Summerhill Capital Management lnc. 13F Holdings

CIK 0002017598 · TORONTO, A6

As of Sep 30, 2025, Summerhill Capital Management lnc. reported 15 positions worth $96.3M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity49,086 1.9M12.39%
JPMORGAN CHASE & COJPMFinancial Services30,691$9.7M10.05%
FIRST SOLAR INCFSLRTechnology43,283$9.5M9.91%
META PLATFORMS INCMETACommunication Services12,665$9.3M9.65%
MICROSOFT CORPMSFTTechnology16,287$8.4M8.76%
ROYAL BANK OF CANADARYFinancial Services54,879$8.1M8.40%
BROOKFIELD INFRASTRUCTURE PARTNERS LPBIPUtilities233,464$7.7M7.99%
AMAZON.COM INCAMZNEquity34,976$7.7M7.97%
CELESTICA INCCLSTechnology18,514$4.6M4.73%
VERTIV HOLDINGS COVRTIndustrials27,196$4.1M4.26%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials50,595$3.8M3.91%
CAE INCCAEIndustrials123,567$3.7M3.80%
PAYPAL HOLDINGS INCPYPLFinancial Services47,020$3.2M3.27%
EATON CORP PLCETNIndustrials6,529$2.4M2.54%
CANADIAN NATIONAL RAILWAY COCNIIndustrials24,330$2.3M2.38%