HoldingsChannel.com
Summit Street Capital Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $15,776
     BRK.A58UNCH$15,776
UNITED THERAPEUTICS CORP DEL 43,304 +3,046 $4,106
     UTHR43,304+3,046$4,106
MOLINA HEALTHCARE INC 27,759 -4,500 $3,878
     MOH27,759-4,500$3,878
HUMANA INC 11,983 UNCH $3,763
     HUM11,983UNCH$3,763
CENTENE CORP DEL 58,307 -16,293 $3,464
     CNC58,307-16,293$3,464
HP INC 194,315 UNCH $3,373
     HPQ194,315UNCH$3,373
INTERDIGITAL INC 69,211 +4,293 $3,089
     IDCC69,211+4,293$3,089
LYONDELLBASELL INDUSTRIES N 59,979 +19,653 $2,977
     LYB59,979+19,653$2,977
MICRON TECHNOLOGY INC 66,729 -12,024 $2,807
     MU66,729-12,024$2,807
DISCOVERY INC 140,075 +140,075 $2,723
     DISCA140,075+140,075$2,723
KULICKE & SOFFA INDS INC 128,141 -26,669 $2,674
     KLIC128,141-26,669$2,674
APPLIED MATLS INC 56,627 -10,949 $2,595
     AMAT56,627-10,949$2,595
HOLLYFRONTIER CORP 104,999 +26,789 $2,574
     HFC104,999+26,789$2,574
TRINSEO S A 141,409 +33,612 $2,561
     TSE141,409+33,612$2,561
HUNTSMAN CORP 175,971 +10,324 $2,539
     HUN175,971+10,324$2,539
KLA CORPORATION 17,625 -6,216 $2,533
     KLAC17,625-6,216$2,533
LAM RESEARCH CORP 10,332 -4,772 $2,480
     LRCX10,332-4,772$2,480
TEXAS PAC LD TR 6,211 +6,211 $2,360
     TPL6,211+6,211$2,360
MEDIFAST INC 37,622 +37,622 $2,351
     MED37,622+37,622$2,351
MAGNA INTL INC 72,850 +16,920 $2,325
     MGA72,850+16,920$2,325
MERITOR INC 168,903 -23,275 $2,238
     MTOR168,903-23,275$2,238
GILEAD SCIENCES INC 29,792 +29,792 $2,227
     GILD29,792+29,792$2,227
WESTLAKE CHEM CORP 57,744 +4,842 $2,204
     WLK57,744+4,842$2,204
VISHAY INTERTECHNOLOGY INC 151,563 -16,735 $2,184
     VSH151,563-16,735$2,184
TRINET GROUP INC 55,381 +55,381 $2,086
     TNET55,381+55,381$2,086
MARATHON PETE CORP 88,279 +88,279 $2,085
     MPC88,279+88,279$2,085
VALERO ENERGY CORP 45,669 +1,958 $2,072
     VLO45,669+1,958$2,072
FITBIT INC 282,210 UNCH $1,880
     FIT282,210UNCH$1,880
BUCKLE INC 119,703 -23,985 $1,641
     BKE119,703-23,985$1,641
PBF ENERGY INC 147,929 +31,321 $1,047
     PBF147,929+31,321$1,047
DELTA AIR LINES INC DEL 31,373 +31,373 $895
     DAL31,373+31,373$895

See Full List: All Stocks Held By Summit Street Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Summit Street Capital Management LLC

Size ($ in 1000's)
At 03/31/2020: $92,386
At 12/31/2019: $124,370

Summit Street Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Street Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Summit Street Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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