SUMMERHAVEN INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1846436
Location

STAMFORD, CT

193
Positions
$162.88M
Total AUM (reported)
6.96M
Total Shares

Allocation by class

TOTAL AUM$162.88M193 positions
COM$137.60M84.5%
COM NEW$10.36M6.4%
COMMON STOCK$4.34M2.7%
COM CL A$2.95M1.8%
ORD SHS$1.93M1.2%
CL A$1.33M0.8%
COM SHS$1.11M0.7%

Portfolio Concentration

Top 33.9%4–107.1%11–2512.2%Rest76.8%TOP 1011.0%0%100%
Top 3$6.35M3.9%
4–10$11.57M7.1%
11–25$19.92M12.2%
Rest$125.04M76.8%

Top 3 weight

3.9%

Top 10 weight

11.0%

Voting Authority Distribution

Total shares with voting rights: 6.96M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

6.96M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole193
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings193
Rows:

CENTURY ALUM CO

SOLE
COM
Shares41.36K
TypeSH
Market value$2.43M
1.49%
Sole
0.00
Shared
0.00
None
41.36K

TACTILE SYS TECHNOLOGY INC

SOLE
COM
Shares78.65K
TypeSH
Market value$2.06M
1.26%
Sole
0.00
Shared
0.00
None
78.65K

LIBERTY ENERGY INC

SOLE
COM CL A
Shares64.81K
TypeSH
Market value$1.87M
1.15%
Sole
0.00
Shared
0.00
None
64.81K

VICTORIAS SECRET AND CO

SOLE
COMMON STOCK
Shares39.66K
TypeSH
Market value$1.84M
1.13%
Sole
0.00
Shared
0.00
None
39.66K

PROPETRO HLDG CORP

SOLE
COM
Shares123.31K
TypeSH
Market value$1.78M
1.09%
Sole
0.00
Shared
0.00
None
123.31K

APA CORPORATION

SOLE
COM
Shares39.21K
TypeSH
Market value$1.66M
1.02%
Sole
0.00
Shared
0.00
None
39.21K

AMKOR TECHNOLOGY INC

SOLE
COM
Shares36.42K
TypeSH
Market value$1.64M
1.01%
Sole
0.00
Shared
0.00
None
36.42K

PHOTRONICS INC

SOLE
COM
Shares39.84K
TypeSH
Market value$1.61M
0.99%
Sole
0.00
Shared
0.00
None
39.84K

DANA INC

SOLE
COM
Shares45.91K
TypeSH
Market value$1.55M
0.95%
Sole
0.00
Shared
0.00
None
45.91K

SEABOARD CORP DEL

SOLE
COM
Shares264.00
TypeSH
Market value$1.49M
0.92%
Sole
0.00
Shared
0.00
None
264.00

ANDERSONS INC

SOLE
COM
Shares20.58K
TypeSH
Market value$1.48M
0.91%
Sole
0.00
Shared
0.00
None
20.58K

INTERNATIONAL SEAWAYS INC

SOLE
COM
Shares19.80K
TypeSH
Market value$1.44M
0.89%
Sole
0.00
Shared
0.00
None
19.80K

NWPX INFRASTRUCTURE INC

SOLE
COM
Shares18.45K
TypeSH
Market value$1.44M
0.88%
Sole
0.00
Shared
0.00
None
18.45K

TALOS ENERGY INC

SOLE
COM
Shares87.66K
TypeSH
Market value$1.38M
0.85%
Sole
0.00
Shared
0.00
None
87.66K

ALPHA METALLURGICAL RESOUR I

SOLE
COM
Shares6.67K
TypeSH
Market value$1.37M
0.84%
Sole
0.00
Shared
0.00
None
6.67K

PATTERSON-UTI ENERGY INC

SOLE
COM
Shares121.50K
TypeSH
Market value$1.32M
0.81%
Sole
0.00
Shared
0.00
None
121.50K

SMITH & WESSON BRANDS INC

SOLE
COM
Shares91.34K
TypeSH
Market value$1.31M
0.80%
Sole
0.00
Shared
0.00
None
91.34K

REX AMERICAN RES CORP

SOLE
COM
Shares28.68K
TypeSH
Market value$1.31M
0.80%
Sole
0.00
Shared
0.00
None
28.68K

AMERICAN EAGLE OUTFITTERS IN

SOLE
COM
Shares77.06K
TypeSH
Market value$1.29M
0.79%
Sole
0.00
Shared
0.00
None
77.06K

WEATHERFORD INTL PLC

SOLE
ORD SHS
Shares13.59K
TypeSH
Market value$1.29M
0.79%
Sole
0.00
Shared
0.00
None
13.59K

OCEANEERING INTL INC

SOLE
COM
Shares36.16K
TypeSH
Market value$1.28M
0.79%
Sole
0.00
Shared
0.00
None
36.16K

DELUXE CORP MEDIUM TERM NTS

SOLE
COM
Shares46.28K
TypeSH
Market value$1.27M
0.78%
Sole
0.00
Shared
0.00
None
46.28K

PREFORMED LINE PRODS CO

SOLE
COM
Shares4.68K
TypeSH
Market value$1.27M
0.78%
Sole
0.00
Shared
0.00
None
4.68K

ROCKY BRANDS INC

SOLE
COM
Shares32.32K
TypeSH
Market value$1.25M
0.77%
Sole
0.00
Shared
0.00
None
32.32K

PEDIATRIX MEDICAL GROUP INC

SOLE
COM
Shares57.77K
TypeSH
Market value$1.24M
0.76%
Sole
0.00
Shared
0.00
None
57.77K
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