SummerHaven Investment Management, LLC
Q2 2026 13F filing
Updated 53 days ago192 disclosed positions worth $186.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VSXY VICTORIAS SECRET AND CO | $3.3M | 39.7K | 1.77% | Unchanged |
| 2 | A AMKR AMKOR TECHNOLOGY INC | $3.1M | 36.4K | 1.68% | Unchanged |
| 3 | ? N/A NWPX INFRASTRUCTURE INC | $2.8M | 18.5K | 1.48% | Unchanged |
| 4 | ? N/A TACTILE SYS TECHNOLOGY INC | $2.3M | 78.6K | 1.26% | Unchanged |
| 5 | T TH TARGET HOSPITALITY CORP | $1.9M | 94.5K | 1.03% | Unchanged |
| 6 | P PLPC PREFORMED LINE PRODS CO | $1.9M | 4.7K | 1.03% | Unchanged |
| 7 | C CENX CENTURY ALUM CO | $1.9M | 41.4K | 1.02% | Unchanged |
| 8 | B BHE BENCHMARK ELECTRS INC | $1.9M | 19.2K | 1.01% | Unchanged |
| 9 | P PUMP PROPETRO HLDG CORP | $1.8M | 123.3K | 0.95% | Unchanged |
| 10 | M MYE MYERS INDS INC | $1.8M | 49.7K | 0.94% | Unchanged |
| 11 | M MEI METHODE ELECTRS INC | $1.7M | 89.5K | 0.91% | Unchanged |
| 12 | M MEC MAYVILLE ENGR CO INC | $1.7M | 45.3K | 0.91% | Unchanged |
| 13 | L LBRT LIBERTY ENERGY INC | $1.7M | 64.8K | 0.91% | Unchanged |
| 14 | A AVNS AVANOS MED INC | $1.5M | 61.4K | 0.82% | Unchanged |
| 15 | ? N/A INTERNATIONAL SEAWAYS INC | $1.5M | 19.8K | 0.81% | Unchanged |
| 16 | O OII OCEANEERING INTL INC | $1.5M | 36.2K | 0.79% | Unchanged |
| 17 | ? N/A PEDIATRIX MEDICAL GROUP INC | $1.5M | 57.8K | 0.78% | Unchanged |
| 18 | ? N/A MACYS INC | $1.4M | 60.6K | 0.76% | Unchanged |
| 19 | ? N/A FLEXSTEEL INDS INC | $1.4M | 19.0K | 0.76% | Unchanged |
| 20 | ? N/A ANDERSONS INC | $1.4M | 20.6K | 0.75% | Unchanged |
| 21 | K KSS KOHLS CORP | $1.4M | 78.6K | 0.75% | Unchanged |
| 22 | S SNEX STONEX GROUP INC | $1.4M | 11.7K | 0.74% | Trimmed(-0.0%) |
| 23 | D DXPE DXP ENTERPRISES INC | $1.4M | 8.2K | 0.74% | Unchanged |
| 24 | ? N/A SMITH & WESSON BRANDS INC | $1.4M | 91.3K | 0.74% | Unchanged |
| 25 | ? N/A ROCKY BRANDS INC | $1.3M | 32.3K | 0.71% | Unchanged |
| 26 | A AEO AMERICAN EAGLE OUTFITTERS IN | $1.3M | 77.1K | 0.71% | Unchanged |
| 27 | B BLBD BLUE BIRD CORP | $1.3M | 16.7K | 0.71% | Unchanged |
| 28 | ? N/A MATSON INC | $1.3M | 6.8K | 0.71% | Unchanged |
| 29 | P PLAB PHOTRONICS INC | $1.3M | 39.8K | 0.69% | Unchanged |
| 30 | R REX REX AMERICAN RES CORP | $1.3M | 28.7K | 0.69% | Unchanged |
| 31 | A ARCB ARCBEST CORP | $1.3M | 8.9K | 0.69% | Unchanged |
| 32 | A APA APA CORPORATION | $1.3M | 39.2K | 0.68% | Unchanged |
| 33 | ? N/A CONSENSUS CLOUD SOLUTIONS IN | $1.3M | 33.3K | 0.68% | Unchanged |
| 34 | V VMD VIEMED HEALTHCARE INC | $1.3M | 110.5K | 0.68% | Unchanged |
| 35 | D DAN DANA INC | $1.2M | 45.9K | 0.67% | Unchanged |
| 36 | ? N/A MADDEN STEVEN LTD | $1.2M | 29.2K | 0.66% | Unchanged |
| 37 | ? N/A FRANKLIN FINL SVCS CORP | $1.2M | 19.6K | 0.66% | Unchanged |
| 38 | F FSBC FIVE STAR BANCORP | $1.2M | 25.1K | 0.66% | Unchanged |
| 39 | T TILE INTERFACE INC | $1.2M | 33.7K | 0.65% | Unchanged |
| 40 | H HTLD HEARTLAND EXPRESS INC | $1.2M | 79.2K | 0.65% | Unchanged |
| 41 | T TRST TRUSTCO BK CORP N Y | $1.2M | 21.6K | 0.64% | Unchanged |
| 42 | ? N/A EL POLLO LOCO HLDGS INC | $1.2M | 69.7K | 0.63% | Unchanged |
| 43 | S SEB SEABOARD CORP DEL | $1.2M | 264 | 0.63% | Unchanged |
| 44 | ? N/A PEAPACK-GLADSTONE FINL CORP | $1.2M | 24.9K | 0.63% | Unchanged |
| 45 | P PBI-PB PITNEY BOWES INC | $1.2M | 66.4K | 0.62% | Unchanged |
| 46 | ? N/A SPECTRUM BRANDS HOLDINGS INC | $1.1M | 13.3K | 0.61% | Unchanged |
| 47 | T TALO TALOS ENERGY INC | $1.1M | 87.7K | 0.61% | Unchanged |
| 48 | A AROW ARROW FINL CORP | $1.1M | 27.6K | 0.61% | Unchanged |
| 49 | R R RYDER SYS INC | $1.1M | 4.3K | 0.61% | Unchanged |
| 50 | C CC CHEMOURS CO | $1.1M | 54.7K | 0.60% | Unchanged |