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Asset Manager ← All Institutions

SummerHaven Investment Management, LLC

1266 E MAIN STREET, 4TH FLOOR, STAMFORD, CT 06902 • 203-352-2700

Q2 2025 · Filed 2025-07-17
Market Value
$153M
+6.6%
Holdings
195
-4
New Purchases
0
Added To
191
Closed
4
Reduced
0
Top 10 Concentration
10.2%
Turnover
2.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CMP 0.99% 0.48% +0.51% $2M
CAR 0.86% 0.40% +0.46% $1M
REVG 0.99% 0.69% +0.30% $2M
CBRL 0.79% 0.53% +0.26% $1M
PARR 0.59% 0.33% +0.26% $903K
BBW 1.09% 0.83% +0.26% $2M
HCSG 0.74% 0.52% +0.22% $1M
GMS 0.71% 0.50% +0.21% $1M
APEI 0.90% 0.69% +0.21% $1M
HNRG 1.12% 0.92% +0.20% $2M
AAMI 0.82% 0.63% +0.19% $1M
MEI 0.54% 0.37% +0.16% $818K
MTW 0.62% 0.46% +0.16% $944K
PRDO 0.80% 0.64% +0.15% $1M
SPTN 0.75% 0.61% +0.15% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ATSG 0.00% 0.85% -0.85% $0
PDCO 0.00% 0.72% -0.72% $0
JWN 0.00% 0.60% -0.60% $0
X 0.00% 0.59% -0.59% $0
CABO 0.22% 0.44% -0.23% $332K
HAIN 0.12% 0.33% -0.21% $178K
RYAM 0.36% 0.57% -0.20% $555K
BGS 0.28% 0.48% -0.20% $435K
TCMD 0.45% 0.61% -0.16% $682K
EMBC 0.42% 0.58% -0.16% $643K
MAN 0.32% 0.47% -0.15% $485K
ATNI 0.41% 0.54% -0.13% $626K
DNOW 0.59% 0.72% -0.12% $908K
GIII 0.45% 0.57% -0.12% $681K
WOW 0.41% 0.53% -0.11% $633K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Consumer Cyclical 21.9%
Financial Services 20.6%
Industrials 15.3%
Energy 14.4%
Basic Materials 7.5%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 4 $3M 1.8%
Mid Cap 59 $51M 33.3%
Small Cap 108 $88M 57.4%
Micro Cap 24 $11M 7.5%

Portfolio Analytics

Avg Market Cap
$2.0B
Median Market Cap
$1.2B
Avg P/E
23.2
Median P/E
15.4
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
195
# ETFs / Funds
0

Top Holdings (195 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 HNRG 1.12% 107,766 $2M $15.83 $395K +1,016 +0.9%
2 CCB 1.10% 17,303 $2M $96.87 $127K +165 +1.0%
3 BBW 1.09% 32,275 $2M $51.56 $480K +414 +1.3%
4 MD 1.07% 113,480 $2M $14.35 $820 +1,153 +1.0%
5 BUSE 1.03% 69,002 $2M $22.89 $104K +695 +1.0%
6 DXPE 1.01% 17,593 $2M $87.65 $110K +180 +1.0%
7 REVG 0.99% 31,778 $2M $47.59 $523K +475 +1.5%
8 CMP 0.99% 75,155 $2M $20.09 $823K +1,208 +1.6%
9 SNEX 0.93% 15,624 $1M $91.14 $244K +177 +1.1%
10 APEI 0.90% 45,110 $1M $30.46 $381K +619 +1.4%
11 CAR 0.86% 7,795 $1M $169.05 $739K +172 +2.3%
12 MCB 0.84% 18,247 $1M $70.00 $270K +249 +1.4%
13 LAUR 0.82% 53,448 $1M $23.38 $172K +742 +1.4%
14 AAMI 0.82% 35,404 $1M $35.24 $346K +544 +1.6%
15 EVRI 0.81% 86,580 $1M $14.24 $63K +1,008 +1.2%
16 PRDO 0.80% 37,194 $1M $32.69 $294K +570 +1.6%
17 CBRL 0.79% 19,879 $1M $61.08 $455K +311 +1.6%
18 GPI 0.79% 2,754 $1M $436.71 $165K +36 +1.3%
19 HAFC 0.77% 47,852 $1M $24.68 $111K +641 +1.4%
20 FDP 0.77% 36,419 $1M $32.42 $71K +415 +1.1%
21 DAN 0.77% 68,465 $1M $17.15 $278K +1,225 +1.8%
22 HSII 0.77% 25,588 $1M $45.76 $91K +372 +1.5%
23 SANM 0.76% 11,898 $1M $97.83 $272K +189 +1.6%
24 SPTN 0.75% 43,495 $1M $26.49 $285K +688 +1.6%
25 TWI 0.75% 110,861 $1M $10.27 $226K +2,125 +1.9%
26 HCSG 0.74% 75,317 $1M $15.03 $388K +1,476 +2.0%
27 OI 0.74% 76,510 $1M $14.74 $265K +1,284 +1.7%
28 TBBK 0.73% 19,564 $1M $56.97 $98K +318 +1.6%
29 BANF 0.73% 8,961 $1M $123.62 $137K +122 +1.4%
30 LC 0.72% 92,061 $1M $12.03 $173K +1,496 +1.6%
31 GMS 0.71% 9,975 $1M $108.75 $369K +199 +2.0%
32 PLPC 0.70% 6,677 $1M $159.81 $146K +103 +1.6%
33 CASH 0.70% 13,468 $1M $79.12 $97K +197 +1.5%
34 CCSI 0.69% 45,826 $1M $23.06 $17K +760 +1.7%
35 R 0.69% 6,637 $1M $159.00 $116K +103 +1.6%
36 AX 0.68% 13,620 $1M $76.04 $172K +234 +1.8%
37 CNX 0.68% 30,746 $1M $33.68 $82K +462 +1.5%
38 GPOR 0.68% 5,145 $1M $201.17 $103K +83 +1.6%
39 TITN 0.68% 52,127 $1M $19.81 $159K +872 +1.7%
40 ALK 0.67% 20,770 $1M $49.48 $21K +316 +1.5%
41 CPF 0.67% 36,558 $1M $28.03 $51K +547 +1.5%
42 PGC 0.67% 36,235 $1M $28.25 $10K +535 +1.5%
43 BBSI 0.66% 24,182 $1M $41.69 $28K +355 +1.5%
44 AN 0.65% 5,003 $994K $198.65 $198K +85 +1.7%
45 BKE 0.65% 21,755 $987K $45.35 $169K +407 +1.9%
46 VBTX 0.64% 37,699 $984K $26.10 $59K +643 +1.7%
47 CTBI 0.64% 18,571 $983K $52.92 $62K +293 +1.6%
48 TOWN 0.64% 28,643 $979K $34.18 $15K +443 +1.6%
49 UMBF 0.64% 9,298 $978K $105.16 $53K +153 +1.7%
50 UVV 0.64% 16,786 $978K $58.24 $52K +267 +1.6%
51 WSBC 0.64% 30,888 $977K $31.63 $36K +495 +1.6%
52 CATY 0.63% 21,105 $961K $45.53 $68K +358 +1.7%
