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Gurus
Value
SUMMIT STREET CAPITAL MANAGEMENT, LLC (Data extracted from 13F, 13D, 13G and Form 4)

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SUMMIT STREET CAPITAL MANAGEMENT, LLC

AUM: $586.62 M

13-F Portfolio Value: $707.33 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 46.6%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
LNTH	LANTHEUS HLDGS INC	4.46%	415,474	$31,513,703	9,810	2.42%	$75.85	13F
MOH	MOLINA HEALTHCARE INC	3.63%	192,586	$25,671,713	107,065	125.19%	$133.3	13F
SIG	SIGNET JEWELERS LIMITED	3.34%	278,892	$23,605,418	6,285	2.31%	$84.64	13F
ELV	ELEVANCE HEALTH INC FORMERLY	3.06%	73,983	$21,658,523	11,087	17.63%	$292.75	13F
BKE	BUCKLE INC	2.08%	291,668	$14,688,400	29,608	11.3%	$50.36	13F