Summerhill Capital Management lnc.
Net seller this quarter
$125M
18
-$14.2M
79.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $17.6M | 14.08% | 0.00% | -1.7% | Q1 2024 |
 AMD | $17.4M | 13.87% | 0.00% | -8.1% | Q1 2024 |
 RY | $11.5M | 9.17% | 0.00% | -2.8% | Q1 2024 |
 JPM | $10.2M | 8.16% | 0.00% | -2.3% | Q1 2024 |
 BIP | $8.61M | 6.88% | Not reported | +1.6% | Q1 2024 |
 AMZN | $8.48M | 6.77% | 0.00% | -2.9% | Q1 2024 |
 MSFT | $8.16M | 6.52% | 0.00% | +27.7% | Q1 2024 |
 ETN | $7.23M | 5.77% | 0.00% | +2.9% | Q1 2024 |
 META | $5.17M | 4.13% | Not reported | -28.0% | Q4 2024 |
 FSLR | $4.96M | 3.96% | 0.02% | -1.8% | Q1 2024 |
 CP | $4.59M | 3.66% | 0.01% | -4.1% | Q1 2024 |
 BIRK | $4.19M | 3.34% | 0.05% | +1.9% | Q4 2025 |
 CLS | $3.66M | 2.92% | 0.01% | +1.0% | Q1 2025 |
 CNI | $3.18M | 2.54% | 0.00% | -3.3% | Q1 2024 |
 CAE | $3.11M | 2.49% | 0.04% | +1.0% | Q1 2024 |
 VRT | $2.92M | 2.33% | 0.00% | -44.3% | Q1 2024 |
 RACE | $2.38M | 1.90% | 0.00% | New | Q2 2026 |
 RELX | $1.89M | 1.51% | 0.00% | +5.2% | Q1 2026 |
| Q1 2026 | |||||
| GOOGL | $14.4M | 12.60% | 0.00% | +2.2% | Q1 2024 |
| JPM | $9.41M | 8.21% | 0.00% | +4.0% | Q1 2024 |
| RY | $9.23M | 8.05% | 0.00% | +4.5% | Q1 2024 |
| BIP | $8.39M | 7.33% | Not reported | 0.0% | Q1 2024 |
| AMZN | $7.63M | 6.66% | 0.00% | +4.5% | Q1 2024 |
| META | $7.29M | 6.36% | Not reported | -0.1% | Q4 2024 |
| AMD | $6.62M | 5.78% | 0.00% | +70.7% | Q1 2024 |
| MSFT | $6.35M | 5.54% | 0.00% | +5.2% | Q1 2024 |
| ETN | $5.9M | 5.15% | 0.00% | +42.0% | Q1 2024 |
| CP | $4.34M | 3.79% | 0.01% | +9.2% | Q1 2024 |
| FSLR | $4.22M | 3.69% | 0.02% | -51.1% | Q1 2024 |
| VRT | $3.93M | 3.43% | 0.00% | Not reported | Q1 2024 |
| BIRK | $3.42M | 2.99% | 0.05% | +0.1% | Q4 2025 |
| CAE | $3.2M | 2.80% | 0.04% | +0.1% | Q1 2024 |
| CNI | $2.84M | 2.48% | 0.00% | +14.5% | Q1 2024 |
| CLS | $2.8M | 2.45% | 0.01% | +0.9% | Q1 2025 |
 CVE | $2.19M | 1.91% | 0.00% | New | Q1 2026 |
| RELX | $1.88M | 1.64% | 0.00% | New | Q1 2026 |
 GLD | $1.62M | 1.41% | 0.00% | New | Q1 2026 |
 XOM | $1.04M | 0.91% | 0.00% | New | Q1 2026 |
 CNQ | $854K | 0.74% | 0.00% | New | Q1 2026 |
 SU | $842K | 0.74% | 0.00% | New | Q1 2026 |
 BRK.B | $682K | 0.60% | Not reported | New | Q1 2026 |
