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
Investment | Portfolio % | Reported Value | Recent Activity |
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