0000905148-25-001746.txt : 20250515 0000905148-25-001746.hdr.sgml : 20250515 20250515161709 ACCESSION NUMBER: 0000905148-25-001746 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250331 FILED AS OF DATE: 20250515 DATE AS OF CHANGE: 20250515 EFFECTIVENESS DATE: 20250515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SummitTX Capital, L.P. CENTRAL INDEX KEY: 0002052310 ORGANIZATION NAME: EIN: 939707095 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25605 FILM NUMBER: 25953504 BUSINESS ADDRESS: STREET 1: 201 MAIN ST. STREET 2: SUITE 1900 CITY: FORT WORTH STATE: TX ZIP: 76102 BUSINESS PHONE: 817-769-1578 MAIL ADDRESS: STREET 1: 201 MAIN ST. STREET 2: SUITE 1900 CITY: FORT WORTH STATE: TX ZIP: 76102 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE 0002052310 XXXXXXXX 03-31-2025 03-31-2025 false SummitTX Capital, L.P.
201 MAIN ST. SUITE 1900 FORT WORTH TX 76102
13F HOLDINGS REPORT 028-25605 000333741 801-131664 Y The Reporting Person is a wholly-owned subsidiary of Crestline Management, L.P. ("Crestline"). Effective January 2, 2025, the Reporting Person became a registered investment advisor and began exercising investment discretion over positions in Section 13(f) Securities. Accordingly, starting with the Form 13F for Q1 2025, positions in Section 13(f) Securities over which the Reporting Person exercises investment discretion are reported separately by the Reporting Person in its own Form 13F, instead of in the Form 13F filed by Crestline.
Shaun McGowan Chief Compliance Officer 817-769-1578 /s/ Shaun McGowan Fort Worth TX 05-15-2025 1 771 2323035204 1 0001536054 028-14917 000122711 801-61607 Crestline Management, LP
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0 0 GENTEX CORP COM 371901109 1189185 51038 SH DFND 1 51038 0 0 GENUINE PARTS CO COM 372460105 432002 3626 SH DFND 1 3626 0 0 GERON CORP COM 374163103 45355 28525 SH DFND 1 28525 0 0 GILEAD SCIENCES INC COM 375558103 715327 6384 SH DFND 1 6384 0 0 GITLAB INC CLASS A COM 37637K108 3024121 64343 SH DFND 1 64343 0 0 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 1458868 39525 SH DFND 1 39525 0 0 GLOBANT S A COM L44385109 351865 2989 SH DFND 1 2989 0 0 GLOBE LIFE INC COM 37959E102 1261219 9575 SH DFND 1 9575 0 0 GMS INC COM 36251C103 1440205 19683 SH DFND 1 19683 0 0 GODADDY INC CL A 380237107 764874 4246 SH DFND 1 4246 0 0 GOLAR LNG LTD SHS G9456A100 3733163 98267 SH DFND 1 98267 0 0 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 605451 75871 SH DFND 1 75871 0 0 GRAINGER W W INC COM 384802104 511696 518 SH DFND 1 518 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 274034 10556 SH DFND 1 10556 0 0 GREEN DOT CORP CL A 39304D102 107163 12697 SH DFND 1 12697 0 0 GREEN PLAINS INC COM 393222104 105609 21775 SH DFND 1 21775 0 0 GRID DYNAMICS HLDGS INC CL A 39813G109 299165 19116 SH DFND 1 