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SummerHaven Investment Management, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001846436

$186.6M

disclosed book value

192

positions

1.8%

largest position share

Positions, as of 2026-06-30

top 100 of 192 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1VSXYVICTORIAS SECRET AND CO39,656$3.3M1.8%
2AMKRAMKOR TECHNOLOGY INC36,418$3.1M1.7%
3NWPXNWPX INFRASTRUCTURE INC18,453$2.8M1.5%
4TCMDTACTILE SYS TECHNOLOGY INC78,647$2.3M1.3%
5THTARGET HOSPITALITY CORP94,484$1.9M1%
6PLPCPREFORMED LINE PRODS CO4,684$1.9M1%
7CENXCENTURY ALUM CO41,364$1.9M1%
8BHEBENCHMARK ELECTRS INC19,156$1.9M1%
9PUMPPROPETRO HLDG CORP123,309$1.8M0.9%
10MYEMYERS INDS INC49,741$1.8M0.9%
11MEIMETHODE ELECTRS INC89,540$1.7M0.9%
12MECMAYVILLE ENGR CO INC45,325$1.7M0.9%
13LBRTLIBERTY ENERGY INC64,814$1.7M0.9%
148HHAVANOS MED INC61,441$1.5M0.8%
15INTERNATIONAL SEAWAYS INC19,799$1.5M0.8%
16OIIOCEANEERING INTL INC36,155$1.5M0.8%
17MDPEDIATRIX MEDICAL GROUP INC57,765$1.5M0.8%
18MMACYS INC60,576$1.4M0.8%
19FLXSFLEXSTEEL INDS INC18,965$1.4M0.8%
20ANDEANDERSONS INC20,584$1.4M0.8%
21KSSKOHLS CORP78,618$1.4M0.7%
22SNEXSTONEX GROUP INC11,712$1.4M0.7%
23DXPEDXP ENTERPRISES INC8,201$1.4M0.7%
24SWBISMITH & WESSON BRANDS INC91,344$1.4M0.7%
25RCKYROCKY BRANDS INC32,318$1.3M0.7%
26AEOAMERICAN EAGLE OUTFITTERS IN77,064$1.3M0.7%
27BLBDBLUE BIRD CORP16,691$1.3M0.7%
28MATXMATSON INC6,847$1.3M0.7%
29PLABPHOTRONICS INC39,835$1.3M0.7%
30REXREX AMERICAN RES CORP28,677$1.3M0.7%
31ARCBARCBEST CORP8,910$1.3M0.7%
32APAAPA CORPORATION39,214$1.3M0.7%
33CCSICONSENSUS CLOUD SOLUTIONS IN33,345$1.3M0.7%
34VMDVIEMED HEALTHCARE INC110,480$1.3M0.7%
35DANDANA INC45,914$1.2M0.7%
36SHOOMADDEN STEVEN LTD29,190$1.2M0.7%
37FRAFFRANKLIN FINL SVCS CORP19,624$1.2M0.7%
38FSBCFIVE STAR BANCORP25,138$1.2M0.7%
39TILEINTERFACE INC33,701$1.2M0.6%
40HTLDHEARTLAND EXPRESS INC79,234$1.2M0.6%
41TRSTTRUSTCO BK CORP N Y21,594$1.2M0.6%
42LOCOEL POLLO LOCO HLDGS INC69,741$1.2M0.6%
43SEBSEABOARD CORP DEL264$1.2M0.6%
44PGCPEAPACK-GLADSTONE FINL CORP24,893$1.2M0.6%
45PBIPITNEY BOWES INC66,412$1.2M0.6%
46SPBSPECTRUM BRANDS HOLDINGS INC13,269$1.1M0.6%
47TALOTALOS ENERGY INC87,661$1.1M0.6%
48AROWARROW FINL CORP27,574$1.1M0.6%
49RRYDER SYS INC4,282$1.1M0.6%
50CCCHEMOURS CO54,670$1.1M0.6%
51PTENPATTERSON-UTI ENERGY INC121,497$1.1M0.6%
52WEATHERFORD INTL PLC13,594$1.1M0.6%
53DLXDELUXE CORP MEDIUM TERM NTS46,277$1.1M0.6%
54AMRALPHA METALLURGICAL RESOUR I6,673$1.1M0.6%
55KMTKENNAMETAL INC31,352$1.1M0.6%
56RRBIRED RIVER BANCSHARES INC11,973$1.1M0.6%
57MRBKMERIDIAN CORP54,421$1.1M0.6%
58NATRNATURES SUNSHINE PRODS INC49,941$1.1M0.6%
59DINDINE BRANDS GLOBAL INC30,203$1.1M0.6%
60ESPESPEY MFG & ELECTRS CORP16,017$1.1M0.6%
61GIIIG III APPAREL GROUP LTD31,757$1.1M0.6%
62WERNWERNER ENTERPRISES INC24,530$1.1M0.6%
63AMALAMALGAMATED FINANCIAL CORP22,799$1.0M0.6%
64GCOGENESCO INC30,953$1.0M0.6%
65NOVNOV INC56,310$1.0M0.6%
66ALGTALLEGIANT TRAVEL CO8,821$1.0M0.6%
67NUTXNUTEX HEALTH INC6,070$1.0M0.6%
68NBNNORTHEAST BK PORTLAND ME7,796$1.0M0.6%
69PIIPOLARIS INC14,926$1.0M0.5%
70HLXHELIX ENERGY SOLUTIONS GRP I116,582$1.0M0.5%
71ITICINVESTORS TITLE CO NC3,718$1.0M0.5%
72EGBNEAGLE BANCORPORATION INC35,556$1.0M0.5%
73MYFWFIRST WESTN FINL INC31,385$1.0M0.5%
74RNGRRANGER ENERGY SVCS INC62,935$1.0M0.5%
75OBTORANGE CNTY BANCORP INC27,187$999,9380.5%
76WSFSWSFS FINL CORP12,953$993,8840.5%
77MHOM/I HOMES INC6,141$987,4110.5%
78HERBALIFE LTD75,069$987,1570.5%
79FUNCFIRST UTD CORP22,372$986,8290.5%
80CPFCENTRAL PAC FINL CORP25,612$978,3780.5%
81CTBICOMMUNITY TR BANCORP INC13,518$978,1620.5%
82TDWTIDEWATER INC NEW14,634$975,0630.5%
83FCCOFIRST CMNTY CORP S C29,800$973,8640.5%
84MURMURPHY OIL CORP29,854$972,0460.5%
85KEKIMBALL ELECTRONICS INC37,828$968,3970.5%
86HZOMARINEMAX INC26,393$966,5120.5%
87COLBCOLUMBIA BKG SYS INC30,013$961,9170.5%
88CATYCATHAY GEN BANCORP15,353$951,7320.5%
89IARTINTEGRA LIFESCIENCES HLDGS C52,789$948,0900.5%
90MTXMINERALS TECHNOLOGIES INC12,658$936,3120.5%
91LEALEAR CORP6,978$935,4710.5%
92MPAAMOTORCAR PTS AMER INC61,021$934,8420.5%
93VREXVAREX IMAGING CORP89,471$933,1830.5%
94HAFCHANMI FINL CORP28,561$925,3760.5%
95REPXRILEY EXPLORATION PERMIAN IN27,890$919,2540.5%
96HBANHUNTINGTON BANCSHARES INC51,623$915,2760.5%
97OGNORGANON & CO67,237$910,3890.5%
98CFFIC & F FINL CORP11,304$904,3200.5%
99DAKTDAKTRONICS INC46,184$903,3590.5%
100SCSCSCANSOURCE INC17,228$897,4070.5%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.