SUMMIT STREET CAPITAL Overview

Summit Street Capital Management Llc is an investment advisor that manages 115.5 MM dollars in regulatory AUM and has 3 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 93MM in positions, representing 81% of the manager's regulatory AUM.

SUMMIT STREET CAPITAL StockAlpha

+0.9%
Top 25%
2yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SUMMIT STREET CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BRK.A 13.48% Financials 14.32% -0.57% 0 8%
SNI 3.69% Cons. Disc. 13.36% 0.32% 0 8%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SUMMIT STREET CAPITAL Founders and Key Employees

Name Title In Position Since
Arthur T. Williams Managing Member June-2009
Jennifer A. Wallace Managing Member June-2009
Judd L. Kahn Managing Member - Cco June-2009

SUMMIT STREET CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

SUMMIT STREET CAPITAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis and Investment Strategy

As explained more fully in the Fund’s offering documents and the investment management agreements, Summit Street manages the Investment Portfolios with the principal investment


5
Summit Street Capital Management, LLC


objective of seeking long-term capital appreciation by investing in a portfolio of equity securities of U.S. issuers. Summit Street’s investment strategy is based upon a fundamental, research- driven security selection process. While attention is paid to general macroeconomic conditions, Summit Street believes that the underlying stock selection is the critical determinant to achieving investment results. No assurances can be given that the investment objective will be achieved
and investment results may vary substantially.

Summit Street employs a quality-oriented, value-based investment strategy that is ...
Get the Full Report

SUMMIT STREET CAPITAL Portfolio Concentration

SUMMIT STREET CAPITAL Location

509 MADISON AVENUE
SUITE 502
NEW YORK, New York
UNITED STATES, 10022-5578

SUMMIT STREET CAPITAL Contact Information

Phone Number: 212-750-7036
Fax Number: 212-537-0276
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B