 TRP | $666K | 0.58% | Not reported | New | Q1 2026 |
 PBA | $610K | 0.53% | 0.00% | New | Q1 2026 |
 CVX | $491K | 0.43% | 0.00% | New | Q1 2026 |
 CM | $412K | 0.36% | 0.00% | New | Q1 2026 |
 BMO | $393K | 0.34% | 0.00% | New | Q1 2026 |
 SLF | $380K | 0.33% | Not reported | New | Q1 2026 |
 AAPL | $376K | 0.33% | 0.00% | New | Q1 2026 |
 TXN | $352K | 0.31% | 0.00% | New | Q1 2026 |
 MA | $343K | 0.30% | 0.00% | New | Q1 2026 |
| BN | $316K | 0.28% | Not reported | New | Q1 2026 |
| BAM | $295K | 0.26% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $15.4M | 14.19% | 0.00% | +0.1% | Q1 2024 |
| FSLR | $11.4M | 10.55% | 0.04% | +1.1% | Q1 2024 |
| JPM | $9.91M | 9.15% | 0.00% | +0.2% | Q1 2024 |
| RY | $9.34M | 8.63% | 0.00% | -0.3% | Q1 2024 |
| META | $8.42M | 7.78% | Not reported | +0.8% | Q4 2024 |
| AMZN | $8.09M | 7.47% | 0.00% | +0.3% | Q1 2024 |
| BIP | $8.08M | 7.46% | Not reported | -0.5% | Q1 2024 |
| MSFT | $7.88M | 7.28% | 0.00% | +0.1% | Q1 2024 |
| AMD | $4.08M | 3.77% | 0.00% | Not reported | Q1 2024 |
| BIRK | $3.9M | 3.60% | 0.05% | New | Q4 2025 |
| CAE | $3.75M | 3.46% | 0.04% | -0.3% | Q1 2024 |
| CP | $3.73M | 3.44% | 0.01% | 0.0% | Q1 2024 |
| ETN | $3.7M | 3.42% | 0.00% | +77.9% | Q1 2024 |
| CLS | $2.92M | 2.70% | 0.01% | -46.7% | Q1 2025 |
 PYPL | $2.76M | 2.55% | 0.01% | +0.6% | Q1 2024 |
| VRT | $2.54M | 2.35% | 0.00% | -42.4% | Q1 2024 |
| CNI | $2.39M | 2.21% | 0.00% | -0.9% | Q1 2024 |
| Q3 2025 | |||||
| GOOGL | $11.9M | 12.39% | 0.00% | -0.2% | Q1 2024 |
| JPM | $9.68M | 10.05% | 0.00% | -0.2% | Q1 2024 |
| FSLR | $9.55M | 9.91% | 0.04% | -0.1% | Q1 2024 |
| META | $9.3M | 9.65% | Not reported | -0.1% | Q4 2024 |
| MSFT | $8.44M | 8.76% | 0.00% | -0.2% | Q1 2024 |
| RY | $8.09M | 8.40% | 0.00% | -0.2% | Q1 2024 |
| BIP | $7.69M | 7.99% | Not reported | -0.2% | Q1 2024 |
| AMZN | $7.68M | 7.97% | 0.00% | -0.2% | Q1 2024 |
| CLS | $4.56M | 4.73% | 0.02% | -35.7% | Q1 2025 |
| VRT | $4.1M | 4.26% | 0.01% | -0.2% | Q1 2024 |
| CP | $3.77M | 3.91% | 0.01% | -0.2% | Q1 2024 |
| CAE | $3.66M | 3.80% | 0.04% | -0.2% | Q1 2024 |
| PYPL | $3.15M | 3.27% | 0.01% | -0.2% | Q1 2024 |
| ETN | $2.44M | 2.54% | 0.00% | -0.2% | Q1 2024 |
| CNI | $2.29M | 2.38% | 0.00% | -0.2% | Q1 2024 |