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Summitas Investment Management LLC
Updated 3 days agoManaged by Summitas Investment Management Llc • Latest filing Q3 2026
Portfolio value
$132.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $132.9M |
| Q1 2026 | $127.5M |
| Q2 2026 | $134.6M |
| Q3 2026 | $132.7M |
Top holdings
10 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $66.3M | 94.6K | 49.99% | — | |
| 2 | $17.1M | 208.0K | 12.89% | — | |
| 3 | $13.4M | 106.3K | 10.07% | — | |
| 4 | $8M | 141.4K | 6.04% | — | |
| 5 | $7.2M | 101.7K | 5.42% | — | |
| 6 | $6.3M | 157.9K | 4.75% | — | |
| 7 | $5.7M | 70.8K | 4.33% | — | |
| 8 | $4.2M | 71.3K | 3.19% | — | |
| 9 | $2.4M | 7.1K | 1.77% | — | |
| 10 | $2.1M | 41.5K | 1.55% | — |