FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,212.89-0.04%
XLE56.970.18%
STOXX50E5,860.32-0.39%
XLF51.850.83%
FTSE10,321.09-0.56%
IXIC24,887.550.21%
RUT2,787.490.02%
GSPC7,176.840.16%
Temp30.2°C
UV10.4
Feels35.3°C
Humidity62%
Wind12.2 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time2:29 PM

Institutional Manager · CIK 0001846436

SummerHaven Investment Management, LLC

STAMFORD, CT · File #028-21013

Latest AUM
$176.2M
Positions
194
Top-10 Concentration
28.2%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
EXITEDTHE ODP CORP COM88337F105-45,560-$1.3M$0
NEWHUNTINGTON BANCSHARES INCHBANZ+58,559+$1.0M$0
EXITEDVERITEX HLDGS INC COM923451108-30,031-$1.0M$0
EXITEDGUARANTY BANCSHARES INC TEX COM USD1.00400764106-18,295-$891,881$0
EXITEDHEIDRICK & STRUGGLES INTL INC COM422819102-17,556-$873,762$0
NEWGLACIER BANCORP INC NEWGBCI+18,295+$805,895$0
REDUCETOWNEBANK PORTSMOUTH VA89214P109-1-$33-$28,312
REDUCEABERCROMBIE & FITCH COANF0$0+$387,516
REDUCEACADEMY SPORTS & OUTDOORS INASO0$0-$981
REDUCEADAPTHEALTH CORPAHCO0$0+$90,875

Sector Allocation

Industrials
12.1%$21.4M
Financials
8.0%$14.1M
Healthcare
7.0%$12.4M
Materials
6.5%$11.5M
Energy
6.3%$11.1M
Technology
4.9%$8.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1TACTILE SYS TECHNOLOGY INC87357P10082,585$2.4M3.86%
2VICTORIAS SECRET AND CO92640010242,063$2.3M3.68%
3AMERICAN EAGLE OUTFITTERS INAEO83,366$2.2M3.55%
4KOHLS CORPKSS87,441$1.8M2.88%
5CENTURY ALUM COCENX43,479$1.7M2.75%
6AMKOR TECHNOLOGY INCAMKR38,654$1.5M2.46%
7MACYS INC55616P10466,501$1.5M2.37%
8ALPHA METALLURGICAL RESOUR I0207641067,183$1.4M2.32%
9PHOTRONICS INCPLAB42,649$1.4M2.20%
10MADDEN STEVEN LTD55626910832,507$1.4M2.18%
11MATIV HOLDINGS INCMATV110,990$1.3M2.18%
12PEDIATRIX MEDICAL GROUP INCMD62,840$1.3M2.17%
13SEABOARD CORP DELSE284$1.3M2.04%
14LIBERTY ENERGY INCLBRT67,918$1.3M2.02%
15NWPX INFRASTRUCTURE INCNWPX19,894$1.2M2.01%
16PROPETRO HLDG CORPPUMP129,749$1.2M1.99%
17ABERCROMBIE & FITCH COANF9,611$1.2M1.95%
18COLLEGIUM PHARMACEUTICAL INCCOLL25,748$1.2M1.92%
19NUTEX HEALTH INCNUTX7,240$1.2M1.92%
20ANDERSONS INCANDE22,099$1.2M1.90%