Summerhill Capital Management lnc. as of Sept. 30, 2024
Portfolio Holdings for Summerhill Capital Management lnc.
Summerhill Capital Management lnc. holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.0 | $12M | 27k | 430.30 | |
| Sharkninja Com Shs (SN) | 7.8 | $11M | 105k | 108.71 | |
| Advanced Micro Devices (AMD) | 7.8 | $11M | 70k | 164.08 | |
| Brookfield Infrastructure Partners Lp Int Unit (BIP) | 7.5 | $11M | 309k | 35.10 | |
| Amazon (AMZN) | 6.9 | $10M | 54k | 186.33 | |
| First Solar (FSLR) | 6.3 | $9.1M | 37k | 249.44 | |
| Canadian Pacific Kansas City (CP) | 6.1 | $8.8M | 103k | 85.53 | |
| JPMorgan Chase & Co. (JPM) | 5.7 | $8.3M | 39k | 210.86 | |
| Paypal Holdings (PYPL) | 5.0 | $7.2M | 93k | 78.03 | |
| Rbc Cad (RY) | 4.8 | $7.0M | 56k | 124.82 | |
| Telus Ord (TU) | 4.6 | $6.7M | 401k | 16.79 | |
| Alphabet Inc. Cl-a Cap Stk Cl A (GOOGL) | 4.4 | $6.4M | 39k | 165.85 | |
| Vertiv Holding Com Cl A (VRT) | 4.3 | $6.2M | 63k | 99.49 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $6.0M | 12k | 517.78 | |
| NVIDIA Corporation (NVDA) | 3.7 | $5.4M | 45k | 121.44 | |
| Canadian Natl Ry (CNI) | 3.7 | $5.4M | 46k | 117.11 | |
| Eaton (ETN) | 3.1 | $4.5M | 14k | 331.44 | |
| Intuit (INTU) | 2.5 | $3.6M | 5.9k | 621.00 | |
| Cae (CAE) | 2.4 | $3.6M | 190k | 18.78 | |
| Ansys (ANSS) | 1.3 | $1.9M | 6.1k | 318.63 |
