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Summit Street Capital Management, LLC: AMAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Street Capital Management, LLC on AMAT, newest first. How the timeline and the estimate are built.

Summit Street Capital Management, LLC held 29,589 AMAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,589 shares
    Change vs previous 13F -29,615 shares

    3% of the 13F portfolio, value $21,392,847.

    13F-HR 0001595533-26-000004 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 59,204 shares
    Change vs previous 13F -16,832 shares

    2.86% of the 13F portfolio, value $20,235,335.

    13F-HR 0001595533-26-000003 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 76,036 shares
    Change vs previous 13F -43,123 shares

    3.07% of the 13F portfolio, value $19,540,491.

    13F-HR 0001595533-26-000002 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 119,159 shares
    Change vs previous 13F 0 shares

    3.35% of the 13F portfolio, value $24,396,613.

    13F-HR 0001595533-25-000006 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 119,159 shares
    Change vs previous 13F -9,924 shares

    3.6% of the 13F portfolio, value $21,814,438.

    13F-HR 0001085146-25-005130 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 129,083 shares
    Change vs previous 13F +2,714 shares

    3.12% of the 13F portfolio, value $18,732,525.

    13F-HR/A 0001085146-25-004485 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 126,369 shares
    Change vs previous 13F +78,461 shares

    3.22% of the 13F portfolio, value $20,551,390.

    13F-HR/A 0001085146-25-004484 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,908 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $9,679,811.

    13F-HR 0001085146-24-005745 filed by Summit Street Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).