Summit Street Capital Management, LLC - Q12026 Holdings

Summit Street Capital Management, LLC holds 31 stocks with a total portfolio value of $ 707.33M as of Q12026. In Q12026, Summit Street Capital Management, LLC added 0 new positions, increased stakes in 5 stocks, reduced 8 holdings, and fully exited 0 positions. The largest holding is Cf Industries Hold (CF), representing 4.92% of the total portfolio.