13F HOLDINGS REPORT
Summerhill Capital Management lnc.
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001062993-26-000564
Total Value
$108.3M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC. CL-A | GOOG | 49,116 | $15.4M | 14.19% |
| 2 | FIRST SOLAR INC | FSLR | 43,738 | $11.4M | 10.55% |
| 3 | JPMORGAN CHASE & COMPANY | VYLD | 30,746 | $9.9M | 9.15% |
| 4 | ROYAL BANK CDA | 780087102 | 54,727 | $9.3M | 8.63% |
| 5 | META PLATFORMS INC | META | 12,761 | $8.4M | 7.78% |
| 6 | AMAZON.COM INC | AMZN | 35,068 | $8.1M | 7.47% |
| 7 | BROOKFIELD INFRASTRUCTURE PARTNERS L.P. | G16252101 | 232,424 | $8.1M | 7.46% |
| 8 | MICROSOFT | MSFT | 16,298 | $7.9M | 7.28% |
| 9 | ADVANCED MICRO DEVICE LTD. | AMD | 19,069 | $4.1M | 3.77% |
| 10 | BIRKENSTOCK HOLDING PLC | BIRK | 95,436 | $3.9M | 3.60% |
| 11 | CAE INC. | CAE | 123,223 | $3.7M | 3.46% |
| 12 | CANADIAN PACIFIC KANSAS CITY LTD | CP | 50,607 | $3.7M | 3.44% |
| 13 | EATON CORP PLC | ETN | 11,617 | $3.7M | 3.42% |
| 14 | CELESTICA INC | CLS | 9,868 | $2.9M | 2.70% |
| 15 | PAYPAL HOLDINGS INC. | PYPL | 47,304 | $2.8M | 2.55% |
| 16 | VERTIV HOLDING | VRT | 15,679 | $2.5M | 2.35% |
| 17 | CN RAIL | 136375102 | 24,124 | $2.4M | 2.21% |