SummerHaven Investment Management, LLC 13F Holdings

CIK 0001846436 · STAMFORD, CT

As of Sep 30, 2025, SummerHaven Investment Management, LLC reported 196 positions worth 71.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMERICAN EAGLE OUTFITTERS INCAEOConsumer Cyclical83,366 .4M0.83%
KOHLS CORPKSSConsumer Cyclical87,441 .3M0.78%
CENTURY ALUMINUM COCENXBasic Materials43,479 .3M0.74%
ODP CORPODPConsumer Cyclical45,560 .3M0.74%
KIMBALL ELECTRONICS INCKEIndustrials42,206 .3M0.73%
MATIV HOLDINGS INCMATVBasic Materials110,990 .3M0.73%
VAREX IMAGING CORPVREXHealthcare99,431 .2M0.72%
MACY'S INCMConsumer Cyclical66,501 .2M0.69%
ALPHA METALLURGICAL RESOURCES INCAMRBasic Materials7,183 .2M0.69%
MOTORCAR PARTS OF AMERICA INCMPAAConsumer Cyclical71,001 .2M0.68%
TACTILE SYSTEMS TECHNOLOGY INCTCMDHealthcare82,585 .1M0.67%
VICTORIA'S SECRET & COVSCOConsumer Cyclical42,063 .1M0.66%
CABLE ONE INCCABOCommunication Services6,380 .1M0.66%
INVESTORS TITLE CO NCITICFinancial Services4,200 .1M0.66%
SIGA TECHNOLOGIES INCSIGAHealthcare122,709 .1M0.65%
EMBECTA CORPEMBCHealthcare79,043 .1M0.65%
NU SKIN ENTERPRISES INCNUSConsumer Defensive90,942 .1M0.65%
INTERFACE INCTILEBasic Materials38,076 .1M0.64%
AMKOR TECHNOLOGY INCAMKRTechnology38,654 .1M0.64%
CONSENSUS CLOUD SOLUTIONS INCCCSITechnology37,218 .1M0.64%
STEVEN MADDEN LTDSHOOConsumer Cyclical32,507 .1M0.63%
PERDOCEO EDUCATION CORPPRDOConsumer Defensive28,654 .1M0.63%
DAKTRONICS INCDAKTTechnology51,511 .1M0.63%
DXP ENTERPRISES INCDXPEIndustrials9,011 .1M0.62%
BLUE BIRD CORPBLBDConsumer Cyclical18,633 .1M0.62%