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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
GCOGenesco Inc
Recent Activity
0.8%
$1.292M
30,229 shares@ $42.76 avg price
USAPUniversal Stainless & Alloy
Recent Activity
0.77%
$1.235M
28,056 shares@ $44.04 avg price
SMLRSemler Scientific Inc
Recent Activity
0.77%
$1.233M
22,829 shares@ $54.0 avg price
HNRGHallador Energy Company
Recent Activity
0.75%
$1.207M
105,410 shares@ $11.46 avg price
ATSGAir Transport Services Grp I
Recent Activity
0.74%
$1.184M
53,878 shares@ $21.98 avg price
FDPFresh Del Monte Produce Inc
Recent Activity
0.73%
$1.18M
35,533 shares@ $33.22 avg price
RYAMRayonier Advanced Matls Inc
Recent Activity
0.71%
$1.147M
138,985 shares@ $8.25 avg price
EVRIEveri Hldgs Inc
Recent Activity
0.71%
$1.142M
84,518 shares@ $13.51 avg price
GPIGroup 1 Automotive Inc
Recent Activity
0.7%
$1.133M
2,687 shares@ $421.49 avg price
PGCPeapack-gladstone Finl Corp
Recent Activity
0.7%
$1.13M
35,246 shares@ $32.05 avg price