19116 0 0 GRIFFON CORP COM 398433102 3682465 51503 SH DFND 1 51503 0 0 GRIFOLS S A SP ADR REP B NVT 398438408 572455 80514 SH DFND 1 80514 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 144106 10308 SH DFND 1 10308 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 437715 1146 SH DFND 1 1146 0 0 GUESS INC COM 401617105 685344 61910 SH DFND 1 61910 0 0 HA SUSTAINABLE INFRA CAP INC COM 41068X100 1601124 54758 SH DFND 1 54758 0 0 HAIN CELESTIAL GROUP INC COM 405217100 74140 17865 SH DFND 1 17865 0 0 HALOZYME THERAPEUTICS INC COM 40637H109 282742 4431 SH DFND 1 4431 0 0 HANCOCK WHITNEY CORPORATION COM 410120109 729160 13902 SH DFND 1 13902 0 0 HANOVER INS GROUP INC COM 410867105 2156980 12400 SH DFND 1 12400 0 0 HARLEY DAVIDSON INC COM 412822108 2116051 83804 SH DFND 1 83804 0 0 HAYWARD HLDGS INC COM 421298100 317515 22810 SH DFND 1 22810 0 0 HCA HEALTHCARE INC COM 40412C101 525236 1520 SH DFND 1 1520 0 0 HEALTHPEAK PROPERTIES INC COM 42250P103 6211260 307184 SH DFND 1 307184 0 0 HEICO CORP NEW COM 422806109 3420299 12801 SH DFND 1 12801 0 0 HENRY JACK & ASSOC INC COM 426281101 1061454 5813 SH DFND 1 5813 0 0 HERCULES CAPITAL INC COM 427096508 881028 45863 SH DFND 1 45863 0 0 HERSHEY CO COM 427866108 8492666 49656 SH DFND 1 49656 0 0 HESS CORP COM 42809H107 1884814 11800 SH DFND 1 11800 0 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1007240 65278 SH DFND 1 65278 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 2427048 10666 SH DFND 1 10666 0 0 HIMS & HERS HEALTH INC COM CL A 433000106 425550 14401 SH DFND 1 14401 0 0 HONEYWELL INTL INC COM 438516106 6647891 31395 SH DFND 1 31395 0 0 HORMEL FOODS CORP COM 440452100 18289810 591138 SH DFND 1 591138 0 0 HP INC COM 40434L105 1288360 46528 SH DFND 1 46528 0 0 HUBSPOT INC COM 443573100 10143825 17756 SH DFND 1 17756 0 0 HUDBAY MINERALS INC COM 443628102 4518479 595320 SH DFND 1 595320 0 0 HYATT HOTELS CORP COM CL A 448579102 957950 7820 SH DFND 1 7820 0 0 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INC COM 45826J105 80044 11258 SH DFND 1 11258 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 3603698 20891 SH DFND 1 20891 0 0 INTERDIGITAL INC COM 45867G101 1818987 8798 SH DFND 1 8798 0 0 INTERNATIONAL BANCSHARES COR COM 459044103 1545538 24509 SH DFND 1 24509 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1843068 7412 SH DFND 1 7412 0 0 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 4694008 60482 SH DFND 1 60482 0 0 INTERNATIONAL PAPER CO COM 460146103 2896211 54287 SH DFND 1 54287 0 0 INTUIT COM 461202103 1216314 1981 SH DFND 1 1981 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 3563468 7195 SH DFND 1 7195 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 4648627 26835 SH DFND 1 26835 0 0 INVESCO LTD SHS G491BT108 327672 21600 SH DFND 1 21600 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 