Summa Corp.

Q1 2024 13F Detailed Holdings

Location
Tomball, TX
Holdings as of
3/31/2024
Value ($000)
$183,077
Num holdings
65
Date filed
4/23/2024
Form type
13F-HR
Prev filing
2/7/2024
Next filing
7/30/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 POLEN CAPITAL MANAGEMENT LLC 028-03687