Summerhill Capital Management lnc.

TORONTO, A6 · CIK 2017598 · 13F filing filed 2026-02-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$108.3m reported value +12.4% vs Q3 2025

17positions

79.9%in top 10

2 new 9 added 6 reduced 0 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	49,116	$15.4m14.19%	14.19%	Added +30	+30 0.1%
2	FIRST SOLAR INC COM FSLR	FSLR	43,738	$11.4m10.55%	10.55%	Added +455	+455 1.1%
3	JPMORGAN CHASE & CO COM JPM	JPM	30,746	$9.9m9.15%	9.15%	Added +55	+55 0.2%
4	ROYAL BK CDA COM RY	RY	54,727	$9.3m8.63%	8.63%	Reduced -152	-152 -0.3%
5	META PLATFORMS INC CL A META	META	12,761	$8.4m7.78%	7.78%	Added +96	+96 0.8%
6	AMAZON COM INC COM AMZN	AMZN	35,068	$8.1m7.47%	7.47%	Added +92	+92 0.3%
7	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	232,424	$8.1m7.46%	7.46%	Reduced -1.0k	-1,040 -0.5%
8	MICROSOFT CORP COM MSFT	MSFT	16,298	$7.9m7.28%	7.28%	Added +11	+11 0.1%
9	ADVANCED MICRO DEVICES INC COM AMD	AMD	19,069	$4.1m3.77%	3.77%	New
10	BIRKENSTOCK HOLDING PLC COM SHS BIRK	BIRK	95,436	$3.9m3.60%	3.60%	New
11	CAE INC COM CAE	CAE	123,223	$3.7m3.46%	3.46%	Reduced -344	-344 -0.3%
12	CANADIAN PACIFIC KANSAS CITY COM CP	CP	50,607	$3.7m3.44%	3.44%	Added +12	+12 0.0%
13	EATON CORP PLC SHS ETN	ETN	11,617	$3.7m3.42%	3.42%	Added +5.1k	+5,088 77.9%
14	CELESTICA INC COM CLS	CLS	9,868	$2.9m2.70%	2.70%	Reduced -8.6k	-8,646 -46.7%
15	PAYPAL HLDGS INC COM PYPL	PYPL	47,304	$2.8m2.55%	2.55%	Added +284	+284 0.6%
16	VERTIV HOLDINGS CO COM CL A VRT	VRT	15,679	$2.5m2.35%	2.35%	Reduced -11.5k	-11,517 -42.4%
17	CANADIAN NATL RY CO COM CNI	CNI	24,124	$2.4m2.21%	2.21%	Reduced -206	-206 -0.8%