CIK: 0002108283
Total reported value
$78.8M
Reporting period: 2026-03-31 · Number of holdings: 35
SUMMITPOINT CAPITAL MANAGEMENT disclosed 35 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $78.8M and a quarterly turnover rate of 0.0%.
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Summitpoint Capital Management's disclosed holdings carry a Herfindahl concentration index of 0.060 — mathematically equivalent to about 17 equally-sized positions, well below its 35 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.06), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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No holding changes this quarter
Performance for Q3 2026
-0.7%
Performance Last 4 Quarters
-0.7%
Based on 2 months of available history
Based on 81% of reported portfolio value with available pricing
Not enough data yet to compute personality scores
Not enough sector-mapped data yet
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-05-07 | 13F-HR | View on EDGAR |
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