94252920 201000 SH DFND 1 201000 0 0 INVITATION HOMES INC COM 46187W107 1136772 32619 SH DFND 1 32619 0 0 IONIS PHARMACEUTICALS INC COM 462222100 1059058 35103 SH DFND 1 35103 0 0 IPG PHOTONICS CORP COM 44980X109 288234 4565 SH DFND 1 4565 0 0 IQVIA HLDGS INC COM 46266C105 264450 1500 SH DFND 1 1500 0 0 ISHARES TR CORE S&P500 ETF 464287200 280950000 500000 SH DFND 1 500000 0 0 ISHARES TR EXPANDED TECH 464287515 2755041 30959 SH DFND 1 30959 0 0 ISHARES TR ISHARES BIOTECH 464287556 1403063 10970 SH DFND 1 10970 0 0 ISHARES TR MSCI EAFE ETF 464287465 841083 10291 SH DFND 1 10291 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 1858037 42518 SH DFND 1 42518 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 422744 2800 SH DFND 1 2800 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 15959200 80000 SH DFND 1 80000 0 0 ISHARES TR US HOME CONS ETF 464288752 2302559 24184 SH DFND 1 24184 0 0 ISHARES TR US REGNL BKS ETF 464288778 427084 9159 SH DFND 1 9159 0 0 ITT INC COM 45073V108 558617 4325 SH DFND 1 4325 0 0 JACK IN THE BOX INC COM 466367109 224888 8271 SH DFND 1 8271 0 0 JACKSON FINANCIAL INC COM CL A 46817M107 800183 9551 SH DFND 1 9551 0 0 JANUS INTERNATIONAL GROUP IN COMMON STOCK 47103N106 354024 49170 SH DFND 1 49170 0 0 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 1787760 14400 SH DFND 1 14400 0 0 JBT MAREL CORPORATION COM 477839104 1613407 13203 SH DFND 1 13203 0 0 JETBLUE AWYS CORP COM 477143101 154042 31959 SH DFND 1 31959 0 0 JOHNSON & JOHNSON COM 478160104 5945198 35849 SH DFND 1 35849 0 0 JOHNSON CTLS INTL PLC SHS G51502105 3133903 39120 SH DFND 1 39120 0 0 JPMORGAN CHASE & CO. COM 46625H100 2581292 10523 SH DFND 1 10523 0 0 KADANT INC COM 48282T104 1703080 5055 SH DFND 1 5055 0 0 KB HOME COM 48666K109 353311 6079 SH DFND 1 6079 0 0 KENNAMETAL INC COM 489170100 435180 20431 SH DFND 1 20431 0 0 KENVUE INC COM 49177J102 1235617 51527 SH DFND 1 51527 0 0 KEROS THERAPEUTICS INC COM 492327101 314708 30884 SH DFND 1 30884 0 0 KIMBERLY-CLARK CORP COM 494368103 5683111 39960 SH DFND 1 39960 0 0 KIMCO RLTY CORP COM 49446R109 620824 29229 SH DFND 1 29229 0 0 KINSALE CAP GROUP INC COM 49714P108 1070762 2200 SH DFND 1 2200 0 0 KIRBY CORP COM 497266106 5289187 52363 SH DFND 1 52363 0 0 KITE RLTY GROUP TR COM NEW 49803T300 7379102 329866 SH DFND 1 329866 0 0 KKR & CO INC COM 48251W104 2588161 22387 SH DFND 1 22387 0 0 KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1429821 32877 SH DFND 1 32877 0 0 KOHLS CORP COM 500255104 1561856 190936 SH DFND 1 190936 0 0 KRAFT HEINZ CO COM 500754106 697608 22925 SH DFND 1 22925 0 0 KRATOS DEFENSE & SEC SOLUTIO COM NEW 50077B207 272228 9169 SH DFND 1 9169 0 0 KRISPY KREME INC COM 50101L106 149706 30428 SH DFND 1 30428 0 0 KURA ONCOLOGY INC COM 50127T109 86500 13106 SH DFND 1 13106 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 