HoldingsChannel.com
Summit Street Capital Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $18,464
     BRK.A58UNCH$18,464
MOLINA HEALTHCARE INC 30,246 UNCH $4,329
     MOH30,246UNCH$4,329
VALERO ENERGY CORP NEW 43,711 UNCH $3,742
     VLO43,711UNCH$3,742
KLA TENCOR CORP 31,541 -2,300 $3,728
     KLAC31,541-2,300$3,728
MERITOR INC 152,548 UNCH $3,699
     MTOR152,548UNCH$3,699
HP INC 175,986 -935 $3,659
     HPQ175,986-935$3,659
PBF ENERGY INC 116,608 UNCH $3,650
     PBF116,608UNCH$3,650
HOLLYFRONTIER CORP 78,210 +26,914 $3,620
     HFC78,210+26,914$3,620
TRINSEO S A 85,042 +14,255 $3,601
     TSE85,042+14,255$3,601
LYONDELLBASELL INDUSTRIES N 40,326 UNCH $3,473
     LYB40,326UNCH$3,473
KULICKE & SOFFA INDS INC 151,744 -10,500 $3,422
     KLIC151,744-10,500$3,422
APPLIED MATLS INC 75,776 -7,800 $3,403
     AMAT75,776-7,800$3,403
HUNTSMAN CORP 165,647 +9,285 $3,386
     HUN165,647+9,285$3,386
SMART GLOBAL HLDGS INC 145,538 +17,973 $3,346
     SGH145,538+17,973$3,346
WESTLAKE CHEM CORP 46,481 UNCH $3,229
     WLK46,481UNCH$3,229
ADVANCED ENERGY INDS 56,877 -4,000 $3,200
     AEIS56,877-4,000$3,200
UNITED THERAPEUTICS CORP DEL 40,231 +9,003 $3,140
     UTHR40,231+9,003$3,140
INTERDIGITAL INC 48,540 UNCH $3,126
     IDCC48,540UNCH$3,126
CONSOL ENERGY INC NEW 117,385 +26,793 $3,124
     CEIX117,385+26,793$3,124
MKS INSTRUMENT INC 39,656 -4,179 $3,089
     MKSI39,656-4,179$3,089
MICRON TECHNOLOGY INC 78,753 -5,200 $3,039
     MU78,753-5,200$3,039
LAM RESEARCH CORP 15,104 -6,495 $2,837
     LRCX15,104-6,495$2,837
MAGNA INTL INC 52,930 UNCH $2,631
     MGA52,930UNCH$2,631
ALASKA AIR GROUP INC 39,712 UNCH $2,538
     ALK39,712UNCH$2,538
BUCKLE INC 143,688 +15,759 $2,487
     BKE143,688+15,759$2,487
VISHAY INTERTECHNOLOGY INC 131,384 -9,900 $2,170
     VSH131,384-9,900$2,170
FITBIT INC 388,836 UNCH $1,711
     FIT388,836UNCH$1,711

See Full List: All Stocks Held By Summit Street Capital Management LLC
Including:
     • 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 06/30/2019: $103,092
At 03/31/2019: $104,343

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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