SUMMER ROAD LLC
All 13F Filings
- Location
- West Palm Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 137,717
- 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 |
|---|---|---|---|---|---|
| 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 | 137.4 K | 99.8% | 0 | 11.57 K | -11.57 K |
| ETFs | 271 | 0.2% | 102 | 0 | 102 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
137,717
Holdings
21
QoQ value change ($000)
-11,464
(-7.7%)
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.