577068 2757 SH DFND 1 2757 0 0 LAM RESEARCH CORP COM NEW 512807306 18665652 256749 SH DFND 1 256749 0 0 LAMAR ADVERTISING CO NEW CL A 512816109 297990 2619 SH DFND 1 2619 0 0 LAMB WESTON HLDGS INC COM 513272104 8371884 157071 SH DFND 1 157071 0 0 LANDSTAR SYS INC COM 515098101 696928 4640 SH DFND 1 4640 0 0 LANTHEUS HLDGS INC COM 516544103 874984 8965 SH DFND 1 8965 0 0 LATTICE SEMICONDUCTOR CORP COM 518415104 294507 5615 SH DFND 1 5615 0 0 LAZARD INC COM 52110M109 245511 5670 SH DFND 1 5670 0 0 LEAR CORP COM NEW 521865204 570519 6467 SH DFND 1 6467 0 0 LEGGETT & PLATT INC COM 524660107 240701 30430 SH DFND 1 30430 0 0 LENNOX INTL INC COM 526107107 3192244 5692 SH DFND 1 5692 0 0 LIBERTY MEDIA CORP DEL COM LBTY LIV S C 531229722 613260 9000 SH DFND 1 9000 0 0 LIFECORE BIOMEDICAL INC COM 514766104 114048 16200 SH DFND 1 16200 0 0 LIGHT & WONDER INC COM 80874P109 415728 4800 SH DFND 1 4800 0 0 LIMBACH HLDGS INC COM 53263P105 446820 6000 SH DFND 1 6000 0 0 LINCOLN NATL CORP IND COM 534187109 557790 15533 SH DFND 1 15533 0 0 LITHIA MTRS INC COM 536797103 464380 1582 SH DFND 1 1582 0 0 LITTELFUSE INC COM 537008104 470209 2390 SH DFND 1 2390 0 0 LIVE NATION ENTERTAINMENT IN COM 538034109 393829 3016 SH DFND 1 3016 0 0 LKQ CORP COM 501889208 1185973 27879 SH DFND 1 27879 0 0 LOCKHEED MARTIN CORP COM 539830109 1135090 2541 SH DFND 1 2541 0 0 LPL FINL HLDGS INC COM 50212V100 2163704 6614 SH DFND 1 6614 0 0 LULULEMON ATHLETICA INC COM 550021109 3049405 10773 SH DFND 1 10773 0 0 LUMENTUM HLDGS INC COM 55024U109 2063142 33095 SH DFND 1 33095 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 599808 8520 SH DFND 1 8520 0 0 M/I HOMES INC COM 55305B101 7181694 62898 SH DFND 1 62898 0 0 MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 9222111 91872 SH DFND 1 91872 0 0 MADDEN STEVEN LTD COM 556269108 355830 13357 SH DFND 1 13357 0 0 MADRIGAL PHARMACEUTICALS INC COM 558868105 607145 1833 SH DFND 1 1833 0 0 MAGNOLIA OIL & GAS CORP CL A 559663109 3832094 151706 SH DFND 1 151706 0 0 MANHATTAN ASSOCIATES INC COM 562750109 654437 3782 SH DFND 1 3782 0 0 MARKETAXESS HLDGS INC COM 57060D108 381641 1764 SH DFND 1 1764 0 0 MASIMO CORP COM 574795100 628582 3773 SH DFND 1 3773 0 0 MASTERCARD INCORPORATED CL A 57636Q104 3458089 6309 SH DFND 1 6309 0 0 MATADOR RES CO COM 576485205 1984131 38836 SH DFND 1 38836 0 0 MATIV HOLDINGS INC COM 808541106 70704 11349 SH DFND 1 11349 0 0 MATSON INC COM 57686G105 259544 2025 SH DFND 1 2025 0 0 MCKESSON CORP COM 58155Q103 4881196 7253 SH DFND 1 7253 0 0 MEDTRONIC PLC SHS G5960L103 2490380 27714 SH DFND 1 27714 0 0 MERCK & CO INC COM 58933Y105 8239519 91795 SH DFND 1 91795 0 0 MERCURY GENL CORP NEW COM 589400100 1305321 23351 SH DFND 1 23351 0 0 MERCURY SYS INC COM 589378108 1169807 27148 SH DFND 1 27148 0 0 MERITAGE HOMES CORP COM 59001A102 