Summerhill Capital Management lnc. as of March 31, 2024
Portfolio Holdings for Summerhill Capital Management lnc.
Summerhill Capital Management lnc. holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advanced Micro Devices (AMD) | 8.2 | $13M | 71k | 180.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.9 | $12M | 82k | 150.93 | |
| Microsoft Corporation (MSFT) | 7.5 | $12M | 28k | 420.72 | |
| Amazon (AMZN) | 6.4 | $10M | 56k | 180.38 | |
| Brookfield Infrast Partners Lp Int Unit (BIP) | 6.4 | $10M | 320k | 31.21 | |
| Canadian Pacific Kansas City (CP) | 6.0 | $9.4M | 107k | 88.14 | |
| JPMorgan Chase & Co. (JPM) | 5.1 | $8.0M | 40k | 200.30 | |
| Sharkninja Com Shs (SN) | 4.3 | $6.7M | 108k | 62.29 | |
| Telus Ord (TU) | 4.2 | $6.6M | 415k | 15.99 | |
| Bce Com New (BCE) | 4.1 | $6.4M | 190k | 33.97 | |
| First Solar (FSLR) | 4.1 | $6.4M | 38k | 168.80 | |
| Canadian Natl Ry (CNI) | 4.0 | $6.3M | 48k | 131.64 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $6.0M | 12k | 504.60 | |
| Rbc Cad (RY) | 3.7 | $5.8M | 58k | 100.83 | |
| NVIDIA Corporation (NVDA) | 3.5 | $5.5M | 6.1k | 903.56 | |
| Toronto Dominion Bk Ont Com New (TD) | 3.4 | $5.3M | 88k | 60.33 | |
| Vertiv Holdings Com Cl A (VRT) | 3.4 | $5.3M | 65k | 81.67 | |
| Eaton Corp SHS (ETN) | 2.7 | $4.3M | 14k | 312.68 | |
| Paypal Holdings (PYPL) | 2.7 | $4.2M | 63k | 66.99 | |
| Cae (CAE) | 2.6 | $4.1M | 199k | 20.64 | |
| Intuit (INTU) | 2.5 | $3.9M | 6.1k | 650.00 | |
| McDonald's Corporation (MCD) | 2.2 | $3.5M | 12k | 281.95 | |
| Ansys (ANSS) | 1.4 | $2.2M | 6.3k | 347.16 |
