Summit Street Capital Management’s HF Sinclair DINO Stock Holding History

Summit Street Capital Management’s Portfolio DINO Stock Details DINO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.4M	Hold	294,585	–	–	2.6%	21
2025 Q4	$13.6M	Sell	294,585 -71,796	-20%	-$3.7M	2.13%	27
2025 Q3	$19.2M	Hold	366,381	–	–	2.63%	23
2025 Q2	$15.1M	Sell	366,381 -202,522	-36%	-$6.97M	2.48%	26
2025 Q1	$18.7M	Buy	568,903 +1,713	+0.3%	+$60K	3.11%	21
2024 Q4	$19.9M	Buy	567,190 +383,615	+209%	+$15.7M	3.12%	18
2024 Q3	$8.18M	Buy	183,575 +29,969	+20%	+$1.43M	2.92%	20
2024 Q2	$8.19M	Buy	153,606 +8,592	+6%	+$483K	2.99%	18
2024 Q1	$8.75M	Hold	145,014	–	–	3.36%	12
2023 Q4	$8.06M	Hold	145,014	–	–	3.41%	10
2023 Q3	$8.26M	Hold	145,014	–	–	3.68%	5
2023 Q2	$6.47M	Hold	145,014	–	–	3.05%	15
2023 Q1	$7.02M	Hold	145,014	–	–	3.73%	3
2022 Q4	$7.52M	Hold	145,014	–	–	4.75%	4
2022 Q3	$7.81M	Hold	145,014	–	–	5.42%	2
2022 Q2	$6.55M	Hold	145,014	–	–	4.3%	3
2022 Q1	$5.78M	Hold	145,014	–	–	3.49%	10
2021 Q4	$4.75M	Sell	145,014 -5,355	-4%	-$180K	2.96%	16
2021 Q3	$4.98M	Hold	150,369	–	–	3.31%	11
2021 Q2	$4.95M	Hold	150,369	–	–	3.17%	13
2021 Q1	$5.38M	Buy	150,369 +93,111	+163%	+$3.11M	3.49%	10
2020 Q4	$1.48M	Sell	57,258 -85,080	-60%	-$1.93M	1.11%	30
2020 Q3	$2.81M	Buy	142,338 +37,339	+36%	+$930K	2.48%	19
2020 Q2	$3.07M	Hold	104,999	–	–	2.57%	21
2020 Q1	$2.57M	Buy	104,999 +26,789	+34%	+$1M	2.79%	13
2019 Q4	$3.97M	Sell	78,210 -33,461	-30%	-$1.77M	3.19%	17
2019 Q3	$5.99M	Buy	111,671 +33,461	+43%	+$1.62M	4.2%	3
2019 Q2	$3.62M	Buy	78,210 +26,914	+52%	+$1.2M	3.51%	8
2019 Q1	$2.53M	Buy	+51,296	New	+$2.73M	2.42%	23
2015 Q1	–	Sell	-54,372	Closed	-$2.04M	–	40
2014 Q4	$2.04M	Buy	+54,372	New	+$2.27M	2%	27

Other funds holding DINO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TCTC Holdings Dallas, Texas $3.51B AUM 30.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Street Capital Management's DINO Position: Q1 2026 in Review

Summit Street Capital Management held its HF Sinclair (DINO) position steady in Q1 2026 at 294,585 shares worth $18.4M. The position accounts for 2.6% of the portfolio, ranked #21.

Summit Street Capital Management first reported a position in DINO in Q4 2014 and has held it in 30 quarters since. The position peaked at $19.9M in Q4 2024. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.

Summit Street Capital Management held 294,585 shares of HF Sinclair worth $18.4M as of Q1 2026.
Summit Street Capital Management left its HF Sinclair share count unchanged in Q1 2026.
HF Sinclair made up 2.6% of Summit Street Capital Management's portfolio in Q1 2026, its #21 holding.
Summit Street Capital Management first reported a position in HF Sinclair in Q4 2014 and has held it in 30 quarters since.
Summit Street Capital Management's HF Sinclair position peaked at $19.9M in Q4 2024.
644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.

Based on Summit Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.