Summerhill Capital Management lnc.
Summerhill Capital Management lnc. reported 18 holdings worth US$125M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 4, 2026
Summerhill Capital Management lnc. reported 18 holdings worth US$125M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Advanced Micro Devices Inc and Royal Bank Of Canada. Filed Aug 4, 2026 (Form 13F).
- Holdings
- 18
- Value as reported
- US$125M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 49,349 | US$17.6M | 14.1% |
| Advanced Micro Devices Inc | 29,913 | US$17.4M | 13.9% |
| Royal Bank Of Canada | 55,590 | US$11.5M | 9.2% |
| Jp Morgan Chase & Co. | 31,239 | US$10.2M | 8.2% |
| Brookfield Infrastructure Partners Lp Limited Partnership | 236K | US$8.61M | 6.9% |
| Amazon.com, Inc. | 35,577 | US$8.48M | 6.8% |
| Microsoft Corp. | 21,887 | US$8.16M | 6.5% |
| Meta Platforms, Inc. | 9,182 | US$5.17M | 4.1% |
| First Solar, Inc. | 21,020 | US$4.96M | 4.0% |
| Canadian Pacific Kansas City Limited | 52,991 | US$4.59M | 3.7% |
| Celestica Inc. | 10,060 | US$3.66M | 2.9% |
| Canadian National Railway Company | 26,721 | US$3.18M | 2.5% |
| Cae Inc. | 125K | US$3.11M | 2.5% |
| Vertiv Holdings, Llc | 8,731 | US$2.92M | 2.3% |
| Relx Plc | 59,648 | US$1.89M | 1.5% |
| Texas Instruments Incorporated | 0 | US$0 | 0.00% |
| Canadian Natural Resources Limited | 0 | US$0 | 0.00% |
| Bank Of Montreal | 0 | US$0 | 0.00% |
| Canadian Imperial Bank Of Commerce | 0 | US$0 | 0.00% |
| Sun Life Financial Inc. | 0 | US$0 | 0.00% |
| Suncor Energy Inc. | 0 | US$0 | 0.00% |
| Pembina Pipeline Corporation | 0 | US$0 | 0.00% |
| Brookfield Asset Management Inc | 0 | US$0 | 0.00% |
| Brookfield Corporation | 0 | US$0 | 0.00% |
| Cenovus Energy Inc. | 0 | US$0 | 0.00% |
| Tc Energy Corporation | 0 | US$0 | 0.00% |
| Apple Inc | 0 | US$0 | 0.00% |
| Berkshire Hathaway Inc. | 0 | US$0 | 0.00% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Mastercard Incorporated | 0 | US$0 | 0.00% |
Source
View original at SEC
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