Summer Road LLC
Summer Road LLC is a U.S.-based investment firm headquartered in West Palm Beach, Florida. Founded in the 2010s (official filings from 2019), it is managed by David Sackler and operates as a private investment entity. The firm manages a concentrated portfolio with approximately 25 positions and total disclosed assets under management exceeding $120 million as of 2025. It primarily invests in U.S. securities, ETFs, and select growth opportunities for institutional and accredited investors. Employee count is not publicly disclosed but is likely small given the firm's size and structure, with key management including David Sackler (Principal/CEO), Richard Silberberg (COO), Rory Held (Executive VP), and others.
Investment Strategy
Summer Road LLC manages a focused, opportunistic investment strategy. The firm’s portfolio indicates a preference for concentrated equity positions, including both public equities (such as Ocular Therapeutix, Alphabet, and Amazon) and select ETFs (like those focused on gold miners and sector themes). They actively manage positions to capitalize on value, growth, and special situation opportunities. Their approach emphasizes high-conviction bets in both small- and large-cap equities in various industries, including healthcare, technology, and commodities, aiming for alpha generation through thematic and event-driven trades.
Top Holdings
Equity Positions (25)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O OCUL | OCULAR THERAPEUTIX INC | 98.23% | $128.9M | 13,887,468 | $7.00 | $9.28 | +$27.1M |
L LINE | LINEAGE INC | 0.51% | $668.7K | 15,229 | $48.83 | $43.52 | +$387.6K |
G GDXJ | VANECK ETF TRUST | 0.24% | $321.3K | 5,075 | $41.98 | $67.59 | +$38.3K |
G GRBK | GREEN BRICK PARTNERS INC | 0.17% | $224.8K | 3,550 | $55.75 | $62.88 | +$19.9K |
G GOOGL | ALPHABET INC | 0.11% | $148.9K | 830 | $182.99 | $176.23 | +$17.7K |