Ownership history in Summit Street Capital Management, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Summit Street Capital Management, LLC reported a position in MARATHON PETE CORP (MPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Summit Street Capital Management, LLC underperformed the S&P 500 by β6.1% annually on this MPC position. Timing score: 67% (4/6 decisions correct). Average cost basis: $99.43. Maximum drawdown during holding period: β46.1%.
β Significantly underperformed the S&P 500 by 6.1% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $19.69 (2020 Q1) Β· Worst: $163.54 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 4 trims. Bought during 1 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Summit Street Capital Management, LLC has been actively increasing its MPC allocation β a bullish signal from insiders.
Currently 2.69% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size