Summerhill Capital Management lnc.

data from 30/09/2025

Capitalization

$ 96.337 M 8.08 %

Average holding period

5 ans

Performance

$ 24.375 M 31.29 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Summerhill Capital Management lnc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC. CL-A 12.39% 11.933 M $ 49086 2024/03/31 3.288 M $ 37.94 %
2025/09/30 JPM JPMORGAN CHASE & COMPANY 10.05% 9.681 M $ 30691 2024/03/31 784.510 K $ 8.80 %
2025/09/30 FSLR FIRST SOLAR INC 9.91% 9.545 M $ 43283 2024/03/31 2.383 M $ 33.22 %
2025/09/30 META META PLATFORMS INC 9.65% 9.301 M $ 12665 2024/12/31 -47.046 K $ -0.50 %
2025/09/30 MSFT MICROSOFT 8.76% 8.436 M $ 16287 2024/03/31 335.027 K $ 4.13 %
2025/09/30 RY ROYAL BANK CDA 8.40% 8.089 M $ 54879 2024/03/31 866.703 K $ 11.99 %
2025/09/30 BIP BROOKFIELD INFRASTRUCTURE PARTNERS L.P. 7.99% 7.694 M $ 233464 2024/03/31 -142.644 K $ -1.82 %
2025/09/30 AMZN AMAZON.COM INC 7.97% 7.680 M $ 34976 2024/03/31 6.306 K $ 0.08 %
2025/09/30 CLS CELESTICA INC 4.73% 4.556 M $ 18514 2025/03/31 2.597 M $ 57.88 %
2025/09/30 VRT VERTIV HOLDING 4.26% 4.103 M $ 27196 2024/03/31 611.897 K $ 17.48 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY LTD 3.91% 3.769 M $ 50595 2024/03/31 -242.274 K $ -6.03 %
2025/09/30 CAE CAE INC. 3.80% 3.659 M $ 123567 2024/03/31 45.790 K $ 1.26 %
2025/09/30 PYPL PAYPAL HOLDINGS INC. 3.27% 3.153 M $ 47020 2024/03/31 -342.018 K $ -9.77 %
2025/09/30 ETN EATON CORP PLC 2.54% 2.443 M $ 6529 2024/03/31 112.863 K $ 4.83 %
2025/09/30 CNI CN RAIL 2.38% 2.295 M $ 24330 2024/03/31 -237.461 K $ -9.37 %
2025/09/30 CELH CELSIUS HLDGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 TU TELUS CORP COMMON 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ISHARES CORE S&P 500 INDEX 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %