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Asset Manager ← All Institutions

SummerHaven Investment Management, LLC

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

Q4 2025 · Filed 2026-02-03
Market Value
$176M
+2.6%
Holdings
198
-98
New Purchases
2
Added To
0
Closed
4
Reduced
1
Top 10 Concentration
9.9%
Turnover
3.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TCMD 1.36% 0.67% +0.69% $2M
VSCO 1.29% 0.66% +0.63% $2M
HBAN 0.58% 0.00% +0.58% $1M
GBCI 0.46% 0.00% +0.46% $806K
AEO 1.25% 0.83% +0.42% $2M
PUMP 0.70% 0.40% +0.30% $1M
NUTX 0.68% 0.44% +0.24% $1M
KSS 1.01% 0.78% +0.23% $2M
AMKR 0.87% 0.64% +0.23% $2M
LBRT 0.71% 0.49% +0.22% $1M
CENX 0.97% 0.74% +0.22% $2M
ANF 0.69% 0.48% +0.21% $1M
PLAB 0.77% 0.57% +0.20% $1M
HLF 0.60% 0.40% +0.20% $1M
NATR 0.67% 0.49% +0.17% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ODP 0.00% 0.74% -0.74% $0
VBTX 0.00% 0.59% -0.59% $0
GNTY 0.00% 0.52% -0.52% $0
HSII 0.00% 0.51% -0.51% $0
CABO 0.41% 0.66% -0.25% $720K
SIGA 0.43% 0.65% -0.23% $750K
MPAA 0.50% 0.68% -0.19% $876K
OGN 0.35% 0.53% -0.18% $608K
CCSI 0.46% 0.64% -0.18% $812K
RGR 0.44% 0.60% -0.16% $773K
CC 0.40% 0.56% -0.15% $712K
PRDO 0.48% 0.63% -0.15% $840K
LFVN 0.24% 0.39% -0.15% $424K
NUS 0.50% 0.65% -0.15% $875K
XRX 0.22% 0.36% -0.14% $394K

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 3 $4M 2.0%
Mid Cap 55 $55M 31.4%
Small Cap 117 $99M 56.0%
Micro Cap 23 $19M 10.6%

Portfolio Analytics

Avg Market Cap
$2.0B
Median Market Cap
$1.1B
Avg P/E
22.4
Median P/E
14.4
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
198
# ETFs / Funds
0

