SummerHaven Investment Management, LLC AMPY — AMPLIFY ENERGY CORP NEW

Ownership history in SummerHaven Investment Management, LLC  ·  9 quarters on record

AI Ownership Summary

SummerHaven Investment Management, LLC reported AMPLIFY ENERGY CORP NEW (AMPY) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q3. Peak portfolio weight reached 0.53% in 2026 Q3. The latest visible filing shows AMPY at 0.53% 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 AMPY 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 AMPLIFY ENERGY CORP NEW, 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 Q3

AMPY was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2026 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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.

How SummerHaven Investment Management, LLC held AMPY — position size vs. price
% of Fund (quarterly)    AMPY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 112,121 -8,481 -7.0% 0.53% $732K 2026-10-16 $4.43
2025 Q2 ADDED — — — 120,602 +5,788 +5.0% 0.25% $386K 2025-07-17 $3.31
2025 Q1 ADDED — — — 114,814 +2,693 +2.4% 0.30% $429K 2025-04-16 $2.52
2024 Q4 UNCHANGED — — — 112,121 — 0% 0.41% $673K 2025-01-14 $6.48
2024 Q3 REDUCED — — — 112,121 -5,027 -4.3% 0.45% $732K 2024-10-16 $6.56
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SummerHaven Investment Management, LLC and AMPY

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 AMPY?

SummerHaven Investment Management, LLC reported AMPY across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

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

The largest reported portfolio weight for AMPY was 0.53% in 2026 Q3.

What is the latest reported AMPY position on this page?

The most recent filing on this page is 2026 Q3, when SummerHaven Investment Management, LLC reported 112,121 shares, equal to 0.53% of portfolio, with an estimated market value of $732K.

What does the chart on this AMPY ownership page compare?

The chart compares SummerHaven Investment Management, LLC's quarterly AMPY 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 AMPY position?

Based on 13F filing dates vs. subsequent AMPY price moves, SummerHaven Investment Management, LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on AMPY relative to SPY over the holding period was -57.8%.

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