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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: $712.60 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 44.12%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
CMCSA	COMCAST CORP NEW	3.08%	895,459	$21,983,518	895,459	New	$24.55	13F