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The Analysis of Summerhill Capital Management lnc.'s Holdings & P&L

Currently, Summerhill Capital Management lnc. holds 18 types of securities in its portfolio with a total value $125.3M. In the most recent quarter, they have increased their positions in RACE (+6.4K shares, valued at $2.4M), MSFT (+4.7K shares, valued at $1.8M), ETN (+473 shares, valued at $201.6K); decreased their positions in VRT (-6.9K shares, valued at $2.3M), N/A (-3.6K shares, valued at $2.0M), AMD (-2.6K shares, valued at $1.5M); initiated new positions in RACE (+6.4K shares, valued at $2.4M).

1M P&L

-4.0M-4.24%

3M P&L

+50.4K+0.06%

HY P&L

+15.9M+21.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information17.6M

16.1%

2Semiconductors17.4M

15.8%

3Banks - Diversified11.5M

10.5%

Top Industries by Stock Count

1Railroads2 stocks

12.5%

2Utilities - Diversified1 stocks

6.3%

3Banks - Diversified1 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC. CL-A49.3K shares-1.71%2026-06-302026-08-04

AMD ADVANCED MICRO DEVICE LTD.29.9K shares-8.11%2026-06-302026-08-04

RY ROYAL BANK CDA55.6K shares-2.83%2026-06-302026-08-04

JPMORGAN CHASE & COMPANY JPMORGAN CHASE & COMPANY31.2K shares-2.30%2026-06-302026-08-04

BIP BROOKFIELD INFRASTRUCTURE PARTNERS L.P.236.1K shares1.58%2026-06-302026-08-04

AMZN AMAZON.COM INC35.6K shares-2.91%2026-06-302026-08-04

MSFT MICROSOFT21.9K shares27.69%2026-06-302026-08-04

ETN EATON CORP PLC17.0K shares2.87%2026-06-302026-08-04

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META PLATFORMS INC META PLATFORMS INC9.2K shares-27.97%2026-06-302026-08-04

FSLR FIRST SOLAR INC.21.0K shares-1.82%2026-06-302026-08-04

CP CANADIAN PACIFIC KANSAS CITY LTD53.0K shares-4.14%2026-06-302026-08-04

BIRK BIRKENSTOCK HOLDINGS97.3K shares1.87%2026-06-302026-08-04

CLS CELESTICA INC10.1K shares1.01%2026-06-302026-08-04

CNI CN RAIL26.7K shares-3.25%2026-06-302026-08-04

CAE CAE INC.124.6K shares1.03%2026-06-302026-08-04

VRT VERTIV HOLDING8.7K shares-44.31%2026-06-302026-08-04

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RACE FERRARI NV6.4K sharesnew addition2026-06-302026-08-04

RELX RELX PLC ADR59.6K shares5.19%2026-06-302026-08-04

GOOGL

ALPHABET INC. CL-A

-1.71%

Shares49.3K

Event2026-06-30

Filed2026-08-04

AMD

ADVANCED MICRO DEVICE LTD.

-8.11%

Shares29.9K

Event2026-06-30

Filed2026-08-04

ROYAL BANK CDA

-2.83%

Shares55.6K

Event2026-06-30

Filed2026-08-04

JPMORGAN CHASE & COMPANY

-2.30%

Shares31.2K

Event2026-06-30

Filed2026-08-04

BIP

BROOKFIELD INFRASTRUCTURE PARTNERS L.P.

1.58%

Shares236.1K

Event2026-06-30

Filed2026-08-04

AMZN

AMAZON.COM INC

-2.91%

Shares35.6K

Event2026-06-30

Filed2026-08-04

MSFT

MICROSOFT

27.69%

Shares21.9K

Event2026-06-30

Filed2026-08-04

ETN

EATON CORP PLC

2.87%

Shares17.0K

Event2026-06-30

Filed2026-08-04

META PLATFORMS INC

-27.97%

Shares9.2K

Event2026-06-30

Filed2026-08-04

FSLR

FIRST SOLAR INC.

-1.82%

Shares21.0K

Event2026-06-30

Filed2026-08-04

CANADIAN PACIFIC KANSAS CITY LTD

-4.14%

Shares53.0K

Event2026-06-30

Filed2026-08-04

BIRK

BIRKENSTOCK HOLDINGS

1.87%

Shares97.3K

Event2026-06-30

Filed2026-08-04

CLS

CELESTICA INC

1.01%

Shares10.1K

Event2026-06-30

Filed2026-08-04

CNI

CN RAIL

-3.25%

Shares26.7K

Event2026-06-30

Filed2026-08-04

CAE

CAE INC.

1.03%

Shares124.6K

Event2026-06-30

Filed2026-08-04

VRT

VERTIV HOLDING

-44.31%

Shares8.7K

Event2026-06-30

Filed2026-08-04

RACE

FERRARI NV

New

Shares6.4K

Event2026-06-30

Filed2026-08-04

RELX

RELX PLC ADR

5.19%

Shares59.6K

Event2026-06-30

Filed2026-08-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available