Summer Road LLC
Annual return '25
+23.2%
SPY '25
+17.7%
Alpha
+5.5ptsvs SPY
Invested
$142M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$OCUL
OCULAR THERAPEUTIX INC
Q1 2026: Exited (was 11.11M shares)
70.8%
02
$IMKTA
INGLES MKTS INC
Q1 2026: Exited (was 2.5k shares)
27.4%
03
$LINE
LINEAGE INC
Q1 2026: Exited (was 20.2k shares)
0.5%
04
$GDX
VANECK ETF TRUST
Q1 2026: Increased +166.3% (2.8k → 7.5k shares)
0.2%
05
$GRBK
GREEN BRICK PARTNERS INC
Q1 2026: Exited (was 3.6k shares)
0.2%
06
$GOOGL
ALPHABET INC
Q1 2026: Increased +637.5% (730 → 5.4k shares)
0.2%
07
$DIS
DISNEY WALT CO
Q1 2026: Exited (was 460 shares)
0.1%
08
$CTRE
CARETRUST REIT INC
Q1 2026: Exited (was 3.8k shares)
0.1%
09
$GQ9
SPDR GOLD TR
Q1 2026: Increased +144.4% (225 → 550 shares)
0.1%
10
$SBCF
SEACOAST BKG CORP FLA
Q1 2026: Exited (was 3.1k shares)
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:47 UTC.