The Analysis of Summerhill Capital Management lnc.'s Holdings

Currently, Summerhill Capital Management lnc. holds 17 types of securities in its portfolio with a total value $108.3M. In the most recent quarter, they have increased their positions in AMD (+19.1K shares, valued at $4.1M), BIRK (+95.4K shares, valued at $3.9M), N/A (+5.1K shares, valued at $1.6M); decreased their positions in N/A (-8.6K shares, valued at $2.6M), VRT (-11.5K shares, valued at $1.9M), BIP (-1.0K shares, valued at $36.1K); initiated new positions in AMD (+19.1K shares, valued at $4.1M), BIRK (+95.4K shares, valued at $3.9M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET INC. CL-A ALPHABET INC. CL-A49.1K shares0.06%2025-12-312026-02-03

FSLR FIRST SOLAR INC43.7K shares1.05%2025-12-312026-02-03

JPM JPMORGAN CHASE & COMPANY30.7K shares0.18%2025-12-312026-02-03

RY ROYAL BANK CDA54.7K shares-0.28%2025-12-312026-02-03

META META PLATFORMS INC12.8K shares0.76%2025-12-312026-02-03

AMZN AMAZON.COM INC35.1K shares0.26%2025-12-312026-02-03

BIP BROOKFIELD INFRASTRUCTURE PARTNERS L.P.232.4K shares-0.45%2025-12-312026-02-03

MSFT MICROSOFT16.3K shares0.07%2025-12-312026-02-03

Sponsored

AMD ADVANCED MICRO DEVICE LTD.19.1K sharesnew addition2025-12-312026-02-03

BIRK BIRKENSTOCK HOLDING PLC95.4K sharesnew addition2025-12-312026-02-03

CAE CAE INC.123.2K shares-0.28%2025-12-312026-02-03

CANADIAN PACIFIC KANSAS CITY LTD CANADIAN PACIFIC KANSAS CITY LTD50.6K shares0.02%2025-12-312026-02-03

EATON CORP PLC EATON CORP PLC11.6K shares77.93%2025-12-312026-02-03

CELESTICA INC CELESTICA INC9.9K shares-46.70%2025-12-312026-02-03

PYPL PAYPAL HOLDINGS INC.47.3K shares0.60%2025-12-312026-02-03

VRT VERTIV HOLDING15.7K shares-42.35%2025-12-312026-02-03