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Home > Institutional Investor > Summerhaven Investment Management, Llc > Profile

Instuitional Investor - Summerhaven Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Summerhaven Investment Management, Llc
Portfolio Value $143,261,812
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pediatrix Medical Group Inc.
 MD 112,327 $1,627,618 1.14%
2.
Coastal Financial Corp
 CCB 17,138 $1,549,447 1.08%
3.
First Busey Corp
 BUSE 68,307 $1,475,431 1.03%
4.
Dxp Enterprises Inc
 DXPE 17,413 $1,432,393 1%
5.
Hallador Energy Co
 HNRG 106,750 $1,310,890 0.92%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)