Summerhill Capital Management lnc.

Est. AUM

$114.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET INC. CL-A	CAP STK CL A	$14.4M	50210	12.60%	SOLE
2	JPMORGAN CHASE & COMPANY	COM	$9.4M	31974	8.21%	SOLE
3	ROYAL BANK CDA	COM	$9.2M	57207	8.05%	SOLE
4	BROOKFIELD INFRASTRUCTURE PARTNERS L.P.	LP INT UNIT	$8.4M	232410	7.33%	SOLE
5	AMAZON.COM INC	COM	$7.6M	36645	6.66%	SOLE
6	META PLATFORMS INC	CL A	$7.3M	12748	6.36%	SOLE
7	ADVANCED MICRO DEVICE LTD.	COM	$6.6M	32552	5.78%	SOLE
8	MICROSOFT	COM	$6.3M	17141	5.54%	SOLE
9	EATON CORP PLC	SHS	$5.9M	16491	5.15%	SOLE
10	CANADIAN PACIFIC KANSAS CITY LTD	COM	$4.3M	55281	3.79%	SOLE
11	FIRST SOLAR INC.	COM	$4.2M	21410	3.69%	SOLE
12	VERTIV HOLDING	COM CL A	$3.9M	15679	3.43%	SOLE
13	BIRKENSTOCK HOLDINGS	COM SHS	$3.4M	95480	2.99%	SOLE
14	CAE INC.	COM	$3.2M	123302	2.80%	SOLE
15	CN RAIL	COM	$2.8M	27620	2.48%	SOLE
16	CELESTICA INC	COM	$2.8M	9959	2.45%	SOLE
17	CENOVUS ENERGY	COM	$2.2M	82822	1.91%	SOLE
18	RELX PLC ADR	SPONSORED ADR	$1.9M	56707	1.64%	SOLE
19	SPDR GOLD SHARES	GOLD SHS	$1.6M	3755	1.41%	SOLE
20	EXXON MOBIL	COM	$1.0M	6131	0.91%	SOLE
21	CANADIAN NATURAL RESOURCES LTD	COM	$854K	17537	0.75%	SOLE
22	SUNCOR ENERGY INC	COM	$842K	12761	0.73%	SOLE
23	ENERGY SELECT SECTOR SPDR FUND	STATE STREET ENE	$838K	13686	0.73%	SOLE
24	BERKSHIRE HATHAWAY	CL B NEW	$682K	1424	0.60%	SOLE
25	TC ENERGY CORP	COM	$666K	10663	0.58%	SOLE
26	PEMBINA PIPELINE CORPORATION	COM	$610K	13662	0.53%	SOLE
27	CHEVRON	COM	$491K	2375	0.43%	SOLE
28	CIBC	COM	$412K	4352	0.36%	SOLE
29	BANK OF MONTREAL	COM	$393K	2907	0.34%	SOLE
30	SUN LIFE FINANCIAL INC	COM	$380K	6081	0.33%	SOLE
31	APPLE INC.	COM	$376K	1483	0.33%	SOLE
32	TEXAS INSTRUMENTS	COM	$352K	1815	0.31%	SOLE
33	MASTERCARD	CL A	$343K	687	0.30%	SOLE
34	BROOKFIELD CORP	CL A LTD VT SH	$316K	7802	0.28%	SOLE
35	BROOKFIELD ASSET MGMT	CL A LMT VTG SHS	$295K	6652	0.26%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.