1y return+36.8%S&P 500 +20.9%
3y return+48.3%S&P 500 +68.5%
5y return+50.1%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $202 against $200 in the S&P 500.2
SummerHaven Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VSXYVictorias Secret And Co | $3.3M | 1.8% | |
| AMKRAmkor Technology Inc | $3.1M | 1.7% | |
| NWPXNwpx Infrastructure Inc | $2.8M | 1.5% | |
| TCMDTactile Sys Technology Inc | $2.3M | 1.3% | |
| THTarget Hospitality Corp | $1.9M | 1.0% | |
| PLPCPreformed Line Prods Co | $1.9M | 1.0% | |
| CENXCentury Alum Co | $1.9M | 1.0% | |
| BHEBenchmark Electrs Inc | $1.9M | 1.0% | |
| PUMPPropetro Hldg Corp | $1.8M | 0.9% | |
| MYEMyers Inds Inc | $1.8M | 0.9% | |
| MEIMethode Electrs Inc | $1.7M | 0.9% | |
| MECMayville Engr Co Inc | $1.7M | 0.9% | |
| LBRTLiberty Energy Inc | $1.7M | 0.9% | |
| Avanos Med IncCUSIP 05350V106 | $1.5M | 0.8% | |
| International Seaways IncCUSIP Y41053102 | $1.5M | 0.8% | |
| OIIOceaneering Intl Inc | $1.5M | 0.8% | |
| MDPediatrix Medical Group Inc | $1.5M | 0.8% | |
| MMacys Inc | $1.4M | 0.8% | |
| FLXSFlexsteel Inds Inc | $1.4M | 0.8% | |
| ANDEAndersons Inc | $1.4M | 0.8% | |
| KSSKohls Corp | $1.4M | 0.7% | |
| SNEXStonex Group Inc | $1.4M | 0.7% | |
| DXPEDxp Enterprises Inc | $1.4M | 0.7% | |
| SWBISmith & Wesson Brands Inc | $1.4M | 0.7% | |
| RCKYRocky Brands Inc | $1.3M | 0.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VSXYVictorias Secret And Co | September 30, 2023 | +400.5% | $3.3M |
| ARCBArcbest Corp | December 31, 2020 | +236.4% | $1.3M |
| PLPCPreformed Line Prods Co | September 30, 2024 | +220.5% | $1.9M |
| DXPEDxp Enterprises Inc | September 30, 2024 | +216.2% | $1.4M |
| AMKRAmkor Technology Inc | September 30, 2025 | +203.6% | $3.1M |
| PLABPhotronics Inc | December 31, 2020 | +191.5% | $1.3M |
| NWPXNwpx Infrastructure Inc | September 30, 2025 | +183.3% | $2.8M |
| MECMayville Engr Co Inc | September 30, 2025 | +172.2% | $1.7M |
| DANDana Inc | September 30, 2024 | +157.7% | $1.2M |
| BHEBenchmark Electrs Inc | September 30, 2025 | +156.0% | $1.9M |
Sold off last quarter
- SNCYSun Ctry Airls Hldgs Inc was $936K
- American Woodmark CorpCUSIP 030506109 was $469K
- SNBRQSleep Number Corp was $126K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.8% | +14.8% |
| March 31, 2026 | +5.1% | −4.6% |
| December 31, 2025 | +3.7% | +2.4% |
| September 30, 2025 | +10.3% | +7.8% |
| June 30, 2025 | +7.2% | +10.5% |
| March 31, 2025 | −12.4% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −5.2% | +4.0% |
| March 31, 2024 | +1.9% | +10.0% |
| December 31, 2023 | +13.2% | +11.2% |
| September 30, 2023 | −1.3% | −3.6% |
| June 30, 2023 | +7.4% | +8.3% |
| March 31, 2023 | +1.4% | +7.0% |
| December 31, 2022 | +14.6% | +7.1% |
| September 30, 2022 | −2.4% | −5.3% |
| June 30, 2022 | −14.4% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −5.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: SummerHaven Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1846436&type=13F-HR&dateb=&owner=include&count=40CIK 1846436
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1846436/000142050626001266/Filed July 21, 2026 · accession 0001420506-26-001266