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

SUMMIT STREET CAPITAL MANAGEMENT, LLC

AUM: $586.62 M

13-F Portfolio Value: $729.02 M

Last 13-F Filed: Q3 2025

Concentration in top 10: 43.06%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
KLIC	KULICKE & SOFFA INDS INC				-281,812	Exited		13F
MGA	MAGNA INTL INC				-124,877	Exited		13F