Summerhill Capital Management lnc.

TORONTO, A6 · CIK 2017598 · 13F filing filed 2026-04-22

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.

Others nearbyToronto

$114.6m reported value +5.8% vs Q4 2025

35positions

69.5%in top 10

19 new 12 added 3 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

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	50,210	$14.4m12.60%	12.60%	Added +1.1k	+1,094 2.2%
2	JPMORGAN CHASE & CO COM JPM	JPM	31,974	$9.4m8.21%	8.21%	Added +1.2k	+1,228 4.0%
3	ROYAL BK CDA COM RY	RY	57,207	$9.2m8.05%	8.05%	Added +2.5k	+2,480 4.5%
4	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	232,410	$8.4m7.33%	7.33%	Reduced -14	-14 -0.0%
5	AMAZON COM INC COM AMZN	AMZN	36,645	$7.6m6.66%	6.66%	Added +1.6k	+1,577 4.5%
6	META PLATFORMS INC CL A META	META	12,748	$7.3m6.36%	6.36%	Reduced -13	-13 -0.1%
7	ADVANCED MICRO DEVICES INC COM AMD	AMD	32,552	$6.6m5.78%	5.78%	Added +13.5k	+13,483 70.7%
8	MICROSOFT CORP COM MSFT	MSFT	17,141	$6.3m5.54%	5.54%	Added +843	+843 5.2%
9	EATON CORP PLC SHS ETN	ETN	16,491	$5.9m5.15%	5.15%	Added +4.9k	+4,874 42.0%
10	CANADIAN PACIFIC KANSAS CITY COM CP	CP	55,281	$4.3m3.79%	3.79%	Added +4.7k	+4,674 9.2%
11	FIRST SOLAR INC COM FSLR	FSLR	21,410	$4.2m3.69%	3.69%	Reduced -22.3k	-22,328 -51.0%
12	VERTIV HOLDINGS CO COM CL A VRT	VRT	15,679	$3.9m3.43%	3.43%	Unchanged
13	BIRKENSTOCK HOLDING PLC COM SHS BIRK	BIRK	95,480	$3.4m2.99%	2.99%	Added +44	+44 0.1%
14	CAE INC COM CAE	CAE	123,302	$3.2m2.80%	2.80%	Added +79	+79 0.1%
15	CANADIAN NATL RY CO COM CNI	CNI	27,620	$2.8m2.48%	2.48%	Added +3.5k	+3,496 14.5%
16	CELESTICA INC COM CLS	CLS	9,959	$2.8m2.45%	2.45%	Added +91	+91 0.9%
17	CENOVUS ENERGY INC COM CVE	CVE	82,822	$2.2m1.91%	1.91%	New
18	RELX PLC SPONSORED ADR RELX	RELX	56,707	$1.9m1.64%	1.64%	New
19	SPDR GOLD TR GOLD SHS GLD	GLD	3,755	$1.6m1.41%	1.41%	New
20	EXXON MOBIL CORP COM XOM	XOM	6,131	$1.0m0.91%	0.91%	New
21	CANADIAN NAT RES LTD COM CNQ	CNQ	17,537	$853.8k0.74%	0.74%	New
22	SUNCOR ENERGY INC NEW COM SU	SU	12,761	$842.3k0.74%	0.74%	New
23	SELECT SECTOR SPDR TR ENERGY XLE	XLE	13,686	$838.4k0.73%	0.73%	New
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,424	$682.4k0.60%	0.60%	New
25	TC ENERGY CORP COM TRP	TRP	10,663	$666.4k0.58%	0.58%	New
26	PEMBINA PIPELINE CORP COM PBA	PBA	13,662	$610.3k0.53%	0.53%	New
27	CHEVRON CORP NEW COM CVX	CVX	2,375	$491.4k0.43%	0.43%	New
28	CANADIAN IMPERIAL BANK OF CO COM CM	CM	4,352	$411.6k0.36%	0.36%	New
29	BANK MONTREAL QUE COM BMO	BMO	2,907	$393.0k0.34%	0.34%	New
30	SUN LIFE FINANCIAL INC. COM SLF	SLF	6,081	$380.2k0.33%	0.33%	New
31	APPLE INC COM AAPL	AAPL	1,483	$376.4k0.33%	0.33%	New
32	TEXAS INSTRS INC COM TXN	TXN	1,815	$352.4k0.31%	0.31%	New
33	MASTERCARD INCORPORATED CL A MA	MA	687	$343.3k0.30%	0.30%	New
34	BROOKFIELD CORP CL A LTD VT SH BN	BN	7,802	$315.5k0.28%	0.28%	New
35	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	6,652	$295.2k0.26%	0.26%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
PAYPAL HLDGS INC PYPL	PYPL	47,304	$2.8m47.3k shares