53 IBCP 0.63% 29,471 $955K $32.41 $62K +461 +1.6%
54 ALGT 0.62% 17,275 $949K $54.95 $74K +338 +2.0%
55 MTW 0.62% 78,512 $944K $12.02 $285K +1,872 +2.4%
56 FHB 0.61% 37,109 $926K $24.96 $34K +616 +1.7%
57 RYZ 0.60% 42,719 $921K $21.57 -$45K +629 +1.5%
58 REZI 0.60% 41,693 $920K $22.06 $197K +883 +2.2%
59 SMP 0.60% 29,815 $916K $30.72 $187K +587 +2.0%
60 PFBC 0.60% 10,582 $916K $86.54 $45K +170 +1.6%
61 TRST 0.60% 27,365 $915K $33.42 $95K +487 +1.8%
62 SMLR 0.60% 23,570 $913K $38.74 $77K +464 +2.0%
63 AMAL 0.60% 29,222 $912K $31.20 $87K +526 +1.8%
64 HTBK 0.60% 91,792 $911K $9.93 $53K +1,590 +1.8%
65 WMK 0.60% 12,560 $910K $72.49 -$44K +167 +1.4%
66 DNOW 0.59% 61,228 $908K $14.83 -$122K +909 +1.5%
67 NBBK 0.59% 50,826 $908K $17.86 $5K +849 +1.7%
68 PARR 0.59% 34,054 $903K $26.53 $433K +1,036 +3.1%
69 FBP 0.59% 43,294 $902K $20.83 $87K +767 +1.8%
70 INT 0.59% 31,646 $897K $28.35 $17K +597 +1.9%
71 OFG 0.59% 20,898 $894K $42.80 $74K +391 +1.9%
72 DOLE 0.58% 63,536 $889K $13.99 -$15K +989 +1.6%
73 TMHC 0.58% 14,467 $889K $61.42 $35K +249 +1.8%
74 REX 0.58% 18,135 $883K $48.71 $215K +343 +1.9%
75 BBT 0.57% 34,882 $873K $25.04 -$21K +592 +1.7%
76 CVI 0.57% 32,465 $872K $26.85 $257K +758 +2.4%
77 DAKT 0.57% 57,501 $869K $15.12 $183K +1,146 +2.0%
78 AGCO 0.57% 8,414 $868K $103.16 $105K +173 +2.1%
79 PHIN 0.56% 19,275 $858K $44.49 $54K +340 +1.8%
80 ARW 0.56% 6,712 $855K $127.43 $172K +135 +2.0%
81 AVT 0.54% 15,489 $822K $53.08 $91K +294 +1.9%
82 MCFT 0.54% 44,177 $821K $18.58 $75K +854 +2.0%
83 ETD 0.54% 29,439 $820K $27.85 $19K +525 +1.8%
84 MEI 0.54% 85,997 $818K $9.51 $285K +2,423 +2.9%
85 TK 0.53% 97,615 $805K $8.25 $178K +2,129 +2.2%
86 GDEN 0.52% 27,250 $802K $29.43 $97K +544 +2.0%
87 KMT 0.52% 34,895 $801K $22.96 $74K +745 +2.2%
88 MATW 0.52% 33,377 $798K $23.91 $72K +714 +2.2%
89 NVRI 0.52% 91,933 $798K $8.68 $202K +2,373 +2.6%
90 VSCO 0.52% 43,043 $797K $18.52 $13K +845 +2.0%
91 HOPE 0.52% 74,284 $797K $10.73 $34K +1,448 +2.0%
92 VSAT 0.52% 54,399 $794K $14.60 $245K +1,661 +3.1%
93 SCSC 0.52% 18,852 $788K $41.81 $162K +443 +2.4%
94 HDSN 0.52% 96,922 $787K $8.12 $205K +2,635 +2.8%
95 GRNT 0.51% 122,994 $783K $6.37 $54K +2,950 +2.5%
96 FFWM 0.51% 152,141 $776K $5.10 $870 +2,806 +1.9%
97 GT 0.51% 74,711 $775K $10.37 $97K +1,393 +1.9%
98 AHCO 0.50% 81,771 $771K $9.43 -$95K +1,888 +2.4%
99 CCRN 0.50% 58,620 $765K $13.05 -$93K +979 +1.7%
100 SIG 0.49% 9,478 $754K $79.55 $219K +264 +2.9%

Sold Out Positions

SymbolValue% Port
ATSG —%
PDCO —%
X —%
JWN —%
View SEC EDGAR Filings for SummerHaven Investment Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms