SummerHaven Investment Management, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
SI
SummerHaven Investment Management, LLC
Institutional Filer 7.56%$162.9M193

Current Portfolio Holdings

Showing all 193 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1CENXCentury Aluminum CompanyBasic Materials41K$2.4M1.49%
2TCMDTactile Systems Technology, Inc.Healthcare79K$2.1M1.26%
3LBRTLiberty Energy Inc.Energy65K$1.9M1.15%
4VSCOVictoria's Secret & Co.Consumer Cyclical40K$1.8M1.13%
5PUMPProPetro Holding Corp.Energy123K$1.8M1.09%
6APAAPA CorporationEnergy39K$1.7M1.02%
7AMKRAmkor Technology, Inc.Technology36K$1.6M1.01%
8PLABPhotronics, Inc.Technology40K$1.6M0.99%
9DANDana IncorporatedConsumer Cyclical46K$1.5M0.95%
10SEBSeaboard CorporationIndustrials264$1.5M0.92%
11ANDEThe Andersons, Inc.Consumer Defensive21K$1.5M0.91%
12INSWInternational Seaways, Inc.Energy20K$1.4M0.89%
13NWPXNWPX Infrastructure, Inc.Industrials18K$1.4M0.88%
14TALOTalos Energy Inc.Energy88K$1.4M0.85%
15AMRAlpha Metallurgical Resources, Inc.Energy7K$1.4M0.84%
Showing 1 to 15 of 193 holdings
SummerHaven Investment Management, LLC 13F Portfolio Holdings & Trades (Q1 2026) | VCP Scanner