SummerHaven Investment Management, LLC: 13F holdings
CIK 18464362026Q2
| Positions | 192 |
|---|
| Reported value | $186.6m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 192 (-1 vs prior quarter) |
|---|
| Reported value | $186.6m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VSXY VICTORIAS SECRET AND CO | 39,656 | $3.3m | 1.8% |
| AMKR AMKOR TECHNOLOGY INC | 36,418 | $3.1m | 1.7% |
| NWPX NWPX INFRASTRUCTURE INC | 18,453 | $2.8m | 1.5% |
| TCMD TACTILE SYS TECHNOLOGY INC | 78,647 | $2.3m | 1.3% |
| TH TARGET HOSPITALITY CORP | 94,484 | $1.9m | 1.0% |
| PLPC PREFORMED LINE PRODS CO | 4,684 | $1.9m | 1.0% |
| CENX CENTURY ALUM CO | 41,364 | $1.9m | 1.0% |
| BHE BENCHMARK ELECTRS INC | 19,156 | $1.9m | 1.0% |
| PUMP PROPETRO HLDG CORP | 123,309 | $1.8m | 0.9% |
| MYE MYERS INDS INC | 49,741 | $1.8m | 0.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1846436")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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