Top Holdings (198 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 TCMD 1.36% 82,585 $2M $29.00 $1M
2 VSCO 1.29% 42,063 $2M $54.17 $1M
3 AEO 1.25% 83,366 $2M $26.37 $772K
4 KSS 1.01% 87,441 $2M $20.41 $441K
5 CENX 0.97% 43,479 $2M $39.18 $427K
6 AMKR 0.87% 38,654 $2M $39.48 $428K
7 M 0.83% 66,501 $1M $22.05 $274K
8 AMR 0.81% 7,183 $1M $199.88 $257K
9 PLAB 0.77% 42,649 $1M $32.00 $386K
10 SHOO 0.77% 32,507 $1M $41.64 $265K
11 SWM 0.77% 110,990 $1M $12.15 $93K
12 MD 0.76% 62,840 $1M $21.39 $292K
13 SEB 0.72% 284 $1M $4,444.82 $227K
14 LBRT 0.71% 67,918 $1M $18.46 $416K
15 NWPX 0.71% 19,894 $1M $62.49 $190K
16 PUMP 0.70% 129,749 $1M $9.51 $554K
17 ANF 0.69% 9,611 $1M $125.87 $388K
18 COLL 0.68% 25,748 $1M $46.30 $291K
19 NUTX 0.68% 7,240 $1M $164.62 $444K
20 ANDE 0.67% 22,099 $1M $53.17 $295K
21 KE 0.67% 42,206 $1M $27.82 -$86K
22 NATR 0.67% 54,305 $1M $21.58 $329K
23 DAN 0.66% 49,183 $1M $23.76 $183K
24 WFRD 0.66% 14,815 $1M $78.26 $146K
25 VREX 0.66% 99,431 $1M $11.65 -$75K
26 DLX 0.64% 50,208 $1M $22.33 $149K
27 CMC 0.63% 16,062 $1M $69.22 $192K
28 FRAF 0.62% 21,736 $1M $50.20 $91K
29 DIN 0.62% 33,871 $1M $32.14 $251K
30 LE 0.62% 74,671 $1M $14.52 $31K
31 PII 0.61% 16,947 $1M $63.25 $87K
32 TILE 0.60% 38,076 $1M $27.92 -$39K
33 HLF 0.60% 82,330 $1M $12.89 $366K
34 MNRO 0.60% 52,586 $1M $20.04 $109K
35 MRBK 0.60% 59,907 $1M $17.58 $107K
36 ITIC 0.60% 4,200 $1M $249.64 -$76K
37 PLPC 0.59% 5,068 $1M $206.71 $54K
38 ZEUS 0.59% 24,379 $1M $42.79 $301K
39 TALO 0.59% 93,993 $1M $11.02 $134K
40 GIII 0.59% 35,698 $1M $28.96 $84K
41 INSW 0.59% 21,287 $1M $48.55 $53K
42 MYE 0.58% 54,966 $1M $18.72 $98K
43 AMPH 0.58% 38,200 $1M $26.78 $5K
44 RCKY 0.58% 34,808 $1M $29.33 -$16K
45 DAKT 0.58% 51,511 $1M $19.77 -$59K
46 APA 0.58% 41,594 $1M $24.46 $7K
47 HBAN 0.58% 58,559 $1M $17.35 +58,559 NEW
48 MUR 0.57% 32,376 $1M $31.25 $92K
49 REX 0.57% 31,203 $1M $32.32 $53K
50 FSBC 0.57% 27,979 $1M $35.78 $100K
51 TRST 0.56% 24,001 $992K $41.33 $121K
52 FCCO 0.56% 33,447 $992K $29.65 $48K
53 THRM 0.56% 27,267 $992K $36.37 $63K
54 DXPE 0.56% 9,011 $989K $109.79 -$84K
55 KMT 0.55% 34,399 $977K $28.41 $257K
56 SWBI 0.55% 98,179 $969K $9.87 $4K
57 MEC 0.55% 51,725 $968K $18.72 $257K
58 NOV 0.55% 61,818 $966K $15.63 $147K
59 AROW 0.55% 30,767 $966K $31.40 $95K
60 RNGR 0.55% 68,924 $964K $13.98 -$4K
61 MYFW 0.54% 35,552 $953K $26.81 $135K
62 CCB 0.54% 8,309 $952K $114.59 $53K
63 COLB 0.54% 34,029 $951K $27.95 $75K
64 FUNC 0.54% 25,180 $943K $37.44 $17K
65 SNBR 0.53% 111,397 $942K $8.46 $160K
66 EMBC 0.53% 79,043 $939K $11.88 -$176K
67 RRBI 0.53% 13,137 $938K $71.43 $87K
68 OII 0.53% 39,040 $938K $24.03 -$29K
69 NRIM 0.53% 35,187 $936K $26.61 $174K
70 MATX 0.53% 7,508 $928K $123.55 $187K
71 R 0.52% 4,825 $923K $191.39 $13K
72 CFFI 0.52% 12,715 $923K $72.59 $69K
73 NBN 0.52% 8,766 $911K $103.93 $33K
74 SNCY 0.52% 63,294 $911K $14.39 $163K
75 LEG 0.52% 82,500 $908K $11.00 $175K
76 VMD 0.51% 121,936 $906K $7.43 $78K
77 LEA 0.51% 7,900 $905K $114.60 $111K
78 CPF 0.51% 29,007 $904K $31.16 $24K
79 FDP 0.51% 25,297 $901K $35.63 $23K
80 BHE 0.51% 21,061 $901K $42.76 $89K
81 MHO 0.51% 7,010 $897K $127.95 -$116K
82 AHCO 0.51% 89,975 $896K $9.96 $91K
83 RYZ 0.51% 35,520 $894K $25.16 $82K
84 INSE 0.50% 94,683 $886K $9.36 -$2K
85 CMCO 0.50% 51,250 $884K $17.25 $149K
86 PNRG 0.50% 5,161 $883K $171.00 $20K
87 HAFC 0.50% 32,614 $882K $27.03 $76K
88 SPFI 0.50% 22,630 $878K $38.80 $3K
89 MPAA 0.50% 71,001 $876K $12.34 -$298K
90 BLBD 0.50% 18,633 $876K $47.00 -$197K
91 NUS 0.50% 90,942 $875K $9.62 -$234K
92 OBT 0.49% 30,542 $872K $28.55 $102K
93 SPB 0.49% 14,755 $872K $59.08 $97K
94 GCO 0.49% 35,160 $871K $24.77 -$148K
95 SIG 0.49% 10,486 $869K $82.88 -$137K
96 MTX 0.49% 14,237 $868K $60.95 -$17K
97 CCBG 0.49% 20,376 $867K $42.57 $16K
98 PFBC 0.49% 9,181 $867K $94.43 $37K
99 CTBI 0.49% 15,270 $863K $56.50 $8K
100 BMRC 0.49% 32,919 $856K $26.01 $57K

New Positions

SymbolValue% Port
HBAN $1M 0.58%
GBCI $806K 0.46%

Sold Out Positions

SymbolValue% Port
VBTX —%
ODP —%
HSII —%
GNTY —%
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