Fund Holdings — SummitTX Capital, L.P.

Total Portfolio Value
$3.13B
Total Bought
$1.46B
Total Sold
$1.64B
Net Transaction
-$176.04M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STATE STR SPDR S&P 500 ETF T(SPY)412,665723,658+310,993281,405470,62415.03%+189,219
INVESCO QQQ TR167,544288,332+120,788102,924166,4195.31%+63,496
COTERRA ENERGY INC0805,523+805,523028,3060.90%+28,306
NVR INC(NVR)04,104+4,104027,0450.86%+27,045
GE AEROSPACE(GE)090,080+90,080025,5620.82%+25,562
KIRBY CORP(KEX)0166,254+166,254022,0920.71%+22,092
FRANCO NEV CORP(FNV)6,48865,523+59,0351,34516,1870.52%+14,843
SELECT SECTOR SPDR TR
ST STR FINL ETF
0292,257+292,257014,4290.46%+14,429
WARNER BROS DISCOVERY INC(WBD)266,601803,752+537,1517,68322,0710.70%+14,388
OREILLY AUTOMOTIVE INC(ORLY)12,633166,220+153,5871,15215,3440.49%+14,192
LOCKHEED MARTIN CORP(LMT)021,421+21,421012,9470.41%+12,947
L3HARRIS TECHNOLOGIES INC(LHX)033,849+33,849011,6830.37%+11,683
CLEARWATER ANALYTICS HLDGS I0475,000+475,000011,2340.36%+11,234
NORTHROP GRUMMAN CORP(NOC)015,921+15,921010,8620.35%+10,862
STATE STR SPDR S&P MIDCAP 40(MDY)37,86753,484+15,61722,84432,9871.05%+10,142
HUNT J B TRANS SVCS INC(JBHT)047,115+47,11509,9840.32%+9,984
TRANE TECHNOLOGIES PLC(TT)023,761+23,76109,9020.32%+9,902
EATON CORP PLC(ETN)027,299+27,29909,7640.31%+9,764
CISCO SYS INC(CSCO)224,531347,994+123,46317,29627,0010.86%+9,705
CHOICE HOTELS INTL INC(CHH)36,026125,122+89,0963,43212,9500.41%+9,518
PENUMBRA INC(PEN)028,022+28,02209,2020.29%+9,202
PARKER-HANNIFIN CORP(PH)3,99314,091+10,0983,51012,6150.40%+9,105
WYNDHAM HOTELS & RESORTS INC(WH)11,308121,313+110,0058549,8540.31%+9,000
ALLIANT ENERGY CORP(LNT)163,465270,716+107,25110,62719,4270.62%+8,800
GRIFFON CORP(GFF)290,781415,531+124,75021,41630,2010.96%+8,785
BUILDERS FIRSTSOURCE INC(BLDR)0104,847+104,84708,6320.28%+8,632
TJX COS INC NEW(TJX)052,309+52,30908,3540.27%+8,354
SENSATA TECHNOLOGIES HLDG PL
SHS
0232,051+232,05108,1730.26%+8,173
SANDISK CORP(SNDK)012,753+12,75308,1020.26%+8,102
CSX CORP(CSX)0192,435+192,43507,8990.25%+7,899
AXOGEN INC(AXGN)0234,495+234,49507,7690.25%+7,769
TERNS PHARMACEUTICALS INC215,854312,181+96,3278,72116,4580.53%+7,738
LAUDER ESTEE COS INC(EL)0106,003+106,00307,6080.24%+7,608
RIO TINTO PLC(RIO)36,703113,025+76,3222,93710,5440.34%+7,607
RYMAN HOSPITALITY PPTYS INC(RHP)079,454+79,45407,3310.23%+7,331
AES CORP(AES)64,559582,844+518,2859268,2120.26%+7,286
ULTRAGENYX PHARMACEUTICAL IN(RARE)0347,760+347,76007,2860.23%+7,286
AUTOZONE INC(AZO)1522,297+2,1455167,7590.25%+7,243
HOST HOTELS & RESORTS INC(HST)0377,690+377,69007,2370.23%+7,237
PORTLAND GEN ELEC CO(POR)0136,388+136,38807,1970.23%+7,197
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)0123,383+123,38307,1040.23%+7,104
AMERICAN ELEC PWR CO INC86,347128,529+42,1829,95716,8480.54%+6,891
CONSOLIDATED EDISON INC(ED)060,731+60,73106,8740.22%+6,874
OR ROYALTIES INC.(OR)0179,129+179,12906,8100.22%+6,810
EMBRAER S.A.(EMBJ)0113,786+113,78606,7520.22%+6,752
BJS WHSL CLUB HLDGS INC(BJ)067,196+67,19606,6130.21%+6,613
COLGATE PALMOLIVE CO(CL)076,563+76,56306,5250.21%+6,525
TOPBUILD COR49,98477,684+27,70020,85327,2900.87%+6,438
