Summerhill Capital Management lnc. as of Dec. 31, 2025
Portfolio Holdings for Summerhill Capital Management lnc.
Summerhill Capital Management lnc. holds 17 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc. Cl-a Cap Stk Cl A (GOOGL) | 14.2 | $15M | 49k | 313.00 | |
| First Solar (FSLR) | 10.5 | $11M | 44k | 261.23 | |
| JPMorgan Chase & Co. (JPM) | 9.1 | $9.9M | 31k | 322.22 | |
| Rbc Cad (RY) | 8.6 | $9.3M | 55k | 170.72 | |
| Meta Platforms Com Cl A (META) | 7.8 | $8.4M | 13k | 660.09 | |
| Amazon (AMZN) | 7.5 | $8.1M | 35k | 230.82 | |
| Brookfield Infrastructure Partners Lp Int Unit (BIP) | 7.5 | $8.1M | 232k | 34.74 | |
| Microsoft Corporation (MSFT) | 7.3 | $7.9M | 16k | 483.62 | |
| Advanced Micro Devices (AMD) | 3.8 | $4.1M | 19k | 214.16 | |
| Birkenstock Holding Com Shs (BIRK) | 3.6 | $3.9M | 95k | 40.90 | |
| Cae (CAE) | 3.5 | $3.7M | 123k | 30.42 | |
| Canadian Pacific Kansas City (CP) | 3.4 | $3.7M | 51k | 73.73 | |
| Eaton (ETN) | 3.4 | $3.7M | 12k | 318.51 | |
| Celestica (CLS) | 2.7 | $2.9M | 9.9k | 296.23 | |
| Paypal Holdings (PYPL) | 2.5 | $2.8M | 47k | 58.38 | |
| Vertiv Holding Com Cl A (VRT) | 2.3 | $2.5M | 16k | 162.01 | |
| Canadian Natl Ry (CNI) | 2.2 | $2.4M | 24k | 99.04 |