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Portfolio (Quarterly) Guide ↗

SummerHaven Investment Management, LLC

· CIK 0001846436
13F Portfolio $187M AUM 192 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 192 New
Page 3 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRST TRUSTCO BK CORP N Y Financial Services 21,594.0 $1.2M 0.64% NEW $54.91 +3.5%
42 LOCO EL POLLO LOCO HLDGS INC Consumer Cyclical 69,741.0 $1.2M 0.63% NEW $16.96 -10.3%
43 SEB SEABOARD CORP DEL Industrials 264.0 $1.2M 0.63% NEW $4464.33 -1.9%
44 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 24,893.0 $1.2M 0.63% NEW $47.33 -5.2%
45 PBI PITNEY BOWES INC Industrials 66,412.0 $1.2M 0.62% NEW $17.52 -6.8%
46 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 13,269.0 $1.1M 0.61% NEW $85.75 +0.3%
47 TALO TALOS ENERGY INC Energy 87,661.0 $1.1M 0.61% NEW $12.91 +39.9%
48 AROW ARROW FINL CORP Financial Services 27,574.0 $1.1M 0.61% NEW $40.99 -7.8%
49 R RYDER SYS INC Industrials 4,282.0 $1.1M 0.60% NEW $263.77 -5.7%
50 CC CHEMOURS CO Basic Materials 54,670.0 $1.1M 0.60% NEW $20.52 -22.8%
51 PTEN PATTERSON-UTI ENERGY INC Energy 121,497.0 $1.1M 0.60% NEW $9.18 +33.3%
52 WFRD WEATHERFORD INTL PLC Energy 13,594.0 $1.1M 0.59% NEW $81.50 +12.9%
53 DLX DELUXE CORP MEDIUM TERM NTS Communication Services 46,277.0 $1.1M 0.59% NEW $23.88 -1.1%
54 AMR ALPHA METALLURGICAL RESOUR I Energy 6,673.0 $1.1M 0.59% NEW $164.94 +17.8%
55 KMT KENNAMETAL INC Industrials 31,352.0 $1.1M 0.59% NEW $35.05 -14.3%
56 RRBI RED RIVER BANCSHARES INC Financial Services 11,973.0 $1.1M 0.59% NEW $91.28 +9.1%
57 MRBK MERIDIAN CORP Financial Services 54,421.0 $1.1M 0.58% NEW $20.03 -2.2%
58 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 49,941.0 $1.1M 0.58% NEW $21.80 -34.1%
59 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 30,203.0 $1.1M 0.58% NEW $35.90 -7.2%
60 ESP ESPEY MFG & ELECTRS CORP Industrials 16,017.0 $1.1M 0.58% NEW $67.35 -3.6%
Page 3 of 10  ·  192 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 23.3%
Financial Services 20.9%
Industrials 17.5%
Energy 11.6%
Healthcare 7.4%
Technology 6.7%
Consumer Defensive 5.9%
Basic Materials 5.6%
Communication Services 1.0%