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Manager record

Summa Corp.

Tomball, TX · CIK 1954929 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$492.10MReported 13F valueQ3 2026 · as filed
112Holdings listed
+54.4%vs prior quartervalue change includes market moves
6Quarters on record
Oct 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $192.4M$192.4MQ2 202581 holdingsQ3 2025: $227.4M$227.4MQ3 202582 holdingsQ4 2025: $233.2M$233.2MQ4 202583 holdingsQ1 2026: $241.9M$241.9MQ1 202683 holdingsQ2 2026: $318.6M$318.6MQ2 202683 holdingsQ3 2026: $492.1M$492.1MQ3 2026112 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 30 2026 13F-HR · period Q3 2026

$492.10M · 112 holdings listed · View original SEC filing ↗
Aug 06 2026 13F-HR · period Q2 2026

$318.62M · 83 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$241.91M · 83 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$233.16M · 83 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR · period Q3 2025

$227.41M · 82 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$192.44M · 81 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 30, 2026 · Change methodology