SUMMER ROAD LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 135,172
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 23 | 135,172 | 13F-HR | SUMMER ROAD LLC |
| Q2 2026 | 8/10/2026 | 21 | 161,014 | 13F-HR | SUMMER ROAD LLC |
| Q1 2026 | 4/23/2026 | 24 | 142,034 | 13F-HR | SUMMER ROAD LLC |
| Q4 2025 | 2/11/2026 | 21 | 137,717 | 13F-HR | SUMMER ROAD LLC |
| Q3 2025 | 11/7/2025 | 18 | 149,181 | 13F-HR | SUMMER ROAD LLC |
| Q2 2025 | 8/14/2025 | 25 | 131,199 | 13F-HR | SUMMER ROAD LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.3 K | 99.4% | 0 | 26.15 K | -26.15 K |
| ETFs | 832 | 0.6% | 306 | 0 | 306 |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
135,172
Holdings
23
QoQ value change ($000)
-25,842
(-16.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.