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


Currently, Summerhill Capital Management lnc. holds 35 types of securities in its portfolio with a total value $114.6M. In the most recent quarter, they have increased their positions in AMD (+13.5K shares, valued at $2.7M), CVE (+82.8K shares, valued at $2.2M), RELX (+56.7K shares, valued at $1.9M); decreased their positions in FSLR (-22.3K shares, valued at $4.4M), META (-13 shares, valued at $7.4K), BIP (-14 shares, valued at $505.6799879523256); initiated new positions in CVE (+82.8K shares, valued at $2.2M), RELX (+56.7K shares, valued at $1.9M), GLD (+3.8K shares, valued at $1.6M).


1M P&L
+8.5M+9.00%
3M P&L
+14.2M+16.00%
HY P&L
+17.7M+20.75%

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

1Banks - Diversified19.4M
22.6%
2Utilities - Diversified8.4M
9.7%
3Internet Retail7.6M
8.9%

Top Industries by Stock Count

1Banks - Diversified4 stocks
13.8%
2Oil & Gas Integrated4 stocks
13.8%
3Oil & Gas Midstream2 stocks
6.9%
Stock Holdings
ALPHABET INC. CL-A
ALPHABET INC. CL-A
2.23%
Shares50.2K
Event2026-03-31
Filed2026-04-22
JPM
JPMORGAN CHASE & COMPANY
3.99%
Shares32.0K
Event2026-03-31
Filed2026-04-22
RY
ROYAL BANK CDA
4.53%
Shares57.2K
Event2026-03-31
Filed2026-04-22
BIP
BROOKFIELD INFRASTRUCTURE PARTNERS L.P.
-0.01%
Shares232.4K
Event2026-03-31
Filed2026-04-22
AMZN
AMAZON.COM INC
4.50%
Shares36.6K
Event2026-03-31
Filed2026-04-22
META
META PLATFORMS INC
-0.10%
Shares12.7K
Event2026-03-31
Filed2026-04-22
AMD
ADVANCED MICRO DEVICE LTD.
70.71%
Shares32.6K
Event2026-03-31
Filed2026-04-22
MSFT
MICROSOFT
5.17%
Shares17.1K
Event2026-03-31
Filed2026-04-22
EATON CORP PLC
EATON CORP PLC
41.96%
Shares16.5K
Event2026-03-31
Filed2026-04-22
CANADIAN PACIFIC KANSAS CITY LTD
CANADIAN PACIFIC KANSAS CITY LTD
9.24%
Shares55.3K
Event2026-03-31
Filed2026-04-22
FSLR
FIRST SOLAR INC.
-51.05%
Shares21.4K
Event2026-03-31
Filed2026-04-22
VRT
VERTIV HOLDING
0.00%
Shares15.7K
Event2026-03-31
Filed2026-04-22
BIRK
BIRKENSTOCK HOLDINGS
0.05%
Shares95.5K
Event2026-03-31
Filed2026-04-22
CAE
CAE INC.
0.06%
Shares123.3K
Event2026-03-31
Filed2026-04-22
CNI
CN RAIL
14.49%
Shares27.6K
Event2026-03-31
Filed2026-04-22
CELESTICA INC
CELESTICA INC
0.92%
Shares10.0K
Event2026-03-31
Filed2026-04-22
CVE
CENOVUS ENERGY
New
Shares82.8K
Event2026-03-31
Filed2026-04-22
RELX
RELX PLC ADR
New
Shares56.7K
Event2026-03-31
Filed2026-04-22
GLD
SPDR GOLD SHARES
New
Shares3.8K
Event2026-03-31
Filed2026-04-22
XOM
EXXON MOBIL
New
Shares6.1K
Event2026-03-31
Filed2026-04-22
CNQ
CANADIAN NATURAL RESOURCES LTD
New
Shares17.5K
Event2026-03-31
Filed2026-04-22
SU
SUNCOR ENERGY INC
New
Shares12.8K
Event2026-03-31
Filed2026-04-22
XLE
ENERGY SELECT SECTOR SPDR FUND
New
Shares13.7K
Event2026-03-31
Filed2026-04-22
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
New
Shares1.4K
Event2026-03-31
Filed2026-04-22
TRP
TC ENERGY CORP
New
Shares10.7K
Event2026-03-31
Filed2026-04-22
PBA
PEMBINA PIPELINE CORPORATION
New
Shares13.7K
Event2026-03-31
Filed2026-04-22
CVX
CHEVRON
New
Shares2.4K
Event2026-03-31
Filed2026-04-22
CM
CIBC
New
Shares4.4K
Event2026-03-31
Filed2026-04-22
BMO
BANK OF MONTREAL
New
Shares2.9K
Event2026-03-31
Filed2026-04-22
SLF
SUN LIFE FINANCIAL INC
New
Shares6.1K
Event2026-03-31
Filed2026-04-22
AAPL
APPLE INC.
New
Shares1.5K
Event2026-03-31
Filed2026-04-22
TXN
TEXAS INSTRUMENTS
New
Shares1.8K
Event2026-03-31
Filed2026-04-22
MA
MASTERCARD
New
Shares687
Event2026-03-31
Filed2026-04-22
BN
BROOKFIELD CORP
New
Shares7.8K
Event2026-03-31
Filed2026-04-22
BROOKFIELD ASSET MGMT
BROOKFIELD ASSET MGMT
New
Shares6.7K
Event2026-03-31
Filed2026-04-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available