What hedge funds are most similar to Summit Street Capital Management, LLC?

The funds with the most similar 13F portfolios to Summit Street Capital Management, LLC are Harbor Island, Polaris ,, Axecap Investments,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Summit Street ,

13F Portfolio OverlapQ1 2026Summit Street , portfolio →

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Most similar hedge funds by 13F overlap

Summit Street Capital Management, LLC is an institutional investor managing $707M across 31 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Summit Street , are Harbor Island, Polaris ,, Axecap Investments,, with shared positions in $KLAC, $LRCX, $AMAT, $WBD, $INTC, $HPQ. The full ranking of 25 similar funds is below.

#1Harbor Island Capital LLCActive

Notable overlap · 6 shared positions

$KLAC $LRCX $AMAT $WBD $INTC $HPQ

$269M

16 positions

#2Polaris Capital Management, LLCActive

Notable overlap · 4 shared positions

$UTHR $LNTH $MPC $ELV

$1.2B

84 positions

#3Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$VLO $KLAC $LRCX $AMAT $MU

$145M

69 positions

#4Anther Capital LtdActive

Notable overlap · 5 shared positions

$LRCX $AMAT $MU $INTC $KLAC

$3.8B

31 positions

#5Oceanic Investment Management LTDActive

Notable overlap · 6 shared positions

$TNK $WFRD $STNG $VLO $MPC $CNR

$118M

43 positions

#6Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$LRCX $KLAC $AMAT $MU

$65M

34 positions

#7Tairen Capital LtdActive

Notable overlap · 4 shared positions

$LRCX $AMAT $MU $INTC

$924M

44 positions

#8Hosking Partners LLPActive

Notable overlap · 5 shared positions

$MU $LYB $HCC $MPC $ELV

$2.8B

99 positions

#9Marnell Management LLCActive

Notable overlap · 4 shared positions

$CNR $HCC $STNG $TNK

$288M

72 positions

#10Cornerstone Investment Partners, LLCActive

Notable overlap · 4 shared positions

$KLAC $AMAT $MU $ELV

$2.4B

291 positions

#11Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$KLAC $MPC $VLO $LRCX

$208M

63 positions

#12RIPOSTE CAPITAL LLCActive

Notable overlap · 3 shared positions

$VLO $LRCX $MU

$392M

23 positions

#13Benchmark Investment Advisors LLCPassive

Notable overlap · 4 shared positions

$KLAC $LRCX $MU $AMAT

$172M

76 positions

#14Carmel Capital Management L.L.C.Active

Notable overlap · 3 shared positions

$VLO $KLAC $AMAT

$349M

25 positions

#15KKM Financial LLCPassive

Notable overlap · 5 shared positions

$MU $LRCX $AMAT $INTC $KLAC

$563M

168 positions

#16Rafferty Asset Management, LLCActive

Notable overlap · 5 shared positions

$MU $AMAT $INTC $KLAC $LRCX

$24.6B

1,057 positions

#17Avanda Investment Management Pte. Ltd.Active

Notable overlap · 5 shared positions

$AMAT $KLAC $LRCX $INTC $MU

$63M

24 positions

#18Cornerstone Select Advisors, LLCPassive

Notable overlap · 4 shared positions

$LRCX $MU $KLAC $VLO

$160M

124 positions

#19Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 4 shared positions

$LYB $MU $AMAT $INTC

$1.2B

51 positions

#20Applied Finance Capital Management, LLCPassive

Notable overlap · 4 shared positions

$KLAC $AMAT $HPQ $VLO

$1.3B

218 positions

#21Brooklands Fund Management LtdPassive

Notable overlap · 3 shared positions

$MOH $ELV $MU

$89M

57 positions

#22Alight Capital Management LPPassive

Notable overlap · 4 shared positions

$KLAC $AMAT $INTC $LRCX

$417M

64 positions

#23Miller Capital Partners, Inc.Passive

Notable overlap · 5 shared positions

$LRCX $MPC $HUM $CF $KLAC

$208M

262 positions

#24Runnymede Capital Advisors, Inc.Passive

Notable overlap · 3 shared positions

$MPC $LRCX $MU

$116M

75 positions

#25Scott & Selber, Inc.Active

Notable overlap · 4 shared positions

$LRCX $MU $AMAT $HUM

$387M

91 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.