INTUIT(INTU)014,843+14,84306,4180.20%+6,418
CELLDEX THERAPEUTICS INC NEW(CLDX)43,324236,637+193,3131,1777,5060.24%+6,329
VIAVI SOLUTIONS INC(VIAV)28,831202,962+174,1315146,7550.22%+6,241
SUNOCOCORP LLC(SUNC)0101,045+101,04506,2290.20%+6,229
TTM TECHNOLOGIES INC(TTMI)063,522+63,52206,1880.20%+6,188
AKAMAI TECHNOLOGIES INC(AKAM)052,750+52,75006,0580.19%+6,058
T-MOBILE US INC(TMUS)028,483+28,48305,9820.19%+5,982
HYATT HOTELS CORP(H)17,10959,894+42,7852,7438,6120.28%+5,869
OLIN CORP(OLN)0197,018+197,01805,8570.19%+5,857
LIVE NATION ENTERTAINMENT IN(LYV)038,148+38,14805,8180.19%+5,818
DECKERS OUTDOOR CORP(DECK)057,613+57,61305,7660.18%+5,766
RHYTHM PHARMACEUTICALS INC(RYTM)80,729165,599+84,8708,64114,4020.46%+5,761
BRISTOL-MYERS SQUIBB CO(BMY)50,573139,670+89,0972,7288,4710.27%+5,743
MOODYS CORP(MCO)1,36214,722+13,3606966,4220.21%+5,727
CAPRI HOLDINGS LIMITED
SHS
176,537569,054+392,5174,30810,0270.32%+5,719
CAMECO CORP(CCJ)39,25385,464+46,2113,5919,2820.30%+5,691
MATSON INC(MATX)51,01672,827+21,8116,30311,9390.38%+5,636
KIMBERLY-CLARK CORP(KMB)9,28067,739+58,4599366,5350.21%+5,599
TRACTOR SUPPLY CO(TSCO)0122,861+122,86105,5660.18%+5,566
LPL FINL HLDGS INC(LPLA)018,466+18,46605,5550.18%+5,555
ALKERMES PLC(ALKS)0156,259+156,25905,5250.18%+5,525
NISOURCE INC(NI)136,520239,481+102,9615,70111,1740.36%+5,473
BATH & BODY WORKS INC0291,104+291,10405,4350.17%+5,435
IDEAYA BIOSCIENCES INC(IDYA)0162,733+162,73305,4220.17%+5,422
ULTA BEAUTY INC(ULTA)010,228+10,22805,3460.17%+5,346
ANALOG DEVICES INC(ADI)016,576+16,57605,2730.17%+5,273
AMPHENOL CORP041,014+41,01405,1820.17%+5,182
HALLIBURTON CO(HAL)130,691227,188+96,4973,6938,8580.28%+5,165
VIRTU FINL INC(VIRT)25,124136,332+111,2088375,9960.19%+5,159
ECOVYST INC(ECVT)0390,106+390,10605,0170.16%+5,017
EVERCORE INC(EVR)6,41324,089+17,6762,1827,1910.23%+5,009
CBRE GROUP INC(CBRE)30,86172,653+41,7924,9629,8420.31%+4,879
ESCO TECHNOLOGIES INC(ESE)017,227+17,22704,8470.15%+4,847
ISHARES TR053,378+53,37804,8330.15%+4,833
MEDLINE INC(MDLN)0107,413+107,41304,7800.15%+4,780
DIANTHUS THERAPEUTICS INC(DNTH)87,926100,044+12,1183,6238,3960.27%+4,772
DATADOG INC(DDOG)040,282+40,28204,7550.15%+4,755
WESTERN DIGITAL CORP(WDC)017,557+17,55704,7490.15%+4,749
INTERNATIONAL SEAWAYS INC(INSW)065,059+65,05904,7420.15%+4,742
JPMORGAN CHASE & CO.(JPM)015,938+15,93804,6880.15%+4,688
KILROY REALTY CORP(KRC)63,999250,456+186,4572,3927,0650.23%+4,674
PG&E CORP(PCG)0265,657+265,65704,6680.15%+4,668
ISHARES TR055,961+55,96104,4800.14%+4,480
SNAP ON INC(SNA)012,240+12,24004,4460.14%+4,446
ADAPTIVE BIOTECHNOLOGIES COR(ADPT)0317,624+317,62404,4090.14%+4,409
WHIRLPOOL CORP(WHR)081,716+81,71604,4060.14%+4,406
TIMKEN CO(TKR)042,754+42,75404,3000.14%+4,300
ENVISTA HOLDINGS CORPORATION(NVST)0168,244+168,24404,2680.14%+4,268
HILTON GRAND VACATIONS INC(HGV)0108,617+108,61704,2490.14%+4,249
MKS INC.(MKSI)205,750160,909-44,84132,87936,9781.18%+4,100
INTERACTIVE BROKERS GROUP IN(IBKR)6,09266,531+60,4393924,4620.14%+4,070
STEEL DYNAMICS INC(STLD)17,25238,768+21,5162,9236,9780.22%+4,055
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SummitTX Capital, L.P. — 13F Holdings — Q1 2026 | TickerTrail