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Kurt Nelson

@Summerhaven Investment Management, Llc

Latest period2024 - Q4ReportedManaged Assets$162.203MTotal holdings197
Assets growth rate-0.97%Assets growth rate (2-Q avg)3.38%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Summerhaven Investment Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of Summerhaven Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 162.203M in assets, with a quarterly growth rate of -0.97% and a 2-quarter average growth rate of 3.38%. The portfolio is managed by Kurt Nelson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TKTeekay Corporation
Recent Activity
Exited
0%
$859,942
93,472 shares@ $9.2 avg price