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Portfolio (Quarterly) Guide ↗

SummerHaven Investment Management, LLC

· CIK 0001846436
13F Portfolio $187M AUM 192 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 192 New
Page 2 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 KSS KOHLS CORP Consumer Cyclical 78,618.0 $1.4M 0.75% NEW $17.72 +4.4%
22 SNEX STONEX GROUP INC Financial Services 11,712.0 $1.4M 0.74% NEW $118.50 -44.4%
23 DXPE DXP ENTERPRISES INC Industrials 8,201.0 $1.4M 0.74% NEW $168.74 +11.9%
24 SWBI SMITH & WESSON BRANDS INC Industrials 91,344.0 $1.4M 0.74% NEW $15.04 -6.8%
25 RCKY ROCKY BRANDS INC Consumer Cyclical 32,318.0 $1.3M 0.71% NEW $41.24 +12.4%
26 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 77,064.0 $1.3M 0.71% NEW $17.20 -5.4%
27 BLBD BLUE BIRD CORP Consumer Cyclical 16,691.0 $1.3M 0.71% NEW $78.96 -20.7%
28 MATX MATSON INC Industrials 6,847.0 $1.3M 0.70% NEW $192.23 +13.5%
29 PLAB PHOTRONICS INC Technology 39,835.0 $1.3M 0.69% NEW $32.53 -6.5%
30 REX REX AMERICAN RES CORP Basic Materials 28,677.0 $1.3M 0.69% NEW $45.15 -2.2%
31 ARCB ARCBEST CORP Industrials 8,910.0 $1.3M 0.69% NEW $143.54 -5.6%
32 APA APA CORPORATION Energy 39,214.0 $1.3M 0.69% NEW $32.57 +37.4%
33 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 33,345.0 $1.3M 0.68% NEW $38.15 -1.5%
34 VMD VIEMED HEALTHCARE INC Healthcare 110,480.0 $1.3M 0.68% NEW $11.40 -21.7%
35 DAN DANA INC Consumer Cyclical 45,914.0 $1.2M 0.67% NEW $27.21 +12.2%
36 SHOO MADDEN STEVEN LTD Consumer Cyclical 29,190.0 $1.2M 0.66% NEW $42.10 +10.1%
37 FRAF FRANKLIN FINL SVCS CORP Financial Services 19,624.0 $1.2M 0.66% NEW $62.60 -1.6%
38 FSBC FIVE STAR BANCORP Financial Services 25,138.0 $1.2M 0.66% NEW $48.69 -7.7%
39 TILE INTERFACE INC Consumer Cyclical 33,701.0 $1.2M 0.65% NEW $35.84 +7.5%
40 HTLD HEARTLAND EXPRESS INC Industrials 79,234.0 $1.2M 0.65% NEW $15.22 -17.3%
Page 2 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 23.3%
Financial Services 20.9%
Industrials 17.5%
Energy 11.6%
Healthcare 7.4%
Technology 6.7%
Consumer Defensive 5.9%
Basic Materials 5.6%
Communication Services 1.0%