153.5%Basic MaterialsHCCWarrior Met Coal$9,432,4440.0%173,9023.4%Oils/EnergyBKEBuckle$9,292,743$1,543,049 ▼-14.2%182,8923.3%Retail/WholesaleDDSDillard's$9,155,047$9,155,047 ▲New Holding21,2053.3%Retail/WholesaleHPQHP$8,741,3810.0%267,8943.1%Computer and TechnologyMOHMolina Healthcare$8,358,9560.0%28,7203.0%MedicalHUMHumana$8,292,004$2,063,170 ▲33.1%32,6832.9%MedicalMUMicron Technology$8,113,1080.0%96,4012.9%Computer and TechnologyKLACKLA$8,049,1530.0%12,7742.9%Computer and TechnologyLAM RESEARCH CORP$7,865,125$7,865,125 ▲New Holding108,8902.8%COM NEWAMATApplied Materials$7,791,2780.0%47,9082.8%Computer and TechnologyDINOHF Sinclair$7,410,271$975,967 ▲15.2%211,4202.6%Oils/EnergyMPCMarathon Petroleum$7,343,8380.0%52,6442.6%Oils/EnergyVLOValero Energy$7,249,727$250,574 ▲3.6%59,1382.6%Oils/EnergyFOXAFOX$7,137,3740.0%146,9202.5%Consumer DiscretionaryKLICKulicke and Soffa Industries$6,863,966$962,129 ▲16.3%147,1062.4%Computer and TechnologyLANDBRIDGE COMPANY LLC$6,790,946$6,790,946 ▲New Holding105,1232.4%CL ALYBLyondellBasell Industries$5,778,652$769,957 ▼-11.8%77,8062.1%Basic MaterialsTNETTriNet Group$5,769,7040.0%63,5642.1%Business ServicesINTCIntel$5,539,454$1,059,482 ▼-16.1%276,2822.0%Computer and TechnologyELVElevance Health$5,023,680$1,225,855 ▼-19.6%13,6181.8%MedicalGNTXGentex$4,602,5170.0%160,1991.6%Auto/Tires/TrucksHUNHuntsman$3,910,022$117,465 ▼-2.9%216,8621.4%Basic MaterialsMGAMagna International$821,3410.0%19,6540.3%Auto/Tires/TrucksLRCXLam Research$0$8,886,295 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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