Kurt Nelson
Summerhaven Investment Management, Llc
Assets Managed
$186.574M
Holdings
192
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.55%(2Q avg: 3.5%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Summerhaven Investment Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 192 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 186.574M in assets, with a quarterly growth rate of 14.55% and a 2-quarter average growth rate of 3.5%. The portfolio is managed by Kurt Nelson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VSCO Victoria's Secret & Co
| 1.78% | $3.31M 39,656 shares@ $83.49 avg price | |
AMKR Amkor Technology Inc
| 1.69% | $3.14M 36,418 shares@ $86.23 avg price | |
NWPX Northwest Pipe Co
| 1.49% | $2.767M 18,453 shares@ $149.95 avg price | |
TCMD Tactile Systems Technology I
| 1.26% | $2.342M 78,647 shares@ $29.79 avg price | |
TH Target Hospitality Corp
| 1.04% | $1.924M 94,484 shares@ $20.36 avg price | |
PLPC Preformed Line Products Co
| 1.04% | $1.923M 4,684 shares@ $410.56 avg price | |
CENX Century Aluminum Company
| 1.03% | $1.903M 41,364 shares@ $46.02 avg price | |
BHE Benchmark Electronics Inc
| 1.02% | $1.89M 19,156 shares@ $98.68 avg price | |
PUMP Propetro Holding Corp
| 0.95% | $1.768M 123,309 shares@ $14.34 avg price | |
MYE Myers Industries Inc
| 0.95% | $1.756M 49,741 shares@ $35.32 avg price |
1-10 of 192