Stock ownership · SEC 13F · Q4 2024

SUMMIT MATLS INC

Who owns SUMMIT MATLS INC (CUSIP 86614U100)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$7.5M
Reported value
4
Institutions
100%
Top-5 share

The verdict

As of Q4 2024, 4 institutions report $7.5M in SUMMIT MATLS INC positions, ownership that is dominated by its top few institutional owners.

4
institutions hold it
$7.5M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 86614U100 · Q4 2024 $8M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-MID

  • VALUE-TRACE $7.5M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-MID 4Q history

Read with: Ownership concentration guide - SUMMIT MATLS INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of SUMMIT MATLS INC
  1. 1
    Polar Asset Management Partners Inc. $5.1M
  2. 2
    Jefferies Financial Group Inc. $2.2M
  3. 3
    B. Riley Wealth Advisors, Inc. $265K
  4. 4
    CAROLINAS WEALTH CONSULTING LLC $3K

Top 4 reported holders by value · Q4 2024

Institutional ownership over time

The number of institutions reporting a SUMMIT MATLS INC position has risen from 3 to 4 over the last 4 quarters of 13F filings.

02468 Q1'24Q2'24Q3'24Q4'24 4
Distinct 13F filers holding SUMMIT MATLS INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Polar Asset Management Partners Inc. 100,100 $5.1M 67.5%
2 Jefferies Financial Group Inc. (JEF) 42,980 $2.2M 29.0%
3 B. Riley Wealth Advisors, Inc. 5,228 $265K 3.5%
4 CAROLINAS WEALTH CONSULTING LLC 59 $3K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SUMMIT MATLS INC's reported holders for Q4 2024, by reported value:

Sole discretion (SOLE)
71.0%
Shared-defined discretion (DFND)
29.0%

Frequently Asked Questions

How many institutions hold SUMMIT MATLS INC?▼
SUMMIT MATLS INC is held by 4 institutional investors per the latest SEC Form 13F filings as of Q4 2024.
What is the total institutional value of SUMMIT MATLS INC?▼
Institutions report $7.5M of SUMMIT MATLS INC as of Q4 2024.
How concentrated is ownership of SUMMIT MATLS INC?▼
The top five institutional holders account for 100% of the reported institutional value in SUMMIT MATLS INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of SUMMIT MATLS INC?▼
Polar Asset Management Partners Inc. is the largest reported holder of SUMMIT MATLS INC with $5.1M across 100,100 shares as of Q4 2024.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.