9786331 138069 SH DFND 1 138069 0 0 META PLATFORMS INC CL A 30303M102 7567030 13129 SH DFND 1 13129 0 0 METHANEX CORP COM 59151K108 1247730 35558 SH DFND 1 35558 0 0 METSERA INC COM 59267L107 259216 9523 SH DFND 1 9523 0 0 METTLER TOLEDO INTERNATIONAL COM 592688105 1607219 1361 SH DFND 1 1361 0 0 MGE ENERGY INC COM 55277P104 446859 4807 SH DFND 1 4807 0 0 MGIC INVT CORP WIS COM 552848103 1310713 52894 SH DFND 1 52894 0 0 MGP INGREDIENTS INC NEW COM 55303J106 352942 12013 SH DFND 1 12013 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 3105550 64151 SH DFND 1 64151 0 0 MICRON TECHNOLOGY INC COM 595112103 10691901 123051 SH DFND 1 123051 0 0 MICROSOFT CORP COM 594918104 1075868 2866 SH DFND 1 2866 0 0 MKS INSTRS INC COM 55306N104 10603284 132293 SH DFND 1 132293 0 0 MODINE MFG CO COM 607828100 966206 12589 SH DFND 1 12589 0 0 MOLSON COORS BEVERAGE CO CL B 60871R209 7196964 118235 SH DFND 1 118235 0 0 MONDELEZ INTL INC CL A 609207105 2605440 38400 SH DFND 1 38400 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 13201936 225597 SH DFND 1 225597 0 0 MSC INDL DIRECT INC CL A 553530106 1490798 19194 SH DFND 1 19194 0 0 MSCI INC COM 55354G100 8080430 14289 SH DFND 1 14289 0 0 MUELLER INDS INC COM 624756102 900888 11832 SH DFND 1 11832 0 0 MUELLER WTR PRODS INC COM SER A 624758108 204453 8043 SH DFND 1 8043 0 0 MURPHY USA INC COM 626755102 1874072 3989 SH DFND 1 3989 0 0 NASDAQ INC COM 631103108 6529194 86069 SH DFND 1 86069 0 0 NATERA INC COM 632307104 8393956 59359 SH DFND 1 59359 0 0 NATIONAL HEALTH INVS INC COM 63633D104 819329 11093 SH DFND 1 11093 0 0 NCINO INC COM 63947X101 493416 17962 SH DFND 1 17962 0 0 NCR VOYIX CORPORATION COM 62886E108 108859 11165 SH DFND 1 11165 0 0 NEBIUS GROUP N.V. 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681116109 1233998 10605 SH DFND 1 10605 0 0 ON SEMICONDUCTOR CORP COM 682189105 591022 14525 SH DFND 1 14525 0 0 ONEMAIN HLDGS INC COM 68268W103 1132794 23175 SH DFND 1 23175 0 0 ONEOK INC NEW COM 682680103 384378 3874 SH DFND 1 3874 0 0 ORACLE CORP COM 68389X105 1531059 10951 SH DFND 1 10951 0 0 ORGANON & CO COMMON STOCK 68622V106 1167555 78412 SH DFND 1 78412 0 0 OSI SYSTEMS INC COM 671044105 828860 4265 SH DFND 1 4265 0 0 OTIS WORLDWIDE CORP COM 68902V107 879161 8519 SH DFND 1 8519 0 0 OVINTIV INC COM 69047Q102 388239 9071 SH DFND 1 9071 0 0 OWENS CORNING NEW COM 690742101 13806695 96672 SH DFND 1 96672 0 0 PACCAR INC COM 693718108 1395507 14332 SH DFND 1 14332 0 0 PACKAGING CORP AMER COM 695156109 12942983 65362 SH DFND 1 65362 0 0 PALO ALTO NETWORKS INC COM 697435105 907805 5320 SH DFND 1 5320 0 0 PAPA JOHNS INTL INC COM 698813102 542708 13211 SH DFND 1 13211 0 0 PAR TECHNOLOGY CORP COM 698884103 333812 5442 SH DFND 1 5442 0 0 PARKER-HANNIFIN CORP COM 701094104 5403787 8890 SH 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