SummerHaven Investment Management, LLC MD — MEDNAX INC

Ownership history in SummerHaven Investment Management, LLC  ·  14 quarters on record

AI Ownership Summary

SummerHaven Investment Management, LLC reported MEDNAX INC (MD) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.14% in 2025 Q1. The latest visible filing shows MD at 0.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SummerHaven Investment Management, LLC's position in MEDNAX INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MD was reported at 0.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.14% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MD stock page SummerHaven Investment Management, LLC fund profile SummerHaven Investment Management, LLC full holdings
How SummerHaven Investment Management, LLC held MD — position size vs. price
% of Fund (quarterly)    MD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 57,765 -5,075 -8.1% 0.76% $1.2M 2026-04-24 $23.04
2025 Q4 UNCHANGED — — — 62,840 — 0% 0.76% $1.3M 2026-02-03 $20.90
2025 Q3 REDUCED 44.6% +30.7% ❌ 62,840 -50,640 -44.6% 0.61% $1.1M 2025-11-03 $21.08
2025 Q2 ADDED — — — 113,480 +1,153 +1.0% 1.07% $1.6M 2025-07-17 $12.84
2025 Q1 ADDED — — — 112,327 +1,028 +0.9% 1.14% $1.6M 2025-04-16 $13.14
2024 Q4 UNCHANGED — — — 111,299 — 0% 0.90% $1.5M 2025-01-14 $13.66
2024 Q3 ADDED — — — 111,299 +55,348 +98.9% 0.79% $1.3M 2024-10-16 $12.66
2024 Q2 ADDED — — — 55,951 +2,069 +3.8% 0.28% $422K 2024-07-23 $7.68
2024 Q1 ADDED — — — 53,882 +982 +1.9% 0.34% $540K 2024-04-16 $8.92
2023 Q4 ADDED — — — 52,900 +1,208 +2.3% 0.32% $492K 2024-02-05 $8.88
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MD

As of 2026 Q1 — sorted by position size

HANSEATIC MANAGEMENT SERVICES INC 3Y 7Y 1.03% Bridge City Capital, LLC 3Y 7Y 0.88% Phocas Financial Corp. 3Y 7Y 0.88% CLARK ESTATES INC/NY 3Y 7Y 0.66% Jackson Creek Investment Advisors LLC 3Y 0.66% Aristotle Capital Boston, LLC 3Y 7Y 0.51% Dana Investment Advisors, Inc. 3Y 7Y 0.46% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.44% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.32% Wakefield Asset Management LLLP 3Y 7Y 0.3%

FAQ About SummerHaven Investment Management, LLC and MD

These are the practical questions this page is built to answer before you even open the full history table.

How long has SummerHaven Investment Management, LLC reported owning MD?

SummerHaven Investment Management, LLC reported MD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MD position in SummerHaven Investment Management, LLC's portfolio?

The largest reported portfolio weight for MD was 1.14% in 2025 Q1.

What is the latest reported MD position on this page?

The most recent filing on this page is 2026 Q1, when SummerHaven Investment Management, LLC reported 57,765 shares, equal to 0.76% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MD ownership page compare?

The chart compares SummerHaven Investment Management, LLC's quarterly MD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SummerHaven Investment Management, LLC time their MD position?

Based on 13F filing dates vs. subsequent MD price moves, SummerHaven Investment Management, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on MD relative to SPY over the holding period was +2.7%.

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