Summerhill Capital Management lnc.: 13F holdings

CIK 20175982026Q2

Positions18
Reported value$125.3m
Filed2026-08-04

Top 10 holdings

SecuritySharesValueWeight
GOOGL ALPHABET INC. CL-A49,349$17.6m14.1%
AMD ADVANCED MICRO DEVICE LTD.29,913$17.4m13.9%
RY ROYAL BANK CDA55,590$11.5m9.2%
JPM JPMORGAN CHASE & COMPANY31,239$10.2m8.2%
BROOKFIELD INFRASTRUCTURE PARTNERS L.P.236,081$8.6m6.9%
AMZN AMAZON.COM INC35,577$8.5m6.8%
MSFT MICROSOFT21,887$8.2m6.5%
EATON CORP PLC16,964$7.2m5.8%
META META PLATFORMS INC9,182$5.2m4.1%
FSLR FIRST SOLAR INC.21,020$5.0m4.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2017598")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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