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 |
---|---|---|---|
TCMDTactile Sys Technology Inc
| 0.7% | $1.12M 65,399 shares@ $17.14 avg price | |
HSIIHeidrick & Struggles Intl In
| 0.69% | $1.104M 24,906 shares@ $44.32 avg price | |
HAFCHanmi Finl Corp
| 0.68% | $1.101M 46,612 shares@ $23.62 avg price | |
CNXCnx Res Corp
| 0.68% | $1.091M 29,759 shares@ $36.68 avg price | |
BKEBuckle Inc
| 0.66% | $1.069M 21,046 shares@ $50.81 avg price | |
CCSIConsensus Cloud Solutions In
| 0.66% | $1.063M 44,558 shares@ $23.87 avg price | |
MCBMetropolitan Bk Hldg Corp
| 0.64% | $1.038M 17,774 shares@ $58.41 avg price | |
CCRNCross Ctry Healthcare Inc
| 0.64% | $1.032M 56,852 shares@ $18.16 avg price | |
CPFCentral Pac Finl Corp
| 0.64% | $1.032M 35,529 shares@ $29.05 avg price | |
CBRLCracker Barrel Old Ctry Stor
| 0.64% | $1.023M 19,347 shares@ $52.86 avg price |