SummerHaven Investment Management, LLC

Est. AUM

$162.9M

13F long equity, this entity only

Positions

193

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CENTURY ALUM CO	COM	$2.4M	41364	1.49%	SOLE
2	TACTILE SYS TECHNOLOGY INC	COM	$2.1M	78647	1.26%	SOLE
3	LIBERTY ENERGY INC	COM CL A	$1.9M	64814	1.15%	SOLE
4	VICTORIAS SECRET AND CO	COMMON STOCK	$1.8M	39656	1.13%	SOLE
5	PROPETRO HLDG CORP	COM	$1.8M	123309	1.09%	SOLE
6	APA CORPORATION	COM	$1.7M	39214	1.02%	SOLE
7	AMKOR TECHNOLOGY INC	COM	$1.6M	36418	1.01%	SOLE
8	PHOTRONICS INC	COM	$1.6M	39835	0.99%	SOLE
9	DANA INC	COM	$1.5M	45914	0.95%	SOLE
10	SEABOARD CORP DEL	COM	$1.5M	264	0.92%	SOLE
11	ANDERSONS INC	COM	$1.5M	20584	0.91%	SOLE
12	INTERNATIONAL SEAWAYS INC	COM	$1.4M	19799	0.89%	SOLE
13	NWPX INFRASTRUCTURE INC	COM	$1.4M	18453	0.88%	SOLE
14	TALOS ENERGY INC	COM	$1.4M	87661	0.85%	SOLE
15	ALPHA METALLURGICAL RESOUR I	COM	$1.4M	6673	0.84%	SOLE
16	PATTERSON-UTI ENERGY INC	COM	$1.3M	121497	0.81%	SOLE
17	SMITH & WESSON BRANDS INC	COM	$1.3M	91344	0.80%	SOLE
18	REX AMERICAN RES CORP	COM	$1.3M	28677	0.80%	SOLE
19	AMERICAN EAGLE OUTFITTERS IN	COM	$1.3M	77064	0.79%	SOLE
20	WEATHERFORD INTL PLC	ORD SHS	$1.3M	13594	0.79%	SOLE
21	OCEANEERING INTL INC	COM	$1.3M	36155	0.79%	SOLE
22	DELUXE CORP MEDIUM TERM NTS	COM	$1.3M	46277	0.78%	SOLE
23	PREFORMED LINE PRODS CO	COM	$1.3M	4684	0.78%	SOLE
24	ROCKY BRANDS INC	COM	$1.3M	32318	0.77%	SOLE
25	PEDIATRIX MEDICAL GROUP INC	COM	$1.2M	57765	0.76%	SOLE
26	MURPHY OIL CORP	COM	$1.2M	29854	0.76%	SOLE
27	TIDEWATER INC NEW	COM	$1.2M	14634	0.75%	SOLE
28	CHEMOURS CO	COM	$1.2M	54670	0.74%	SOLE
29	NATURES SUNSHINE PRODS INC	COM	$1.2M	49941	0.74%	SOLE
30	HELIX ENERGY SOLUTIONS GRP I	COM	$1.2M	116582	0.71%	SOLE
31	DXP ENTERPRISES INC	COM NEW	$1.1M	8201	0.70%	SOLE
32	KENNAMETAL INC	COM	$1.1M	31352	0.70%	SOLE
33	MATSON INC	COM	$1.1M	6847	0.69%	SOLE
34	HERBALIFE LTD	COM SHS	$1.1M	75069	0.68%	SOLE
35	PRIMEENERGY RESOURCES CORP	COM	$1.1M	4717	0.67%	SOLE
36	MACYS INC	COM	$1.1M	60576	0.67%	SOLE
37	RED RIVER BANCSHARES INC	COM	$1.1M	11973	0.66%	SOLE
38	RANGER ENERGY SVCS INC	COM CL A	$1.1M	62935	0.66%	SOLE
39	BENCHMARK ELECTRS INC	COM	$1.1M	19156	0.66%	SOLE
40	NOV INC	COM	$1.1M	56310	0.65%	SOLE
41	MYERS INDS INC	COM	$1.1M	49741	0.65%	SOLE
42	MERIDIAN CORP	COM	$1.0M	54421	0.63%	SOLE
43	VIEMED HEALTHCARE INC	COM	$1.0M	110480	0.62%	SOLE
44	RILEY EXPLORATION PERMIAN IN	COM	$1.0M	27890	0.62%	SOLE
45	KOHLS CORP	COM	$1.0M	78618	0.62%	SOLE
46	FRANKLIN FINL SVCS CORP	COM	$1.0M	19624	0.62%	SOLE
47	MADDEN STEVEN LTD	COM	$990K	29190	0.61%	SOLE
48	OLIN CORP	COM PAR $1	$990K	33310	0.61%	SOLE
49	SPECTRUM BRANDS HOLDINGS INC	COM	$978K	13269	0.60%	SOLE
50	EL POLLO LOCO HLDGS INC	COM	$967K	69741	0.59%	SOLE

1–50 of 193

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.