Summerhill Capital Management lnc.

CIK 2017598 · View on SEC EDGAR ↗

Portfolio value
$125.3M
#7,913 of 9,443 by 13F value · top 83.8%
Positions
18
As of
June 30, 2026

Portfolio value QoQ: +9.3% 13F does not disclose cash

Top 10 holdings weight
79.31%
Top 25 holdings weight
100.00%
Positions above 1%
18
Effective number of positions
12.5

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 3.94% Est. buys $4,724,574 · sells $20,104,348

Median holding: 1.5 quarters Tracked Q4 2024–Q2 2026 · 39.1% still held

New positions
1
Increased
7
Decreased
10
Closed
18
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+48.4%
S&P 500 total return (same window)
+28.1%
Excess return
+20.3%

Annualized: +30.2% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 99.0% · Options excluded: 0.0%

Sector breakdown

Technology
24.3%
Industrials
21.2%
Communication Services
18.2%
Financials
17.3%
Utilities
6.9%
Retail
6.8%
Consumer Discretionary
5.2%

Full portfolio 18 positions

Type Streak 8Q trend
GOOGL Alphabet Inc. - Class A Common Stock $17,635,852 14.08% 49,349 $3,197,464 Down ×1
AMD Advanced Micro Devices, Inc. - Common Stock $17,376,761 13.87% 29,913 $10,754,708 Down ×1
RY Royal Bank Of Canada Common Stock $11,488,851 9.17% 55,590 $2,259,559 Down ×1
JPM JP Morgan Chase & Co. Common Stock $10,225,462 8.16% 31,239 $819,990 Down ×1
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $8,614,595 6.88% 236,081 $219,946 Up ×1
AMZN Amazon.com, Inc. - Common Stock $8,479,422 6.77% 35,577 $845,902 Down ×1
MSFT Microsoft Corporation - Common Stock $8,164,289 6.52% 21,887 $1,819,205 Up ×3
ETN Eaton Corporation, PLC Ordinary Shares $7,228,700 5.77% 16,964 $1,330,364 Up ×3
META Meta Platforms, Inc. - Class A Common Stock $5,172,129 4.13% 9,182 $-2,121,384 Down ×2
FSLR First Solar, Inc. - Common Stock $4,959,879 3.96% 21,020 $736,542 Down ×2
CP Canadian Pacific Kansas City Limited Common Shares $4,585,344 3.66% 52,991 $243,848 Down ×1
BIRK Birkenstock Holding plc Ordinary Shares $4,185,227 3.34% 97,263 $764,179 Up ×2
CLS Celestica, Inc. Common Stock $3,661,812 2.92% 10,060 $858,088 Up ×2
CNI Canadian National Railway Company Common Stock $3,182,074 2.54% 26,721 $344,976 Down ×1
CAE CAE Inc. Ordinary Shares $3,112,910 2.49% 124,569 $-91,049 Up ×2
VRT Vertiv Holdings, LLC Class A Common Stock $2,923,313 2.33% 8,731 $-1,005,531 Down ×1
RACE Ferrari N.V. Common Shares $2,380,422 1.90% 6,394 Up ×1
RELX RELX PLC PLC American Depositary Shares (Each representing One Ordinary Share) $1,889,052 1.51% 59,648 $9,215 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
MSFT $8,164,289 6.52% up ×3
ETN $7,228,700 5.77% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
RACE $2,380,422 6,394 1.90%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMD Trimmed -3K +$10.8M
GOOGL Trimmed -861 +$3.2M
RY Trimmed -2K +$2.3M
META Trimmed -4K -$2.1M
MSFT Bought more +5K +$1.8M
ETN Bought more +473 +$1.3M
VRT Trimmed -7K -$1.0M
CLS Bought more +101 +$858K
AMZN Trimmed -1K +$846K
JPM Trimmed -735 +$820K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
PYPL March 31, 2026 47,304 $2,761,608 37.6%
CVE June 30, 2026 82,822 $2,193,693 31.9%
ANSS June 30, 2025 6,207 $1,964,888 No longer tracked
GLD June 30, 2026 3,755 $1,615,739 No longer tracked
XOM June 30, 2026 6,131 $1,040,185 21.7%
CNQ June 30, 2026 17,537 $853,763 29.7%
SU June 30, 2026 12,761 $842,341 27.1%
QSR March 31, 2025 12,914 $840,860 19.0%
XLE June 30, 2026 13,686 $838,404 No longer tracked
BRKB June 30, 2026 1,424 $682,381 No longer tracked
TRP June 30, 2026 10,663 $666,371 -4.4%
PBA June 30, 2026 13,662 $610,326 6.7%
CVX June 30, 2026 2,375 $491,388 24.6%
CM June 30, 2026 4,352 $411,628 2.4%
BMO June 30, 2026 2,907 $392,953 -0.4%
SLF June 30, 2026 6,081 $380,199 1.6%
AAPL June 30, 2026 1,483 $376,371 6.5%
TXN June 30, 2026 1,815 $352,364 -11.1%
MA June 30, 2026 687 $343,266 12.0%
BN June 30, 2026 7,802 $315,517 -1.5%
BAM June 30, 2026 6,652 $295,162 16.1%
TU Sept. 30, 2025 9,190 $147,318 -36.4%
ADBE June 30, 2025 32 $12,273 -29.4%
NVO June 30, 2025 130 $9,027 -32.3%
INTU June 30, 2025 14 $8,596 -54.2%
CELH Sept. 30, 2025 50 $2,300 -43.8%
MSI Sept. 30, 2025 2 $851 4.3%