Summerhill Capital Management Lnc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$114.6M
Q ending 2026-03-31
Prior quarter
$108.3M
Q ending 2025-12-31
Change
+5.8% QoQ · +53.6% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Alphabet Inc. Cl-A | GOOGL | Shares | $14.4M | 50K |
| Jpmorgan Chase & Company | JPM | Shares | $9.4M | 32K |
| Royal Bank Cda | RY | Shares | $9.2M | 57K |
| Brookfield Infrastructure Partners | Shares | $8.4M | 232K | |
| Amazon.Com Inc | AMZN | Shares | $7.6M | 37K |
| Meta Platforms Inc | META | Shares | $7.3M | 13K |
| Advanced Micro Device Ltd. | AMD | Shares | $6.6M | 33K |
| Microsoft | MSFT | Shares | $6.3M | 17K |
| Eaton Corp Plc | Shares | $5.9M | 16K | |
| Canadian Pacific Kansas City Ltd | CP | Shares | $4.3M | 55K |
| First Solar Inc. | FSLR | Shares | $4.2M | 21K |
| Vertiv Holding | VRT | Shares | $3.9M | 16K |
| Birkenstock Holdings | Shares | $3.4M | 95K | |
| Cae Inc. | CAE | Shares | $3.2M | 123K |
| Cn Rail | CNI | Shares | $2.8M | 28K |
| Celestica Inc | CLS | Shares | $2.8M | 10K |
| Cenovus Energy | CVE | Shares | $2.2M | 83K |
| Relx Plc Adr | RELX | Shares | $1.9M | 57K |
| Spdr Gold Shares | GLD | Shares | $1.6M | 4K |
| Exxon Mobil | XOM | Shares | $1.0M | 6K |
| Canadian Natural Resources Ltd | CNQ | Shares | $854K | 18K |
| Suncor Energy Inc | SU | Shares | $842K | 13K |
| Energy Select Sector Spdr Fund | XLE | Shares | $838K | 14K |
| Berkshire Hathaway | BRK/B | Shares | $682K | 1K |
| Tc Energy Corp | TRP | Shares | $666K | 11K |
| Pembina Pipeline Corporation | PBA | Shares | $610K | 14K |
| Chevron | CVX | Shares | $491K | 2K |
| Cibc | CM | Shares | $412K | 4K |
| Bank Of Montreal | BMO | Shares | $393K | 3K |
| Sun Life Financial Inc | SLF | Shares | $380K | 6K |
| Apple Inc. | AAPL | Shares | $376K | 1K |
| Texas Instruments | TXN | Shares | $352K | 2K |
| Mastercard | MA | Shares | $343K | 687 |
| Brookfield Corp | BN | Shares | $316K | 8K |
| Brookfield Asset Mgmt | BAM | Shares | $295K | 7K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.